Skip to content

XLF SELECT SECTOR SPDR TR

Follow

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.

HolderSharesValue% of portfolioChangeSource
FOSTER DYKEMA CABOT & PARTNERS, LLC5,594$293K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC5,593$293K0.02%+1,46813F-HRTimeline
XY Capital Ltd5,589$293K0.2%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,575$292K0.12%+72813F-HRTimeline
Pine Haven Investment Counsel, Inc5,570$292K0.23%013F-HRTimeline
Tripletail Wealth Management, LLC5,555$288K0.41%13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC5,461$286K0.06%-14913F-HRTimeline
Clear Harbor Asset Management, LLC5,421$284K0.02%+1,06513F-HRTimeline
Wealth Alliance Advisory Group, LLC5,396$283K0.05%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,330$279K0.05%013F-HRTimelineGroup
SHUFRO ROSE & CO LLC5,600$279K0.02%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,305$278K0.12%013F-HRTimeline
Strategies Wealth Advisors, LLC5,302$278K0.03%-3,28013F-HRTimeline
Rockbridge Investment Management, LCC5,297$277K0.03%013F-HRTimeline
Centerpoint Advisory Group5,262$276K0.24%+42013F-HRTimeline
Marion Wealth Management5,262$276K0.07%-2613F-HRTimeline
Clare Market Investments LLC5,251$275K0.06%-1,16113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,250$275K0.03%-213F-HRTimeline
Narwhal Capital Management5,250$275K0.02%013F-HRTimeline
Farmers National Bank5,236$274K0.07%013F-HRTimeline
Flagstone Financial Management5,227$274K0.08%013F-HRTimeline
Composition Wealth, LLC5,189$272K<0.01%-4,68313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC5,099$271K0.19%+17513F-HRTimeline
Bristlecone Advisors, LLC5,178$271K0.02%-5,43713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,156$270K0.02%-18613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,155$270K0.02%+17113F-HRTimelineGroup
Allred Capital Management, LLC5,160$270K0.1%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5,133$269K0.01%013F-HRTimelineGroup
Oldfather Financial Services, LLC5,073$266K0.09%+86513F-HRTimeline
Kapstone Financial Advisors LLC5,055$265K0.13%+13113F-HRTimeline
AVALON CAPITAL MANAGEMENT5,050$264K0.07%013F-HRTimeline
MATHER GROUP, LLC.5,050$264K<0.01%+2,51513F-HRTimeline
Capital Square, LLC5,061$264K0.14%-4513F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,040$264K0.14%+46013F-HRTimeline
Pinnacle Financial Partners Inc5,040$264K0.01%+2013F-HRTimeline
Jupiter Wealth Management LLC5,000$264K0.13%new13F-HRTimeline
Integrity Financial Corp /WA5,025$263K0.13%013F-HRTimeline
Moloney Securities Asset Management, LLC5,019$263K0.03%-41,71613F-HRTimeline
Allegheny Financial Group5,018$263K0.06%013F-HRTimeline
SeaBridge Investment Advisors LLC5,013$263K0.05%-3,03913F-HRTimeline
FWG Holdings, LLC5,048$262K0.12%-3013F-HRTimeline
Eisler Capital Management Ltd.5,000$262K0.01%013F-HRTimeline
Financial Partners Group, Inc4,994$262K0.04%+613F-HRTimeline
Pinnacle Bancorp, Inc.4,986$261K0.08%013F-HRTimeline
Gray Private Wealth, LLC4,970$260K0.14%+913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC4,945$259K<0.01%+87413F-HRTimeline
Smith Asset Management Co., LLC4,936$259K0.22%+513F-HRTimeline
Pacific Center for Financial Services4,934$258K0.07%+1213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,923$258K0.13%-1213F-HRTimeline
RiverFront Investment Group, LLC4,916$257K0.01%new13F-HRTimeline
Worth Asset Management, LLC4,914$257K0.13%-18,88313F-HRTimeline
Claret Asset Management Corp4,865$255K0.03%new13F-HRTimeline
Quartz Partners, LLC4,856$254K0.12%new13F-HRTimeline
BlueChip Wealth Advisors LLC4,856$254K0.11%+14213F-HRTimeline
Round Rock Advisors LLC4,856$254K0.04%-65413F-HRTimeline
WULFF, HANSEN & CO.4,855$254K0.22%013F-HRTimeline
Fortis Advisors, LLC4,812$252K0.16%-44813F-HRTimeline
DRW Securities, LLC4,809$252K0.02%-75,69113F-HRTimeline
Glass Jacobson Investment Advisors llc4,807$252K0.1%-29,09413F-HRTimeline
Mayflower Financial Advisors, LLC4,790$251K0.03%-50113F-HRTimeline
Bison Wealth, LLC4,796$250K0.02%-81713F-HRTimeline
Huntleigh Advisors, Inc.4,769$250K0.05%-23013F-HRTimeline
DEARBORN PARTNERS LLC4,726$247K0.01%+6613F-HRTimeline
CIM, LLC4,720$247K0.03%-47,22313F-HRTimeline
Integrated Investment Consultants, LLC4,698$246K0.05%013F-HRTimeline
Gibbs Wealth Management4,679$245K0.05%-2813F-HRTimeline
Ironwood Investment Counsel, LLC4,676$245K0.04%+213F-HRTimeline
Sloy Dahl & Holst, LLC4,669$245K0.03%013F-HRTimeline
Symphony Financial, Ltd. Co.4,596$244K0.03%new13F-HR/ATimeline
1ST SOURCE BANK4,635$243K0.01%+31413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,625$242K0.03%013F-HRTimeline
Reliant Investment Partners, LLC4,622$242K0.21%-5513F-HRTimeline
Orion Capital Management LLC4,622$242K0.09%+113F-HRTimeline
Tortoise Investment Management, LLC4,619$242K0.02%-78613F-HRTimeline
WOLFF WIESE MAGANA LLC4,618$242K0.15%+6213F-HRTimeline
BBR PARTNERS, LLC4,601$241K0.01%013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC4,596$241K0.14%013F-HRTimeline
Ballew Advisors, Inc4,523$241K0.14%new13F-HRTimeline
GRIES FINANCIAL LLC4,574$240K0.04%+45113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,551$238K0.05%013F-HRTimeline
Kathmere Capital Management, LLC4,515$236K0.02%+20313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,514$236K0.09%-17413F-HRTimeline
NOVEM GROUP4,499$236K0.03%new13F-HRTimeline
May Hill Capital, LLC4,471$234K0.08%new13F-HRTimeline
Clarity Capital Partners LLC4,438$232K0.08%-1,70413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,433$232K0.03%-26513F-HRTimeline
Resurgent Financial Advisors LLC4,426$232K0.13%-1,73013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,418$231K<0.01%-2,431,42813F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC4,414$231K0.06%+913F-HRTimeline
Bulltick Wealth Management, LLC4,410$231K0.06%-55,97413F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,398$230K0.04%+713F-HRTimeline
Soundwatch Capital LLC4,232$230K0.04%+1313F-HRTimeline
Sage Mountain Advisors LLC4,388$230K0.01%013F-HRTimeline
Canopy Partners, LLC4,376$229K0.08%-2013F-HRTimeline
MYECFO, LLC4,355$228K0.11%-60013F-HRTimeline
LEIGH BALDWIN & CO., LLC4,349$228K0.15%013F-HRTimeline
Helium Advisors LLC4,349$228K0.14%+1213F-HRTimeline
Pasadena Private Wealth, LLC4,345$228K0.04%013F-HRTimeline
CRUX WEALTH ADVISORS4,340$227K0.1%+1413F-HRTimeline
National Wealth Management Group, LLC4,336$227K0.13%new13F-HRTimeline
Financial Sense Advisors, Inc.4,313$226K0.05%-1,85613F-HRTimeline
Cottage Street Advisors LLC4,311$226K0.12%-2,83613F-HRTimeline
SEARLE & CO.4,302$225K0.06%+10113F-HRTimeline
Diversified Portfolios, Inc.4,300$225K0.02%-45013F-HRTimeline
Sage Capital Management, LLC4,293$225K0.11%013F-HRTimeline
Murphy & Mullick Capital Management Corp4,288$225K0.18%+80313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC4,285$224K0.08%013F-HRTimeline
Lewis Asset Management, LLC4,280$224K0.11%new13F-HRTimeline
SWEENEY & MICHEL, LLC4,289$224K0.08%new13F-HRTimeline
Capital Advisors Wealth Management, LLC4,250$223K0.03%-9413F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,235$222K0.08%013F-HRTimeline
Chicago Capital, LLC4,235$222K0.01%013F-HRTimeline
Smith & Howard Wealth Management, LLC4,226$221K0.06%013F-HRTimeline
BEARING POINT CAPITAL, LLC4,213$221K0.04%-65513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC4,213$221K0.22%-1313F-HRTimeline
TFB Advisors LLC4,210$220K0.06%-51613F-HRTimeline
Sunbelt Securities, Inc.4,551$220K0.02%-1,80413F-HRTimeline
MWA Asset Management4,195$220K0.13%+1413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,194$220K0.09%new13F-HRTimeline
Milestone Asset Management Group, LLC4,192$220K0.16%+713F-HRTimeline
Portside Wealth Group, LLC4,179$219K0.03%new13F-HRTimeline
Ellevest, Inc.4,175$219K0.03%-10913F-HRTimeline
Gemmer Asset Management LLC4,156$218K0.02%013F-HRTimeline
Global View Capital Management LLC4,143$217K0.07%-62,02013F-HRTimeline
Latitude Advisors, LLC4,137$217K0.11%-20,50613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,117$216K0.02%-3313F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,116$216K0.03%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,102$215K0.05%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC4,100$215K0.11%new13F-HRTimeline
Private Wealth Partners, LLC4,100$215K0.02%new13F-HRTimeline
Lantern Wealth Advisors, LLC4,095$214K0.13%13F-HRTimeline
Quadrant Private Wealth Management, LLC4,067$213K0.04%new13F-HRTimeline
Plotkin Financial Advisors, LLC4,065$213K0.12%013F-HRTimeline
Retirement Planning Co of New England, …4,064$213K0.09%+1313F-HRTimeline
Beaird Harris Wealth Management, LLC4,063$213K0.02%013F-HRTimeline
W ADVISORS, LLC4,059$213K0.12%013F-HRTimeline
Able Wealth Management LLC4,050$212K0.11%new13F-HRTimeline
NorthRock Partners, LLC4,040$212K0.01%-6813F-HR/ATimeline
REGATTA CAPITAL GROUP, LLC4,021$211K0.04%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,013$210K0.11%new13F-HRTimeline
SFG Wealth Management, LLC.4,004$210K0.13%-6613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,001$210K0.03%013F-HRTimeline
RAMSEY QUANTITATIVE SYSTEMS4,000$209K0.21%new13F-HR/ATimeline
2UniFi Bank4,000$209K0.12%013F-HRTimeline
Serenus Wealth Advisors, LLC4,000$209K0.04%new13F-HRTimeline
Bollard Group LLC3,973$208K<0.01%+1113F-HRTimeline
Atlas Brown,Inc.3,964$208K0.07%new13F-HRTimeline
Bridgewater Advisors Inc.3,921$207K0.02%new13F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC3,949$207K<0.01%-46013F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,944$207K0.04%-65513F-HRTimeline
Peak Asset Management, LLC3,941$206K0.04%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…3,941$206K0.02%-28013F-HRTimeline
Klingman & Associates, LLC3,940$206K0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,939$206K0.02%new13F-HRTimeline
GDS Wealth Management3,929$206K0.02%new13F-HRTimeline
Factor Wealth Management LTD3,914$205K0.06%new13F-HRTimeline
Maia Wealth LLC3,899$204K0.04%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV3,886$203K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,873$203K0.02%-40713F-HRTimeline
Runnymede Capital Advisors, Inc.3,872$203K0.19%013F-HRTimeline
BLB&B Advisors, LLC3,861$202K0.01%-51,82013F-HRTimeline
Coppell Advisory Solutions LLC3,890$202K0.02%-31413F-HR/ATimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,856$202K0.07%-20013F-HRTimeline
Savvy Advisors, Inc.3,850$202K0.01%new13F-HRTimeline
WOODSTOCK CORP3,843$201K0.02%new13F-HRTimeline
Williams & Novak Wealth Management, LLC3,824$200K0.17%new13F-HRTimeline
Brooklyn Investment Group3,678$193K0.03%+1,76913F-HR/ATimeline
OPTIMUM INVESTMENT ADVISORS3,673$192K0.08%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,620$190K<0.01%+60513F-HRTimeline
Provident Wealth Management, LLC3,516$184K0.06%-46013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,505$184K0.09%-5013F-HRTimeline
HHM Wealth Advisors, LLC3,394$178K0.02%-5013F-HRTimeline
Dunhill Financial, LLC3,141$164K0.05%+44113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,136$164K0.03%013F-HRTimeline
Community Bank, N.A.3,130$164K0.02%013F-HRTimeline
Avion Wealth3,118$163K0.04%013F-HR/ATimeline
Missouri Trust & Investment Co3,084$162K0.05%+1,55413F-HRTimeline
Nemes Rush Group LLC3,076$161K0.02%+96813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,060$161K0.05%new13F-HRTimeline
NVWM, LLC3,048$160K0.04%013F-HRTimeline
Avalon Trust Co3,000$157K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,997$157K0.05%new13F-HRTimeline
First Command Advisory Services, Inc.2,930$153K<0.01%-8013F-HRTimeline
Hartford Financial Management Inc.2,897$152K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.2,879$151K0.06%+75013F-HRTimeline
Rice Partnership, LLC2,853$149K0.03%+35313F-HRTimeline
Global Wealth Strategies & Associates2,847$149K0.04%-1,18813F-HRTimeline
McIlrath & Eck, LLC2,829$148K0.02%+64613F-HRTimeline
DHJJ Financial Advisors, Ltd.2,792$146K0.05%+96613F-HRTimeline
Park Square Financial Group, LLC2,791$146K0.11%-22713F-HRTimeline
Global Trust Asset Management, LLC2,789$146K0.08%-10013F-HRTimeline
Princeton Global Asset Management LLC2,600$136K0.02%+213F-HRTimeline
Garde Capital, Inc.2,594$136K0.01%+213F-HRTimeline
New Millennium Group LLC2,568$134K0.07%-105,46513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP2,534$133K<0.01%-182,13013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,506$131K0.04%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,454$129K0.04%013F-HRTimelineGroup
Perkins Coie Trust Co2,407$126K0.02%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/2,400$126K0.06%new13F-HRTimeline
Sound Income Strategies, LLC2,381$125K0.01%-18,29713F-HRTimeline