XLF SELECT SECTOR SPDR TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Portside Wealth Group, LLC	6,078	$333K	0.05%	+1,629	13F-HR Timeline
Pointe Capital Management LLC	6,072	$333K	0.16%	-750	13F-HR Timeline
Addison Advisors LLC	6,040	$331K	0.07%	-569	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	6,031	$330K	0.01%	+947	13F-HR Timeline Group
Avestar Capital, LLC	5,964	$327K	0.02%	+1	13F-HR Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…	5,961	$326K	<0.01%	-1,068,340	13F-HR Timeline Group
Second Line Capital, LLC	5,961	$326K	0.07%	-108	13F-HR Timeline
Acorn Wealth Advisors, LLC	5,945	$326K	0.1%	+8	13F-HR Timeline
CHAPIN DAVIS, INC.	5,936	$325K	0.08%	0	13F-HR Timeline
CARLSON FINANCIAL, INC.	5,933	$325K	0.19%		13F-HR Timeline
WEALTH EFFECTS LLC	5,930	$325K	0.1%	-141	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	5,876	$324K	0.09%	-154,045	13F-HR Timeline
Seelaus Asset Management LLC	5,915	$324K	0.26%	-150	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	5,999	$323K	0.08%	-15,935	13F-HR Timeline
BAYBAN	5,887	$322K	0.29%		13F-HR Timeline
Strategic Wealth Partners, Ltd.	5,884	$322K	0.02%	-412	13F-HR Timeline
Act Two Investors LLC	5,868	$321K	0.06%	-4,300	13F-HR Timeline
Second Half Financial Partners, LLC	5,866	$321K	0.14%	-8,241	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	5,863	$321K	0.01%	+3	13F-HR/A Timeline Group
Triad Wealth Partners, LLC	5,849	$320K	0.03%	-3,711	13F-HR Timeline
Horrell Capital Management, Inc.	5,837	$320K	0.14%	+8	13F-HR Timeline
JM2 Capital Inc.	5,833	$319K	0.26%		13F-HR Timeline
Bluespring Wealth Management, LLC	5,826	$319K	0.03%	-150	13F-HR Timeline
Lifetime Wealth Management P.C.	5,778	$316K	0.2%		13F-HR/A Timeline
Philip James Wealth Mangement, LLC	5,774	$316K	0.04%	-1,530	13F-HR Timeline
Pekin Hardy Strauss, Inc.	5,765	$316K	0.03%	0	13F-HR Timeline
Iowa State Bank	5,750	$315K	0.06%	new	13F-HR Timeline
SilverOak Wealth Management LLC	5,727	$314K	0.05%	0	13F-HR Timeline
Ballast Rock Private Wealth LLC	5,725	$314K	0.2%		13F-HR Timeline
Westwood Wealth Management	5,724	$314K	0.24%	new	13F-HR Timeline
Lionshead Wealth Management, LLC	5,724	$314K	0.24%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	5,720	$313K	0.1%	+192	13F-HR Timeline
Axim Planning & Wealth	5,701	$312K	0.33%	-1,185	13F-HR Timeline
Summit Financial Strategies, Inc.	5,700	$312K	0.03%	0	13F-HR Timeline
EASTERN BANK	5,695	$312K	0.01%	+29	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	5,684	$311K	0.01%	-2,672	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	5,679	$311K	0.02%	-20,876	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	5,665	$310K	0.04%		13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	5,665	$310K	0.03%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	5,654	$310K	0.04%	+365	13F-HR Timeline
SageView Advisory Group, LLC	5,648	$309K	0.01%	+604	13F-HR Timeline
Bulltick Wealth Management, LLC	5,635	$309K	0.07%	+1,168	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	5,620	$308K	0.02%	+402	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	5,613	$307K	0.06%	-71	13F-HR Timeline
Omnitrust Wealth Management, Inc	5,571	$305K	0.39%		13F-HR Timeline
Athena Investment Management	5,570	$305K	0.16%	-85	13F-HR Timeline
MOORE CAPITAL MANAGEMENT, LP	5,546	$304K	0.01%	-12,710	13F-HR Timeline
Kingdom Financial Group LLC.	5,532	$303K	0.09%	new	13F-HR Timeline
Arcataur Capital Management LLC	5,516	$302K	0.09%	-25	13F-HR Timeline
Beacon Capital Management, LLC	5,500	$301K	0.05%	-905	13F-HR Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC	5,479	$300K	0.03%	new	13F-HR Timeline
Pictet North America Advisors SA	5,467	$299K	0.03%	0	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	5,455	$299K	0.11%	+37	13F-HR Timeline
Legacy Advisors, LLC	5,447	$298K	0.03%	new	13F-HR Timeline
Blue Water Asset Management	5,441	$298K	0.11%		13F-HR Timeline
Rare Wolf Capital LLC	5,437	$298K	0.19%		13F-HR Timeline
BSW Wealth Partners	5,418	$297K	0.04%	+11	13F-HR Timeline
Financial Sense Advisors, Inc.	5,403	$296K	0.06%	-492	13F-HR Timeline
Wealth Alliance Advisory Group, LLC	5,396	$296K	0.05%	0	13F-HR Timeline
Tennessee Valley Asset Management Partn…	5,394	$295K	0.04%	-56	13F-HR Timeline
Tortoise Investment Management, LLC	5,366	$294K	0.03%	0	13F-HR Timeline
Elevated Capital Advisors, LLC	5,349	$293K	0.07%	-280	13F-HR Timeline
Whitaker-Myers Wealth Managers, LTD.	5,343	$293K	0.06%	-34,272	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	5,339	$292K	0.18%	new	13F-HR Timeline
Tortuga Wealth Management, Inc	5,324	$292K	0.31%		13F-HR Timeline
LaSalle St. Investment Advisors, LLC	5,315	$291K	0.05%	+892	13F-HR Timeline
DOPKINS WEALTH MANAGEMENT, LLC	5,305	$291K	0.12%	0	13F-HR Timeline
NVWM, LLC	5,299	$290K	0.06%	+1,739	13F-HR Timeline
Rockbridge Investment Management, LCC	5,292	$290K	0.03%	-293	13F-HR Timeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…	5,274	$289K	0.01%	new	13F-HR Timeline Group
Strategies Wealth Advisors, LLC	5,252	$288K	0.03%	-329	13F-HR Timeline
Narwhal Capital Management	5,250	$288K	0.02%	0	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	5,245	$287K	0.1%	-750	13F-HR Timeline
Flagstone Financial Management	5,227	$286K	0.07%	0	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	5,212	$285K	0.08%	+595	13F-HR Timeline
Tradewinds Capital Management, LLC	5,204	$285K	0.06%	-597	13F-HR Timeline
Vines Capital Management, LLC	5,193	$284K	0.28%		13F-HR Timeline
Impact Partnership Wealth, LLC	5,181	$284K	0.04%	+1,260	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	5,171	$283K	0.03%	0	13F-HR Timeline
Reliant Investment Partners, LLC	5,167	$283K	0.22%	-97	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	5,156	$282K	0.07%	-599	13F-HR Timeline
Carl P. Sherr & Co., LLC	5,280	$282K	0.13%	new	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	5,133	$281K	0.01%	-210	13F-HR Timeline Group
Byrne Asset Management LLC	5,113	$280K	0.15%	+208	13F-HR Timeline
MATHER GROUP, LLC.	5,109	$280K	<0.01%	+188	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	5,093	$279K	0.05%	new	13F-HR Timeline
Marion Wealth Management	5,252	$279K	0.06%	0	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	5,086	$279K	0.26%	0	13F-HR Timeline
High Falls Advisors, Inc	5,086	$279K	0.06%	-1,301	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	5,081	$278K	0.07%	+31	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	5,083	$278K	<0.01%	-110	13F-HR Timeline
Smith Asset Management Co., LLC	5,069	$278K	0.23%	0	13F-HR Timeline
Kapstone Financial Advisors LLC	5,055	$277K	0.14%	0	13F-HR Timeline
Farmers National Bank	5,036	$276K	0.06%	0	13F-HR Timeline
FELL CAPITAL MANAGEMENT /ADV	5,025	$275K	0.27%		13F-HR Timeline
Patten Group, Inc.	5,006	$274K	0.05%	new	13F-HR Timeline
SHUFRO ROSE & CO LLC	5,000	$274K	0.02%	-600	13F-HR Timeline
WMS Group LLC	5,000	$274K	0.35%		13F-HR Timeline
Quartz Partners, LLC	4,991	$273K	0.1%	+28	13F-HR Timeline
Gray Private Wealth, LLC	4,988	$273K	0.13%	+9	13F-HR Timeline
Pinnacle Bancorp, Inc.	4,986	$273K	0.08%	0	13F-HR Timeline
Keating Financial Advisory Services, In…	4,976	$273K	0.04%		13F-HR Timeline
Capital Square, LLC	4,973	$272K	0.14%	-97	13F-HR Timeline
DEARBORN PARTNERS LLC	4,960	$272K	0.01%	+234	13F-HR Timeline
Tripletail Wealth Management, LLC	4,955	$271K	0.34%	-500	13F-HR Timeline
USA FINANCIAL FORMULAS	4,948	$271K	0.05%	-609	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	4,924	$270K	0.17%	-175	13F-HR Timeline
Financial Partners Group, Inc	5,030	$269K	0.03%	+6	13F-HR Timeline
National Wealth Management Group, LLC	4,907	$269K	0.09%	-2,062	13F-HR Timeline
Huntleigh Advisors, Inc.	4,884	$267K	0.05%	+115	13F-HR Timeline
Concorde Asset Management, LLC	4,876	$267K	0.11%	-940	13F-HR Timeline
Pacific Center for Financial Services	4,946	$266K	0.07%	0	13F-HR Timeline
Sloy Dahl & Holst, LLC	4,859	$266K	0.03%	+190	13F-HR Timeline
WULFF, HANSEN & CO.	4,855	$266K	0.22%	0	13F-HR Timeline
RHODES INVESTMENT ADVISORS INC /ADV	4,849	$266K	0.21%		13F-HR Timeline
First Financial Bankshares Inc	4,846	$265K	0.01%	0	13F-HR Timeline
American Trust	4,844	$265K	0.02%	-1,184	13F-HR Timeline
White Lighthouse Investment Management …	4,827	$264K	0.04%	new	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	4,763	$261K	0.12%	-60	13F-HR Timeline
FWG Holdings, LLC	4,863	$260K	0.1%	-185	13F-HR/A Timeline
Windsor Advisory Group, LLC	4,736	$259K	0.23%	0	13F-HR Timeline
Diversified Portfolios, Inc.	4,726	$259K	0.02%	+201	13F-HR Timeline
CIM, LLC	4,720	$259K	0.03%	0	13F-HR Timeline
Vertex Planning Partners, LLC	4,693	$257K	0.06%	-494	13F-HR Timeline
Ironwood Investment Counsel, LLC	4,679	$256K	0.04%	+2	13F-HR Timeline
Claret Asset Management Corp	4,676	$256K	0.03%	-92	13F-HR Timeline
Calamos Wealth Management LLCin group Calamos Advisors LLC	4,635	$254K	0.01%	new	13F-HR Timeline Group
Amicus Financial Advisors, LLC	4,624	$253K	0.07%		13F-HR Timeline
RFG Holdings, Inc.	4,624	$253K	0.06%	0	13F-HR Timeline
Orion Capital Management LLC	4,623	$253K	0.09%	0	13F-HR Timeline
Kellett Wealth Advisors, LLC	4,610	$253K	0.14%	new	13F-HR Timeline
Round Rock Advisors LLC	4,606	$252K	0.04%	-440	13F-HR/A Timeline
AUA CAPITAL MANAGEMENT, LLC	4,596	$252K	0.13%	0	13F-HR Timeline
NICOLET BANKSHARES INCgroup of 2 filers holding	4,539	$251K		-4,915	Timeline NICOLET ADVISORY SERVICES, LLC: 4,539 (0.02%) 13F-HR NICOLET BANKSHARES INC: sold out, -5,330 13F-HR
Allred Capital Management, LLC	4,573	$251K	0.09%	-597	13F-HR Timeline
Vigil Wealth Management, LLC	4,573	$250K	0.21%		13F-HR Timeline
Pine Haven Investment Counsel, Inc	4,570	$250K	0.18%	-1,000	13F-HR Timeline
Straight Path Wealth Management	4,558	$250K	0.07%	new	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	4,551	$249K	0.05%	0	13F-HR Timeline
United Community Bankin group United Community Bank	4,538	$249K	0.09%	+2,754	13F-HR Timeline Group
NORTH DALLAS BANK & TRUST CO	4,528	$248K	0.16%		13F-HR Timeline
MCGUIRE CAPITAL ADVISORS INC	4,524	$248K	0.16%		13F-HR Timeline
LAZARI CAPITAL MANAGEMENT, INC.	4,515	$247K	0.08%	+1	13F-HR/A Timeline
NIXON PEABODY TRUST CO	4,500	$246K	0.02%	new	13F-HR Timeline
2UniFi Bank	4,500	$246K	0.12%	+500	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	4,491	$246K	0.04%	+86	13F-HR Timeline
SeaBridge Investment Advisors LLC	4,489	$246K	0.04%	0	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	4,482	$245K	0.02%	-36,964	13F-HR Timeline Group
Secure Asset Management, LLC	4,457	$244K	0.04%	+117	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	4,471	$244K	0.05%	0	13F-HR Timeline
Canton Hathaway, LLC	4,455	$244K	0.05%	0	13F-HR Timeline
TFB Advisors LLC	4,443	$243K	0.07%	new	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	4,425	$242K	0.03%	0	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	4,404	$241K	<0.01%	-157	13F-HR Timeline Group
AlTi Global, Inc.in group AlTi Global, Inc.	4,401	$241K	0.01%	new	13F-HR Timeline Group
Able Wealth Management LLC	4,401	$241K	0.08%	+454	13F-HR Timeline
KRS Capital Management, LLC	4,400	$241K	0.14%	0	13F-HR Timeline
MLP3, LLC	4,397	$241K	0.26%		13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	4,388	$240K	0.07%	+1,550	13F-HR Timeline
Capital Advisors Wealth Management, LLC	4,378	$240K	0.03%	-538	13F-HR Timeline
Midwest Financial Group LLC	4,370	$239K	0.11%	new	13F-HR Timeline
Linscomb Wealth, Inc.	4,363	$239K	0.01%	-292	13F-HR Timeline
Root Financial Partners, LLC	4,361	$239K	0.01%	-1,788	13F-HR Timeline
Badgley Phelps Wealth Managers, LLC	4,351	$238K	<0.01%	new	13F-HR Timeline
Weaver Consulting Group	4,348	$238K	0.06%	new	13F-HR Timeline
Mill Creek Capital Advisors, LLC	4,343	$238K	<0.01%	new	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	4,334	$237K	0.02%	-221	13F-HR Timeline Group
Regent Peak Wealth Advisors LLC	4,333	$237K	0.05%	0	13F-HR Timeline
Sequent Planning LLC	4,322	$237K	0.06%	new	13F-HR Timeline
Canopy Partners, LLC	4,311	$236K	0.08%	-65	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	4,318	$236K	0.03%	0	13F-HR Timeline
Cottage Street Advisors LLC	4,305	$236K	0.1%	-13	13F-HR Timeline
SEARLE & CO.	4,302	$236K	0.06%	0	13F-HR Timeline
Facet Wealth, Inc.	4,446	$236K	<0.01%	new	13F-HR Timeline
XML Financial, LLC	4,297	$235K	0.02%	new	13F-HR Timeline
Sage Mountain Advisors LLC	4,294	$235K	0.01%	0	13F-HR Timeline
Sage Capital Management, LLC	4,293	$235K	0.11%	0	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	4,285	$235K	0.07%	0	13F-HR Timeline
Indivisible Partners	4,324	$234K	0.03%		13F-HR Timeline
Kathmere Capital Management, LLC	4,280	$234K	0.02%	-438	13F-HR Timeline
Berger Financial Group, Inc	4,279	$234K	0.01%	new	13F-HR Timeline
Ballew Advisors, Inc	4,301	$233K	0.13%	-197	13F-HR Timeline
Synergy Investment Management, LLC	4,246	$233K	0.08%	new	13F-HR Timeline
Insight Wealth Strategies, LLC	4,243	$232K	0.03%	-2,819	13F-HR Timeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…	4,236	$232K	0.08%	new	13F-HR Timeline Group
Capital Squared Financial LLC	4,230	$232K	0.18%	+462	13F-HR Timeline
Generation Capital Management LLC	4,230	$232K	0.15%	+152	13F-HR Timeline
Smith & Howard Wealth Management, LLC	4,226	$231K	0.05%	0	13F-HR Timeline
Dana Investment Advisors, Inc.	4,213	$231K	0.01%	+414	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	4,206	$230K	0.11%	+32	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	4,203	$230K	0.02%	+205	13F-HR Timeline
Fortis Capital Management LLC	4,182	$229K	0.03%	new	13F-HR Timeline
Ellevest, Inc.	4,175	$229K	0.03%	0	13F-HR Timeline
CAP Partners, LLC	4,166	$228K	0.13%	+95	13F-HR Timeline
SWEENEY & MICHEL, LLC	4,318	$228K	0.07%	-110	13F-HR Timeline
MWA Asset Management	4,145	$227K	0.13%	-30	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	4,123	$226K	0.1%	+11	13F-HR Timeline
Investment Insight Wealth Management, L…	4,120	$226K	0.22%		13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	4,116	$225K	0.02%	0	13F-HR Timeline
Cadia Private Client LLC	4,106	$225K	0.18%		13F-HR Timeline