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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,781 managers (1,800 13F filers) reported a position in XLF shares at 2025-03-31, 780,929,864 shares in all. 149 filers opened a position and 106 filers sold out during the quarter.

Managers
1,781
13F filers
1,800
New
149
Added
761
Reduced
614
Sold out
106
Shares held by filers
780,929,864

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAPITAL ADVISORS INC/OK9,234$460K0.01%+4813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,227$460K0.02%-5213F-HR/ATimeline
GERBER, LLC9,133$455K0.38%+813F-HRTimeline
Aviance Capital Partners, LLC9,102$453K0.06%-94513F-HRTimeline
Breed's Hill Capital LLC9,100$453K0.24%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,090$453K0.01%-2,99313F-HRTimeline
STAR Financial Bank9,079$452K0.33%013F-HRTimeline
Solutions 4 Wealth, Ltd9,019$449K0.79%+3513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC9,015$449K<0.01%-10613F-HRTimeline
Tiller Private Wealth, Inc.8,969$447K0.19%+85013F-HRTimeline
Private Wealth Asset Management, LLC8,960$446K0.06%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,955$446K0.09%+1,79013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO8,925$445K0.01%-71913F-HRTimeline
Sherman Asset Management, Inc.8,900$443K0.42%-1,56013F-HRTimeline
Providence First Trust Co8,894$443K0.18%+5,48213F-HRTimeline
EQUITABLE TRUST CO8,893$443K0.02%013F-HRTimeline
Accurate Wealth Management, LLC9,453$441K0.08%-126,24013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…8,858$441K0.02%-33813F-HRTimelineGroup
All Terrain Financial Advisors, LLC8,835$440K0.17%+113F-HRTimeline
Summit X, LLC8,832$440K0.09%+20013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,800$438K0.01%-213F-HRTimeline
Richard W. Paul & Associates, LLC8,799$438K0.17%-11,34313F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…8,717$434K0.23%-85,38213F-HRTimelineGroup
Fusion Capital, LLC8,706$434K0.17%-55413F-HRTimeline
SAPIENT CAPITAL LLC8,699$433K0.01%-5,17713F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,144$432K0.17%-9,48913F-HRTimeline
Creegan & Nassoura Financial Group, LLC8,675$432K0.29%013F-HRTimeline
River Wealth Advisors LLC8,644$431K0.06%013F-HRTimeline
Destiny Capital Corp/CO8,615$429K0.29%013F-HRTimeline
LANARK FINANCIAL, INC.8,617$429K0.04%+8,60913F-HRTimeline
Sonora Investment Management Group, LLC8,589$428K0.03%+71313F-HRTimeline
Strategies Wealth Advisors, LLC8,582$427K0.05%+32913F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.8,577$427K0.03%new13F-HRTimelineGroup
JMG Financial Group, Ltd.8,554$426K0.01%+1,78913F-HRTimeline
Family Firm, Inc.8,509$424K0.09%-81613F-HRTimeline
First Citizens Financial Corp8,498$423K0.24%+3,28613F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,490$423K0.01%-2,34513F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,488$423K0.03%-53413F-HRTimeline
HCR Wealth Advisors8,487$423K0.06%-24013F-HRTimeline
Delta Financial Group, Inc.8,419$422K0.1%+5013F-HRTimeline
Herold Advisors, Inc.8,469$422K0.09%+29813F-HRTimeline
One Wealth Management Investment & Advi…8,419$419K0.69%013F-HRTimeline
Lion Street Advisors, LLC8,405$419K0.13%+1,00013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC8,388$418K0.34%013F-HRTimeline
Acorns Advisers, LLC8,384$418K<0.01%+2,45013F-HRTimeline
Formidable Asset Management, LLC8,356$416K0.07%-23013F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,344$416K0.14%+1713F-HRTimeline
HMV Wealth Advisors, LLC8,311$414K0.33%013F-HRTimeline
Spartan Planning & Wealth Management8,293$413K0.4%-2,34213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…8,285$413K0.04%013F-HRTimeline
Gallacher Capital Management LLC8,265$412K0.2%+48513F-HRTimeline
Meridian Financial Advisors, LLC8,253$411K0.29%+47513F-HRTimeline
ALTFEST L J & CO INC8,224$410K0.05%-72,54713F-HRTimeline
Private Capital Management, LLC8,216$409K0.05%-61413F-HRTimeline
Legacy Edge Advisors, LLC8,167$407K0.06%-30113F-HRTimeline
Sage Capital Advisors,llc8,110$404K0.11%+8513F-HRTimeline
Chicago Partners Investment Group LLC8,162$404K0.01%+4913F-HRTimeline
EWG Elevate Inc.8,078$402K0.15%-12,89213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,071$402K0.05%-1,26913F-HRTimeline
First Heartland Consultants, Inc.8,071$402K0.04%-18013F-HRTimeline
SeaBridge Investment Advisors LLC8,052$401K0.09%013F-HRTimeline
Manchester Capital Management LLC8,039$400K0.05%013F-HRTimeline
Cascades Capital Asset Management, LLC8,025$400K0.22%new13F-HRTimeline
Hudson Portfolio Management LLC8,014$399K0.38%+2,88513F-HRTimeline
Elevated Capital Advisors, LLC8,008$399K0.11%-10913F-HRTimeline
COWA, LLC8,000$398K0.17%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich7,963$397K<0.01%-95813F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.7,886$394K0.18%-18513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,875$392K-567Timeline
Sebold Capital Management, Inc.7,866$392K0.26%-14613F-HRTimeline
Sharkey, Howes & Javer7,842$391K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC7,846$390K0.18%+1,16813F-HRTimeline
Lighthouse Financial LLC7,811$389K0.34%-50013F-HRTimeline
Bouchey Financial Group, Ltd.7,773$387K0.03%+9113F-HRTimeline
First County Bank /CT/7,771$387K0.21%-10013F-HRTimeline
Coordinated Financial Services, Inc./CO7,770$387K0.3%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,762$387K0.06%+34813F-HRTimeline
Loudon Investment Management, LLC7,740$386K0.22%013F-HRTimeline
Register Financial Advisors LLC7,728$385K0.2%+50313F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC7,722$385K0.27%+3113F-HRTimeline
Summit Trail Advisors, LLC7,713$384K0.01%013F-HRTimeline
Tyche Wealth Partners LLC7,702$384K0.08%+19313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,699$383K0.01%+45813F-HRTimeline
InTrack Investment Management Inc7,621$380K0.34%-9313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…7,615$379K0.02%+2,98913F-HRTimeline
SlateStone Wealth, LLC7,612$379K0.04%-91513F-HRTimeline
Richardson Capital Management LLC7,600$379K0.24%-1,34413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,593$378K0.02%013F-HRTimelineGroup
Riverview Capital Advisers, LLC7,587$378K0.12%-15013F-HRTimeline
Golden Reserve Retirement LLC7,583$378K0.15%13F-HRTimeline
PROFFITT & GOODSON INC7,580$378K0.06%-96313F-HRTimeline
LifeSteps Financial, Inc.7,562$377K0.31%013F-HRTimeline
Exchange Capital Management, Inc.7,557$376K0.06%-36013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,544$376K0.25%+70413F-HRTimeline
High Falls Advisors, Inc7,543$376K0.09%-8413F-HRTimeline
FIRST UNITED BANK & TRUST7,536$375K0.14%+10513F-HRTimeline
BIP Wealth, LLC7,482$373K0.02%+22413F-HRTimeline
Continuum Advisory, LLC7,432$370K0.05%+1,73013F-HRTimeline
Independent Advisor Alliance7,406$369K0.01%-546,89513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI7,393$368K0.02%+13913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,391$368K0.07%+513F-HR/ATimeline
TigerOak Management, L.L.C.7,386$368K0.14%-39113F-HRTimeline
Addison Advisors LLC7,377$367K0.1%-9713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/7,377$367K0.17%-1,00013F-HRTimelineGroup
Smith Thornton Advisors LLC7,328$365K0.23%013F-HRTimeline
Wernau Asset Management Inc.7,313$364K0.38%013F-HRTimeline
IPG Investment Advisors LLC7,311$364K0.08%-1,86313F-HRTimeline
LFA - Lugano Financial Advisors SA7,300$364K0.25%013F-HRTimeline
Vantage Financial Partners, LLC7,288$363K0.09%+2,73013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,242$361K+2Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…7,241$361K0.13%-13913F-HRTimeline
Aspen Investment Management Inc7,233$360K0.17%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,223$360K0.04%+10713F-HRTimeline
Crewe Advisors LLC7,217$359K0.05%-7,20013F-HRTimeline
Perennial Advisors, LLC7,198$359K0.07%new13F-HRTimeline
OPINICUS CAPITAL, INC.7,176$357K0.32%-9913F-HRTimeline
Arkos Global Advisors7,172$357K0.05%013F-HRTimeline
USA FINANCIAL FORMULAS7,157$356K0.06%-1,47313F-HRTimeline
Cottage Street Advisors LLC7,147$356K0.18%-40413F-HRTimeline
Fort Point Capital Partners LLC7,133$355K0.04%-6313F-HRTimeline
Bravias Capital Group, LLC7,128$355K0.29%new13F-HRTimeline
Agate Pass Investment Management, LLC7,108$354K0.15%013F-HRTimeline
Florida Trust Wealth Management Co7,021$350K0.01%-58313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,008$349K0.01%-16,00013F-HRTimeline
Black Diamond Financial, LLC7,003$349K0.05%+77213F-HRTimeline
Comprehensive Financial Consultants Ins…7,001$349K0.12%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,984$348K0.14%-16613F-HRTimeline
Financial Engines Advisors L.L.C.6,959$347K<0.01%-3,69513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,955$346K0.3%+52513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,503$344K0.07%+2,40013F-HRTimeline
DUNCKER STREETT & CO INC6,903$344K0.07%-713F-HRTimeline
Concorde Asset Management, LLC7,248$344K0.18%new13F-HRTimeline
Evelyn Partners Investment Management (…6,890$343K0.13%+1,88013F-HR/ATimeline
Pure Financial Advisors, LLC6,871$342K0.01%-1,56613F-HRTimeline
Pointe Capital Management LLC6,842$341K0.2%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,838$341K0.01%+28713F-HRTimelineGroup
Copia Wealth Management6,831$340K0.31%+6,26513F-HRTimeline
Retirement Planning Group, LLC6,824$340K0.02%+1,85213F-HRTimeline
Jaffetilchin Investment Partners, LLC6,796$339K0.02%-213F-HRTimeline
Cyndeo Wealth Partners, LLC6,795$338K0.02%+2,44613F-HRTimeline
Kingsman Wealth Management, Inc.6,783$338K0.25%13F-HRTimeline
Winthrop Advisory Group LLC6,774$337K0.04%+1,14613F-HRTimeline
Firestone Capital Management6,767$337K0.09%-49013F-HRTimeline
Beacon Capital Management, LLC6,752$336K0.05%+4,36913F-HRTimeline
Peak Retirement Planning, Inc.6,745$336K0.19%-102,22313F-HRTimeline
Mattern Wealth Management LLC6,726$335K0.07%013F-HRTimeline
Aull & Monroe Investment Management Corp6,709$334K0.17%013F-HRTimeline
LCNB CORP6,702$334K0.12%013F-HRTimeline
Optivise Advisory Services LLC6,699$334K0.19%new13F-HRTimeline
Main Street Financial Solutions, LLC6,691$333K0.03%+54313F-HRTimeline
Clarius Group, LLC6,689$333K0.02%+13913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,679$333K<0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC6,650$331K0.11%+1,45113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC6,650$331K0.19%013F-HRTimeline
Accredited Investors Inc.6,644$331K0.02%+26513F-HRTimeline
CRA Financial Services, LLC6,615$329K0.06%-23213F-HRTimeline
Pinnacle Financial Group, LLC / IL6,599$329K0.12%+413F-HRTimeline
Clarity Capital Advisors, LLC6,576$328K0.22%013F-HRTimeline
Arax Advisory Partners6,538$326K0.02%-2,31313F-HRTimeline
KWB Wealth6,724$325K0.04%-1,50013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,603$325K0.04%new13F-HRTimelineGroup
SFE Investment Counsel6,504$324K0.06%-97613F-HRTimeline
SONATA CAPITAL GROUP INC6,461$322K0.14%013F-HRTimeline
SageView Advisory Group, LLC6,434$320K0.01%-43013F-HRTimeline
Second Line Capital, LLC6,424$320K0.08%+5213F-HRTimeline
Clare Market Investments LLC6,412$319K0.08%-19213F-HRTimeline
Grandview Asset Management LLC6,413$319K0.12%-1,25313F-HRTimeline
Holland Advisory Services, Inc.6,370$317K0.48%013F-HRTimeline
Sunbelt Securities, Inc.6,355$317K0.03%+1,87213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,314$315K0.02%-3513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,305$314K0.01%-1,05513F-HRTimelineGroup
BSW Wealth Partners6,267$312K0.05%new13F-HRTimeline
Asset Management Group, Inc.6,237$311K0.06%+1113F-HRTimeline
Arbor Investment Advisors, LLC6,230$310K0.04%-14013F-HRTimeline
Millstone Evans Group, LLC6,217$310K0.21%+1,24113F-HRTimeline
Arista Wealth Management, LLC6,215$310K0.08%013F-HRTimeline
Financial Sense Advisors, Inc.6,169$307K0.09%-35013F-HRTimeline
Avestar Capital, LLC6,157$307K0.03%-1,17113F-HRTimeline
Resurgent Financial Advisors LLC6,156$307K0.18%-66113F-HRTimeline
Seelaus Asset Management LLC6,155$307K0.29%-813F-HRTimeline
Clarity Capital Partners LLC6,142$306K0.12%+1013F-HRTimeline
Spinnaker Investment Group, LLC6,140$306K0.07%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,100$304K0.06%-30113F-HRTimeline
McHugh Group, LLC6,100$304K0.23%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC6,090$303K0.07%+2,01613F-HRTimeline
Alpha Cubed Investments, LLC6,088$303K0.01%+3413F-HRTimeline
Arlington Capital Management, Inc.6,066$302K0.23%+54013F-HRTimeline
CHAPIN DAVIS, INC.6,053$301K0.1%-58213F-HRTimeline
Leo Wealth, LLC6,039$301K0.04%-5,57013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,995$299K0.12%new13F-HRTimeline
Independence Bank of Kentucky5,991$298K0.05%-50113F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,955$297K0.03%013F-HRTimeline
Pekin Hardy Strauss, Inc.5,940$296K0.04%013F-HRTimeline
Warther Private Wealth, LLC5,887$293K0.1%013F-HRTimeline
Horrell Capital Management, Inc.5,872$292K0.12%013F-HRTimeline
Bluespring Wealth Management, LLC5,866$292K0.03%-57913F-HRTimeline
Friedenthal Financial5,841$291K0.17%-1,51413F-HRTimeline
ZEGA Investments, LLC5,828$290K0.09%-24,56413F-HRTimeline
BlueSky Wealth Advisors, LLC5,793$289K0.04%013F-HRTimeline
McAdam, LLC5,780$288K0.02%new13F-HRTimeline