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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,669 managers (1,685 13F filers) reported a position in XLV shares at 2025-06-30, 187,883,451 shares in all. 98 filers opened a position and 178 filers sold out during the quarter.

Managers
1,669
13F filers
1,685
New
98
Added
555
Reduced
757
Sold out
178
Shares held by filers
187,883,451

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
INNEALTA CAPITAL, LLC72,391$9.76M5.15%+21,80113F-HRTimeline
Premier Path Wealth Partners, LLC72,170$9.73M1.35%+6,07113F-HRTimeline
LOWE BROCKENBROUGH & CO INC72,057$9.71M0.55%-5,36213F-HRTimeline
Summit Trail Advisors, LLC71,678$9.66M0.17%-39,46113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding71,135$9.59M+628Timeline
Arkadios Wealth Advisors69,466$9.36M0.28%+6,49113F-HRTimeline
Integrated Advisors Network LLC68,537$9.24M0.42%-4,26213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …68,252$9.2M0.14%-3,98913F-HRTimelineGroup
&PARTNERS68,214$9.17M0.07%+11,19113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC66,181$8.92M0.04%-74,30313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC66,167$8.92M0.02%+3,93713F-HRTimelineGroup
Integrated Wealth Concepts LLC66,164$8.92M0.09%-4,60913F-HRTimeline
EAGLE WEALTH STRATEGIES LLC65,968$8.89M4.97%+80213F-HRTimeline
FIRST MERCHANTS CORP65,926$8.89M0.34%-1,42213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …65,144$8.78M1.17%+1,50013F-HRTimelineGroup
Hobart Private Capital, LLC64,516$8.7M1.97%-6,98613F-HRTimeline
MFA WEALTH ADVISORS, LLC64,306$8.67M2.03%+31213F-HRTimeline
RFG Advisory, LLC63,934$8.62M0.2%-4,48013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…63,753$8.59M0.03%+36,64113F-HRTimelineGroup
MARTIN & CO INC /TN/63,329$8.54M1.57%-76813F-HRTimeline
Winthrop Capital Management, LLC62,942$8.48M2.14%+39613F-HRTimeline
Provident Co of the Employees of the He…62,850$8.48M8.45%+13,02613F-HRTimeline
Gladstone Institutional Advisory LLC62,395$8.41M0.35%-2,07713F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY62,041$8.36M1.86%-1,43913F-HRTimeline
Coastal Bridge Advisors, LLC61,451$8.28M0.69%+1,62613F-HRTimeline
Prestige Wealth Management Group LLC60,844$8.2M1.67%-87,03613F-HR/ATimeline
CAPITAL INSIGHT PARTNERS, LLC60,596$8.17M1.42%-4,66913F-HRTimeline
Sage Capital Advisors,llc60,056$8.09M2%-61313F-HRTimeline
Constitution Capital LLC59,551$8.03M4.1%+3,53013F-HRTimeline
Evercore Wealth Management, LLC59,447$8.01M0.12%-1,50013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,977$7.95M0.01%-68,34113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…58,963$7.95M0.09%new13F-HRTimelineGroup
Twin Tree Management, LP57,752$7.78M0.2%-189,12613F-HRTimeline
Intrua Financial, LLC57,568$7.76M1.11%+12,68413F-HRTimeline
Silverleafe Capital Partners, LLC57,217$7.71M2.69%-20,06913F-HRTimeline
Waverly Advisors, LLC57,131$7.7M0.08%+73013F-HRTimeline
TUDOR INVESTMENT CORP ET AL57,039$7.69M0.06%+51,84313F-HRTimeline
ARVEST INVESTMENTS, INC.56,412$7.6M1.14%+1,95313F-HRTimeline
Pachira Investments Inc.56,362$7.6M5.74%+5,16913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC56,261$7.58M0.5%+3,08513F-HRTimeline
Howard Capital Management Group, LLC55,973$7.54M0.52%+7913F-HRTimeline
Peak Retirement Planning, Inc.55,489$7.48M3.02%new13F-HRTimeline
Compass Wealth Management, LLC/GA55,397$7.47M4%13F-HRTimeline
Sound View Wealth Advisors Group, LLC55,362$7.46M0.55%+5,84713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…55,194$7.44M0.27%+33,01313F-HRTimelineGroup
Adams Wealth Management54,628$7.36M1.4%-1,66013F-HRTimeline
CacheTech Inc.54,628$7.36M1.36%-1,66013F-HRTimeline
Keebeck Wealth Management54,223$7.31M0.96%-1,86713F-HRTimeline
FORBES J M & CO LLP54,169$7.3M0.67%013F-HRTimeline
Orange Investment Advisors, Inc.54,071$7.29M0.8%-31013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC53,652$7.23M0.09%-80,32813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC53,573$7.22M0.67%-8,28613F-HRTimelineGroup
Bayesian Capital Management, LP52,450$7.07M1.12%new13F-HRTimeline
WCG Wealth Advisors LLC51,665$6.96M0.45%new13F-HRTimeline
Western Wealth Management, LLC51,464$6.94M0.41%-1,86713F-HRTimeline
HANCOCK WHITNEY CORP50,803$6.85M0.13%+46,72913F-HRTimeline
Allred Capital Management, LLC50,449$6.8M2.54%+2,67613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC50,056$6.75M0.52%-1,44313F-HRTimeline
Freedom Investment Management, Inc.49,891$6.72M0.54%+4,15413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP49,735$6.7M0.01%+17,92013F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC48,776$6.57M0.67%+3,52713F-HRTimeline
Sharper & Granite LLC47,882$6.48M2.46%+2,31313F-HRTimeline
Annex Advisory Services, LLC47,705$6.43M0.15%-1,18213F-HRTimeline
TCV Trust & Wealth Management, Inc.47,631$6.42M0.56%+3,41813F-HRTimeline
CHEMUNG CANAL TRUST CO47,590$6.41M1.35%-33,52613F-HRTimeline
Advisory Services Network, LLC49,009$6.39M0.1%+35013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,796$6.31M0.08%+19,55113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP46,500$6.27M0.01%-7,51213F-HRTimelineGroup
FORONJY FINANCIAL LLC46,318$6.24M2.92%13F-HRTimeline
Sigma Planning Corp46,084$6.21M0.19%-13,54713F-HRTimeline
CMH Wealth Management LLC46,072$6.21M1.45%+74713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,940$6.19M0.01%-5,85313F-HRTimeline
CENTAURUS FINANCIAL, INC.45,446$6.13M0.36%+14,71813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,821$6.04M0.17%-2,73113F-HRTimeline
PATTEN & PATTEN INC/TN44,319$5.97M0.39%-95013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…43,907$5.92M0.02%-5,01413F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.43,790$5.9M0.06%+18,03213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Orion Porfolio Solutions, LLC43,666$5.89M0.05%+66913F-HR/ATimeline
Prime Capital Investment Advisors, LLC43,585$5.87M0.08%-16,70013F-HRTimeline
Madison Park Capital Advisors, LLC43,096$5.81M4.89%+27113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,016$5.8M+15,314Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…42,793$5.77M0.08%-63113F-HRTimelineGroup
Bedell Frazier Investment Counselling, …42,781$5.77M1.45%-1,03513F-HRTimeline
PINNACLE ASSOCIATES LTD41,649$5.61M0.08%-3,10913F-HRTimeline
Wela Strategies, Inc.41,597$5.61M2.21%+1,90513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP38,290$5.59M2.19%13F-HRTimeline
Essex LLC41,430$5.58M1.1%+1,90813F-HRTimeline
Strategic Financial Concepts, LLC41,403$5.58M0.78%+35,56113F-HRTimeline
Modus Advisors, LLC41,041$5.53M1.64%-99513F-HRTimeline
Busey Bank40,937$5.52M0.17%+43013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC40,781$5.5M3.13%-2,09013F-HRTimeline
Financial Freedom, LLC40,652$5.48M2.95%+2,18813F-HRTimeline
BigSur Wealth Management LLC40,360$5.44M1.37%+2713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC40,208$5.42M0.41%-35,23113F-HRTimeline
Simmons Bankin group Simmons Bank40,153$5.41M0.39%-77313F-HRTimelineGroup
Bonfire Financial39,804$5.37M4.4%+2,26813F-HRTimeline
Maven Securities LTDin group Maven Securities LTD39,753$5.36M1.39%-64813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.39,152$5.34M0.13%-2,40013F-HRTimelineGroup
Keystone Global Partners, LLC39,541$5.33M2.9%+4,75913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK39,363$5.31M0.03%-3,01413F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…39,205$5.28M0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.38,779$5.23M0.13%-5,26713F-HRTimeline
Granite Harbor Advisors, Inc.38,687$5.21M2.45%-46913F-HRTimeline
Merit Financial Group, LLC38,416$5.18M0.06%-8,24413F-HRTimeline
Beacon Pointe Advisors, LLC38,204$5.15M0.05%-6,53213F-HRTimeline
Compton Financial Group, LLC37,937$5.11M1.33%+4,59313F-HRTimeline
One Wealth Map LLC38,936$5.1M2.8%+4,35713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC37,795$5.09M0.04%-61913F-HR/ATimelineGroup
Sepio Capital, LP37,637$5.07M0.36%-1,08913F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.37,631$5.07M3.92%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,145$5.01M0.01%-26,50113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…37,113$5M0.02%+8,36313F-HRTimeline
GoalFusion Wealth Management, LLC36,568$4.93M2.53%+2,14513F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,427$4.91M0.14%-2,86113F-HRTimeline
Apexium Financial, LP36,402$4.91M0.26%-6,70913F-HRTimeline
Magnus Financial Group LLC36,374$4.9M0.43%-2,18113F-HRTimeline
Venturi Wealth Management, LLC36,359$4.9M0.24%-1,23113F-HRTimeline
Horizon Investments, LLC36,218$4.88M0.08%-6,30013F-HRTimeline
SMART Wealth LLC36,182$4.88M1.53%+19,28013F-HRTimeline
Econ Financial Services Corp36,103$4.87M2.51%new13F-HRTimeline
Quantinno Capital Management LP36,098$4.87M0.02%-3,01513F-HRTimeline
Robertson Stephens Wealth Management, L…36,074$4.86M0.17%-57,19713F-HRTimeline
DELTEC ASSET MANAGEMENT LLC36,030$4.86M0.87%-25013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP35,756$4.82M0.56%-28,17813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP35,621$4.8M0.38%-1,04113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC35,482$4.78M0.23%-91,12113F-HRTimeline
Embree Financial Group35,334$4.76M0.72%-8,53813F-HRTimeline
Choate Investment Advisors35,248$4.75M0.1%+58013F-HRTimeline
Stockman Wealth Management, Inc.34,806$4.69M0.64%+2,00013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34,782$4.69M0.2%-1,76213F-HRTimelineGroup
Mill Creek Capital Advisors, LLC34,676$4.67M0.1%+1,99613F-HRTimeline
Elk River Wealth Management LLC34,663$4.67M0.8%+30,14313F-HRTimeline
Sender Co & Partners, Inc.34,651$4.67M1.32%new13F-HRTimeline
5th Street Advisors, LLC34,595$4.66M2.32%-37013F-HRTimeline
Atria Wealth Solutions, Inc.34,139$4.6M0.1%-116,41813F-HRTimeline
Sowell Financial Services LLC34,032$4.59M0.19%-1,92613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,733$4.55M<0.01%-9,55713F-HRTimelineGroup
Fiduciary Group, LLC33,594$4.53M0.43%+1,34513F-HRTimeline
Pallas Capital Advisors LLC33,376$4.5M0.17%-29,93213F-HRTimeline
Signal Advisors Wealth, LLC33,072$4.46M0.35%+6,41113F-HRTimeline
Cornerstone Wealth Group, LLC33,047$4.45M0.33%-16,97313F-HRTimeline
Cooksen Wealth, LLC32,956$4.44M3.57%+4,53213F-HRTimeline
Midwest Trust Co32,904$4.44M0.06%13F-HRTimeline
Westside Investment Management, Inc.32,775$4.43M0.82%+6,46313F-HRTimeline
COURIER CAPITAL LLC32,814$4.42M0.27%-4,26413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP32,862$4.4M<0.01%new13F-HRTimeline
Headlands Technologies LLC32,425$4.37M0.52%+25,96513F-HRTimeline
Jain Global LLC32,347$4.36M0.07%new13F-HRTimeline
First Horizon Advisors, Inc.32,136$4.33M0.11%+68313F-HRTimeline
NVWM, LLC32,038$4.32M1.04%+2,46413F-HRTimeline
Bleakley Financial Group, LLC31,725$4.28M0.11%+1,98113F-HRTimeline
Allworth Financial LP31,619$4.26M0.02%+27213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC31,563$4.25M0.6%-15,86513F-HRTimeline
Procyon Advisors, LLC31,497$4.25M0.4%+20,24113F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co31,175$4.2M0.95%new13F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.31,193$4.19M0.04%-402,20913F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co30,967$4.17M0.12%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.30,753$4.15M0.27%-2,45213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO30,705$4.14M0.03%+1,04713F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC30,533$4.12M0.77%new13F-HRTimelineGroup
Mutual Advisors, LLC29,926$4.08M0.1%-5,41713F-HRTimeline
Glenmede Investment Management, LP30,281$4.08M0.02%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.30,200$4.06M2.54%+2,34413F-HRTimeline
GeoWealth Management, LLC30,052$4.05M0.16%-3,43913F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC29,939$4.04M1.02%-40,61413F-HRTimeline
CERTUITY, LLC29,867$4.03M0.38%+4,10013F-HRTimeline
SYON CAPITAL LLC29,823$4.02M0.27%-28,22013F-HRTimeline
Leicht Financial Planning & Wealth Mana…29,768$4.01M1.91%+2,36713F-HRTimeline
Foundations Investment Advisors, LLC29,693$4M0.06%-15,19713F-HRTimeline
Wealthspire Advisors, LLC29,489$3.97M0.02%+88513F-HRTimeline
SYNOVUS FINANCIAL CORP29,454$3.97M0.05%+11,49213F-HRTimeline
Simplicity Wealth,LLC29,208$3.94M0.16%+15,60313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,120$3.92M0.01%-61,89313F-HR/ATimelineGroup
Fourth Dimension Wealth, LLC29,020$3.91M1.65%+2,71513F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL28,796$3.88M0.09%+1,64313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,478$3.84M0.05%-6,97413F-HRTimelineGroup
CALTON & ASSOCIATES, INC.28,354$3.82M0.66%+3213F-HRTimeline
Dorsey & Whitney Trust CO LLC28,321$3.82M0.2%-15113F-HRTimeline
IFP Advisors, Inc28,093$3.79M0.11%+80713F-HRTimeline
Focus Financial Network, Inc.27,994$3.77M0.15%+9713F-HRTimeline
10Elms LLP27,939$3.77M3.58%-19013F-HRTimeline
Sequoia Financial Advisors, LLC27,931$3.76M0.03%-4,46513F-HRTimeline
BBR PARTNERS, LLC27,857$3.75M0.23%-22513F-HRTimeline
Delos Wealth Advisors, LLC27,829$3.75M2.93%-3,52613F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC27,790$3.75M0.85%+2513F-HRTimeline
Farther Finance Advisors, LLC27,778$3.74M0.07%-6,37013F-HRTimeline
Wealthfront Advisers LLC27,696$3.73M0.01%-77913F-HRTimeline
IMC-Chicago, LLC27,580$3.72M0.09%-27,14313F-HRTimeline
Crew Capital Management, Ltd27,553$3.71M2.66%+15,22113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC27,359$3.69M0.34%-44213F-HRTimeline
Riverpoint Wealth Management Holdings, …27,209$3.67M0.86%-6,83013F-HRTimeline
BFSG, LLC27,109$3.65M0.41%-55513F-HRTimeline
Meridian Wealth Management, LLC27,031$3.64M0.16%-66313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC26,827$3.62M1.23%+5,37913F-HRTimeline
Haverford Trust Co26,660$3.59M0.03%-10,15113F-HRTimeline
Cresset Asset Management, LLC26,480$3.57M0.02%-57,23713F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC26,342$3.55M0.01%+11,51413F-HRTimelineGroup
WealthCare Investment Partners, LLC26,186$3.55M1.28%-1,56613F-HRTimeline
Northstar Advisory Group, LLC26,270$3.54M1.73%+11,70913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding26,219$3.53M-999Timeline