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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,745 managers (1,765 13F filers) reported a position in XLV shares at 2024-12-31, 189,964,055 shares in all. 104 filers opened a position and 176 filers sold out during the quarter.

Managers
1,745
13F filers
1,765
New
104
Added
612
Reduced
665
Sold out
176
Shares held by filers
189,964,055

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HILLTOP WEALTH ADVISORS, LLC74,872$10.3M5.21%+1,65913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC74,715$10.3M0.05%+44313F-HRTimelineGroup
SFG Wealth Management, LLC.74,542$10.3M5.38%+6,70513F-HRTimeline
B. Riley Wealth Advisors, Inc.74,096$10.2M0.33%-51,32113F-HRTimeline
Gladstone Institutional Advisory LLC74,074$10.2M0.47%+19,68513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.73,619$10.1M0.06%-61,26413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC73,591$10.1M3.24%-7,73513F-HRTimeline
Tamar Securities, LLC73,504$10.1M1.4%+3,73713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …73,441$10.1M0.16%-9013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS73,288$10.1M0.01%-10,19313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73,276$10.1M0.01%+23,66113F-HRTimelineGroup
Callan Capital, LLC73,056$10.1M0.74%-2,43013F-HRTimeline
Frisch Financial Group, Inc.72,627$9.99M3.02%-43813F-HRTimeline
EP Wealth Advisors, LLC71,980$9.9M0.08%+14,17013F-HRTimeline
Proquility Private Wealth Partners, LLC71,943$9.9M3.19%+1,30613F-HRTimeline
Intrua Financial, LLC71,722$9.87M1.6%-1,33613F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC71,721$9.87M1.02%+3,02613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC71,600$9.85M0.06%-18,62413F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC71,589$9.85M0.63%+39,36013F-HRTimeline
Hobart Private Capital, LLC71,555$9.84M2.44%+1,30413F-HRTimeline
FIRST MERCHANTS CORP71,368$9.82M0.38%+4,99113F-HRTimeline
Premier Path Wealth Partners, LLC71,121$9.78M1.49%+3,11513F-HRTimeline
CASTLEARK MANAGEMENT LLC71,120$9.78M0.34%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …68,535$9.43M1.21%-8,63613F-HRTimelineGroup
Pallas Capital Advisors LLC68,403$9.41M0.4%+98013F-HRTimeline
Integrated Advisors Network LLC67,648$9.31M0.45%+14,81613F-HRTimeline
J. Goldman & Co LP67,217$9.25M0.33%+64,53013F-HRTimeline
Avitas Wealth Management LLC67,019$9.22M1.28%+51,79713F-HRTimeline
Vickerman Investment Advisors, Inc.66,146$9.1M2.47%-28013F-HRTimeline
Merit Financial Group, LLC65,885$9.06M0.16%+7,74613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC65,721$9.04M1.56%+1,39713F-HRTimeline
Cornerstone Advisors, LLC65,500$9.01M0.36%-42,00013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP65,026$8.95M1.05%+1,54413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,485$8.87M0.01%+57,17613F-HRTimelineGroup
CHEMUNG CANAL TRUST CO64,106$8.82M1.84%-34,33013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…63,967$8.8M0.03%+25,51913F-HRTimelineGroup
MARTIN & CO INC /TN/63,844$8.78M2.18%-2,38213F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY63,480$8.73M1.89%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC62,263$8.57M0.77%-6,70413F-HRTimeline
EAGLE WEALTH STRATEGIES LLC62,133$8.55M6.19%+1,25913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.62,011$8.53M0.1%-5,93613F-HRTimelineGroup
Sabal Trust CO61,987$8.53M0.49%+12,05113F-HRTimeline
Keebeck Wealth Management61,974$8.53M1.23%-2,28113F-HRTimeline
SYON CAPITAL LLC61,141$8.41M0.76%-2,33113F-HRTimeline
LMR Partners LLPin group LMR Partners LLP61,056$8.4M0.15%new13F-HRTimelineGroup
SteelPeak Wealth, LLC60,688$8.35M0.35%+22,15013F-HRTimeline
MFA WEALTH ADVISORS, LLC60,619$8.34M2.13%+6,56613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC59,375$8.17M0.24%-157,51613F-HRTimeline
Sigma Planning Corp58,615$8.06M0.25%-62713F-HRTimeline
KWMG, LLC58,144$8M0.82%+9,07813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC57,891$7.96M1.18%-14,89313F-HRTimeline
TrinityPoint Wealth, LLC57,682$7.94M1.11%+9,31813F-HRTimeline
Orange Investment Advisors, Inc.57,283$7.88M0.89%+44113F-HRTimeline
Prospera Financial Services Inc56,965$7.84M0.18%+28,05913F-HRTimeline
Constitution Capital LLC56,949$7.83M4.4%+2,96513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/55,341$7.61M0.01%+10,50413F-HRTimelineGroup
Howard Capital Management Group, LLC55,337$7.61M0.52%+22113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC55,231$7.6M0.69%+20613F-HRTimelineGroup
FORBES J M & CO LLP54,998$7.57M0.73%013F-HRTimeline
Beacon Pointe Advisors, LLC54,745$7.53M0.08%-6,44713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,082$7.44M0.02%-216,51513F-HRTimeline
5th Street Advisors, LLC54,019$7.43M3.86%+87113F-HRTimeline
Royal Fund Management, LLC53,640$7.38M0.8%-120,37813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC52,972$7.29M0.53%+39113F-HRTimeline
Western Wealth Management, LLC52,917$7.28M0.47%-5,79813F-HR/ATimeline
ARVEST INVESTMENTS, INC.52,663$7.24M1.16%+65113F-HRTimeline
Annex Advisory Services, LLC52,363$7.2M0.22%-27713F-HRTimeline
Aspire Capital Advisors LLC51,974$7.15M2.05%-35,29513F-HRTimeline
Embree Financial Group51,506$7.09M1.21%-1,34413F-HRTimeline
INNEALTA CAPITAL, LLC51,419$7.07M3.44%-8,11713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC50,913$7M0.52%-14013F-HRTimeline
Waverly Advisors, LLC50,764$6.98M0.11%+16,32713F-HRTimeline
Centiva Capital, LP50,000$6.88M0.26%+45,39113F-HRTimeline
Freedom Investment Management, Inc.49,911$6.87M0.57%-1,16513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,890$6.86M0.01%+49,88013F-HRTimelineGroup
Bedell Frazier Investment Counselling, …49,879$6.86M1.7%-44,49913F-HRTimeline
Provident Co of the Employees of the He…49,824$6.85M7.98%-19,39213F-HRTimeline
Winthrop Capital Management, LLC49,740$6.83M1.82%+37513F-HRTimeline
WT Wealth Management49,420$6.8M2.13%+1,00013F-HRTimeline
Prime Capital Investment Advisors, LLC48,851$6.72M0.1%-4,89813F-HRTimeline
Prestige Wealth Management Group LLC48,122$6.62M1.38%-90,06613F-HR/ATimeline
Sound View Wealth Advisors Group, LLC48,095$6.62M0.53%+3,33013F-HRTimeline
MEANS INVESTMENT CO., INC.47,618$6.55M0.68%+7,31413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,279$6.5M<0.01%+7,61913F-HRTimelineGroup
Allred Capital Management, LLC46,946$6.46M2.5%+2413F-HRTimeline
Pachira Investments Inc.46,588$6.39M3.91%+6,10013F-HRTimeline
Quantinno Capital Management LP46,380$6.38M0.06%+1,51213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC46,151$6.35M0.69%-39613F-HRTimeline
PINNACLE ASSOCIATES LTD45,486$6.26M0.08%-1,43313F-HRTimeline
CMH Wealth Management LLC45,411$6.25M1.43%+1,51713F-HRTimeline
Advisory Services Network, LLC45,232$6.22M0.12%-39,93813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…45,225$6.22M0.09%+1,63013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK44,510$6.12M0.04%+38013F-HRTimelineGroup
PATTEN & PATTEN INC/TN44,507$6.12M0.4%+79813F-HRTimeline
COURIER CAPITAL LLC44,399$6.11M0.42%-11,14713F-HRTimeline
TCV Trust & Wealth Management, Inc.43,149$5.94M0.55%+8813F-HRTimeline
Lake Hills Wealth Management, LLC42,805$5.89M4.02%+20,26913F-HRTimeline
Sender Co & Partners, Inc.42,504$5.85M7.26%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.41,676$5.84M0.14%+40113F-HRTimelineGroup
Modus Advisors, LLC42,411$5.83M1.83%-53313F-HRTimeline
Madison Park Capital Advisors, LLC42,308$5.82M4.64%+40,24113F-HRTimeline
Tepp RIA, LLC42,210$5.81M8.59%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp42,200$5.81M0.02%-4,04713F-HRTimelineGroup
Atom Investors LP41,462$5.7M0.71%new13F-HRTimeline
Sharper & Granite LLC41,429$5.7M2.51%+5,16413F-HRTimeline
Simmons Bankin group Simmons Bank41,144$5.66M0.41%-1,30813F-HRTimelineGroup
Orion Porfolio Solutions, LLC41,121$5.66M0.06%-5,59413F-HRTimeline
Orion Portfolio Solutions, LLC41,121$5.66M0.06%-5,59413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,851$5.62M0.19%-5,39213F-HRTimeline
Busey Bank40,450$5.56M0.18%-2113F-HRTimeline
Maven Securities LTDin group Maven Securities LTD40,396$5.56M0.89%-1,70713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.40,164$5.53M0.16%-3,10213F-HRTimeline
U.S. Capital Wealth Advisors, LLC39,946$5.5M0.17%+23,84113F-HRTimeline
Sepio Capital, LP39,870$5.48M0.44%-1,05613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC39,453$5.43M0.04%-75,53113F-HRTimelineGroup
Arkadios Wealth Advisors39,153$5.39M0.29%+5,21413F-HRTimeline
Financial Freedom, LLC38,680$5.32M2.81%+3813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC38,424$5.29M0.24%+1,32713F-HRTimelineGroup
Haverford Trust Co38,397$5.28M0.05%-2,11013F-HRTimeline
Rockport Wealth LLC36,574$5.26M2.34%-197,33113F-HRTimeline
Granite Harbor Advisors, Inc.38,142$5.25M2.9%+2,69513F-HRTimeline
IMC-Chicago, LLC38,003$5.23M0.14%new13F-HRTimeline
Trust Co37,821$5.2M0.6%+2,54813F-HRTimeline
COUNTRY TRUST BANK37,722$5.19M0.13%-149,89613F-HRTimeline
Shira Ridge Wealth Management37,675$5.18M2.54%+2,51113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,634$5.18M0.13%-275,41813F-HRTimelineGroup
Cordatus Wealth Management LLC37,500$5.16M1.36%new13F-HRTimeline
CIBC WORLD MARKET INC.37,488$5.16M0.01%-2,72913F-HRTimeline
Thoma Capital Management LLC37,444$5.15M3.53%13F-HRTimeline
Magnus Financial Group LLC36,863$5.07M0.49%+1,02713F-HRTimeline
Qube Research & Technologies Ltd36,850$5.07M0.01%-432,40113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.36,766$5.06M0.64%-15313F-HRTimeline
Robertson Stephens Wealth Management, L…36,544$5.03M0.18%-3,63513F-HRTimeline
One Wealth Map LLC34,178$5M3.04%+70113F-HRTimeline
DELTEC ASSET MANAGEMENT LLC36,328$5M0.99%-2,49013F-HRTimeline
Horizon Investments, LLC36,232$4.98M0.14%-4,96413F-HRTimeline
SG Americas Securities, LLC36,226$4.98M0.02%-143,10813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP36,012$4.95M1.27%+12,57313F-HRTimeline
Affiance Financial, LLC36,010$4.95M1.18%-1,61013F-HRTimeline
Wela Strategies, Inc.35,999$4.95M2.13%+3,43513F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC35,974$4.95M2.54%+23013F-HRTimeline
Mutual Advisors, LLC34,975$4.94M0.14%-1,30513F-HRTimeline
Curi Capital, LLC35,494$4.88M0.11%+33,51613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.35,445$4.88M0.52%-2,81713F-HRTimeline
BigSur Wealth Management LLC35,283$4.85M1.39%-3,78013F-HRTimeline
CENTAURUS FINANCIAL, INC.35,243$4.85M0.3%-8,57313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.35,163$4.84M2.18%+74813F-HRTimeline
Treynor Bancshares, Inc.34,898$4.8M5.07%+9,13613F-HRTimeline
Sowell Financial Services LLC34,879$4.8M0.25%+2,02613F-HRTimeline
Riverpoint Wealth Management Holdings, …34,678$4.77M1.24%-58413F-HRTimeline
GoalFusion Wealth Management, LLC34,404$4.73M2.58%+3,42413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …34,267$4.71M0.61%-23,66713F-HRTimelineGroup
Bonfire Financial34,229$4.71M4.26%13F-HRTimeline
FINANCIAL COUNSELORS INC33,917$4.67M0.07%-16413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC33,740$4.64M0.09%+3,51913F-HRTimeline
Farther Finance Advisors, LLC33,231$4.57M0.17%+4,16913F-HRTimeline
Choate Investment Advisors33,044$4.55M0.11%+87913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC33,028$4.54M0.24%+63013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO32,919$4.53M0.03%+1513F-HRTimelineGroup
Northeast Financial Consultants Inc32,629$4.49M0.19%+8113F-HRTimeline
Stockman Wealth Management, Inc.32,565$4.48M0.7%+3,76213F-HRTimeline
Mill Creek Capital Advisors, LLC32,501$4.47M0.11%+6213F-HRTimeline
Asset Allocation Strategies LLC30,609$4.46M1.07%-3,81513F-HRTimeline
Allworth Financial LP31,343$4.46M0.02%-2,82213F-HRTimeline
GeoWealth Management, LLC31,584$4.35M0.14%+7,43613F-HRTimeline
Apexium Financial, LP31,425$4.32M0.26%+11,09113F-HRTimeline
Delos Wealth Advisors, LLC31,242$4.3M3.42%+2,65513F-HRTimeline
First Horizon Advisors, Inc.31,184$4.29M0.12%+5213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.31,084$4.28M0.27%-4,77013F-HRTimelineGroup
IFP Advisors, Inc31,063$4.27M0.14%+9,55613F-HRTimeline
Rockingstone Advisors LLC31,059$4.27M1.89%+57413F-HRTimeline
Fiduciary Group, LLC30,931$4.26M0.43%+2,55213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.30,869$4.25M0.05%-24,75113F-HR/ATimelineGroup
Essex LLC30,830$4.24M0.89%+1,75713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,792$4.24M0.06%-91013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.30,369$4.18M0.23%-82,70413F-HR/ATimelineGroup
Pettinga Financial Advisors LLC29,989$4.13M0.93%+17,87013F-HRTimeline
Next Capital Management LLC29,800$4.1M1.68%-16,45613F-HRTimeline
Wealthspire Advisors, LLC29,631$4.08M0.04%+51413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,534$4.06M0.06%-17,11813F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP29,518$4.06M0.36%-2,45213F-HRTimeline
PFG Advisors29,417$4.05M0.25%+11213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC29,162$4.01M0.39%-33813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding29,034$3.99M+351Timeline
Cooksen Wealth, LLC28,931$3.98M3.66%+1,89113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding28,822$3.96M+1,873Timeline
Focus Financial Network, Inc.28,749$3.96M0.16%-4,31213F-HRTimeline
Global Retirement Partners, LLC28,645$3.94M0.11%+37013F-HRTimeline
Canton Hathaway, LLC28,483$3.92M0.98%+4,11413F-HRTimeline
Bray Capital Advisors28,397$3.91M1.06%-62213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,328$3.9M<0.01%new13F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A28,294$3.89M0.01%+4,18413F-HRTimelineGroup
Meridian Wealth Management, LLC28,268$3.89M0.18%+11813F-HRTimeline
Mechanics Bank Trust Department28,053$3.86M0.51%+10213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.26,199$3.85M2.81%-7,51213F-HRTimeline
LM Advisors LLC27,900$3.84M0.69%+68913F-HR/ATimeline
BBR PARTNERS, LLC27,857$3.83M0.27%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,670$3.81M0.01%+93913F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC27,666$3.81M0.92%-5113F-HRTimeline
BFSG, LLC27,642$3.8M0.44%-2,62713F-HRTimeline