XLF SELECT SECTOR SPDR TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Cape Investment Advisory, Inc.	5,772	$288K	0.11%	-100	13F-HR Timeline
Arcataur Capital Management LLC	5,768	$287K	0.1%	-513	13F-HR Timeline
Lakeridge Wealth Management LLC	5,744	$286K	0.14%	+2	13F-HR Timeline
SilverOak Wealth Management LLC	5,727	$285K	0.06%	0	13F-HR Timeline
Lionshead Wealth Management, LLC	5,724	$285K	0.3%	-5,724	13F-HR Timeline
Wealth Watch Advisors, INC	5,687	$283K	0.23%	-1,659	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	5,677	$283K	0.08%	+878	13F-HR Timeline
Summit Financial Strategies, Inc.	5,672	$283K	0.03%	0	13F-HR Timeline
180 WEALTH ADVISORS, LLC	5,671	$282K	0.04%	+72	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	5,665	$282K	0.04%	0	13F-HR Timeline
First International Bank & Trust	5,649	$281K	0.09%	0	13F-HR Timeline
Arcus Capital Partners, LLC	5,643	$281K	0.11%	+86	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	5,610	$279K	0.06%	-438	13F-HR Timeline
SHUFRO ROSE & CO LLC	5,600	$279K	0.02%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	5,594	$279K	0.02%	-234	13F-HR Timeline
Pine Haven Investment Counsel, Inc	5,570	$277K	0.23%	-1,000	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	5,511	$275K	0.01%	+729	13F-HR Timeline Group
Round Rock Advisors LLC	5,510	$274K	0.05%	-44	13F-HR Timeline
FSM Wealth Advisors, LLC	5,498	$274K	0.06%	+1	13F-HR Timeline
Bison Wealth, LLC	5,613	$274K	0.03%	new	13F-HR Timeline
Quantbot Technologies LP	5,463	$272K	0.01%	new	13F-HR Timeline
Clearwater Capital Advisors, LLC	5,428	$270K	0.03%	+34	13F-HR Timeline
Tortoise Investment Management, LLC	5,405	$269K	0.03%	+270	13F-HR/A Timeline
Athena Investment Management	5,400	$269K	0.16%	0	13F-HR Timeline
Wealth Alliance Advisory Group, LLC	5,396	$269K	0.06%	0	13F-HR Timeline
SACHEM HILL LLC	5,358	$267K	0.05%	new	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	5,331	$266K	0.19%	+5,081	13F-HR Timeline
NICOLET BANKSHARES INCgroup of 2 filers holding	5,330	$265K		-12	Timeline NICOLET BANKSHARES INC: 5,330 (0.05%) 13F-HR NICOLET ADVISORY SERVICES, LLC: sold out, -5,342 13F-HR
DOPKINS WEALTH MANAGEMENT, LLC	5,305	$264K	0.13%	0	13F-HR Timeline
Rockbridge Investment Management, LCC	5,297	$264K	0.03%	-296	13F-HR Timeline
Mayflower Financial Advisors, LLC	5,291	$264K	0.04%	+59	13F-HR Timeline
Marion Wealth Management	5,288	$263K	0.07%	-485	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	5,342	$263K	0.02%	new	13F-HR/A Timeline
Fortis Advisors, LLC	5,260	$262K	0.17%	new	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	5,252	$262K	0.03%	-132	13F-HR Timeline
Narwhal Capital Management	5,250	$262K	0.02%	0	13F-HR Timeline
PRECEDENT WEALTH PARTNERS, LLC	5,244	$261K	0.07%	0	13F-HR Timeline
Farmers National Bank	5,236	$261K	0.07%	0	13F-HR Timeline
Flagstone Financial Management	5,227	$260K	0.08%	0	13F-HR Timeline
Acorn Wealth Advisors, LLC	5,219	$260K	0.11%	-434	13F-HR Timeline
Allred Capital Management, LLC	5,152	$256K	0.1%	-1,158	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	5,133	$256K	0.01%	0	13F-HR Timeline Group
Capital Square, LLC	5,106	$254K	0.15%	+515	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	5,050	$252K	0.07%	0	13F-HR Timeline
Integrity Financial Corp /WA	5,025	$250K	0.14%	0	13F-HR Timeline
Pinnacle Financial Partners Inc	5,020	$250K	0.01%	-489	13F-HR Timeline
Allegheny Financial Group	5,018	$250K	0.06%	0	13F-HR Timeline
EASTERN BANK	5,011	$250K	<0.01%	-2,350	13F-HR Timeline
SFMG, LLC	5,007	$249K	0.02%	new	13F-HR Timeline
Huntleigh Advisors, Inc.	4,999	$249K	0.06%	0	13F-HR/A Timeline
Eisler Capital Management Ltd.	5,000	$249K	0.01%	-174,346	13F-HR Timeline
Financial Partners Group, Inc	4,988	$248K	0.04%	+438	13F-HR Timeline
Pinnacle Bancorp, Inc.	4,986	$248K	0.08%	0	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	4,984	$248K	0.02%	-4,362	13F-HR Timeline Group
Legacy Private Trust Co.	4,974	$248K	0.02%	0	13F-HR Timeline
TFR Capital, LLC.	4,971	$248K	0.1%	-56,919	13F-HR Timeline
FWG Holdings, LLC	5,078	$247K	0.12%	-99	13F-HR Timeline
Gray Private Wealth, LLC	4,961	$247K	0.15%	+9	13F-HR Timeline
MYECFO, LLC	4,955	$247K	0.13%	0	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	4,935	$246K	0.12%	-600	13F-HR Timeline
Smith Asset Management Co., LLC	4,931	$246K	0.23%	-324	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	4,924	$245K	0.18%	0	13F-HR Timeline
Kapstone Financial Advisors LLC	4,924	$245K	0.14%	0	13F-HR Timeline
Pacific Center for Financial Services	4,922	$245K	0.07%	+3,666	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	4,901	$244K	<0.01%	new	13F-HR Timeline Group
HARMONY ASSET MANAGEMENT LLC	4,898	$244K	0.1%	-1,100	13F-HR Timeline
BEARING POINT CAPITAL, LLC	4,868	$242K	0.05%	0	13F-HR Timeline
WULFF, HANSEN & CO.	4,855	$242K	0.22%	+340	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	4,847	$241K	0.11%	new	13F-HR Timeline
Centerpoint Advisory Group	4,842	$241K	0.24%	+532	13F-HR Timeline
Dale Q Rice Investment Management Ltd	4,802	$239K	0.12%	new	13F-HR Timeline
Diversified Portfolios, Inc.	4,750	$237K	0.02%	0	13F-HR Timeline
TFB Advisors LLC	4,726	$235K	0.07%	+147	13F-HR Timeline
Safeguard Financial, LLC	4,715	$235K	0.05%	+16	13F-HR Timeline
BlueChip Wealth Advisors LLC	4,714	$235K	0.12%	new	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	4,712	$235K	0.06%	new	13F-HR Timeline
Gibbs Wealth Management	4,707	$234K	0.06%	new	13F-HR Timeline
Tennessee Valley Asset Management Partn…	4,702	$234K	0.04%	+53	13F-HR Timeline
First Western Trust Bank	4,699	$234K	0.01%	0	13F-HR Timeline
Integrated Investment Consultants, LLC	4,698	$234K	0.05%	+524	13F-HR/A Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	4,698	$234K	0.03%	+235	13F-HR Timeline
LAZARI CAPITAL MANAGEMENT, INC.	4,688	$234K	0.1%	+1	13F-HR Timeline
Reliant Investment Partners, LLC	4,677	$233K	0.24%	new	13F-HR Timeline
Ironwood Investment Counsel, LLC	4,674	$233K	0.04%	-389	13F-HR Timeline
Sloy Dahl & Holst, LLC	4,669	$233K	0.04%	+60	13F-HR Timeline
DEARBORN PARTNERS LLC	4,660	$232K	0.01%	+1	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	4,625	$230K	0.03%	0	13F-HR Timeline
Orion Capital Management LLC	4,621	$230K	0.1%	+101	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	4,607	$230K	0.01%	+2,914	13F-HR Timeline Group
BBR PARTNERS, LLC	4,601	$229K	0.02%	0	13F-HR Timeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE	4,599	$229K	0.04%		13F-HR Timeline
AUA CAPITAL MANAGEMENT, LLC	4,596	$229K	0.15%	0	13F-HR Timeline
New Century Financial Group, LLC	4,591	$229K	0.26%	-1,071	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	4,580	$228K	0.13%	-300	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	4,574	$228K	0.01%	-943	13F-HR Timeline
Nikulski Financial, Inc.	4,560	$227K	0.07%	-225	13F-HR Timeline
WOLFF WIESE MAGANA LLC	4,556	$227K	0.15%	+42	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	4,551	$227K	0.05%	0	13F-HR Timeline
Van Cleef Asset Management,Inc	4,520	$225K	0.03%	0	13F-HR Timeline
Americana Partners, LLC	4,505	$224K	0.01%	+13	13F-HR Timeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC	4,409	$220K	<0.01%	new	13F-HR Timeline Group
Segment Wealth Management, LLC	4,400	$219K	0.01%	0	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	4,405	$219K	0.05%	+90	13F-HR Timeline
Canopy Partners, LLC	4,396	$219K	0.09%	0	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	4,396	$219K	0.27%	new	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	4,391	$219K	0.04%	-3	13F-HR Timeline
Sage Mountain Advisors LLC	4,388	$219K	0.02%	0	13F-HR Timeline
Axim Planning & Wealth	4,377	$218K	0.19%	new	13F-HR Timeline
Cornerstone Select Advisors, LLC	4,369	$218K	0.21%	-676	13F-HR Timeline
Clear Harbor Asset Management, LLC	4,356	$217K	0.02%	new	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	4,349	$217K	0.17%	new	13F-HR Timeline
Pasadena Private Wealth, LLC	4,345	$216K	0.04%	new	13F-HR Timeline
Capital Advisors Wealth Management, LLC	4,344	$216K	0.04%	-414	13F-HR Timeline
Glassy Mountain Advisors, Inc.	4,341	$216K	0.08%	0	13F-HR Timeline
Helium Advisors LLC	4,337	$216K	0.16%	+5	13F-HR Timeline
Regent Peak Wealth Advisors LLC	4,333	$216K	0.05%	0	13F-HR Timeline
CRUX WEALTH ADVISORS	4,326	$215K	0.11%	+145	13F-HR Timeline
1ST SOURCE BANK	4,321	$215K	0.01%	0	13F-HR Timeline
Kathmere Capital Management, LLC	4,312	$215K	0.02%	0	13F-HR Timeline
Root Financial Partners, LLC	4,311	$215K	0.02%	new	13F-HR Timeline
Sterling Investment Counsel, LLC	4,301	$214K	0.07%	new	13F-HR Timeline
Sage Capital Management, LLC	4,293	$214K	0.12%	0	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	4,285	$213K	0.09%	0	13F-HR Timeline
Ellevest, Inc.	4,284	$213K	0.01%	-5,539	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	4,280	$213K	0.02%	-14	13F-HR Timeline
IMS Capital Management	4,240	$211K	0.11%	+7	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	4,239	$211K	0.02%	-229	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	4,235	$211K	0.08%	-30	13F-HR Timeline
Chicago Capital, LLC	4,235	$211K	0.01%	-504	13F-HR Timeline
Smith & Howard Wealth Management, LLC	4,226	$210K	0.06%	0	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	4,226	$210K	0.22%	-581	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	4,221	$210K	0.03%	new	13F-HR Timeline
Soundwatch Capital LLC	4,219	$210K	0.1%	-754	13F-HR Timeline
Oldfather Financial Services, LLC	4,208	$210K	0.08%	new	13F-HR Timeline
SEARLE & CO.	4,201	$209K	0.06%	0	13F-HR Timeline
2UniFi Bank	4,000	$209K	0.13%	-464	13F-HR Timeline
Milestone Asset Management Group, LLC	4,185	$208K	0.19%	+5	13F-HR Timeline
MWA Asset Management	4,181	$208K	0.14%	new	13F-HR Timeline
Gemmer Asset Management LLC	4,156	$207K	0.02%	-1	13F-HR Timeline
Thrive Wealth Management, LLC	4,151	$207K	0.04%	new	13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	4,150	$207K	0.02%	new	13F-HR Timeline
Cullen Capital Management, LLC	4,148	$207K	<0.01%	-13,572	13F-HR Timeline
GC Wealth Management RIA, LLC	4,125	$205K	0.04%	-84	13F-HR Timeline
GRIES FINANCIAL LLC	4,123	$205K	0.04%	new	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	4,116	$205K	0.03%	new	13F-HR Timeline
NorthRock Partners, LLC	4,108	$205K	0.01%	+1,296	13F-HR Timeline
Coppell Advisory Solutions LLC	4,204	$205K	0.03%	-272	13F-HR Timeline
Invera Wealth Advisors, LLC	4,096	$204K	0.13%	-139	13F-HR/A Timeline
Byrne Asset Management LLC	4,090	$204K	0.15%	new	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	4,071	$203K	<0.01%	new	13F-HR Timeline
SFG Wealth Management, LLC.	4,070	$203K	0.1%	new	13F-HR Timeline
Plotkin Financial Advisors, LLC	4,065	$202K	0.12%	new	13F-HR Timeline
Beaird Harris Wealth Management, LLC	4,063	$202K	0.02%	0	13F-HR Timeline
W ADVISORS, LLC	4,059	$202K	0.13%	new	13F-HR Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	4,056	$202K	0.08%	new	13F-HR Timeline
Retirement Planning Co of New England, …	4,051	$202K	0.1%	new	13F-HR/A Timeline
Global Wealth Strategies & Associates	4,035	$201K	0.06%	+571	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	4,021	$200K	0.04%	new	13F-HR Timeline
MFG WEALTH MANAGEMENT, INC.	4,017	$200K	0.19%	new	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	4,001	$199K	0.03%	0	13F-HR Timeline
Provident Wealth Management, LLC	3,976	$198K	0.07%	+1,308	13F-HR Timeline
Bollard Group LLC	3,962	$197K	0.01%	+11	13F-HR Timeline
Runnymede Capital Advisors, Inc.	3,872	$193K	0.19%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	3,673	$183K	0.09%	0	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	3,581	$178K	0.01%		13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	3,555	$177K	0.09%	+55	13F-HR Timeline
Murphy & Mullick Capital Management Corp	3,485	$174K	0.17%	-72	13F-HR Timeline
HHM Wealth Advisors, LLC	3,444	$172K	0.02%	+1,885	13F-HR Timeline
CSS LLC/IL	3,300	$164K	0.01%	-1,221	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3,136	$156K	0.03%	0	13F-HR Timeline
Community Bank, N.A.	3,130	$156K	0.02%	0	13F-HR Timeline
NVWM, LLC	3,048	$152K	0.04%	+48	13F-HR Timeline
Park Square Financial Group, LLC	3,018	$150K	0.12%	+386	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	3,015	$150K	<0.01%	0	13F-HR Timeline
Avion Wealth	3,118	$150K	0.04%	0	13F-HR Timeline
First Command Advisory Services, Inc.	3,010	$150K	<0.01%	-1,489	13F-HR Timeline
Elite Financial, Inc.	3,000	$149K	0.08%	new	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	2,969	$148K	0.07%	+703	13F-HR Timeline Group
Dynamic Wealth Strategies, LLC	2,935	$146K	0.12%	-1,320	13F-HR Timeline
Hartford Financial Management Inc.	2,897	$144K	0.03%	+297	13F-HR Timeline
Global Trust Asset Management, LLC	2,889	$144K	0.09%	-100	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	2,873	$143K	0.05%	+822	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	2,735	$136K	0.01%	+1,041	13F-HR Timeline Group
Dunhill Financial, LLC	2,700	$134K	0.06%	-2,700	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	2,641	$131K	0.02%	+2,203	13F-HR Timeline
Princeton Global Asset Management LLC	2,598	$129K	0.03%	+2	13F-HR Timeline
Garde Capital, Inc.	2,592	$129K	0.01%	+2	13F-HR Timeline
Bangor Savings Bank	2,538	$126K	0.01%	-652	13F-HR Timeline
MATHER GROUP, LLC.	2,535	$126K	<0.01%	+756	13F-HR Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	2,506	$125K	0.04%	0	13F-HR Timeline
Rice Partnership, LLC	2,500	$125K	0.03%	0	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	2,454	$122K	0.05%	-196,540	13F-HR Timeline Group
Perkins Coie Trust Co	2,407	$120K	0.03%	0	13F-HR Timeline
Rialto Wealth Management, LLC	2,387	$119K	0.04%	+487	13F-HR Timeline
Cornerstone Planning Group LLC	2,449	$117K	0.03%	+1,626	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	2,317	$115K	0.01%	0	13F-HR Timeline
Compass Wealth Management LLC	2,288	$114K	0.03%	0	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	2,271	$112K	<0.01%	new	13F-HR Timeline Group
McIlrath & Eck, LLC	2,183	$109K	0.01%	-286	13F-HR Timeline
BARRETT & COMPANY, INC.	2,129	$106K	0.05%	-600	13F-HR Timeline