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Disclosery

XLF SELECT SECTOR SPDR TR

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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.

HolderSharesValue% of portfolioChangeSource
Private Wealth Partners, LLC4,100$225K0.02%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,099$225K0.03%-19213F-HRTimeline
Kirkwood Financial Services4,090$224K0.08%+1413F-HRTimeline
Gemmer Asset Management LLC4,089$224K0.02%-6713F-HRTimeline
Interchange Capital Partners, LLC4,076$223K0.04%-9,08113F-HRTimeline
Retirement Planning Co of New England, …4,070$223K0.09%+1313F-HRTimeline
Plotkin Financial Advisors, LLC4,065$223K0.11%013F-HRTimeline
Latitude Advisors, LLC4,065$223K0.1%+17213F-HRTimeline
Beaird Harris Wealth Management, LLC4,063$223K0.02%013F-HRTimeline
W ADVISORS, LLC4,059$222K0.11%013F-HRTimeline
Atlas Brown,Inc.4,057$222K0.07%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV4,056$222K0.01%-7013F-HRTimeline
Piedmont Capital Management, LLC/NC4,032$221K0.15%13F-HRTimeline
GERBER, LLC4,024$220K0.12%+813F-HRTimeline
Elevation Wealth Management LLC4,022$220K0.21%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,021$220K0.03%013F-HRTimeline
Balefire, LLC4,016$220K0.04%-5,41213F-HRTimeline
Insight Advisors, LLC/ PA4,001$219K0.03%+16613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,001$219K0.03%013F-HRTimeline
Serenus Wealth Advisors, LLC4,000$219K0.04%013F-HRTimeline
Z3 Capital Partners, LLC4,000$219K0.05%13F-HRTimeline
LEIGH BALDWIN & CO., LLC3,999$219K0.14%-25013F-HRTimeline
VALICENTI ADVISORY SERVICES INC3,998$219K0.05%new13F-HRTimeline
Bollard Group LLC3,994$219K0.01%+1113F-HRTimeline
Sound Income Strategies, LLC4,012$218K0.01%+1,60213F-HRTimeline
Vericrest Private Wealth3,970$217K0.19%13F-HRTimeline
Patriot Financial Group Insurance Agenc…3,960$217K0.03%+4513F-HRTimeline
Peak Asset Management, LLC3,942$216K0.04%+113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,941$216K0.01%new13F-HRTimeline
STABLEFORD CAPITAL II LLC3,935$216K0.08%new13F-HRTimeline
Penobscot Investment Management Company…3,931$215K0.02%+15013F-HRTimeline
BCS Wealth Management3,928$215K0.02%new13F-HRTimeline
Factor Wealth Management LTD3,926$215K0.05%+613F-HRTimeline
Carson Advisory Inc.3,922$215K0.11%+20113F-HRTimeline
Platform Technology Partners3,921$215K0.05%new13F-HRTimeline
Stack Financial Management, Inc3,912$214K0.02%new13F-HRTimeline
Berkshire Money Management, Inc.3,882$213K0.02%new13F-HRTimeline
Milestones Private Investment Advisors …3,873$212K0.15%+1013F-HRTimeline
Alpha Cubed Investments, LLC3,872$212K0.01%+15113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,870$212K0.09%-13013F-HRTimeline
Milestone Asset Management Group, LLC3,870$212K0.12%-29913F-HRTimeline
Obermeyer Wealth Partners3,861$211K0.01%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,860$211K0.02%new13F-HRTimelineGroup
Prasad Wealth Partners, LLC3,847$211K0.06%new13F-HRTimeline
HHM Wealth Advisors, LLC3,840$210K0.02%+44613F-HRTimeline
THOR TRADING ADVISORS, LLC3,808$210K0.09%-86,09913F-HRTimeline
MEMBERS WEALTH LLC3,933$210K0.13%new13F-HRTimeline
EXCALIBUR MANAGEMENT CORP3,835$210K0.08%-25013F-HRTimeline
WOODSTOCK CORP3,833$210K0.02%-1013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding3,832$210KnewTimeline
MYECFO, LLC3,820$209K0.09%new13F-HRTimeline
Sovereign Financial Group, Inc.3,814$209K0.04%-2,56613F-HRTimeline
Bridgewater Advisors Inc.3,898$208K0.01%013F-HRTimeline
Strategic Financial Concepts, LLC3,803$208K0.19%-165,69513F-HRTimeline
Holistic Financial Partners3,796$208K0.08%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,793$208K0.06%-8513F-HRTimeline
Dunhill Financial, LLC3,792$208K0.05%013F-HRTimeline
SACHEM HILL LLC3,779$207K0.04%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,769$206K0.06%-8713F-HRTimeline
Gryphon Financial Partners LLC3,763$206K0.02%013F-HRTimeline
True Link Financial Advisors, LLC3,753$206K0.01%new13F-HRTimeline
May Hill Capital, LLC3,746$205K0.06%new13F-HR/ATimeline
Warner Group LLC3,736$205K0.13%new13F-HRTimeline
Nilsine Partners, LLC3,735$205K0.02%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,711$203K0.12%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,700$203K0.13%new13F-HRTimeline
Bison Wealth, LLC4,126$203K0.02%-37213F-HRTimeline
Harold Davidson & Associates Inc.3,694$202K0.09%new13F-HRTimeline
AA Financial Advisors, LLC3,683$202K0.04%new13F-HRTimeline
Walsh & Associates, LLC3,677$201K0.2%13F-HRTimeline
Coppell Advisory Solutions LLC3,645$201K0.02%-35413F-HRTimeline
WealthTrust Axiom LLC3,672$201K0.05%new13F-HRTimeline
LaFleur & Godfrey LLC3,668$201K0.02%new13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,668$201K0.03%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/3,662$201K0.09%new13F-HRTimeline
Waterfront Wealth Inc.3,757$200K0.04%new13F-HRTimeline
Cabana LLC3,654$200K1.5%new13F-HRTimeline
Global Wealth Strategies & Associates3,647$200K0.05%+1,07113F-HRTimeline
Wealth Watch Advisors, INC3,637$199K0.07%-1,59113F-HRTimeline
Nemes Rush Group LLC3,561$195K0.02%+49213F-HRTimeline
Asset Dedication, LLC3,558$195K0.01%+1,30013F-HRTimeline
Provident Wealth Management, LLC3,516$193K0.06%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,505$192K0.08%013F-HRTimeline
Missouri Trust & Investment Co3,484$191K0.06%+20013F-HRTimeline
Integrity Financial Corp /WA3,451$189K0.1%-1,57413F-HRTimeline
NFSG Corp3,401$186K0.03%-13,76113F-HRTimeline
Rice Partnership, LLC3,300$181K0.02%+44713F-HRTimeline
KERR FINANCIAL PLANNING Corp3,340$177K0.24%+2,17113F-HR/ATimeline
Clayton Financial Group LLC3,199$175K0.09%+3,09913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,166$173K0.05%-68,86813F-HRTimeline
Cornerstone Planning Group LLC3,261$173K0.03%+26513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,136$172K0.03%013F-HRTimeline
Community Bank, N.A.3,130$171K0.02%013F-HRTimeline
Avion Wealth3,118$170K0.04%013F-HRTimeline
SJS Investment Consulting Inc.3,095$170K0.02%+13613F-HRTimeline
Rialto Wealth Management, LLC2,947$161K0.04%+27013F-HRTimeline
First Command Advisory Services, Inc.2,930$160K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,921$160K0.01%13F-HRTimelineGroup
Friedenthal Financial2,913$160K0.08%-2,92713F-HRTimeline
Smartleaf Asset Management LLC2,887$159K0.01%-29413F-HRTimeline
Rossby Financial, LCC2,907$159K0.05%+2,79813F-HRTimeline
Jessup Wealth Management, Inc2,899$159K0.05%new13F-HRTimeline
Grove Bank & Trust2,883$158K0.02%+55213F-HRTimeline
McIlrath & Eck, LLC2,858$157K0.01%+113F-HRTimeline
Strategic Advocates LLC2,805$155K0.04%013F-HRTimeline
Signature Resources Capital Management,…2,798$153K0.08%+48113F-HRTimeline
DHJJ Financial Advisors, Ltd.2,792$153K0.05%013F-HRTimeline
Princeton Global Asset Management LLC2,669$146K0.02%+6713F-HRTimeline
Barnes Dennig Private Wealth Management…2,615$143K0.14%+53313F-HRTimeline
Hartford Financial Management Inc.2,600$142K0.04%013F-HRTimeline
Family Manage LLC2,584$142K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,583$141K0.01%013F-HRTimeline
Versant Capital Management, Inc2,577$141K0.02%+1,85713F-HRTimeline
Bogart Wealth, LLC2,530$139K0.01%-38113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,506$137K0.04%013F-HRTimeline
Avalon Trust Co2,480$136K0.01%-4,50013F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,425$133K0.03%013F-HRTimeline
Wellington Grp LLC2,414$132K0.04%13F-HR/ATimeline
Bangor Savings Bank2,412$132K0.01%-8813F-HRTimeline
JTC Employer Solutions Trustee Ltd2,317$127K0.01%013F-HRTimeline
SHP Wealth Management2,311$127K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc2,268$124K0.04%-2,54913F-HRTimeline
Hanson & Doremus Investment Management2,238$123K0.01%013F-HRTimeline
GGM Financial LLC2,202$121K0.06%+813F-HRTimeline
Wagner Wealth Management, LLC2,180$119K0.03%+92013F-HRTimeline
BARRETT & COMPANY, INC.2,129$117K0.04%013F-HRTimeline
Strive Financial Group ,LLC2,103$115K0.06%13F-HR/ATimeline
REAP Financial Group, LLC2,033$111K0.02%+1,95813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,032$111K<0.01%013F-HRTimeline
Morse Asset Management, Inc2,032$111K0.02%+2,00213F-HRTimeline
Valor Advisors LLC2,015$110K0.09%13F-HRTimeline
Topsail Wealth Management, LLC2,000$110K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,997$109K0.04%+713F-HRTimeline
Frazier Financial Advisors, LLC1,965$108K0.06%+1,28913F-HRTimeline
Navalign, LLC1,964$108K0.03%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,963$108K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,944$106K0.03%013F-HRTimeline
Fairscale Capital, LLC1,922$105K0.07%013F-HRTimeline
Winch Advisory Services, LLC1,920$105K0.02%+613F-HRTimeline
ABOUND FINANCIAL, LLC1,901$104K0.04%-51,21113F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.1,853$101K<0.01%+83213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plante Moran Financial Advisors, LLC1,841$101K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,818$99.6K<0.01%+85413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,815$99.4K<0.01%-50013F-HRTimeline
MeadowBrook Investment Advisors LLC1,763$96.6K0.08%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,763$96.6K0.07%013F-HRTimeline
SYNTAX RESEARCH, INC.1,737$95.1K0.06%013F-HRTimeline
Financial Perspectives, Inc1,681$92.1K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,663$91.1K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co1,649$90.3K0.03%013F-HRTimeline
Vision Retirement, LLC1,642$89.9K0.02%13F-HRTimeline
New Republic Capital, LLC1,614$88.4K0.02%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,588$87K0.06%013F-HRTimeline
Pacifica Partners Inc.1,562$85.8K0.04%+1,21713F-HRTimeline
Strategic Wealth Advisors LLC1,530$83K0.07%13F-HRTimeline
CBIZ Investment Advisory Services, LLC1,500$82.2K<0.01%new13F-HRTimeline
Legacy Bridge, LLC1,485$81.3K0.03%013F-HRTimeline
TD Capital Management LLC1,484$81.3K0.01%+1,08413F-HRTimeline
Coston, McIsaac & Partners1,452$79K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,425$78K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC1,406$77K0.01%-21413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,400$76.7K0.22%-50013F-HRTimeline
Estate Planners Group, LLC1,399$76.6K0.03%13F-HRTimeline
Hamilton Point Investment Advisors, LLC1,393$76.3K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…481$74.6K0.02%+213F-HRTimeline
WealthCollab, LLC1,350$73.9K0.03%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,340$73.4K<0.01%-70013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,338$73.3K0.01%013F-HRTimeline
Founders Capital Management1,334$73K0.04%+213F-HRTimeline
New Millennium Group LLC1,310$71.7K0.03%-41813F-HRTimeline
CGC Financial Services, LLC1,280$70.1K0.02%013F-HRTimeline
Davis Capital Management1,265$69.3K0.05%-11513F-HRTimeline
Bare Financial Services, Inc1,217$66.7K0.02%013F-HRTimeline
Investors Research Corp1,190$65.2K0.01%013F-HRTimeline
SYM FINANCIAL Corp1,183$64.8K0.01%013F-HRTimeline
Scarborough Advisors, LLC1,155$63.3K0.01%+413F-HRTimeline
NorthAvenue LLC1,151$63K0.05%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,147$62.8K0.03%+1,00113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,133$62.1K0.03%+69913F-HRTimeline
Olistico Wealth, LLC1,132$62K0.03%new13F-HRTimeline
Perkins Coie Trust Co1,115$61.1K0.01%013F-HRTimeline
Park Place Capital Corp1,107$60.6K0.01%-413F-HRTimeline
Smallwood Wealth Investment Management,…1,097$60.1K0.03%+18913F-HRTimeline
Atlantic Edge Private Wealth Management…1,089$59.6K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,086$59.5K<0.01%-23313F-HRTimeline
Triumph Capital Management1,068$58.5K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC1,064$57.7K0.02%+5013F-HRTimeline
Piscataqua Savings Bank1,054$57.7K0.04%new13F-HRTimeline
eCIO, Inc.1,038$56.8K0.03%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,036$56.7K0.05%-16313F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,026$56.2K0.08%13F-HRTimeline
Ransom Advisory, Ltd1,025$56.1K0.02%new13F-HRTimeline
Ares Financial Consulting, LLC1,000$54.8K0.05%13F-HRTimeline
Hyposwiss Advisors SA1,000$54.8K0.05%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,000$54.8K0.02%013F-HRTimeline
Decker Retirement Planning Inc.979$53.6K0.03%+49513F-HRTimeline
Armor Investment Advisors, LLC978$53.6K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC971$53.2K0.06%+24813F-HRTimeline
Dorato Capital Management975$52.8K0.04%13F-HRTimeline
Roxbury Financial LLC950$52K0.05%+413F-HRTimeline