Skip to content
Disclosery

XLF SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,873 managers (1,903 13F filers) reported a position in XLF shares at 2026-06-30, 737,825,389 shares in all. 151 filers opened a position and 102 filers sold out during the quarter.

Managers
1,873
13F filers
1,903
New
151
Added
688
Reduced
709
Sold out
102
Shares held by filers
737,825,389

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SILVER OAK SECURITIES, INCORPORATED3,511$188K0.01%-1,13213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,505$188K0.07%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,472$186K0.01%013F-HRTimeline
Integrity Financial Corp /WA3,451$185K0.09%013F-HRTimeline
Quent Capital, LLC3,346$179K0.01%+3,15913F-HRTimeline
Provident Wealth Management, LLC3,321$178K0.05%013F-HRTimeline
Strive Financial Group ,LLC3,320$178K0.08%+1,22413F-HR/ATimeline
Cascades Capital Asset Management, LLC3,270$175K0.06%new13F-HRTimeline
Allied Private Wealth LLC3,149$173K0.11%13F-HRTimeline
Glassman Wealth Services3,157$169K0.02%+3,01613F-HRTimeline
Park Place Capital Corp3,078$165K0.03%-2113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,072$165K<0.01%+49013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,076$165K0.02%-7013F-HRTimeline
Asset Dedication, LLC3,024$162K0.01%-713F-HRTimeline
VIMA LLC3,007$161K0.16%13F-HRTimeline
Bogart Wealth, LLC2,941$158K0.01%-113F-HRTimeline
SJS Investment Consulting Inc.2,936$157K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,905$156K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,902$156K<0.01%-30,58713F-HRTimelineGroup
Hartford Financial Management Inc.2,789$150K0.03%+18913F-HRTimeline
Walsh & Associates, LLC2,740$147K0.12%-93713F-HRTimeline
Princeton Global Asset Management LLC2,709$145K0.02%+213F-HRTimeline
Avalon Trust Co2,706$145K0.01%+75013F-HRTimeline
NFSG Corp2,678$144K0.02%-1,05313F-HRTimeline
SHP Wealth Management2,673$143K0.01%+34013F-HRTimeline
Barnes Dennig Private Wealth Management…2,664$143K0.11%+5413F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,600$139K0.02%+17513F-HRTimeline
Family Manage LLC2,584$139K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,583$138K0.01%013F-HRTimeline
First Command Advisory Services, Inc.2,550$137K<0.01%-38013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,533$136K0.01%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,506$134K0.04%013F-HRTimeline
Downshift Financial, LLC2,493$134K0.06%new13F-HRTimeline
NVWM, LLC2,452$131K0.03%-3,00013F-HRTimeline
Rice Partnership, LLC2,400$129K0.02%013F-HRTimeline
Valor Advisors LLC2,385$128K0.09%+37013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,317$124K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,289$123K0.04%+28213F-HRTimeline
Financial Perspectives, Inc2,268$122K0.03%+58313F-HRTimeline
Hanson & Doremus Investment Management2,238$120K0.01%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.2,230$120K0.02%+1,60013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,222$119K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,217$119K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,213$119K0.04%+28013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP2,200$118K0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.2,129$114K0.03%013F-HRTimeline
Regatta Research & Money Management2,105$113K0.11%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,102$113K0.03%+4213F-HRTimeline
Bangor Savings Bank2,079$111K0.01%-9113F-HRTimeline
BALLAST ADVISORS LLC2,073$111K0.03%+1,82913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,061$110K0.01%+1,73813F-HRTimeline
Topsail Wealth Management, LLC2,000$107K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,999$107K0.03%-2,66713F-HRTimeline
PROTECTIVE LIFE CORP1,993$107K0.76%-1,09113F-HRTimeline
Cape Investment Advisory, Inc.1,966$105K0.03%-3,73713F-HRTimeline
Frazier Financial Advisors, LLC1,965$105K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,962$105K0.01%+713F-HRTimeline
Winch Advisory Services, LLC1,933$104K0.02%+513F-HRTimeline
Fairscale Capital, LLC1,922$103K0.06%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,909$102K0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC1,901$102K0.04%013F-HRTimeline
GGM Financial LLC1,895$102K0.04%+613F-HRTimeline
KERR FINANCIAL PLANNING Corp1,880$101K0.11%+313F-HRTimeline
Grove Bank & Trust1,852$99.3K0.01%-1,16713F-HRTimeline
WealthCollab, LLC1,825$97.8K0.04%new13F-HRTimeline
Key Capital Management, INC1,800$96.5K0.05%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,788$95.9K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,753$94.5K<0.01%+9013F-HRTimeline
SYNTAX RESEARCH, INC.1,737$93.1K0.07%013F-HRTimeline
Highland Investment Advisors LLC1,734$93K0.04%13F-HRTimeline
Keating Financial Advisory Services, In…1,730$92.7K0.01%-49113F-HRTimeline
Indiana Trust & Investment Management Co1,649$88.4K0.02%013F-HRTimeline
Basecamp Wealth Advisors LLC1,642$88K0.02%013F-HRTimeline
Vision Retirement, LLC1,630$87.4K0.02%-18113F-HRTimeline
Pacifica Partners Inc.1,562$86.9K0.03%013F-HRTimeline
New Republic Capital, LLC1,614$86.5K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,613$86.5K0.07%-15013F-HRTimeline
Strategic Wealth Advisors LLC1,530$83K0.07%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,530$82K0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,517$81.3K0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,500$80.4K0.02%-24513F-HRTimeline
TD Capital Management LLC1,493$80K0.01%+413F-HRTimeline
Legacy Bridge, LLC1,485$79.6K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…485$77.9K0.02%+213F-HRTimeline
Coston, McIsaac & Partners1,452$77K0.02%013F-HRTimeline
Truvestments Capital LLC1,401$75.1K0.01%-413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,400$75.1K0.17%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,500$74.1K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,363$73.1K0.02%+16313F-HRTimeline
Tidemark, LLC1,350$72.4K0.02%+12613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,338$71.7K0.01%013F-HRTimeline
Founders Capital Management1,337$71.7K0.03%+113F-HRTimeline
Nalls Sherbakoff Group, LLC1,313$70.4K0.05%013F-HRTimeline
Triumph Capital Management1,307$70.1K0.01%+2013F-HRTimeline
Fairway Wealth LLC1,306$70K0.02%+13113F-HRTimeline
CGC Financial Services, LLC1,280$68.6K0.02%013F-HRTimeline
Markowski Investments1,279$68.5K0.02%13F-HRTimeline
Wagner Wealth Management, LLC1,272$68.2K0.01%-91413F-HRTimeline
Davis Capital Management1,265$67.8K0.04%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,263$67.7K<0.01%-57813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,252$67.1K0.02%+4913F-HRTimeline
Hamilton Point Investment Advisors, LLC1,250$67K0.01%013F-HRTimeline
Bare Financial Services, Inc1,217$65.2K0.01%013F-HRTimeline
Caitlin John, LLC1,203$64.5K0.04%+1,08113F-HRTimeline
SYM FINANCIAL Corp1,183$63.4K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,153$61.8K0.03%+4513F-HRTimeline
REAP Financial Group, LLC1,138$61K0.01%+413F-HRTimeline
Archer Investment Corp1,135$60.9K0.01%+28313F-HR/ATimeline
Olistico Wealth, LLC1,132$60.7K0.03%013F-HRTimeline
Perkins Coie Trust Co1,115$59.8K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,089$58.4K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,086$58.2K<0.01%13F-HRTimeline
SITTNER & NELSON, LLC1,064$57K0.02%013F-HRTimeline
Piscataqua Savings Bank1,054$56.5K0.04%013F-HRTimeline
Cranbrook Wealth Management, LLC1,053$56.5K0.01%+32813F-HRTimeline
Morse Asset Management, Inc1,032$55.3K0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,031$55.3K0.07%013F-HRTimeline
RMG Wealth Management LLC941$54.5K0.01%013F-HRTimeline
Dorato Capital Management975$54.3K0.04%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,000$53.6K0.02%013F-HRTimeline
Ares Financial Consulting, LLC1,000$53.6K0.04%013F-HRTimeline
Hyposwiss Advisors SA1,000$53.6K0.05%013F-HRTimeline
Timbuktu Capital Management, LLC975$52.3K0.08%13F-HRTimeline
Covestor Ltd970$52K0.03%+30313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC964$51.7K<0.01%-32513F-HRTimelineGroup
MidFirst Bank958$51.4K<0.01%+53413F-HRTimeline
Roxbury Financial LLC958$51.3K0.04%+413F-HRTimeline
ALBION FINANCIAL GROUP /UT950$50.9K<0.01%+94013F-HRTimeline
Investors Research Corp944$50.6K0.01%013F-HRTimeline
Align Financial, LLC908$48.7K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…908$48.7K0.02%-18913F-HRTimeline
Ankerstar Wealth, LLC898$48.2K0.04%-3013F-HRTimeline
NorthAvenue LLC898$48.1K0.03%-25313F-HRTimeline
Capital Investment Counsel, Inc875$46.9K0.01%013F-HRTimeline
BankChampaign, National Association839$45K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.836$44.8K0.03%013F-HRTimeline
Financial Management Professionals, Inc.813$43.6K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC812$43.5K0.01%-16613F-HRTimeline
FIRST COMMUNITY TRUST NA778$41.7K0.02%013F-HRTimeline
Providence Capital Advisors, LLC775$41.5K0.01%013F-HRTimeline
Burnham & Co LLC760$40.7K0.03%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB750$40.2K<0.01%-40013F-HRTimeline
Mountain Hill Investment Partners Corp.750$40.2K0.02%013F-HRTimeline
WELLINGTON-ALTUS USA INC.800$39.5K0.03%-20013F-HRTimeline
Pioneer Family Office, LLC730$39.1K0.02%+4013F-HRTimeline
Center for Financial Planning, Inc.725$38.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc720$38.6K<0.01%-88513F-HRTimeline
Vermillion Wealth Management, Inc.707$37.9K0.01%-6413F-HRTimeline
Aventura Private Wealth, LLC706$37.8K0.01%+3113F-HRTimeline
Godfrey Financial Associates, Inc.702$37.6K0.03%+60013F-HRTimeline
Cypress Capital Management LLC (WY)687$36.8K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department683$36.6K0.01%013F-HRTimelineGroup
Outlook Capital Management, LLC670$35.9K0.01%13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…652$35K<0.01%new13F-HRTimelineGroup
Redwood Park Advisors LLC629$33.7K0.02%-44313F-HRTimeline
Clearstead Trust, LLC606$32.5K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC600$32.2K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.600$32.2K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…600$32.2K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC588$31.5K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.587$31.5K0.02%-113F-HRTimeline
V-Square Quantitative Management LLC585$31.4K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…576$30.9K0.01%+28313F-HRTimeline
Bernard Wealth Management Corp.545$29.2K0.01%013F-HRTimeline
Community Financial Services Group, LLC522$28.6K<0.01%+12213F-HRTimeline
GHP Investment Advisors, Inc.533$28.6K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC528$28.3K0.03%013F-HRTimeline
Hilton Head Capital Partners, LLC528$28.3K0.01%-29013F-HRTimeline
Luminist Capital LLC482$27K0.03%new13F-HRTimeline
Addison Advisors LLC500$26.8K0.01%-4,45513F-HRTimeline
Hickory Point Bank & Trust486$26.1K0.02%-27213F-HRTimeline
Montgomery Financial Services LLC485$26K0.02%13F-HRTimeline
VISION FINANCIAL MARKETS LLC441$24.1K0.02%+113F-HRTimeline
Eukles Asset Management449$24.1K0.01%-113F-HRTimeline
ALERUS FINANCIAL NA447$24K<0.01%-5513F-HRTimeline
Steigerwald, Gordon & Koch Inc.439$23.5K<0.01%013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP426$22.8K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC422$22.6K<0.01%013F-HRTimeline
Atomic Invest LLC405$21.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC405$21.7K<0.01%013F-HRTimeline
Burk Holdings LLC405$21.7K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.400$21.4K<0.01%013F-HRTimeline
Hurley Capital, LLC400$21.4K0.01%new13F-HRTimeline
Access Investment Management LLC400$21.4K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC390$20.9K0.01%013F-HRTimeline
PlanVest Financial, Inc356$19.1K0.01%013F-HRTimeline
First PREMIER Bank323$17K<0.01%013F-HRTimeline
United Financial Planning Group LLC312$16.7K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.302$16.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$16.1K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC300$16.1K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.300$16.1K<0.01%new13F-HRTimeline
Essential Investment Partners LLC300$16.1K0.01%013F-HRTimeline
Westfuller Advisors, LLC294$15.8K0.01%013F-HRTimeline
one8zero8, LLC292$15.7K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC291$15.6K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC283$15.2K<0.01%-11,74913F-HRTimeline
Rosenberg Matthew Hamilton278$14.9K<0.01%-2613F-HRTimeline
Strategic Investment Solutions, Inc. /IL257$13.8K<0.01%+113F-HRTimeline
Oakmont Advisory Group, LLC254$13.6K0.01%new13F-HRTimeline