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Disclosery

XLF SELECT SECTOR SPDR TR

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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.

HolderSharesValue% of portfolioChangeSource
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,102$105K<0.01%+1,03013F-HRTimelineGroup
Nemes Rush Group LLC2,108$105K0.01%-47113F-HRTimeline
Hanson & Doremus Investment Management2,088$104K0.02%013F-HRTimeline
Investors Research Corp2,086$104K0.02%013F-HRTimeline
Topsail Wealth Management, LLC2,000$99.6K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank1,989$99.1K0.04%-45013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,977$98.5K0.04%+713F-HRTimeline
Cordgrass Capital Advisors, LLC1,944$96.8K0.03%013F-HRTimeline
Fairscale Capital, LLC1,922$95.7K0.09%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,913$95.3K0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,913$95.3K0.01%+1,35613F-HRTimeline
Brooklyn Investment Group1,909$95.1K0.02%+1,60013F-HRTimeline
Winch Advisory Services, LLC1,904$94.8K0.03%+513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,900$94.6K0.33%new13F-HRTimeline
Minot DeBlois Advisors LLC1,868$93K0.09%-4,81113F-HRTimeline
Plante Moran Financial Advisors, LLC1,841$91.7K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,826$91K0.04%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,813$90.3K0.01%+19513F-HRTimeline
ORG Partners LLC1,782$88.6K0.02%+82513F-HRTimeline
MeadowBrook Investment Advisors LLC1,763$87.8K0.08%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,763$87.8K0.07%13F-HRTimeline
SYNTAX RESEARCH, INC.1,737$86.5K0.06%013F-HRTimeline
Financial Perspectives, Inc1,681$83.7K0.03%013F-HRTimeline
Truvestments Capital LLC1,654$82.4K0.02%+21013F-HRTimeline
Indiana Trust & Investment Management Co1,649$82.1K0.03%013F-HRTimeline
Synergy Investment Management, LLC1,644$81.9K0.03%+213F-HRTimeline
New Republic Capital, LLC1,614$80.4K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,583$78.8K<0.01%-28,95913F-HRTimeline
Missouri Trust & Investment Co1,530$76.2K0.03%-20013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,520$75.7K<0.01%-19213F-HRTimelineGroup
Briaud Financial Planning Inc1,490$74K0.03%-50013F-HRTimeline
Legacy Bridge, LLC1,485$74K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC1,470$73.2K0.05%013F-HRTimeline
Coston, McIsaac & Partners1,452$72K0.02%013F-HRTimeline
Davis Capital Management1,440$71.7K0.06%-12713F-HRTimeline
Generali Investments, Management Co LLC1,382$68.8K0.02%-14,75913F-HRTimeline
TruNorth Capital Management, LLC1,361$67.8K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,338$66.6K0.02%013F-HRTimeline
Founders Capital Management1,330$66.2K0.04%+213F-HRTimeline
CGC Financial Services, LLC1,280$63.8K0.03%013F-HRTimeline
Covestor Ltd1,268$63K0.04%-41213F-HRTimeline
Bare Financial Services, Inc1,217$60.6K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,211$60.3K0.02%-5013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,206$60.1K<0.01%013F-HRTimeline
Columbia River Financial Group, LLC1,192$59K0.04%new13F-HRTimeline
SYM FINANCIAL Corp1,183$58.9K0.01%-3413F-HRTimeline
Park Place Capital Corp1,180$58.8K0.02%-4113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,133$56.4K0.01%-9913F-HRTimelineGroup
Olistico Wealth, LLC1,132$56.4K0.03%013F-HRTimeline
Bernard Wealth Management Corp.1,045$52.1K0.03%013F-HRTimeline
Tidemark, LLC1,041$51.8K0.02%+113F-HRTimeline
Frazier Financial Advisors, LLC1,034$51.5K0.04%+4113F-HRTimeline
Wagner Wealth Management, LLC1,029$51.3K0.01%+413F-HRTimeline
Armor Investment Advisors, LLC1,028$51.2K0.02%013F-HRTimeline
SITTNER & NELSON, LLC1,014$50.5K0.02%013F-HRTimeline
LGT Financial Advisors LLC1,009$50.3K0.15%-3413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,000$49.8K0.03%013F-HRTimeline
Kiker Wealth Management, LLC1,000$49.8K0.03%new13F-HRTimeline
Roxbury Financial LLC937$48.9K0.05%+513F-HRTimeline
TRUST CO OF VERMONT975$48.6K<0.01%013F-HRTimeline
Grove Bank & Trust931$46.4K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…912$45.4K0.03%+86213F-HRTimelineGroup
Vermillion Wealth Management, Inc.897$44.7K0.01%+313F-HRTimeline
Field & Main Bank890$44.3K0.02%013F-HRTimeline
Capital Investment Counsel, Inc875$43.6K0.01%013F-HRTimeline
WINNACLE WEALTH LLC859$42.8K0.04%013F-HRTimeline
Archer Investment Corp850$42.4K0.01%+213F-HRTimeline
WFA Asset Management Corp1,001$42.1K0.02%-1113F-HRTimeline
DAGCO, INC.840$41.8K0.01%new13F-HRTimeline
Legacies Wealth LLC800$39.8K0.03%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC799$39.8K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA789$39.3K0.03%013F-HRTimeline
Center for Financial Planning, Inc.763$38K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB750$37.4K<0.01%-73113F-HRTimeline
Bell Investment Advisors, Inc748$37.3K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.725$36.1K0.02%+10013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…720$35.9K<0.01%-1,231,26713F-HRTimelineGroup
Versant Capital Management, Inc720$35.9K0.01%013F-HRTimeline
Berbice Capital Management LLC700$34.9K0.03%+40013F-HRTimeline
Cypress Capital Management LLC (WY)687$34.2K0.04%new13F-HRTimeline
Financial Network Wealth Advisors LLC687$34.2K0.04%+15913F-HRTimeline
Rosenberg Matthew Hamilton685$34.1K0.01%+7613F-HRTimeline
Asset Dedication, LLC676$33.7K<0.01%-22613F-HRTimeline
Smartleaf Asset Management LLC674$33.2K<0.01%+44413F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd660$32.9K0.01%013F-HR/ATimelineGroup
Kozak & Associates, Inc.656$30.9K0.01%+22013F-HRTimeline
Redwood Park Advisors LLC620$30.9K0.03%013F-HRTimeline
Northwest Capital Management Inc610$30.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners603$30K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.600$29.9K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…600$29.9K0.03%13F-HRTimeline
Quest 10 Wealth Builders, Inc.590$29.4K0.03%-19313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC588$29.3K0.01%013F-HR/ATimeline
Family Manage LLC582$29K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.574$28.6K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC571$28.4K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…550$27.4K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.549$27.3K0.02%013F-HRTimeline
North Capital, Inc.533$26.5K0.03%13F-HRTimeline
GHP Investment Advisors, Inc.528$26.3K<0.01%+213F-HRTimeline
Investment Research & Advisory Group, I…476$23.7K0.01%-1613F-HRTimeline
Stonebridge Financial Group, LLC467$23.3K<0.01%-466,39213F-HRTimeline
Clearstead Trust, LLC465$23.2K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC437$21.8K0.02%013F-HRTimeline
Private Wealth Management Group, LLC436$21.7K0.01%+18613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC431$21.5K<0.01%-32113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC427$21.3K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.424$21.1K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC422$21K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.400$19.9K<0.01%-3213F-HRTimeline
TD Capital Management LLC400$19.9K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC390$19.4K0.01%013F-HRTimeline
GODSEY & GIBB, INC385$19.2K<0.01%-10413F-HRTimeline
Pacifica Partners Inc.395$18.8K0.01%013F-HRTimeline
First PREMIER Bank365$18K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC316$15.7K<0.01%+213F-HR/ATimeline
Financial Management Professionals, Inc.307$15.3K<0.01%013F-HRTimeline
Abound Wealth Management292$14.5K<0.01%013F-HRTimeline
one8zero8, LLC292$14.5K<0.01%+1713F-HRTimeline
Strengthening Families & Communities, L…289$14.4K0.01%+113F-HRTimeline
SIERRA OCEAN, LLC283$14.1K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC268$13.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL252$12.5K<0.01%+113F-HRTimeline
BALLAST ADVISORS LLC244$12.2K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.239$11.9K0.01%013F-HRTimeline
Centricity Wealth Management, LLC226$11.3K0.01%013F-HRTimeline
Eukles Asset Management219$10.9K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP201$10K<0.01%+5613F-HRTimeline
Colony Family Offices, LLC200$9.96K<0.01%013F-HRTimeline
City State Bank200$9.96K<0.01%013F-HRTimeline
CNB Bank192$9.56K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC180$8.97K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC173$8.62K<0.01%+8713F-HRTimeline
WPG Advisers, LLC170$8.46K0.01%+113F-HRTimeline
GKV Capital Management Co., Inc.160$7.97K<0.01%013F-HR/ATimeline
WASHINGTON GROWTH STRATEGIES LLC50$7.91K7.25%13F-HRTimeline
Tower View Wealth Management LLC157$7.83K<0.01%+513F-HRTimeline
Morton Brown Family Wealth, LLC154$7.65K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN151$7.51K<0.01%013F-HRTimeline
Signature Resources Capital Management,…148$7.37K0.01%+11113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC146$7.27K<0.01%new13F-HRTimeline
Glassman Wealth Services141$7.02K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department136$6.77K<0.01%+7613F-HRTimeline
ATWOOD & PALMER INC127$6.33K<0.01%013F-HRTimeline
Costello Asset Management, INC127$6.33K<0.01%013F-HRTimeline
JNBA Financial Advisors125$6.23K<0.01%-6813F-HRTimeline
Cherry Tree Wealth Management, LLC121$6.03K<0.01%-10013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC120$6K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC119$5.93K<0.01%+2613F-HRTimeline
Painted Porch Advisors LLC100$4.98K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC100$4.98K<0.01%-20013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …97$4.83K<0.01%13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department83$4.13K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC85$4.08K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC79$3.94K<0.01%013F-HRTimeline
Palouse Capital Management, Inc.75$3.74K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC75$3.74K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC77$3.64K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.67$3K<0.01%-1113F-HRTimelineGroup
Putney Financial Group LLC60$2.99K<0.01%013F-HRTimeline
IFS Advisors, LLC60$2.99K<0.01%013F-HRTimeline
West Oak Capital, LLC5,015$2.5K0.1%+5313F-HRTimeline
Winthrop Capital Management, LLC50$2K<0.01%-1,99513F-HRTimeline
POM Investment Strategies, LLC40$2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC31$1.54K<0.01%013F-HRTimeline
Morse Asset Management, Inc29$1.44K<0.01%+413F-HRTimeline
Semmax Financial Advisors Inc.27$1.33K<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC24$1.2K<0.01%new13F-HRTimeline
Compass Financial Services Inc20$1K<0.01%+713F-HRTimeline
Centerpoint Advisors, LLC25$1K<0.01%-2513F-HRTimeline
Asset Management One Co., Ltd.11$548<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC10$508<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT10$499<0.01%013F-HRTimeline
Hughes Financial Services, LLC10$498<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$349<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$50<0.01%013F-HRTimeline
Schonfeld Strategic Advisors LLC1$49<0.01%-745,45613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC0$15<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
PrairieView Partners, LLC15$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-228,33213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Cedar Mountain Advisors, LLC0$00%-16313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.