Form 13-F position report

* SELECT SECTOR SPDR TR

Reported by Rise Advisors LLC

ETF profile Manager portfolio Source filing
XLF CUSIP 81369Y605 Manager CIK 0001831316
Latest reported change

Reported 115,336 shares, up 6,099 (5.6%) from the prior quarter.

Reported value 8.6%; share count 5.6% vs. the prior quarter.

Added
% of reported 13F value 2.23% This manager · Q3 2025
Shares 115,336 Quarter-end amount reported
Reported value $6,213,160 Fair value at quarter end
Consecutive quarters held 16 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q1 2026 Reduced 0 -8,359 (-100.0%) 0 $0 2026-04-03
Q4 2025 Reduced 8,359 -106,977 (-92.8%) 0.16% $457,824 2026-02-11
Q3 2025 Added 115,336 +6,099 (5.6%) 2.23% $6,213,160 2025-10-08
Q2 2025 Added 109,237 +2,406 (2.3%) 2.27% $5,720,728 2025-07-08
Q1 2025 Reduced 106,831 -2,069 (-1.9%) 2.35% $5,321,260 2025-05-15
Q4 2024 Reduced 108,900 -6,197 (-5.4%) 2.53% $5,263,131 2025-01-07
Q3 2024 Added 115,097 +4,759 (4.3%) 2.5% $5,216,188 2024-10-11
Q2 2024 Reduced 110,338 -76,514 (-40.9%) 2.4% $4,535,975 2024-07-09
Q1 2024 Added 186,852 +3,073 (1.7%) 4.19% $7,870,204 2024-04-09
Q4 2023 Added 183,779 +2,636 (1.5%) 4.83% $6,910,091 2024-01-10
Q3 2023 Added 181,143 +14,353 (8.6%) 4.76% $6,008,514 2023-10-10
Q2 2023 Added 166,790 +17,247 (11.5%) 4.35% $5,622,492 2023-07-10
Q1 2023 Added 149,543 +61,962 (70.7%) 3.63% $4,807,818 2023-04-05
Q4 2022 Reduced 87,581 -5,631 (-6.0%) 2.41% $2,995,277 2023-01-06
Q3 2022 Added 93,212 +3,737 (4.2%) 2.35% $2,830,000 2022-10-11
Q2 2022 Added 89,475 +3,244 (3.8%) 2.84% $2,814,000 2022-07-28
Q1 2022 Added 86,231 +32,497 (60.5%) 2.98% $3,304,000 2022-04-22
Q4 2021 New 53,734 +53,734 (0.0%) 2.0% $2,098,328 2022-02-24
Institutional context

Who else reported the position

1938 managers reported * SELECT SECTOR SPDR TR for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
JPMorgan Chase & Co Added 133,084,547 +18,724,516 0.43% $7,169,264,692 50 qtrs
Bank of America Corporation Added 84,741,775 +1,685,540 0.31% $4,565,039,392 50 qtrs
MORGAN STANLEY Added 47,415,076 +2,878,882 0.15% $2,554,250,255 50 qtrs
WELLS FARGO & COMPANY MN Added 38,005,847 +12,559,281 0.39% $2,047,374,992 50 qtrs
LPL Financial LLC Added 24,158,554 +3,270,085 0.38% $1,301,421,237 50 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 22,039,582 +3,697,754 0.34% $1,187,272,274 50 qtrs
The Goldman Sachs Group Inc Added 21,062,086 +3,897,597 0.14% $1,134,614,581 50 qtrs
UBS Group AG Added 15,169,574 +1,803,310 0.13% $817,184,953 44 qtrs
AMERIPRISE FINANCIAL INC Added 14,244,098 +2,682,361 0.18% $767,374,998 50 qtrs
RAYMOND JAMES FINANCIAL INC Added 13,535,506 +24,086 0.23% $729,157,684 4 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
October 08, 2025
Filing type
13F-HR
Position type
0

Voting authority reported

Sole
115,336
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.