Skip to content
Disclosery

XLV SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,632 managers (1,651 13F filers) reported a position in XLV shares at 2025-09-30, 182,933,679 shares in all. 111 filers opened a position and 134 filers sold out during the quarter.

Managers
1,632
13F filers
1,651
New
111
Added
558
Reduced
714
Sold out
134
Shares held by filers
182,933,679

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Premier Path Wealth Partners, LLC69,375$9.65M1.24%-2,79513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC67,664$9.42M4.69%+1,69613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …67,532$9.4M0.14%-72013F-HRTimelineGroup
Sender Co & Partners, Inc.67,354$9.37M3.63%+32,70313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding67,241$9.36M-3,894Timeline
MFA WEALTH ADVISORS, LLC67,237$9.36M2.04%+2,93113F-HRTimeline
Hobart Private Capital, LLC67,067$9.33M1.95%+2,55113F-HRTimeline
INNEALTA CAPITAL, LLC66,870$9.31M4.65%-5,52113F-HRTimeline
Howard Capital Management Group, LLC66,805$9.3M0.59%+10,83213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC66,792$9.3M1.63%+36,25913F-HRTimelineGroup
Atria Investments, Inc66,522$9.26M0.11%-34,11013F-HRTimeline
High Note Wealth, LLC65,006$9.05M1.82%-9,19313F-HRTimeline
ARVEST INVESTMENTS, INC.64,633$9M1.29%+8,22113F-HRTimeline
Winthrop Capital Management, LLC64,419$8.96M2.17%+1,47713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC64,335$8.95M0.01%-1,83213F-HRTimelineGroup
MARTIN & CO INC /TN/63,698$8.86M1.58%+36913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …63,294$8.81M1.1%-1,85013F-HRTimelineGroup
FIRST MERCHANTS CORP62,615$8.71M0.33%-3,31113F-HRTimeline
&PARTNERS62,002$8.62M0.06%-6,21213F-HRTimeline
Gladstone Institutional Advisory LLC60,950$8.48M0.33%-1,44513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC60,867$8.47M0.03%-5,31413F-HRTimelineGroup
Compass Wealth Management, LLC/GA60,202$8.38M3.71%+4,80513F-HRTimeline
Sage Capital Advisors,llc59,929$8.34M1.98%-12713F-HRTimeline
Prestige Wealth Management Group LLC59,576$8.29M1.6%-1,26813F-HR/ATimeline
WESPAC Advisors SoCal, LLC59,399$8.27M1.68%-22,14013F-HRTimeline
Trans-Canada Capital Inc.58,927$8.2M0.5%new13F-HRTimeline
Cercano Management LLC58,840$8.19M0.31%-299,72813F-HRTimeline
Constitution Capital LLC58,214$8.1M3.79%-1,33713F-HRTimeline
Pachira Investments Inc.57,360$7.98M4.49%+99813F-HRTimeline
Signal Advisors Wealth, LLC57,289$7.97M0.72%+24,21713F-HRTimeline
Quantinno Capital Management LP57,258$7.97M0.02%+21,16013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC56,857$7.91M0.44%new13F-HRTimelineGroup
Orange Investment Advisors, Inc.56,545$7.87M0.82%+2,47413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC56,191$7.82M1.29%-4,40513F-HRTimeline
ALLIANCEBERNSTEIN L.P.56,184$7.82M<0.01%+47,35813F-HRTimeline
Federation des caisses Desjardins du Qu…55,810$7.77M0.03%+18,69713F-HRTimeline
Provident Co of the Employees of the He…55,635$7.72M7.71%-7,21513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC54,984$7.65M0.52%+14,77613F-HRTimeline
Advisory Services Network, LLC54,495$7.58M0.11%+5,48613F-HRTimeline
Waverly Advisors, LLC54,429$7.57M0.08%-2,70213F-HRTimeline
FORBES J M & CO LLP54,169$7.54M0.63%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM54,003$7.52M0.92%-111,36613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC53,648$7.47M0.49%-2,61313F-HRTimeline
Volterra Technologies LP52,967$7.37M4.89%new13F-HRTimeline
Horizon Investments, LLC52,946$7.37M0.1%+16,72813F-HRTimeline
SCOTIA CAPITAL INC.52,254$7.27M0.03%-42,80713F-HRTimeline
TCV Trust & Wealth Management, Inc.51,562$7.18M0.6%+3,93113F-HRTimeline
HANCOCK WHITNEY CORP51,480$7.16M0.13%+67713F-HRTimeline
Keebeck Wealth Management51,063$7.11M0.84%-3,16013F-HRTimeline
Western Wealth Management, LLC50,117$6.97M0.37%-1,34713F-HRTimeline
Allred Capital Management, LLC49,623$6.91M2.4%-82613F-HRTimeline
IFP Advisors, Inc49,121$6.84M0.18%+21,02813F-HR/ATimeline
CENTAURUS FINANCIAL, INC.48,955$6.81M0.32%+3,50913F-HRTimeline
Coastal Bridge Advisors, LLC48,202$6.71M0.51%-13,24913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC47,857$6.66M0.37%-91913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC47,633$6.63M0.57%-5,94013F-HRTimelineGroup
Parallax Volatility Advisers, L.P.47,460$6.61M0.19%+22,84513F-HRTimeline
Wela Strategies, Inc.47,290$6.58M2.5%+5,69313F-HRTimeline
WCG Wealth Advisors LLC47,016$6.54M0.41%-4,64913F-HRTimeline
Evercore Wealth Management, LLC46,795$6.51M0.1%-12,65213F-HRTimeline
Annex Advisory Services, LLC46,522$6.47M0.14%-1,18313F-HRTimeline
Baltimore-Washington Financial Advisors…46,488$6.47M0.28%-57,69013F-HRTimeline
Sigma Planning Corp45,689$6.36M0.18%-39513F-HRTimeline
Essex LLC45,041$6.27M1.14%+3,61113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC45,000$6.26M0.06%-8,65213F-HRTimeline
PATTEN & PATTEN INC/TN44,136$6.14M0.36%-18313F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A43,683$6.08M0.02%13F-HRTimelineGroup
Keystone Global Partners, LLC43,325$6.03M3.07%+3,78413F-HRTimeline
Prime Capital Investment Advisors, LLC43,207$6.01M0.08%-37813F-HRTimeline
Provida Pension Fund Administrator43,085$6M0.1%-40,89513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management43,012$5.99M0.01%-108,69813F-HRTimelineGroup
Strategic Financial Concepts, LLC42,930$5.97M0.87%+1,52713F-HRTimeline
Orion Porfolio Solutions, LLC42,909$5.97M0.05%-75713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC42,365$5.9M2.85%+1,58413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.42,000$5.84M0.02%new13F-HRTimelineGroup
FORONJY FINANCIAL LLC41,851$5.82M2.55%-4,46713F-HRTimeline
One Wealth Map LLC38,861$5.72M3.04%-7513F-HRTimeline
Busey Bank40,900$5.69M0.16%-3713F-HRTimeline
Sharper & Granite LLC40,730$5.67M2.03%-7,15213F-HRTimeline
Bonfire Financial40,621$5.65M4.34%+81713F-HRTimeline
Financial Freedom, LLC40,527$5.64M2.81%-12513F-HRTimeline
Simmons Bankin group Simmons Bank40,011$5.57M0.37%-14213F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP39,789$5.54M0.6%+4,03313F-HRTimeline
Granite Harbor Advisors, Inc.39,359$5.48M2.3%+67213F-HRTimeline
Compton Financial Group, LLC39,340$5.47M1.32%+1,40313F-HRTimeline
PINNACLE ASSOCIATES LTD38,907$5.41M0.07%-2,74213F-HRTimeline
Econ Financial Services Corp38,627$5.38M2.68%+2,52413F-HRTimeline
WOLVERINE TRADING, LLC39,486$5.37M0.11%+28,28413F-HRTimeline
BigSur Wealth Management LLC38,360$5.34M1.31%-2,00013F-HRTimeline
Venturi Wealth Management, LLC38,204$5.32M0.25%+1,84513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC37,804$5.26M0.37%-12,25213F-HRTimeline
Foundations Investment Advisors, LLC37,699$5.25M0.08%+8,00613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,518$5.22M-5,498Timeline
CHEMUNG CANAL TRUST CO37,470$5.21M1.04%-10,12013F-HRTimeline
Sepio Capital, LP37,200$5.18M0.31%-43713F-HRTimeline
Stockman Wealth Management, Inc.37,134$5.17M0.64%+2,32813F-HRTimeline
5th Street Advisors, LLC37,068$5.16M2.55%+2,47313F-HRTimeline
Ilmarinen Mutual Pension Insurance Co36,515$5.08M0.04%new13F-HRTimeline
Algorithmic Investment Models, LLC36,510$5.08M3.37%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,452$5.07M0.12%-8,36913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,300$5.05M0.01%-84513F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding36,243$5.04M+21,444Timeline
U.S. Capital Wealth Advisors, LLC36,045$5.02M0.14%-38213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.36,013$5.01M0.04%-7,77713F-HRTimelineGroup
Cooksen Wealth, LLC35,943$5M3.73%+2,98713F-HRTimeline
Robertson Stephens Wealth Management, L…35,828$4.99M0.15%-24613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP35,828$4.99M0.01%-10,67213F-HRTimelineGroup
Private Wealth Advisors, LLC35,808$4.98M1.88%+9,92513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK35,560$4.95M0.03%-3,80313F-HRTimelineGroup
Magnus Financial Group LLC35,557$4.95M0.39%-81713F-HRTimeline
Fiduciary Group, LLC35,085$4.88M0.43%+1,49113F-HRTimeline
Intrua Financial, LLC34,975$4.87M0.57%-22,59313F-HRTimeline
Modus Advisors, LLC34,836$4.85M1.32%-6,20513F-HRTimeline
Mill Creek Capital Advisors, LLC34,806$4.84M0.1%+13013F-HRTimeline
Choate Investment Advisors34,624$4.82M0.1%-62413F-HRTimeline
Apexium Financial, LP34,252$4.77M0.23%-2,15013F-HRTimeline
NVWM, LLC34,158$4.75M1.07%+2,12013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP34,145$4.75M0.35%-1,47613F-HRTimeline
Sowell Financial Services LLC33,947$4.72M0.18%-8513F-HRTimeline
Sound View Wealth Advisors Group, LLC33,670$4.69M0.32%-21,69213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,596$4.68M0.06%-9,19713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,386$4.65M0.16%-21,80813F-HRTimelineGroup
SIG BROKERAGE, LP33,250$4.63M1.17%+23,25013F-HRTimeline
Pallas Capital Advisors LLC33,187$4.62M0.17%-18913F-HRTimeline
DELTEC ASSET MANAGEMENT LLC33,110$4.61M0.76%-2,92013F-HRTimeline
Westside Investment Management, Inc.32,618$4.56M0.73%-15713F-HRTimeline
Midwest Trust Co32,442$4.51M0.06%-46213F-HRTimeline
Bleakley Financial Group, LLC32,346$4.5M0.1%+62113F-HRTimeline
COURIER CAPITAL LLC31,873$4.44M0.25%-94113F-HRTimeline
Delos Wealth Advisors, LLC31,835$4.43M2.99%+4,00613F-HRTimeline
Beacon Pointe Advisors, LLC31,371$4.37M0.04%-6,83313F-HRTimeline
Fourth Dimension Wealth, LLC31,123$4.33M1.65%+2,10313F-HRTimeline
THOR TRADING ADVISORS, LLC30,823$4.29M2.18%+5,79713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,789$4.28M<0.01%-18,94613F-HRTimelineGroup
HERBST GROUP, LLC30,668$4.27M2.65%+11,33113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO30,643$4.26M0.03%-6213F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC30,441$4.24M0.54%-1,12213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.30,266$4.21M2.53%+6613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL30,266$4.21M0.09%+1,47013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding30,235$4.21M+4,016Timeline
Summit Financial, LLC30,165$4.2M0.06%+8,79613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC30,139$4.19M0.18%-5,34313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,942$4.17M0.1%+6,89713F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…29,923$4.16M1.88%+15513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,912$4.16M<0.01%-3,82113F-HRTimelineGroup
CERTUITY, LLC29,729$4.14M0.28%-13813F-HRTimeline
Summit Trail Advisors, LLC29,723$4.14M0.06%-41,95513F-HRTimeline
HB Wealth Management, LLC29,577$4.12M0.03%+12,81913F-HRTimeline
Wealthfront Advisers LLC29,514$4.11M0.01%+1,81813F-HRTimeline
SYNOVUS FINANCIAL CORP29,331$4.08M0.05%-12313F-HRTimeline
CALTON & ASSOCIATES, INC.29,256$4.07M0.61%+90213F-HRTimeline
Allworth Financial LP28,892$4.02M0.02%-2,72713F-HRTimeline
Adams Wealth Management28,428$3.96M0.85%-26,20013F-HRTimeline
CacheTech Inc.28,428$3.96M0.8%-26,20013F-HRTimeline
GeoWealth Management, LLC28,359$3.95M0.14%-1,69313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,290$3.94M0.21%-2,46313F-HRTimelineGroup
Procyon Advisors, LLC28,254$3.93M0.23%-3,24313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,227$3.93M0.01%-152,28413F-HRTimelineGroup
10Elms LLP28,159$3.92M3.52%+22013F-HRTimeline
Crew Capital Management, Ltd28,038$3.9M2.61%+48513F-HRTimeline
Sequoia Financial Advisors, LLC27,996$3.9M0.02%+6513F-HRTimeline
Dorsey & Whitney Trust CO LLC27,551$3.83M0.2%-77013F-HRTimeline
Merit Financial Group, LLC27,517$3.83M0.04%-10,89913F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd27,495$3.83M0.2%+22,29513F-HRTimelineGroup
PFG Advisors27,486$3.83M0.16%+5,34713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.27,725$3.8M0.03%-3,46813F-HRTimeline
Glenmede Investment Management, LP27,248$3.79M0.02%-3,03313F-HRTimeline
Meridian Wealth Management, LLC27,039$3.76M0.14%+813F-HRTimeline
Focus Financial Network, Inc.26,927$3.75M0.13%-1,06713F-HRTimeline
Cresset Asset Management, LLC26,892$3.74M0.02%+41213F-HR/ATimeline
BENEDICT FINANCIAL ADVISORS INC26,858$3.74M0.81%-93213F-HRTimeline
Embree Financial Group26,806$3.73M0.5%-8,52813F-HRTimeline
Riverpoint Wealth Management Holdings, …26,641$3.71M0.81%-56813F-HRTimeline
BFSG, LLC26,463$3.68M0.36%-64613F-HRTimeline
Gateway Wealth Partners, LLC26,267$3.66M0.49%+4,33713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC26,144$3.64M0.5%+6,67113F-HRTimeline
FIRST HORIZON CORP26,183$3.64M0.17%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,161$3.64M0.04%-2,31713F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,863$3.6M0.1%+6,80213F-HRTimeline
Mutual Advisors, LLC24,601$3.59M0.08%-5,32513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC25,775$3.59M0.31%-1,58413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC25,577$3.56M1.09%-1,25013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC25,514$3.55M1.34%+9,75313F-HRTimeline
Nelson Capital Management, LLC25,210$3.51M0.42%+60213F-HRTimeline
Bay Rivers Group25,130$3.5M1.47%+28213F-HRTimeline
LM Advisors LLC25,005$3.48M0.5%+33013F-HRTimeline
NWI MANAGEMENT LP25,000$3.48M0.34%013F-HR/ATimeline
Fortis Group Advisors, LLC24,100$3.48M0.6%+23,97613F-HRTimeline
World Investment Advisors24,553$3.42M0.07%-1,56413F-HRTimeline
New England Private Wealth Advisors LLC24,389$3.39M0.45%+5313F-HRTimeline
Bullseye Investment Management, LLC23,180$3.38M2.06%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC24,209$3.37M0.01%-2,13313F-HRTimelineGroup
Darwin Wealth Management, LLC24,204$3.37M1.07%+3,04513F-HRTimeline
HARBOUR INVESTMENTS, INC.23,980$3.34M0.08%-14,79913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.23,930$3.33M1.11%+7013F-HRTimeline
SYON CAPITAL LLC23,854$3.32M0.18%-5,96913F-HRTimeline
RFG Advisory, LLC23,670$3.29M0.07%-40,26413F-HRTimeline
Laraway Financial Advisors Inc23,468$3.27M2.23%-213F-HRTimeline
Centric Wealth Management22,529$3.25M0.72%+19,82013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION23,310$3.24M0.28%+90313F-HRTimeline