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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150,005,730$7.47B0.57%+41,056,81013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/95,706,694$4.77B0.42%+3,956,15013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY56,945,705$2.84B0.2%+395,76313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding23,474,699$1.17B+615,567Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,642,690$1.13B0.27%+2,856,95013F-HRTimelineGroup
LPL Financial LLC21,067,825$1.05B0.41%+2,097,14113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,026,378$798M0.3%+13,55813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding15,827,992$788M+2,404,111Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,496,247$672M0.51%+2,279,98913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,354,667$615M0.73%+9,836,01413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,816,846$589M0.11%-1,646,58013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,663,388$581M0.16%+1,333,14113F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,327,965$514M6.73%+26713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,215,310$509M0.82%+193,81813F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp10,112,436$504M6.39%-203,86213F-HRTimeline
Janney Montgomery Scott LLC9,377,886$467M1.32%-263,41813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,097,378$453M0.34%-1,343,27913F-HRTimelineGroup
WestEnd Advisors, LLC7,928,763$395M10.48%-346,29313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,241,591$361M0.08%-1,214,88513F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …7,202,847$359M5.04%+910,81413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,113,518$304M5.61%-748,16213F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,105,246$302M3.04%+1,429,73113F-HRTimeline
MKP Capital Management, L.L.C.5,140,000$256M15.82%new13F-HRTimeline
TD Asset Management Inc4,713,859$235M0.22%+423,20313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,202,481$209M0.34%-1,176,80513F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,077,174$203M3.11%-6,870,82913F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…4,077,000$203M2.1%-8,000,00013F-HRTimelineGroup
FMR LLCin group FMR LLC3,882,070$193M0.01%-17,63013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management3,817,554$190M0.48%+3,217,58513F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,409,942$170M1.11%-512,25013F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN3,381,889$168M1.09%+1,269,36813F-HRTimeline
MML INVESTORS SERVICES, LLC3,290,362$164M0.55%+441,94113F-HRTimeline
Richard Bernstein Advisors LLC3,125,404$156M3.77%+1,845,99413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,065,675$153M0.34%+2,996,88213F-HR/ATimelineGroup
CW Advisors, LLC2,863,339$143M1.71%-2,83013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP2,796,319$139M0.01%-2,249,94613F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,793,714$139M0.73%-362,86013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC2,705,140$135M0.14%-29,47513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,472,809$123M0.06%-7,029,12413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,443,318$122M0.13%+210,86413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,435,846$121M0.22%+366,07113F-HR/ATimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…2,412,186$119M0.34%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,343,782$117M0.14%-3,659,60913F-HRTimelineGroup
HighTower Advisors, LLC2,339,020$117M0.16%+97,48713F-HRTimeline
Cetera Investment Advisers2,337,666$116M0.23%+543,83913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,278,590$113M0.02%+214,69213F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding2,155,663$107M0Timeline
BlackRock, Inc.in group BlackRock, Inc.2,116,171$105M<0.01%+630,89513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,077,607$103M0.1%-314,34913F-HRTimelineGroup
Capital Investment Advisors, LLC2,061,479$103M2.01%+33,94313F-HRTimeline
VESTOR CAPITAL, LLC1,987,798$99M8.14%+593,47813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,962,065$97.7M0.22%-28,11313F-HRTimelineGroup
Provida Pension Fund Administrator1,956,839$97.5M1.96%+764,32013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,933,387$96.3M0.05%+1,290,72513F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC1,910,007$95.1M9.95%+97,96813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,816,993$90.5M0.13%+334,17913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,679,444$83.7M0.21%+222,88613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,641,623$81.8M2.15%+70,42313F-HRTimelineGroup
SG Americas Securities, LLC1,627,170$81M0.28%+156,30813F-HRTimeline
TIFF ADVISORY SERVICES, LLC1,619,374$80.7M19.2%+641,86013F-HRTimeline
Dynasty Wealth Management, LLC1,614,432$80.4M1.34%new13F-HRTimeline
J.Safra Asset Management Corp1,605,367$80M6.5%+36,12713F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS1,453,160$72.4M0.18%+840,52613F-HRTimeline
Cambridge Investment Research Advisors,…1,443,324$71.9M0.24%+238,13013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.1,435,904$71.5M0.91%-723,24613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,448,891$71.3M0.04%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,391,550$69.3M0.04%-44,54913F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …1,381,019$68.8M0.42%-126,01213F-HRTimeline
CSM Advisors, LLC1,377,800$68.6M3.74%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,291,369$64.3M0.09%+1,28313F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,219,971$60.8M2.35%+176,01013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,215,450$60.5M0.17%-370,55113F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC1,184,690$59M2.99%-93,93113F-HRTimelineGroup
Quotient Wealth Partners, LLC1,094,357$54.5M1.74%new13F-HRTimeline
Quantitative Investment Management, LLC1,075,626$53.6M4.93%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,036,357$51.6M2.32%-16,56513F-HRTimeline
1832 Asset Management L.P.1,034,465$51.5M0.1%-257,46413F-HRTimeline
WOLVERINE TRADING, LLC1,027,442$50.6M1.6%-404,76113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,005,089$50.1M+62,959Timeline
Bellwether Advisors, LLC976,289$48.6M10.16%-224,85913F-HRTimeline
Advisory Alpha, LLC963,979$48M1.63%-52,57213F-HR/ATimeline
Private Advisor Group, LLC944,281$47M0.28%-268,94313F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC909,080$45.3M0.26%+151,78713F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …901,600$44.9M7.42%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC893,883$44.5M0.55%+44,57913F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC879,432$43.8M1.57%-86913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC856,155$42.3M0.03%+307,88413F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.844,218$42.1M0.99%+234,03513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management821,721$40.9M1.31%+63,59413F-HRTimelineGroup
CWM, LLCin group CWM, LLC811,511$40.4M0.16%+4,72713F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC805,392$40.1M3.18%+24,33213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC822,285$39.7M3.17%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…797,085$39.7M0.37%+791,01613F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…793,466$39.5M3.48%+741,34313F-HRTimelineGroup
Dakota Wealth Management780,002$38.9M0.91%-10,12713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC778,432$38.8M0.17%+363,88613F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…765,764$38.1M7.37%-14,95013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC737,545$36.7M0.22%+33,94313F-HRTimelineGroup
Full Sail Capital, LLC702,609$35M2.26%-15,11713F-HRTimeline
Trek Financial, LLC681,145$33.9M2.45%+14,84813F-HRTimeline
Marks Wealth, LLC665,891$33.2M12.17%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC652,984$32.5M6.03%+13,88313F-HRTimeline
GREENWOOD GEARHART LLC631,079$31.4M2.17%+38,32313F-HRTimeline
Vantage Investment Partners, LLC629,272$31.3M2.63%new13F-HRTimeline
Flaharty Asset Management, LLC613,952$30.6M4.41%+161,52613F-HRTimeline
Evolution Wealth Advisors, LLC607,251$30.2M5.05%-1,03813F-HRTimeline
Guardian Partners Inc.631,816$30.2M3.12%+619,53713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding605,590$30.1M-8,555Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.583,864$29.1M0.28%-5,34613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL582,907$29M0.09%+83,14713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP575,634$28.7M0.43%-20,81313F-HRTimeline
Mariner, LLCin group Mariner, LLC575,320$28.7M0.05%-108,19413F-HRTimelineGroup
Atria Wealth Solutions, Inc.574,404$28.6M0.34%+85,42113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …574,138$28.6M0.84%+95,17513F-HR/ATimelineGroup
Graypoint LLC570,584$28.4M1.77%+18,22913F-HRTimeline
Tradewinds Capital Management, LLC565,799$28.2M7.55%+190,38813F-HRTimeline
Turtle Creek Wealth Advisors, LLC553,300$27.6M4.11%+196,61213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding552,381$27.5M-17,861Timeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding550,420$27.1M+473,575Timeline
IEQ CAPITAL, LLC538,093$26.8M0.21%+517,14213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC525,542$26.2M0.03%-2,703,24113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.517,950$25.8M1.59%+34,00713F-HRTimeline
Sanctuary Advisors, LLC513,193$25.6M0.18%+57,93013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP514,185$25.3M0.02%+213,52613F-HR/ATimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…500,000$24.9M0.16%-500,00013F-HRTimelineGroup
IMZ Advisory Inc497,852$24.8M11.25%+16,08813F-HRTimeline
NewEdge Advisors, LLC497,165$24.8M0.15%+44,41713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding493,382$24.6M-8,907Timeline
SPINNAKER TRUST488,312$24.3M1.59%+179,47413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.485,348$24.2M0.09%-7,57513F-HRTimelineGroup
Integrated Wealth Concepts LLC485,087$24.2M0.28%+20,03913F-HRTimeline
New Harbor Financial Group, LLC484,247$24.1M6.41%+11,58013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD482,069$24M5.25%+1,00213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd481,012$24M0.53%+83,49013F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.473,379$23.6M6.72%-61,20013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.464,628$23.1M0.04%-36,93513F-HRTimelineGroup
Ocean Park Asset Management, LLC460,427$22.9M0.81%+37,15713F-HRTimeline
Creative Planningin group Creative Planning454,686$22.6M0.02%+45,93913F-HRTimelineGroup
Focused Wealth Management, Inc451,336$22.5M3.06%+9,50613F-HRTimeline
TUDOR INVESTMENT CORP ET AL450,135$22.4M0.2%-549,86513F-HRTimeline
Krilogy Financial LLC449,840$22.4M1.45%+30,65913F-HRTimeline
J. Goldman & Co LP433,737$21.6M0.77%+261,35913F-HRTimeline
Transform Wealth, LLC427,546$21.3M1.29%+25,04513F-HRTimeline
Verition Fund Management LLC424,980$21.2M0.12%+256,96113F-HRTimeline
Wharton Business Group, LLC424,023$21.1M0.96%+2,55513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT420,541$20.9M1.39%-3,86313F-HRTimelineGroup
DAVENPORT & Co LLC418,772$20.9M0.12%-2,08913F-HRTimeline
Asset Advisors Investment Management, L…414,031$20.6M2.17%+9,61513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …413,050$20.6M0.34%+4,65513F-HRTimelineGroup
Lakeshore Financial Planning, Inc.410,419$20.4M8.51%-3,07213F-HRTimeline
COMERICA BANK408,085$20.3M0.09%+38,91113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC407,353$20.3M0.02%-928,95413F-HRTimelineGroup
Royal Fund Management, LLC397,248$19.8M2.36%+9,48413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…395,280$19.7M0.39%+13,90113F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/379,283$18.9M0.5%+37,02513F-HRTimeline
Aptus Capital Advisors, LLC376,598$18.8M0.21%+88,48513F-HRTimeline
Karpus Management, Inc.374,200$18.6M0.6%+171,12513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC372,475$18.6M0.57%new13F-HRTimeline
WBH ADVISORY INC370,032$18.4M1.72%-7,62513F-HRTimeline
Atria Investments, Inc362,206$18M0.23%+33,24813F-HRTimeline
Sequoia Financial Advisors, LLC360,634$18M0.14%+6,20613F-HRTimeline
SCOTIA CAPITAL INC.358,930$17.9M0.1%+141,51613F-HRTimeline
Atom Investors LP357,869$17.8M2.19%+291,85413F-HRTimeline
Cresset Asset Management, LLC356,342$17.7M0.09%-60,21813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP352,966$17.6M0.03%-162,47713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…352,656$17.6M0.03%+12,42013F-HRTimeline
Rezny Wealth Management, Inc.348,562$17.4M4.5%+336,02413F-HRTimeline
Stillwater Capital Advisors, LLC339,913$16.9M2.36%+40,25413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.332,177$16.5M0.1%+18,62913F-HRTimeline
WCG Wealth Advisors LLC329,579$16.4M1.25%-54,93013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…321,877$16M0.39%+32,79213F-HRTimelineGroup
Spectrum Wealth Counsel, LLC321,387$16M1.92%+103,33013F-HRTimeline
Ayalon Insurance Comp Ltd.316,634$15.8M5.09%+9,76513F-HRTimeline
Northstar Advisory Group, LLC315,331$15.7M10.26%+12,83313F-HRTimeline
IHT Wealth Management, LLC311,777$15.5M0.48%+32,72013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.308,500$15.4M0.04%-47,50013F-HR/ATimelineGroup
Polymer Capital Management (HK) LTD306,563$15.3M2.65%+211,25113F-HRTimeline
Steward Partners Investment Advisory, L…302,385$15.1M0.13%+19,32313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP302,309$15.1M0.03%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC302,071$15M0.03%+70,48613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.300,572$15M1.87%+33,64713F-HRTimeline
INNEALTA CAPITAL, LLC300,417$15M8.11%-145,51113F-HRTimeline
McElhenny Sheffield Capital Management,…297,808$14.8M5.56%-63,95213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM293,963$14.6M2.12%+34113F-HRTimelineGroup
United Capital Management of KS, Inc.293,771$14.6M3.02%+30,20913F-HRTimeline
Kingsview Wealth Management, LLC293,324$14.6M0.28%-16,70213F-HRTimeline
Robertson Stephens Wealth Management, L…280,852$14M0.52%-84,33013F-HRTimeline
ASPIRIANT, LLC279,046$13.9M0.48%013F-HRTimeline
MAI Capital Management277,902$13.8M0.1%+38,90513F-HRTimeline
Carnegie Investment Counsel313,079$13.8M0.33%+5,36813F-HRTimeline
Chesley Taft & Associates LLC274,267$13.7M0.66%-3,06713F-HRTimeline
Geneos Wealth Management Inc.270,694$13.5M0.2%+60,41513F-HRTimeline
Clarity Financial LLC270,662$13.5M1.55%+74,98513F-HRTimeline
FORBES J M & CO LLP268,854$13.4M1.3%-4,11113F-HRTimeline
EP Wealth Advisors, LLC268,854$13.4M0.11%-23,13013F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co267,559$13.3M0.27%new13F-HRTimelineGroup
Frisch Financial Group, Inc.262,127$13.1M3.66%-4,00913F-HRTimeline
First Interstate Bank259,691$12.9M0.77%-21,62513F-HRTimeline
MGO ONE SEVEN LLC255,803$12.7M0.49%-25,44213F-HRTimeline
Destiny Wealth Partners, LLC251,765$12.5M1.99%+7,31713F-HRTimeline