Skip to content
Disclosery

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
Bangor Savings Bank2,375$124K0.01%-16313F-HRTimeline
Signature Resources Capital Management,…2,317$121K0.07%+2,16913F-HRTimeline
JTC Employer Solutions Trustee Ltd2,317$121K0.01%013F-HRTimeline
Hanson & Doremus Investment Management2,238$117K0.02%+15013F-HRTimeline
Cornerstone Planning Group LLC2,213$114K0.02%-23613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,139$112K<0.01%+55613F-HRTimeline
Investors Research Corp2,086$109K0.02%013F-HRTimeline
ORG Partners LLC2,059$108K0.02%+27713F-HRTimeline
GROUP ONE TRADING LLC2,042$107K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC2,000$105K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,984$104K0.04%+713F-HRTimeline
Cordgrass Capital Advisors, LLC1,944$102K0.03%013F-HRTimeline
Fairscale Capital, LLC1,922$101K0.07%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,913$100K0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC1,909$100K0.02%+513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,900$99.5K0.31%013F-HRTimeline
Rialto Wealth Management, LLC1,900$99.5K0.03%-48713F-HRTimeline
Plante Moran Financial Advisors, LLC1,879$98.4K0.01%+3813F-HRTimeline
Berkshire Money Management, Inc.1,874$98.1K0.01%new13F-HRTimeline
FNY Investment Advisers, LLC1,838$96K0.04%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,815$95.1K<0.01%+60913F-HRTimeline
United Community Bankin group United Community Bank1,784$93.4K0.03%-20513F-HRTimelineGroup
MeadowBrook Investment Advisors LLC1,763$92.3K0.08%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,763$92.3K0.07%013F-HRTimeline
SYNTAX RESEARCH, INC.1,737$91K0.06%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,735$90.9K<0.01%-1,84613F-HRTimeline
Financial Perspectives, Inc1,681$88K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,663$87.1K0.01%-15013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,658$86.8K0.05%-3,67313F-HRTimeline
Indiana Trust & Investment Management Co1,649$86.4K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,643$86K0.11%13F-HRTimeline
Barnes Dennig Private Wealth Management…1,560$81.7K0.1%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,528$80K0.03%-1,44113F-HR/ATimelineGroup
Asset Management One Co., Ltd.1,505$78.8K<0.01%+1,49413F-HRTimeline
Providence Capital Advisors, LLC1,501$78.6K0.01%new13F-HRTimeline
Briaud Financial Planning Inc1,490$78K0.03%013F-HRTimeline
Legacy Bridge, LLC1,485$77.8K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC1,470$77K0.05%013F-HRTimeline
Coston, McIsaac & Partners1,452$76K0.02%013F-HRTimeline
Truvestments Capital LLC1,404$73.6K0.01%-25013F-HRTimeline
TruNorth Capital Management, LLC1,361$71.3K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,338$70.1K0.02%013F-HRTimeline
Founders Capital Management1,331$69.7K0.04%+113F-HRTimeline
LGT Financial Advisors LLC1,312$68.7K0.17%+30313F-HRTimeline
CGC Financial Services, LLC1,280$67K0.02%013F-HRTimeline
Wagner Wealth Management, LLC1,257$65.8K0.02%+22813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,220$63.9K<0.01%-30013F-HRTimelineGroup
Bare Financial Services, Inc1,217$63.7K0.02%013F-HRTimeline
Scarborough Advisors, LLC1,214$63.6K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,211$63.4K0.02%013F-HRTimeline
SYM FINANCIAL Corp1,183$62K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,181$61.8K<0.01%+43113F-HRTimeline
Asset Dedication, LLC1,143$59.9K<0.01%+46713F-HRTimeline
Olistico Wealth, LLC1,132$59.3K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,114$58.3K<0.01%-1,62113F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,072$56.1K<0.01%-1,03013F-HRTimelineGroup
Covestor Ltd1,025$54K0.03%-24313F-HRTimeline
Park Place Capital Corp1,015$53.5K0.01%-16513F-HRTimeline
SITTNER & NELSON, LLC1,014$53.1K0.02%013F-HRTimeline
TRUST CO OF VERMONT1,007$52.7K<0.01%+3213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,000$52.4K0.03%013F-HRTimeline
Armor Investment Advisors, LLC978$51.2K0.02%-5013F-HRTimeline
RMG Wealth Management LLC941$49.5K0.01%13F-HRTimeline
Roxbury Financial LLC943$49.4K0.05%+613F-HRTimeline
Kiker Wealth Management, LLC938$49.1K0.03%-6213F-HRTimeline
Grove Bank & Trust931$48.8K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…908$47.6K0.03%+35813F-HRTimeline
Vermillion Wealth Management, Inc.904$47.3K0.02%+713F-HRTimeline
Capital Investment Counsel, Inc875$45.8K0.01%013F-HRTimeline
Archer Investment Corp851$44.6K0.01%+113F-HRTimeline
DAGCO, INC.840$44K0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC823$43.1K0.03%-2,11213F-HRTimeline
Tidemark, LLC814$42.6K0.01%-22713F-HRTimeline
Legacies Wealth LLC800$41.9K0.03%013F-HRTimeline
WFA Asset Management Corp1,005$41.3K0.02%+413F-HRTimeline
FIRST COMMUNITY TRUST NA778$40.7K0.03%-1113F-HRTimeline
HEARTLAND ADVISORS INC770$40.3K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.763$40K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.740$38.8K0.02%-162,98513F-HRTimeline
Smartleaf Asset Management LLC730$37.9K<0.01%+5613F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…720$37.7K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc720$37.7K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP742$37K0.01%13F-HRTimeline
Cypress Capital Management LLC (WY)687$36K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC687$36K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department683$35.8K0.01%+60013F-HRTimelineGroup
Frazier Financial Advisors, LLC674$35.3K0.02%-36013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd660$34.6K0.01%013F-HR/ATimelineGroup
Kozak & Associates, Inc.657$34.4K0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…648$33.9K0.01%new13F-HRTimeline
Redwood Park Advisors LLC622$32.6K0.02%+213F-HRTimeline
Northwest Capital Management Inc610$31.9K0.02%013F-HRTimeline
Clearstead Trust, LLC606$31.7K0.01%+14113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners603$31.6K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.600$31.4K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…600$31.4K0.04%013F-HR/ATimeline
Quest 10 Wealth Builders, Inc.590$30.9K0.03%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC588$30.8K0.01%013F-HRTimeline
Aventura Private Wealth, LLC575$30.1K0.01%+40213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.574$30.1K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC573$30K<0.01%-1,34013F-HRTimeline
Bernard Wealth Management Corp.545$28.5K0.01%-50013F-HRTimeline
GHP Investment Advisors, Inc.530$27.7K<0.01%+213F-HRTimeline
VALLEY NATIONAL ADVISERS INC522$27K<0.01%-2,11913F-HRTimeline
North Capital, Inc.482$25.2K0.02%-5113F-HRTimeline
Investment Research & Advisory Group, I…477$25K0.01%+113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP452$23.7K<0.01%-68113F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC438$22.9K0.02%+113F-HRTimeline
Morling Financial Advisors, LLC431$22.6K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.424$22.2K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC422$22.1K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.401$21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOK Financial Private Wealth, Inc.400$20.9K<0.01%013F-HRTimeline
TD Capital Management LLC400$20.9K<0.01%013F-HRTimeline
Access Investment Management LLC400$20.9K0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC392$20.5K0.01%-40713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC390$20.4K0.01%013F-HRTimeline
First PREMIER Bank355$19K<0.01%-1013F-HRTimeline
Pacifica Partners Inc.345$17.9K0.01%-5013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…314$16.4K0.01%-8,40313F-HRTimelineGroup
Financial Management Professionals, Inc.307$16.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton304$15.9K<0.01%-38113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$15.7K<0.01%-12713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC300$15.7K0.01%13F-HRTimeline
Abound Wealth Management292$15.3K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…290$15.2K0.01%+113F-HRTimeline
SIERRA OCEAN, LLC283$14.9K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC273$14.3K0.01%-1,59513F-HRTimeline
Strategic Investment Solutions, Inc. /IL253$13.2K<0.01%+113F-HRTimeline
Private Wealth Management Group, LLC250$13.1K<0.01%-18613F-HRTimeline
BALLAST ADVISORS LLC244$12.8K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.239$12.5K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.233$12.2K0.01%new13F-HRTimeline
Centricity Wealth Management, LLC226$11.8K0.01%013F-HRTimeline
Eukles Asset Management219$11.5K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC218$11.4K<0.01%-5013F-HRTimeline
GODSEY & GIBB, INC209$10.9K<0.01%-17613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/207$10.8K<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP201$10.6K<0.01%013F-HRTimeline
City State Bank200$10.5K<0.01%013F-HRTimeline
JNBA Financial Advisors192$10.1K<0.01%+6713F-HRTimeline
CNB Bank192$10.1K<0.01%013F-HRTimeline
Field & Main Bank190$9.95K<0.01%-70013F-HRTimeline
Lowe Wealth Advisors, LLC180$9.43K<0.01%013F-HRTimeline
WPG Advisers, LLC170$8.93K0.01%013F-HRTimeline
Creekmur Asset Management LLC166$8.67K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC154$8.05K<0.01%013F-HRTimeline
Tower View Wealth Management LLC153$8K<0.01%-413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN151$7.9K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC146$7.65K<0.01%013F-HRTimeline
Glassman Wealth Services141$7.38K<0.01%013F-HRTimeline
Transce3nd, LLC141$7.38K<0.01%new13F-HRTimeline
Costello Asset Management, INC127$6.65K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC121$6.34K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC115$6.02K<0.01%new13F-HRTimeline
Smithfield Trust Co101$6K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC109$5.71K<0.01%new13F-HRTimeline
Rossby Financial, LCC109$5.71K<0.01%+2413F-HRTimeline
Accredited Wealth Management, LLC100$5.24K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97$5.08K<0.01%13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC120$5K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC95$4.97K<0.01%-2413F-HRTimeline
Principia Wealth Advisory, LLC89$4.66K<0.01%+1213F-HRTimeline
Family Manage LLC82$4.29K<0.01%-50013F-HRTimeline
WealthTrak Capital Management LLC79$4.14K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.72$4K<0.01%+513F-HRTimelineGroup
Palouse Capital Management, Inc.75$3.93K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC75$3.93K<0.01%013F-HRTimeline
IFS Advisors, LLC60$3.14K<0.01%013F-HRTimeline
Citizens National Bank Trust Department60$3.14K<0.01%-7613F-HRTimeline
Putney Financial Group LLC60$3.14K<0.01%013F-HR/ATimeline
Winthrop Capital Management, LLC50$3K<0.01%013F-HRTimeline
ATWOOD & PALMER INC57$2.99K<0.01%-7013F-HRTimeline
West Oak Capital, LLC5,015$2.63K0.1%013F-HRTimeline
Legacy Investment Solutions, LLC50$2.62K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…50$2.62K<0.01%-86213F-HRTimelineGroup
POM Investment Strategies, LLC40$2.11K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC31$1.62K<0.01%013F-HRTimeline
Morse Asset Management, Inc29$1.52K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.27$1.38K<0.01%013F-HRTimeline
Compass Financial Services Inc20$1.06K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC25$1K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC10$536<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT10$524<0.01%013F-HRTimeline
Hughes Financial Services, LLC10$520<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$367<0.01%013F-HRTimeline
Raleigh Capital Management Inc.2$85<0.01%-15,07213F-HRTimeline
Schonfeld Strategic Advisors LLC1$52<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1$44<0.01%-2,87213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC0$16<0.01%013F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Cedar Mountain Advisors, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.