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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,754 managers (1,774 13F filers) reported a position in XLV shares at 2025-03-31, 191,378,829 shares in all. 144 filers opened a position and 129 filers sold out during the quarter.

Managers
1,754
13F filers
1,774
New
144
Added
678
Reduced
673
Sold out
129
Shares held by filers
191,378,829

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ashton Thomas Private Wealth, LLC73,511$10.7M0.41%-66,41113F-HRTimeline
Integrated Advisors Network LLC72,799$10.6M0.54%+5,15113F-HRTimeline
Callan Capital, LLC72,720$10.6M0.79%-33613F-HRTimeline
Frisch Financial Group, Inc.72,451$10.6M2.97%-17613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …72,241$10.5M0.17%-1,20013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC75,439$10.5M0.89%+13,17613F-HRTimeline
Hobart Private Capital, LLC71,502$10.4M2.61%-5313F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC71,217$10.4M1.09%-50413F-HRTimeline
CASTLEARK MANAGEMENT LLC71,120$10.4M0.36%013F-HRTimeline
Integrated Wealth Concepts LLC70,773$10.3M0.12%-6,76913F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC70,553$10.3M3.06%-7,00713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding70,507$10.3M-13,595Timeline
Vickerman Investment Advisors, Inc.69,580$10.2M2.3%+3,43413F-HRTimeline
RFG Advisory, LLC68,414$9.99M0.27%-9,30913F-HRTimeline
FIRST MERCHANTS CORP67,348$9.83M0.39%-4,02013F-HRTimeline
Premier Path Wealth Partners, LLC66,099$9.65M1.5%-5,02213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC65,265$9.53M1.66%-45613F-HRTimeline
EAGLE WEALTH STRATEGIES LLC65,166$9.51M5.84%+3,03313F-HRTimeline
Royal Fund Management, LLC64,954$9.48M1.13%+11,31413F-HRTimeline
Advisor Resource Council68,678$9.48M0.77%+67,01713F-HRTimeline
Gladstone Institutional Advisory LLC64,472$9.41M0.44%-9,60213F-HRTimeline
EP Wealth Advisors, LLC64,395$9.4M0.08%-7,58513F-HRTimeline
MARTIN & CO INC /TN/64,097$9.36M1.81%+25313F-HRTimeline
MFA WEALTH ADVISORS, LLC63,994$9.34M2.31%+3,37513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP63,934$9.33M1.12%-1,09213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,646$9.29M0.02%-83913F-HR/ATimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …63,644$9.29M1.21%-4,89113F-HRTimelineGroup
WELCH CAPITAL PARTNERS LLC/NY63,480$9.27M2.21%013F-HRTimeline
Pallas Capital Advisors LLC63,308$9.24M0.38%-5,09513F-HRTimeline
Arkadios Wealth Advisors62,975$9.19M0.35%+23,82213F-HRTimeline
Winthrop Capital Management, LLC62,546$9.13M2.51%+12,80613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC62,230$9.09M0.02%-13,22613F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC61,859$9.03M0.86%+6,62813F-HRTimelineGroup
SG Americas Securities, LLC61,382$8.96M0.03%+25,15613F-HRTimeline
Evercore Wealth Management, LLC60,947$8.9M0.14%-83,72413F-HRTimeline
Sage Capital Advisors,llc60,669$8.86M2.32%+55,27813F-HRTimeline
Prime Capital Investment Advisors, LLC60,285$8.8M0.1%+11,43413F-HRTimeline
Coastal Bridge Advisors, LLC59,825$8.74M0.79%new13F-HR/ATimeline
Sigma Planning Corp59,631$8.71M0.28%+1,01613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/59,362$8.66M0.01%+4,02113F-HRTimelineGroup
SRB CORPin group SRB CORP58,591$8.55M0.56%+34,16213F-HRTimelineGroup
SYON CAPITAL LLC58,043$8.47M0.69%-3,09813F-HRTimeline
B. Riley Wealth Advisors, Inc.57,820$8.44M0.26%-16,27613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…56,685$8.38M0.25%-262,03913F-HRTimelineGroup
&PARTNERS57,023$8.25M0.09%-18,78113F-HRTimeline
Waverly Advisors, LLC56,401$8.24M0.1%+5,63713F-HRTimeline
Adams Wealth Management56,288$8.22M1.61%new13F-HRTimeline
CacheTech Inc.56,288$8.22M1.6%new13F-HRTimeline
Keebeck Wealth Management56,090$8.19M1.21%-5,88413F-HRTimeline
Constitution Capital LLC56,021$8.18M4.53%-92813F-HRTimeline
Howard Capital Management Group, LLC55,894$8.16M0.64%+55713F-HRTimeline
IMC-Chicago, LLC54,723$7.99M0.31%+16,72013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding55,260$7.99M+44,115Timeline
ARVEST INVESTMENTS, INC.54,459$7.95M1.25%+1,79613F-HRTimeline
Orange Investment Advisors, Inc.54,381$7.94M0.95%-2,90213F-HRTimeline
FORBES J M & CO LLP54,169$7.91M0.77%-82913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP54,012$7.89M0.01%-577,45913F-HRTimelineGroup
Geneos Wealth Management Inc.53,480$7.81M0.11%+46,83313F-HRTimeline
Western Wealth Management, LLC53,331$7.79M0.52%+41413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC53,176$7.76M0.56%+2,26313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,793$7.56M0.02%-2,28913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC51,499$7.52M0.54%-1,47313F-HRTimeline
Sabal Trust CO51,404$7.51M0.42%-10,58313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,857$7.43M0.01%-237,92213F-HRTimelineGroup
Pachira Investments Inc.51,193$7.4M5.2%+4,60513F-HRTimeline
INNEALTA CAPITAL, LLC50,590$7.39M4%-82913F-HRTimeline
Cornerstone Wealth Group, LLC50,020$7.3M0.61%new13F-HRTimeline
Provident Co of the Employees of the He…49,824$7.27M8.35%013F-HRTimeline
Sound View Wealth Advisors Group, LLC49,515$7.23M0.59%+1,42013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…48,921$7.14M0.02%-15,04613F-HRTimelineGroup
Annex Advisory Services, LLC48,887$7.14M0.2%-3,47613F-HRTimeline
Advisory Services Network, LLC48,659$7.1M0.14%+3,42713F-HRTimeline
HRT FINANCIAL LP48,394$7.07M0.04%new13F-HRTimeline
Allred Capital Management, LLC47,773$6.97M2.79%+82713F-HRTimeline
WT Wealth Management47,568$6.95M2.26%-1,85213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,552$6.94M0.24%+6,70113F-HRTimeline
Fisher Asset Management, LLC47,484$6.93M<0.01%+30,76313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC47,428$6.92M1.08%-10,46313F-HRTimeline
Merit Financial Group, LLC46,660$6.81M0.1%-19,22513F-HRTimeline
Atom Investors LP45,879$6.7M0.82%+4,41713F-HRTimeline
Freedom Investment Management, Inc.45,737$6.68M0.56%-4,17413F-HRTimeline
Sharper & Granite LLC45,569$6.65M2.75%+4,14013F-HRTimeline
CMH Wealth Management LLC45,325$6.62M1.66%-8613F-HRTimeline
PATTEN & PATTEN INC/TN45,269$6.61M0.44%+76213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC45,249$6.61M0.67%-90213F-HRTimeline
Foundations Investment Advisors, LLC44,890$6.55M0.12%-330,59213F-HRTimeline
Intrua Financial, LLC44,884$6.55M1.03%-26,83813F-HRTimeline
PINNACLE ASSOCIATES LTD44,758$6.54M0.1%-72813F-HRTimeline
Beacon Pointe Advisors, LLC44,736$6.53M0.07%-10,00913F-HRTimeline
TCV Trust & Wealth Management, Inc.44,213$6.46M0.6%+1,06413F-HRTimeline
HARBOUR INVESTMENTS, INC.44,046$6.43M0.18%+3,88213F-HRTimeline
Embree Financial Group43,872$6.41M1.07%-7,63413F-HRTimeline
Bedell Frazier Investment Counselling, …43,816$6.4M1.63%-6,06313F-HRTimeline
Fortis Group Advisors, LLC43,713$6.38M1.24%+43,58913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…43,424$6.34M0.09%-1,80113F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP43,348$6.33M0.13%-17,70813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp43,290$6.32M<0.01%-3,98913F-HRTimelineGroup
Apexium Financial, LP43,111$6.29M0.38%+11,68613F-HRTimeline
Orion Porfolio Solutions, LLC42,997$6.28M0.06%+1,87613F-HRTimeline
Orion Portfolio Solutions, LLC42,997$6.28M0.06%+1,87613F-HR/ATimeline
KENNICOTT CAPITAL MANAGEMENT LLC42,871$6.26M4.08%+6,89713F-HRTimeline
Madison Park Capital Advisors, LLC42,825$6.25M5.49%+51713F-HRTimeline
Horizon Investments, LLC42,518$6.21M0.19%+6,28613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK42,377$6.19M0.04%-2,13313F-HRTimelineGroup
Modus Advisors, LLC42,036$6.14M2.01%-37513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.41,552$6.07M0.16%-12413F-HRTimelineGroup
Tepp RIA, LLC41,536$6.06M8.24%-67413F-HRTimeline
Simmons Bankin group Simmons Bank40,926$5.98M0.45%-21813F-HRTimelineGroup
Thoma Capital Management LLC40,797$5.96M4.17%+3,35313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC40,637$5.93M0.01%-508,42313F-HRTimelineGroup
Busey Bank40,507$5.91M0.2%+5713F-HRTimeline
Maven Securities LTDin group Maven Securities LTD40,401$5.9M1.29%+513F-HRTimelineGroup
BigSur Wealth Management LLC40,333$5.89M1.6%+5,05013F-HRTimeline
Rockport Wealth LLC40,293$5.88M2.08%+3,71913F-HRTimeline
Wela Strategies, Inc.39,692$5.8M2.45%+3,69313F-HRTimeline
Essex LLC39,522$5.77M1.25%+8,69213F-HRTimeline
Guerra Advisors Inc39,311$5.74M3.21%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC39,288$5.74M0.18%-65813F-HRTimeline
Granite Harbor Advisors, Inc.39,156$5.72M3.04%+1,01413F-HRTimeline
Quantinno Capital Management LP39,113$5.71M0.04%-7,26713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp39,102$5.71M0.8%new13F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.38,886$5.68M2.59%+3,72313F-HRTimeline
Sepio Capital, LP38,726$5.65M0.45%-1,14413F-HRTimeline
Magnus Financial Group LLC38,555$5.63M0.55%+1,69213F-HRTimeline
Financial Freedom, LLC38,464$5.62M3.23%-21613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC38,414$5.61M0.04%-1,03913F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.37,689$5.5M0.69%+92313F-HRTimeline
Venturi Wealth Management, LLC37,590$5.49M0.29%+10,17713F-HRTimeline
Bonfire Financial37,536$5.48M5.05%+3,30713F-HRTimeline
COURIER CAPITAL LLC37,078$5.41M0.35%-7,32113F-HRTimeline
Haverford Trust Co36,811$5.37M0.05%-1,58613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP36,662$5.35M0.5%+7,14413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC36,544$5.34M0.25%-1,88013F-HRTimelineGroup
DELTEC ASSET MANAGEMENT LLC36,280$5.3M1.14%-4813F-HRTimeline
Sowell Financial Services LLC35,958$5.25M0.24%+1,07913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,452$5.18M0.07%+5,91813F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp35,217$5.14M0.34%-50,50813F-HRTimelineGroup
Astor Investment Management LLC35,052$5.12M2.72%new13F-HRTimeline
Algorithmic Investment Models, LLC35,006$5.11M3.76%new13F-HRTimeline
5th Street Advisors, LLC34,965$5.11M2.46%-19,05413F-HRTimeline
FINANCIAL COUNSELORS INC34,909$5.1M0.08%+99213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA34,802$5.08M0.03%+8,13413F-HRTimelineGroup
Keystone Global Partners, LLC34,782$5.08M3.56%13F-HRTimeline
3EDGE Asset Management, LP35,024$5.07M0.34%+8,72513F-HRTimeline
Riggs Asset Managment Co. Inc.34,694$5.07M1.45%+34,38913F-HRTimeline
Choate Investment Advisors34,668$5.06M0.13%+1,62413F-HRTimeline
Aspire Capital Advisors LLC34,502$5.04M1.5%-17,47213F-HRTimeline
GoalFusion Wealth Management, LLC34,423$5.03M2.75%+1913F-HRTimeline
PFG Advisors34,316$5.01M0.28%+4,89913F-HRTimeline
Riverpoint Wealth Management Holdings, …34,039$4.97M1.28%-63913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.33,663$4.92M0.37%+29,71313F-HRTimelineGroup
Concentric Capital Strategies, LP33,649$4.91M0.49%+25,55913F-HRTimeline
Farther Finance Advisors, LLC34,148$4.89M0.12%+91713F-HRTimeline
GeoWealth Management, LLC33,491$4.89M0.2%+1,90713F-HRTimeline
Mutual Advisors, LLC35,343$4.88M0.14%+36813F-HRTimeline
Compton Financial Group, LLC33,344$4.87M1.4%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.33,205$4.85M0.31%+2,12113F-HRTimelineGroup
Stockman Wealth Management, Inc.32,806$4.79M0.71%+24113F-HRTimeline
Mill Creek Capital Advisors, LLC32,680$4.77M0.12%+17913F-HRTimeline
Sequoia Financial Advisors, LLC32,396$4.73M0.04%+12,32313F-HRTimeline
Fiduciary Group, LLC32,249$4.71M0.47%+1,31813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,815$4.65M<0.01%+3,48713F-HRTimelineGroup
First Horizon Advisors, Inc.31,453$4.59M0.13%+26913F-HRTimeline
One Wealth Map LLC34,579$4.58M3.05%+40113F-HRTimeline
Delos Wealth Advisors, LLC31,355$4.58M3.62%+11313F-HRTimeline
CENTAURUS FINANCIAL, INC.30,728$4.49M0.27%-4,51513F-HRTimeline
Bleakley Financial Group, LLC29,744$4.34M0.14%+2,73913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO29,658$4.33M0.03%-3,26113F-HRTimelineGroup
NVWM, LLC29,574$4.32M1.15%+4,54113F-HRTimeline
Allworth Financial LP31,347$4.31M0.02%+413F-HRTimeline
Northeast Financial Consultants Inc28,761$4.2M0.19%-3,86813F-HRTimeline
Cooksen Wealth, LLC28,424$4.2M4.26%-50713F-HRTimeline
Federation des caisses Desjardins du Qu…28,750$4.2M0.02%+4,38613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC28,666$4.19M0.08%-5,07413F-HRTimeline
Wealthspire Advisors, LLC28,604$4.18M0.02%-1,02713F-HRTimeline
Wealthfront Advisers LLC28,475$4.16M0.01%+4,06513F-HRTimeline
Dorsey & Whitney Trust CO LLC28,472$4.16M0.24%+3,22513F-HRTimeline
JSF Financial, LLC28,405$4.15M1.09%+22,14313F-HRTimeline
CALTON & ASSOCIATES, INC.28,322$4.14M0.94%+9,85813F-HR/ATimeline
10Elms LLP28,129$4.11M4.13%+1,55013F-HRTimeline
BBR PARTNERS, LLC28,082$4.1M0.29%+22513F-HRTimeline
Focus Financial Network, Inc.27,897$4.07M0.17%-85213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC27,801$4.06M0.4%-1,36113F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC27,765$4.05M0.94%+9913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,702$4.04M-1,120Timeline
Meridian Wealth Management, LLC27,694$4.04M0.2%-57413F-HRTimeline
BFSG, LLC27,664$4.04M0.49%+2213F-HRTimeline
Mechanics Bank Trust Department27,523$4.02M0.55%-53013F-HRTimeline
SIMPLEX TRADING, LLC27,450$4.01M0.14%new13F-HRTimeline
Iyo Bank, Ltd.27,411$4M1.29%new13F-HRTimeline
Leicht Financial Planning & Wealth Mana…27,401$4M2.09%+2,25313F-HRTimeline
IFP Advisors, Inc27,286$3.98M0.12%-3,77713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,245$3.98M0.06%-3,54713F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding27,218$3.97M-1,816Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL27,153$3.96M0.09%-29913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,112$3.96M0.02%-55813F-HRTimelineGroup
LM Advisors LLC26,667$3.89M0.7%-1,23313F-HRTimeline
Signal Advisors Wealth, LLC26,661$3.89M0.38%+2,40513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.26,620$3.89M0.42%-8,82513F-HRTimeline
Larson Financial Group LLC26,512$3.87M0.18%+10,19313F-HRTimeline