XLF SELECT SECTOR SPDR TR

SHS (fund)

1,793 managers (1,811 13F filers) reported a position in XLF shares at 2025-06-30, 705,041,099 shares in all. 123 filers opened a position and 116 filers sold out during the quarter.

Managers: 1,793
13F filers: 1,811
New: 123
Added: 650
Reduced: 738
Sold out: 116
Shares held by filers: 705,041,099

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
All Terrain Financial Advisors, LLC	8,831	$462K	0.17%	-4	13F-HR Timeline
Accurate Wealth Management, LLC	8,744	$461K	0.07%	-709	13F-HR Timeline
Optivise Advisory Services LLC	8,787	$460K	0.24%	+2,088	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	8,787	$460K	0.06%	-626	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	8,747	$458K		+1,505	Timeline Colonial Trust Co / SC: 6,604 (0.05%) 13F-HR Colonial Trust Advisors: 2,143 (0.01%) 13F-HR
RFG - Bristol Wealth Advisors, LLC	8,719	$457K	0.14%	new	13F-HR Timeline
CAPITAL ADVISORS INC/OK	8,684	$455K	0.01%	-550	13F-HR Timeline
VestGen Investment Management	8,681	$455K	0.33%	-2,186	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	8,678	$454K	0.08%	-1,110	13F-HR Timeline
Sender Co & Partners, Inc.	8,662	$454K	0.13%	new	13F-HR Timeline
HUB Investment Partners, LLC	8,629	$452K	0.02%	new	13F-HR Timeline
Destiny Capital Corp/CO	8,615	$451K	0.27%	0	13F-HR Timeline
Grassi Investment Management	8,550	$448K	0.04%	-2,844	13F-HR Timeline
JMG Financial Group, Ltd.	8,554	$448K	0.01%	0	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	8,507	$445K	0.01%	+808	13F-HR Timeline
Creegan & Nassoura Financial Group, LLC	8,500	$445K	0.29%	-175	13F-HR Timeline
McElhenny Sheffield Capital Management,…	8,496	$445K	0.12%	-289,312	13F-HR/A Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	8,474	$444K	0.02%	-3,727	13F-HR Timeline Group
First Heartland Consultants, Inc.	8,463	$443K	0.04%	+392	13F-HR Timeline
One Wealth Management Investment & Advi…	8,419	$441K	0.57%	0	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	8,405	$440K	0.34%	+17	13F-HR Timeline
Eldridge Investment Advisors, Inc.	8,375	$439K	0.09%	-964	13F-HR Timeline
Sonora Investment Management Group, LLC	8,374	$439K	0.03%	-215	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	8,335	$437K	0.04%	+50	13F-HR Timeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…	8,318	$436K	0.01%	-540	13F-HR Timeline Group
Gallacher Capital Management LLC	8,319	$436K	0.2%	+54	13F-HR Timeline
HMV Wealth Advisors, LLC	8,311	$435K	0.29%	0	13F-HR Timeline
Hudson Portfolio Management LLC	8,289	$434K	0.41%	+275	13F-HR Timeline
HCR Wealth Advisors	8,218	$430K	0.05%	-269	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	8,186	$429K	0.12%	-158	13F-HR Timeline
Comprehensive Financial Consultants Ins…	8,180	$428K	0.14%	+1,179	13F-HR Timeline
Fusion Capital, LLC	8,134	$426K	0.15%	-572	13F-HR Timeline
USA FINANCIAL FORMULAS	8,101	$424K	0.07%	+944	13F-HR Timeline
Private Capital Management, LLC	8,096	$424K	0.04%	-120	13F-HR Timeline
UMB Bank, n.a.	8,067	$422K	0.01%	-1,614	13F-HR/A Timeline
Manchester Capital Management LLC	8,039	$421K	0.06%	0	13F-HR Timeline
COWA, LLC	8,029	$420K	0.16%	+29	13F-HR Timeline
NCP Inc.	8,028	$420K	0.4%	-1,995	13F-HR Timeline
III Capital Management	8,000	$419K	0.08%	new	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	7,991	$418K	0.03%	-497	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	7,981	$418K	0.07%	+590	13F-HR Timeline
Formidable Asset Management, LLC	8,356	$416K	0.07%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	7,943	$416K	0.05%	+181	13F-HR Timeline
GM Advisory Group, LLC	7,940	$416K	0.02%	new	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	7,904	$414K	0.01%	+3,330	13F-HR Timeline
Sebold Capital Management, Inc.	7,866	$412K	0.25%	0	13F-HR Timeline
River Wealth Advisors LLC	7,863	$412K	0.05%	-781	13F-HR Timeline
Argyle Capital Partners, LLC	7,851	$411K	0.34%	-6,561	13F-HR Timeline
Bouchey Financial Group, Ltd.	7,843	$411K	0.03%	+70	13F-HR Timeline
BAROMETER CAPITAL MANAGEMENT INC.	7,840	$411K	0.11%	-3,610	13F-HR Timeline
Vantage Financial Partners, LLC	7,832	$410K	0.09%	+544	13F-HR Timeline
Lighthouse Financial LLC	7,811	$409K	0.31%	0	13F-HR Timeline
Tyche Wealth Partners LLC	7,801	$409K	0.08%	+99	13F-HR Timeline
JB Capital LLC	7,779	$407K	0.02%	new	13F-HR Timeline
PROFFITT & GOODSON INC	7,752	$406K	0.06%	+172	13F-HR Timeline
Waterway Wealth Management, LLC	7,749	$406K	0.12%	-30,170	13F-HR Timeline
Loudon Investment Management, LLC	7,740	$405K	0.22%	0	13F-HR Timeline
Richard W. Paul & Associates, LLC	7,733	$405K	0.15%	-1,066	13F-HR Timeline
Summit Trail Advisors, LLC	7,713	$404K	0.01%	0	13F-HR Timeline
Coordinated Financial Services, Inc.	7,702	$403K	0.28%		13F-HR Timeline
Register Financial Advisors LLC	7,696	$403K	0.18%	-32	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	7,694	$403K	0.01%	-1,396	13F-HR Timeline
Arvest Bank Trust Division	7,674	$402K	0.02%	new	13F-HR Timeline
ALTFEST L J & CO INC	7,667	$402K	0.05%	-557	13F-HR Timeline
United Advisor Group, LLC	7,647	$400K	0.07%	-3,752	13F-HR Timeline
Sage Capital Advisors,llc	7,636	$400K	0.1%	-474	13F-HR Timeline
Elevated Capital Advisors, LLC	8,008	$399K	0.11%	0	13F-HR Timeline
STAR Financial Bank	7,610	$399K	0.25%	-1,469	13F-HR Timeline
Arlington Capital Management, Inc.	7,607	$398K	0.35%	+1,541	13F-HR Timeline
LifeSteps Financial, Inc.	7,603	$398K	0.27%	+41	13F-HR Timeline
Riverview Capital Advisers, LLC	7,587	$397K	0.11%	0	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	7,586	$397K	0.03%	new	13F-HR Timeline
Exchange Capital Management, Inc.	7,569	$396K	0.06%	+12	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	7,563	$396K	0.02%	-52	13F-HR Timeline
First County Bank /CT/	7,512	$393K	0.21%	-259	13F-HR Timeline
Richardson Capital Management LLC	7,509	$393K	0.21%	-91	13F-HR Timeline
Fiduciary Alliance LLC	7,506	$393K	0.03%	new	13F-HR Timeline
OPINICUS CAPITAL, INC.	7,473	$391K	0.3%	+297	13F-HR Timeline
Global Assets Advisory, LLC	7,430	$391K	0.15%	-31,250	13F-HR Timeline
Harbor Asset Planning, Inc.	7,461	$391K	0.37%		13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	7,403	$390K	0.07%	-100	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	7,424	$389K	0.26%	-298	13F-HR Timeline
TigerOak Management, L.L.C.	7,386	$387K	0.13%	0	13F-HR Timeline
Addison Advisors LLC	7,373	$386K	0.1%	-4	13F-HR Timeline
High Falls Advisors, Inc	7,307	$383K	0.08%	-236	13F-HR Timeline
LFA - Lugano Financial Advisors SA	7,300	$382K	0.23%	0	13F-HR Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC	7,249	$380K	<0.01%	-1,766	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	7,223	$378K	0.01%	-1,267	13F-HR Timeline
Crewe Advisors LLC	7,217	$378K	0.05%	0	13F-HR Timeline
IPG Investment Advisors LLC	7,211	$378K	0.07%	-100	13F-HR Timeline
Arkos Global Advisors	7,172	$376K	0.05%	0	13F-HR Timeline
Arax Advisory Partners	7,144	$374K	0.02%	+606	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	7,136	$374K	0.04%	-87	13F-HR Timeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC	7,179	$373K	0.04%	+576	13F-HR Timeline Group
Continuum Advisory, LLC	7,116	$373K	0.04%	-316	13F-HR Timeline
Agate Pass Investment Management, LLC	7,108	$372K	0.15%	0	13F-HR Timeline
Aspen Investment Management Inc	7,104	$372K	0.16%	-129	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	7,096	$372K	0.02%	-4,500	13F-HR Timeline
Lion Street Advisors, LLC	7,094	$372K	0.11%	-1,311	13F-HR Timeline
PUREfi Wealth, LLC	7,079	$371K	0.3%	-6,704	13F-HR Timeline
Wealthspire Retirement, LLC	7,058	$370K	0.02%	new	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	7,014	$367K	0.12%	-227	13F-HR Timeline
Perennial Advisors, LLC	6,998	$366K	0.07%	-200	13F-HR Timeline
DUNCKER STREETT & CO INC	6,992	$366K	0.07%	+89	13F-HR Timeline
FSM Wealth Advisors, LLC	6,948	$366K	0.06%	+1,450	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	6,988	$366K	0.01%	-20	13F-HR/A Timeline
VISTA INVESTMENT MANAGEMENT	6,964	$365K	0.14%	-20	13F-HR Timeline
Smith Thornton Advisors LLC	6,958	$364K	0.21%	-370	13F-HR Timeline
MAGNOLIA CAPITAL MANAGEMENT LTD	6,955	$364K	0.29%	0	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	6,913	$362K	0.01%	+608	13F-HR Timeline Group
Evelyn Partners Investment Management (…	6,890	$361K	0.13%	0	13F-HR/A Timeline
SkyOak Wealth, LLC	6,881	$360K	0.07%	-3,500	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	6,862	$359K	0.02%	-531	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	6,839	$358K	0.01%	+1	13F-HR Timeline Group
Peak Retirement Planning, Inc.	6,832	$358K	0.14%	+87	13F-HR Timeline
Pointe Capital Management LLC	6,819	$357K	0.19%	-23	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	6,818	$357K	0.02%	+22	13F-HR Timeline
Iyo Bank, Ltd.	6,797	$356K	0.14%	-13,590	13F-HR Timeline
Black Diamond Financial, LLC	6,733	$353K	0.05%	-270	13F-HR Timeline
Mattern Wealth Management LLC	6,726	$352K	0.07%	0	13F-HR Timeline
Aull & Monroe Investment Management Corp	6,709	$351K	0.19%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	6,709	$351K	0.12%	-827	13F-HR Timeline
Clarius Group, LLC	6,689	$350K	0.02%	0	13F-HR Timeline
Gradient Capital Advisors, LLC	6,651	$348K	0.1%	+1	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	6,650	$348K	0.19%	0	13F-HR Timeline
Clarity Capital Advisors, LLC	6,576	$344K	0.2%	0	13F-HR Timeline
SFE Investment Counsel	6,576	$344K	0.06%	+72	13F-HR Timeline
CRA Financial Services, LLC	6,568	$344K	0.05%	-47	13F-HR Timeline
Hillcrest Wealth Advisors - NY, LLC	6,500	$340K	0.16%	-3,775	13F-HR Timeline
Grandview Asset Management LLC	6,502	$340K	0.11%	+89	13F-HR Timeline
Medallion Wealth Advisors, LLC	6,443	$339K	0.13%	-1,403	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	6,447	$338K	0.11%	-152	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	6,433	$337K	0.03%	-1,638	13F-HR Timeline
Main Street Financial Solutions, LLC	6,423	$336K	0.02%	-268	13F-HR Timeline
SONATA CAPITAL GROUP INC	6,400	$335K	0.13%	-61	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	6,384	$334K		-1,491	Timeline Ascentis Independent Advisors: 6,218 (0.06%) 13F-HR Ascentis Wealth Management, LLC: 166 (<0.01%) 13F-HR
Accredited Investors Inc.	6,379	$334K	0.02%	-265	13F-HR Timeline
Cyndeo Wealth Partners, LLC	6,377	$334K	0.02%	-418	13F-HR Timeline
Holland Advisory Services, Inc.	6,370	$334K	0.49%	0	13F-HR Timeline
International Private Wealth Advisors L…	6,348	$332K	0.29%	new	13F-HR Timeline
Fort Point Capital Partners LLC	6,322	$331K	0.03%	-811	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	6,314	$331K	0.01%	0	13F-HR Timeline
Wernau Asset Management Inc.	6,313	$331K	0.37%	-1,000	13F-HR Timeline
Strategic Wealth Partners, Ltd.	6,296	$330K	0.03%		13F-HR Timeline
InTrack Investment Management Inc	6,279	$329K	0.22%	-1,342	13F-HR Timeline
BSW Wealth Partners	6,278	$329K	0.05%	+11	13F-HR Timeline
Asset Management Group, Inc.	6,247	$327K	0.06%	+10	13F-HR Timeline
PATRON PARTNERS, LLC	6,242	$327K	0.16%	-4,026	13F-HR Timeline
BIP Wealth, LLC	6,240	$327K	0.02%	-1,242	13F-HR Timeline
Axim Planning & Wealth	6,238	$327K	0.3%	+1,861	13F-HR Timeline
Arbor Investment Advisors, LLC	6,230	$326K	0.04%	0	13F-HR Timeline
Second Line Capital, LLC	6,222	$326K	0.08%	-202	13F-HR Timeline
Arista Wealth Management, LLC	6,215	$325K	0.05%	0	13F-HR Timeline
Root Financial Partners, LLC	6,214	$325K	0.03%	+1,903	13F-HR Timeline
Lokken Investment Group LLC	6,203	$325K	0.13%	-14,298	13F-HR Timeline
Legacy Edge Advisors, LLC	6,190	$324K	0.04%	-1,977	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	6,149	$324K	0.13%	-1,737	13F-HR Timeline
Olympiad Research LP	6,128	$321K	0.52%	new	13F-HR Timeline
180 WEALTH ADVISORS, LLC	6,119	$320K	0.04%	+448	13F-HR Timeline
Millstone Evans Group, LLC	6,113	$320K	0.22%	-104	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	6,104	$320K	<0.01%	+1,203	13F-HR Timeline Group
McHugh Group, LLC	6,100	$319K	0.21%	0	13F-HR Timeline
SlateStone Wealth, LLC	6,095	$319K	0.03%	-1,517	13F-HR Timeline
Independence Bank of Kentucky	6,091	$319K	0.05%	+100	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	6,085	$319K	0.01%		13F-HR Timeline
Seelaus Asset Management LLC	6,072	$318K	0.28%	-83	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	6,037	$316K	0.02%	-32,124	13F-HR/A Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	5,999	$315K	0.01%	-8,443	13F-HR Timeline Group
Acorn Wealth Advisors, LLC	5,996	$314K	0.12%	+777	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	5,995	$314K	0.12%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	5,976	$313K	0.03%	+110	13F-HR Timeline
Avestar Capital, LLC	5,963	$312K	0.02%	-194	13F-HR Timeline
Spinnaker Investment Group, LLC	5,954	$312K	0.07%	-186	13F-HR Timeline
WEALTH EFFECTS LLC	5,954	$312K	0.12%	-3,353	13F-HR Timeline
CHAPIN DAVIS, INC.	5,936	$311K	0.09%	-117	13F-HR Timeline
American Trust	5,918	$310K	0.03%	new	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	5,908	$309K	0.08%	+231	13F-HR Timeline
Horrell Capital Management, Inc.	5,883	$308K	0.13%	+11	13F-HR Timeline
McAdam, LLC	5,878	$308K	0.02%	+98	13F-HR Timeline
EASTERN BANK	5,876	$308K	0.01%	+865	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	5,852	$307K	0.01%	+1,245	13F-HR Timeline Group
Bank Julius Baer & Co. Ltd, Zurich	5,853	$307K	<0.01%	-2,110	13F-HR/A Timeline
Friedenthal Financial	5,841	$306K	0.17%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	5,841	$306K	0.11%	+69	13F-HR Timeline
Nikulski Financial, Inc.	5,815	$305K	0.08%	+1,255	13F-HR Timeline
Americana Partners, LLC	5,806	$304K	0.01%	+1,301	13F-HR Timeline
Beacon Capital Management, LLC	5,780	$303K	0.04%	-972	13F-HR Timeline
Arcataur Capital Management LLC	5,768	$302K	0.09%	0	13F-HR Timeline
Pekin Hardy Strauss, Inc.	5,765	$302K	0.03%	-175	13F-HR Timeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…	5,829	$302K	0.21%	-10,193	13F-HR Timeline
Athena Investment Management	5,740	$301K	0.17%	+340	13F-HR Timeline
SilverOak Wealth Management LLC	5,727	$300K	0.06%	0	13F-HR Timeline
Lionshead Wealth Management, LLC	5,724	$300K	0.28%	0	13F-HR Timeline
Omnitrust Wealth Management, Inc	5,589	$300K	0.35%		13F-HR Timeline
Summit Financial Strategies, Inc.	5,672	$297K	0.03%	0	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	5,665	$297K	0.04%	0	13F-HR Timeline
Arcus Capital Partners, LLC	5,662	$297K	0.13%	+19	13F-HR Timeline
First International Bank & Trust	5,649	$296K	0.1%	0	13F-HR Timeline
Wealth Watch Advisors, INC	5,596	$293K	0.17%	-91	13F-HR Timeline
SageView Advisory Group, LLC	5,521	$293K	0.01%	-913	13F-HR Timeline