$XLF is held by 36 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.64%, with an average of 0.37% of portfolio. Largest holder: Level Financial Advisors at 3.64%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SELECT SECTOR SPDR TR
13F holders
1,858
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,858 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
—
02
Solus Alternative Asset Management LP
—
—
03
Brightline Capital Management, LLC
—
—
04
ARS Investment Partners, LLC
—
—
05
Mizuho Bank, Ltd.
—
—
06
Evergreen Capital Management LLC
—
—
07
Perkins Capital Management Inc.
—
—
08
Marquette Asset Management, LLC
—
—
09
Taconic Capital Advisors LP
—
—
10
Interactive Financial Advisors, Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
36 holders · Q1 202601
Level Financial Advisors
3.64% NEW
α +30.9pts
02
Corsicana & Co.
1.93% held
α +20.0pts
03
Focused Wealth Management, Inc
1.57% NEW
α +19.2pts
04
Kingdon Capital Management, L.l.c.
1.12% NEW
α +12.8pts
05
Impact Partnership Wealth, LLC
0.91% NEW
α +10.3pts
06
Narus Financial Partners, LLC
0.85% held
α +11.1pts
07
LM Advisors LLC
0.63% held
α +15.5pts
08
Citigroup Inc.
0.53% held
α +26.3pts
09
Venture Visionary Partners LLC
0.25% NEW
α +10.3pts
10
ELCO Management Co., LLC
0.20% NEW
α +10.8pts
11
Caption Management, LLC
0.17% NEW
α +15.5pts
12
D L Carlson Investment Group Inc.
0.17% held
α +17.7pts
13
Endeavor Private Wealth, Inc.
0.16% held
α +13.5pts
14
Banco Santander, S.A.
0.14% NEW
α +12.6pts
15
Quarry LP
0.13% ↓ 1.2pp
α +10.6pts
16
RFG Advisory, LLC
0.11% NEW
α +16.2pts
17
Greenwich Wealth Management LLC
0.11% held
α +12.7pts
18
CV Advisors LLC
0.10% held
α +29.1pts
19
Stelac Advisory Services LLC
0.08% held
α +13.4pts
20
Knightsbridge Asset Management, LLC
0.08% held
α +24.2pts
21
Principal Securities, Inc.
0.06% held
α +21.3pts
22
Courier Capital LLC
0.04% held
α +14.9pts
23
Condor Capital Management
0.04% held
α +23.6pts
24
Bradley Foster & Sargent INC
0.04% held
α +11.1pts
25
Fiduciary Alliance LLC
0.04% held
α +16.8pts
26
Banque Pictet & Cie SA
0.02% held
α +10.3pts
27
Mountain Hill Investment Partners Corp.
0.02% held
α +15.0pts
28
GM Advisory Group, LLC
0.02% held
α +16.5pts
29
Shufro Rose & Co. LLC
0.02% held
α +32.3pts
30
Johnson Financial Group, Inc.
0.02% held
α +14.7pts
31
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
32
Choate Investment Advisors
0.01% held
α +13.8pts
33
JTC Employer Solutions Trustee Ltd
0.01% held
α +22.6pts
34
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
35
Costello Asset Management, INC
0.00% held
α +14.3pts
36
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $XLF in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $XLF in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $XLF lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $XLF — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:18 UTC.