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Who Owns State Street Financial Select Sector SPDR ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street Financial Select Sector SPDR ETF.

Who crossed 5% of XLF →
Managers holding
84
as of 2026-09-30
Reported value
$277.6M
summed across filings
Shares held
5.2M
Added vs trimmed
36 / 23
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Gradient Investments LLCST STR FINL ETF1.1M shadded$56.6M
Ayalon Insurance Comp Ltd.ETP862.8K shadded$46.1M
ARMSTRONG ADVISORY GROUP, INCST STR FINL ETF349.3K shadded$18.7M
Galvin, Gaustad & Stein, LLCST STR FINL ETF307.3K shadded$16.4M
Farther Finance Advisors, LLCETF275K shtrimmed$14.7M
TOTH FINANCIAL ADVISORY CORPST STR FINL ETF237.4K shadded$12.7M
ACT WEALTH MANAGEMENT, LLCST STR FINL ETF174.6K shadded$9.3M
Venture Visionary Partners LLCST STR FINL ETF165.1K shadded$8.8M
McAlister, Sweet & Associates, Inc.ST STR FINL ETF160.9K shadded$8.6M
CoreCap Advisors, LLCETF152.2K shadded$8.1M
Aventus Investment Advisors, Inc.ETF141K shtrimmed$7.5M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM127.5K shtrimmed$6.8M
Rye Brook Capital LLCETF93K shadded$5M
ACIMA PRIVATE WEALTH, LLCETF82.3K shheld$4.4M
Cadent Capital Advisors, LLCST STR FINL ETF72.3K shtrimmed$3.9M
ROCKLAND TRUST COST STR FINL ETF69.5K shtrimmed$3.7M
Valeo Financial Advisors, LLCETF76.4K shtrimmed$3.6M
COLTON GROOME FINANCIAL ADVISORS, LLCST STR FINL ETF65.7K shadded$3.5M
Trust CoETF62.7K shtrimmed$3.3M
Whitaker-Myers Wealth Managers, LTD.ST STR FINL ETF50.4K shadded$2.7M
City Center Advisors, LLCST STR FINL ETF43.7K shadded$2.3M
Crumly & Associates Inc.ST STR FINL ETF38.7K shadded$2.1M
Wedmont Private CapitalST STR FINL ETF32.9K shadded$1.8M
Successful Portfolios LLCST STR FINL ETF31.1K shtrimmed$1.7M
CAMELOT TECHNOLOGY ADVISORS, INC.ST STR FINL ETF25.5K shadded$1.4M
Breakwater Capital GroupST STR FINL ETF24.3K shtrimmed$1.3M
Vilga Financial Planning LLCST STR FINL ETF23.1K shadded$1.2M
M.E. ALLISON & CO., INC.ST STR FINL ETF22.1K shadded$1.2M
Bullock Wealth Management GroupETF18.3K shtrimmed$980K
RIVERSEDGE ADVISORS, LLCST STR FINL ETF17.4K shheld$929.1K
Peoples Bank/KSExchange Traded Fund17.1K shtrimmed$915.1K
Kaizen Financial StrategiesST STR FINL ETF16.1K shadded$859.5K
Sherry Group, Inc.STATE STREET FIN15.9K shadded$850.3K
Taylor & Morgan Wealth Management, LLCST STR FINL ETF15.5K shadded$827K
Kessler Investment Group, LLCST STR FINL ETF15K shtrimmed$802.2K
Investment Partners Asset Management, Inc.ST STR FINL ETF14.9K shheld$794.3K
GAMMA Investing LLCETF13.4K shadded$717.1K
KFA Private Wealth Group, LLCST STR FINL ETF13K shtrimmed$696.4K
Shulman DeMeo Asset Management LLCST STR FINL ETF12.7K shtrimmed$686.2K
Acropolis Investment Management, LLCST STR FINL ETF12.5K shadded$669.1K
Avidian Wealth Enterprises, LLCST STR FINL ETF12.1K shtrimmed$648.5K
Kaydan Wealth Management, Inc.ST STR FINL ETF11.6K shadded$620.7K
Legacy Wealth Asset Management, LLCST STR FINL ETF11.2K shheld$597.9K
TITLEIST ASSET MANAGEMENT, LLCST STR FINL ETF10.1K shadded$537.5K
YHB Investment Advisors, Inc.ST STR FINL ETF8.8K shadded$471.4K
Legacy Private Trust Co.ST STR FINL ETF8.3K shtrimmed$443.7K
Tactive Advisors, LLCST STR FINL ETF8.1K shtrimmed$434.1K
CHAPIN DAVIS, INC.ST STR FINL ETF7.8K shadded$418.2K
MAGNOLIA CAPITAL MANAGEMENT LTDUIU7K shheld$371K
JUNCTURE WEALTH STRATEGIES, LLCST STR FINL ETF6.8K shadded$362.8K
CENTRAL BANK & TRUST COEquities6.3K shheld$334.2K
First Heartland Consultants, Inc.SBI INT-FINL5.9K shtrimmed$313.6K
Horrell Capital Management, Inc.SBI INT-FINL5.8K shheld$311.4K
Byrne Asset Management LLCCOM5.4K shadded$288.8K
AMERICAN NATIONAL BANK & TRUSTFINANCIAL5.3K shadded$285.2K
Whalen Wealth Management Inc.ST STR FINL ETF5.1K shtrimmed$274.5K
Gerald Baker Financial Group LLCST STR FINL ETF5.1K shadded$272.1K
FELL CAPITAL MANAGEMENT /ADVST STR FINL ETF5K shheld$268.3K
Apella Capital, LLCST STR FINL ETF4.9K shadded$264.2K
Elm3 Financial Group, LLCST STR FINL ETF4.9K sh—$261.7K
VALLEY WEALTH MANAGERS, INC.ETF4.8K shadded$257.4K
EASTERN BANKST STR FINL ETF4.5K shtrimmed$241.6K
Allen Mooney & Barnes Investment Advisors LLCETF4.3K shadded$230.3K
BENEDICT FINANCIAL ADVISORS INCETF4.2K shtrimmed$223.6K
Graves Light Lenhart Wealth, Inc.ST STR FINL ETF4.1K shheld$219.8K
Weaver Consulting GroupST STR FINL ETF4K shtrimmed$215.1K
Atlas Brown,Inc.ETF4K shadded$213.2K
TrueWealth Advisors, LLCST STR FINL ETF3.8K sh—$203K
Worth Asset Management, LLCETF3.8K sh—$202.9K
ELEVATION WEALTH PARTNERS, LLCST STR FINL ETF2.3K shadded$122.6K
Bangor Savings BankST STR FINL ETF1.9K shtrimmed$99.1K
Grove Bank & TrustST STR FINL ETF1.9K shheld$98.9K
Pacifica Partners Inc.STATE STREET FIN1.6K shheld$83.5K
Davis Capital ManagementETF1.3K shheld$67.6K
Olistico Wealth, LLCETF1.1K shheld$60.4K
Dorato Capital ManagementST STR FINL ETF975 shheld$52.4K
Investors Research CorpST STR FINL ETF944 shheld$50.4K
FIRST COMMUNITY TRUST NAST STR FINL ETF778 shheld$41.5K
GK Wealth Management LLCST STR FINL ETF766 sh—$40.9K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund750 shheld$40.1K
MJT & Associates Financial Advisory Group, Inc.ETF600 shheld$32K
Rosenberg Matthew HamiltonETF278 shheld$14.8K
TOMPKINS FINANCIAL CORPST STR FINL ETF211 shheld$11.3K
GILPIN WEALTH MANAGEMENT, LLCST STR FINL ETF44 shheld$2.4K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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