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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

Filings received so far for Q3 2026: 95 13F filers report a position in XLF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC1,059,578$56.6M0.81%+11,63913F-HRTimelineGroup
Ayalon Insurance Comp Ltd.862,772$46.1M3.83%+516,80013F-HRTimeline
Stonebridge Financial Group, LLC514,665$27.5M2.03%-22,61913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC349,320$18.7M1.12%+3,45313F-HRTimeline
Galvin, Gaustad & Stein, LLC307,333$16.4M1.24%+67,38513F-HRTimeline
Farther Finance Advisors, LLC274,985$14.7M0.1%-708,67913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP237,449$12.7M1.27%+11,46513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC174,571$9.32M2.74%+1,97213F-HRTimeline
Venture Visionary Partners LLC165,076$8.82M0.23%+1,98213F-HRTimeline
McAlister, Sweet & Associates, Inc.160,887$8.59M5.43%+73213F-HRTimeline
CoreCap Advisors, LLC152,160$8.13M0.23%+16,15113F-HRTimeline
Aventus Investment Advisors, Inc.140,971$7.53M5.5%-36913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC127,500$6.81M0.08%-2,55013F-HRTimeline
Rye Brook Capital LLC92,975$4.96M3.21%+11,25513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC82,253$4.39M1.28%013F-HRTimeline
Cadent Capital Advisors, LLC72,256$3.86M0.83%-1,14213F-HRTimeline
ROCKLAND TRUST CO69,455$3.71M0.14%-14813F-HRTimeline
CX Institutional68,617$3.66M0.1%+55,83113F-HRTimeline
Valeo Financial Advisors, LLC76,388$3.63M0.08%-3,56713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC65,665$3.51M0.82%+1,53213F-HRTimeline
Trust Co62,657$3.35M0.29%-7,13713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.50,351$2.69M0.44%+18,72213F-HRTimeline
Boltwood Capital Management45,956$2.45M0.55%+39413F-HRTimeline
City Center Advisors, LLC43,747$2.34M1.79%+12,99913F-HRTimeline
Crumly & Associates Inc.38,741$2.07M0.37%+25013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION35,529$1.9M0.14%-48,13413F-HRTimeline
Wedmont Private Capital32,938$1.79M0.04%+3,57513F-HRTimeline
Successful Portfolios LLC31,100$1.67M0.77%-27413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.25,478$1.36M0.92%+1,47413F-HRTimeline
Breakwater Capital Group24,333$1.3M0.15%-40813F-HRTimeline
Vilga Financial Planning LLC23,052$1.23M0.73%+1,32913F-HRTimeline
First Citizens Financial Corp22,945$1.23M0.51%+45813F-HRTimeline
M.E. ALLISON & CO., INC.22,104$1.18M0.66%+8913F-HRTimeline
Bullock Wealth Management Group18,332$980K0.41%+21013F-HRTimeline
RIVERSEDGE ADVISORS, LLC17,398$929K0.12%013F-HRTimeline
Peoples Bank/KS17,137$915K0.89%-85013F-HRTimeline
Coastline Trust Co16,973$906K0.08%-26213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kaizen Financial Strategies16,095$859K0.34%+36213F-HRTimeline
Sherry Group, Inc.15,923$850K0.8%+18513F-HRTimeline
Taylor & Morgan Wealth Management, LLC15,487$827K0.4%+3613F-HRTimeline
Kessler Investment Group, LLC15,022$802K0.39%-77213F-HRTimeline
Investment Partners Asset Management, I…14,874$794K0.43%013F-HRTimeline
Montecito Bank & Trust14,487$774K0.12%013F-HRTimeline
GAMMA Investing LLC13,428$717K0.02%+47913F-HRTimeline
KFA Private Wealth Group, LLC13,041$696K0.16%-23713F-HRTimeline
Shulman DeMeo Asset Management LLC12,736$686K0.14%-513F-HRTimeline
Acropolis Investment Management, LLC12,530$669K0.03%+313F-HRTimeline
Avidian Wealth Enterprises, LLC12,144$648K0.02%-32313F-HRTimeline
Kaydan Wealth Management, Inc.11,623$621K0.21%+17813F-HRTimeline
Legacy Wealth Asset Management, LLC11,196$598K0.13%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,066$538K0.03%+74713F-HRTimeline
YHB Investment Advisors, Inc.8,828$471K0.03%+6513F-HRTimeline
Legacy Private Trust Co.8,309$444K0.02%-74013F-HRTimeline
Tactive Advisors, LLC8,130$434K0.1%-22013F-HRTimeline
CHAPIN DAVIS, INC.7,832$418K0.08%+50413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,955$371K0.26%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,794$363K0.09%+38913F-HRTimeline
CENTRAL BANK & TRUST CO6,258$334K0.05%013F-HRTimeline
First Heartland Consultants, Inc.5,873$314K0.02%-30013F-HRTimeline
Horrell Capital Management, Inc.5,832$311K0.16%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,590$299K0.08%new13F-HRTimeline
Byrne Asset Management LLC5,403$289K0.16%+26413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,340$285K0.03%+18913F-HRTimeline
Whalen Wealth Management Inc.5,140$274K0.12%new13F-HRTimeline
Gerald Baker Financial Group LLC5,095$272K0.08%+713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,025$268K0.23%013F-HRTimeline
Apella Capital, LLC4,915$264K<0.01%+1,30113F-HRTimeline
Elm3 Financial Group, LLC4,900$262K0.17%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,821$257K0.01%+44413F-HRTimelineGroup
EASTERN BANK4,525$242K<0.01%-90613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,312$230K0.03%+20813F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC4,188$224K0.04%-17213F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,116$220K0.02%013F-HRTimeline
Weaver Consulting Group4,029$215K0.04%-40013F-HRTimeline
Atlas Brown,Inc.3,993$213K0.06%+813F-HRTimeline
TrueWealth Advisors, LLC3,802$203K0.05%new13F-HRTimeline
Worth Asset Management, LLC3,799$203K0.06%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,297$123K0.03%+813F-HRTimeline
Bangor Savings Bank1,855$99.1K0.01%-22413F-HRTimeline
Grove Bank & Trust1,852$98.9K0.01%013F-HRTimeline
Pacifica Partners Inc.1,562$83.5K0.03%013F-HRTimeline
Davis Capital Management1,265$67.6K0.04%013F-HRTimeline
Olistico Wealth, LLC1,132$60.4K0.03%013F-HRTimeline
Dorato Capital Management975$52.4K0.03%013F-HRTimeline
Roxbury Financial LLC961$51.3K0.04%+313F-HRTimeline
Investors Research Corp944$50.4K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA778$41.5K0.01%013F-HRTimeline
GK Wealth Management LLC766$40.9K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB750$40K<0.01%013F-HRTimeline
Versant Capital Management, Inc720$38.4K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…600$32K0.02%013F-HRTimeline
Hickory Point Bank & Trust486$26K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton278$14.8K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP211$11.3K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC44$2.35K<0.01%013F-HRTimeline