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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,942 managers (1,971 13F filers) reported a position in XLF shares at 2025-12-31, 700,651,398 shares in all. 158 filers opened a position and 103 filers sold out during the quarter.

Managers
1,942
13F filers
1,971
New
158
Added
733
Reduced
667
Sold out
103
Shares held by filers
700,651,398

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ORG Partners LLC9,037$495K0.09%+4,39713F-HRTimeline
AMJ Financial Wealth Management9,033$495K0.12%-2,96013F-HRTimeline
Shared Vision Wealth Group LLC9,246$494K0.2%new13F-HRTimeline
Nikulski Financial, Inc.8,989$492K0.12%+1,74613F-HRTimeline
BLB&B Advisors, LLC8,977$492K0.02%new13F-HRTimeline
YHB Investment Advisors, Inc.8,935$489K0.03%-1,52613F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors8,928$489K0.28%-9,91213F-HRTimelineGroup
VestGen Investment Management8,881$486K0.27%+913F-HRTimeline
Solutions 4 Wealth, Ltd8,845$484K0.73%+2313F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,832$484K0.08%new13F-HRTimeline
Procyon Advisors, LLC8,811$483K0.02%+53613F-HRTimeline
Accurate Wealth Management, LLC8,658$483K0.06%-46313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …8,809$482K0.03%new13F-HRTimelineGroup
FSM Wealth Advisors, LLC8,788$481K0.07%+1,83913F-HRTimeline
Brooklyn Investment Group8,687$481K0.02%+1,51313F-HRTimeline
A4 Wealth Advisors LLC8,730$478K0.41%-3,81013F-HRTimeline
Severin Investments, LLC8,710$477K0.42%-64013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,697$476K0.03%+11713F-HRTimeline
HUB Investment Partners, LLC8,696$476K0.01%-29013F-HRTimeline
Coquina Private Wealth LLC8,632$473K0.38%13F-HRTimeline
Destiny Capital Corp/CO8,615$472K0.24%013F-HRTimeline
Ferguson Shapiro LLC8,599$471K0.14%-1,56013F-HRTimeline
Strategic Advisors LLC8,576$470K0.07%-19213F-HRTimeline
Golden Reserve Retirement LLC8,574$470K0.09%new13F-HRTimeline
HCR Wealth Advisors8,555$469K0.05%+1013F-HRTimeline
JMG Financial Group, Ltd.8,554$469K0.01%013F-HRTimeline
Tannin Capital LLC8,532$467K0.42%13F-HRTimeline
All Terrain Financial Advisors, LLC8,527$467K0.14%-8313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …8,462$467K0.05%+413F-HRTimelineGroup
Aprio Wealth Management, LLC8,512$466K0.03%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,509$466K0.03%-73313F-HR/ATimeline
ELCO Management Co., LLC8,505$466K0.29%-3,60013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC8,437$462K0.32%+1613F-HRTimeline
One Wealth Management Investment & Advi…8,419$461K0.5%013F-HRTimeline
Grandview Asset Management LLC8,416$461K0.13%+1,19013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,400$460K0.04%+1,96213F-HRTimeline
Rise Advisors, LLC8,359$458K0.16%-106,97713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…8,335$457K0.04%013F-HRTimeline
HMV Wealth Advisors, LLC8,311$455K0.23%013F-HRTimeline
Arlington Capital Management, Inc.8,305$455K0.28%+14713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Comprehensive Financial Consultants Ins…8,298$454K0.14%-57813F-HRTimeline
ROMANO BROTHERS AND COMPANY8,287$454K0.05%-50013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD8,283$454K0.07%13F-HRTimeline
SMART Wealth LLC8,281$454K0.14%-1,38913F-HRTimeline
Lighthouse Financial LLC8,211$450K0.29%013F-HRTimeline
Hudson Portfolio Management LLC8,189$449K0.39%013F-HRTimeline
Jaffetilchin Investment Partners, LLC8,138$446K0.03%+1,09913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,125$445K0.19%+1,62513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,086$443K0.03%+50013F-HRTimeline
Savvy Advisors, Inc.8,077$442K0.01%+4,02913F-HRTimeline
LifeSteps Financial, Inc.8,064$442K0.28%013F-HRTimeline
Formidable Asset Management, LLC8,189$441K0.06%-2013F-HRTimeline
Winthrop Advisory Group LLC8,013$439K0.04%-99113F-HR/ATimeline
COWA, LLC8,000$438K0.13%013F-HRTimeline
Southland Equity Partners LLC7,993$438K0.09%-1,05613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,986$437K0.01%+54813F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,219$437K0.1%+1713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,952$436K0.15%-1,63513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,943$435K0.05%013F-HRTimeline
Fusion Capital, LLC7,934$435K0.12%-48313F-HRTimeline
SmartHarvest Portfolios, LLC7,889$432K0.15%13F-HRTimeline
Vantage Financial Partners, LLC7,878$431K0.09%-3113F-HRTimeline
Creegan & Nassoura Financial Group, LLC7,875$431K0.28%-62513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,833$429K0.02%-88,36813F-HRTimeline
Herold Advisors, Inc.7,815$428K0.1%-6013F-HRTimeline
Boreal Capital Management LLC0$428K0.32%-7,81013F-HRTimelineAmount filed as zero, left out of ratios.
Independence Bank of Kentucky7,810$428K0.05%+20013F-HRTimeline
Private Capital Management, LLC7,810$428K0.04%-21313F-HRTimeline
Crown Wealth Group, LLC7,807$428K0.12%new13F-HRTimeline
Bouchey Financial Group, Ltd.7,806$428K0.03%-3713F-HRTimeline
Legacy Edge Advisors, LLC7,797$427K0.05%-32013F-HRTimeline
Clark Asset Management, LLC7,795$427K0.04%new13F-HRTimeline
D.B. Root & Company, LLC7,794$427K0.1%-4,07813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,774$426K0.01%+3813F-HRTimelineGroup
First Growth Capital LLC8,053$425K0.38%13F-HRTimeline
Premier Private Wealth Management LLC7,857$425K0.44%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,743$424K0.04%+53213F-HRTimeline
Loudon Investment Management, LLC7,740$424K0.22%013F-HRTimeline
Sageworth Trust Co7,720$423K0.02%013F-HRTimeline
Spinnaker Investment Group, LLC7,713$422K0.08%+1,33013F-HRTimeline
Sunbelt Securities, Inc.7,691$421K0.03%+1213F-HRTimeline
PROFFITT & GOODSON INC7,688$421K0.06%-11513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,687$421K0.02%+17013F-HRTimeline
Agate Pass Investment Management, LLC7,682$421K0.16%+45013F-HRTimeline
Arvest Bank Trust Division7,674$420K0.02%013F-HRTimeline
Sage Capital Advisors,llc7,638$418K0.1%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,635$418K+1,197Timeline
Traynor Capital Management, Inc.7,617$417K0.02%-7313F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,601$416K0.01%+66913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,590$416K0.05%-58613F-HRTimeline
Riverview Capital Advisers, LLC7,587$416K0.13%013F-HRTimeline
Gradient Capital Advisors, LLC7,562$414K0.11%+113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC7,546$413K0.13%new13F-HRTimeline
Harbor Asset Planning, Inc.7,512$411K0.35%+2613F-HRTimeline
Richardson Capital Management LLC7,509$411K0.21%013F-HRTimeline
Black Diamond Financial, LLC7,507$411K0.04%+31913F-HRTimeline
Core Alternative Capital7,470$409K0.11%-4,37713F-HRTimeline
Waterway Wealth Management, LLC7,452$408K0.09%-29813F-HRTimeline
CRUX WEALTH ADVISORS7,436$407K0.15%+2513F-HRTimeline
BOKF, NAin group BOKF, NA7,435$407K0.01%-2,10513F-HRTimelineGroup
Conservest Capital Advisors, Inc.7,425$407K0.04%new13F-HRTimeline
Tranquilli Financial Advisor LLC7,408$406K0.24%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,403$405K0.06%013F-HRTimeline
Crewe Advisors LLC7,378$404K0.04%-51613F-HRTimeline
Wealthspire Retirement, LLC7,376$404K0.02%+913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC7,363$403K0.13%-4113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…7,343$402K0.01%-21013F-HRTimelineGroup
Resurgent Financial Advisors LLC7,334$402K0.2%+92313F-HRTimeline
Entelevest, LLC7,324$401K0.42%13F-HRTimeline
Resonant Capital Advisors, LLC7,310$400K0.02%new13F-HRTimeline
LFA - Lugano Financial Advisors SA7,300$400K0.21%013F-HRTimeline
Perennial Advisors, LLC7,298$400K0.07%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,282$399K0.01%-23413F-HRTimeline
STAR Financial Bank7,277$399K0.2%-33313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,258$398K<0.01%+513F-HRTimeline
Aspen Investment Management Inc7,208$395K0.12%+2513F-HRTimeline
Whalen Wealth Management Inc.7,163$392K0.21%+36613F-HRTimeline
RiverFront Investment Group, LLC7,158$392K0.01%+2,24213F-HRTimeline
First County Bank /CT/7,146$391K0.2%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,135$391K0.02%+23913F-HRTimeline
CENTRAL BANK & TRUST CO7,135$391K0.06%013F-HRTimeline
Fiduciary Alliance LLC7,125$390K0.03%-25013F-HRTimeline
Arkos Global Advisors7,107$389K0.05%-6513F-HRTimeline
NCP Inc.7,088$388K0.31%-1,09513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…7,065$387K0.02%+90213F-HR/ATimeline
Pinnacle Financial Group, LLC / IL7,064$387K0.11%013F-HRTimeline
PUREfi Wealth, LLC7,022$385K0.29%-5613F-HRTimeline
Smith Thornton Advisors LLC7,008$384K0.2%013F-HRTimeline
DUNCKER STREETT & CO INC6,999$383K0.07%+513F-HRTimeline
Stelac Advisory Services LLC6,975$382K0.14%new13F-HRTimeline
TigerOak Management, L.L.C.6,969$382K0.12%-26713F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,958$381K0.13%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,955$381K0.28%013F-HRTimeline
1834 INVESTMENT ADVISORS CO6,949$381K0.05%013F-HRTimeline
Atom Investors LP6,940$380K0.03%-328,20313F-HRTimeline
Peak Retirement Planning, Inc.6,930$380K0.09%+30113F-HRTimeline
TrustBankin group TrustBank6,917$379K0.16%13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.6,889$378K0.12%+73813F-HRTimeline
Evelyn Partners Investment Management (…6,890$377K0.12%013F-HRTimeline
SkyOak Wealth, LLC6,881$377K0.07%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,874$376K0.03%+2,93013F-HRTimeline
Manchester Capital Management LLC6,857$376K0.05%-73213F-HRTimeline
Register Financial Advisors LLC6,856$376K0.15%-97213F-HRTimeline
Fortis Advisors, LLC6,849$375K0.21%+33613F-HRTimeline
Clear Harbor Asset Management, LLC6,842$375K0.03%+93613F-HRTimeline
InTrack Investment Management Inc6,808$373K0.21%+40713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC6,803$373K0.05%13F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC6,790$372K0.21%-28713F-HRTimeline
FIRST UNITED BANK & TRUST6,788$372K0.12%-3013F-HRTimeline
River Wealth Advisors LLC6,763$370K0.04%+10013F-HRTimeline
Mattern Wealth Management LLC6,726$368K0.07%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding6,714$368K+6,159Timeline
Aull & Monroe Investment Management Corp6,709$367K0.18%013F-HRTimeline
Accredited Investors Inc.6,704$367K0.02%013F-HRTimeline
LCNB CORP6,702$367K0.12%013F-HRTimeline
Elevated Financial Group LLC6,702$367K0.13%13F-HRTimeline
Clarius Group, LLC6,690$366K0.02%013F-HRTimeline
Spartan Planning & Wealth Management6,690$366K0.27%-2,24813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC6,650$364K0.2%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,606$362K<0.01%+1,02913F-HRTimeline
SFE Investment Counsel6,595$361K0.06%+23813F-HRTimeline
Bienville Capital Management, LLC6,592$361K0.06%+2,05513F-HRTimeline
Vigilare Wealth Management6,582$361K0.12%new13F-HRTimeline
Clarity Capital Advisors, LLC6,576$360K0.18%013F-HRTimeline
Richard W. Paul & Associates, LLC6,572$360K0.12%-24513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…6,571$360K0.11%-45113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,498$359K0.02%+40613F-HRTimeline
Lewis Asset Management, LLC6,537$358K0.15%+18613F-HRTimeline
Legacy Wealth Advisors, LLC6,535$358K0.24%13F-HRTimeline
Centerpoint Advisory Group6,515$357K0.27%+10013F-HRTimeline
SONATA CAPITAL GROUP INC6,400$351K0.13%013F-HRTimeline
CRA Financial Services, LLC6,386$350K0.05%-19113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,381$350K0.12%+5,85113F-HRTimeline
Holland Advisory Services, Inc.6,370$349K0.47%013F-HRTimeline
First Heartland Consultants, Inc.6,369$349K0.03%-1,02213F-HRTimeline
Third View Private Wealth, LLC6,358$348K0.05%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,352$348K0.04%13F-HRTimeline
Soundwatch Capital LLC6,351$348K0.05%+2,41113F-HRTimeline
ALTFEST L J & CO INC6,326$347K0.04%-25613F-HRTimeline
Murphy & Mullick Capital Management Corp6,308$346K0.25%+51713F-HRTimeline
Argyle Capital Partners, LLC6,302$345K0.25%-2,55613F-HRTimeline
Medallion Wealth Advisors, LLC6,291$345K0.12%+39513F-HRTimeline
HEARTLAND ADVISORS INC6,291$345K0.02%new13F-HRTimeline
Asset Management Group, Inc.6,268$343K0.06%+1013F-HRTimeline
1ST SOURCE BANK6,255$343K0.02%+1,62013F-HRTimeline
BEARING POINT CAPITAL, LLC6,248$342K0.05%+2,03513F-HRTimeline
Cyndeo Wealth Partners, LLC6,228$341K0.02%-13013F-HRTimeline
Arista Wealth Management, LLC6,224$341K0.04%+913F-HRTimeline
SVB WEALTH LLC6,219$341K0.02%-16,47413F-HRTimeline
Mayflower Financial Advisors, LLC6,212$340K0.04%+1,07913F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,175$338K0.16%013F-HRTimeline
United Advisor Group, LLC6,171$338K0.04%-2,19513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,137$336K0.06%13F-HRTimeline
Coordinated Financial Services, Inc.6,123$335K0.19%-1,58213F-HRTimeline
Wernau Asset Management Inc.6,122$335K0.33%013F-HRTimeline
Millstone Evans Group, LLC6,113$335K0.2%013F-HRTimeline
McHugh Group, LLC6,100$334K0.19%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,096$334K0.01%-4,30013F-HRTimelineGroup
SlateStone Wealth, LLC6,095$334K0.03%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,089$333K0.02%13F-HRTimeline