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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,819 managers (1,845 13F filers) reported a position in XLV shares at 2025-12-31, 192,121,511 shares in all. 205 filers opened a position and 93 filers sold out during the quarter.

Managers
1,819
13F filers
1,845
New
205
Added
719
Reduced
580
Sold out
93
Shares held by filers
192,121,511

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CMH Wealth Management LLC70,995$11M2.35%-1,14913F-HRTimeline
EAGLE WEALTH STRATEGIES LLC70,852$11M5.11%+3,18813F-HRTimeline
Parkside Investments, LLC70,516$10.9M1.37%-5,87613F-HRTimeline
AlphaCore Capital LLC70,263$10.9M0.24%-1,78313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …70,097$10.9M0.16%+2,56513F-HRTimelineGroup
Frisch Financial Group, Inc.70,045$10.8M2.43%-1,42113F-HRTimeline
MFA WEALTH ADVISORS, LLC69,732$10.8M2.28%+2,49513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.68,793$10.6M2.44%-11,19013F-HRTimeline
FIRST MERCHANTS CORP68,416$10.6M0.39%+5,80113F-HRTimeline
Compass Wealth Management, LLC/GA67,802$10.5M4.32%+7,60013F-HRTimeline
Csenge Advisory Group67,674$10.5M0.47%+54,69613F-HRTimeline
Howard Capital Management Group, LLC67,511$10.5M0.66%+70613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,112$10.4M0.01%+45,73213F-HR/ATimelineGroup
INNEALTA CAPITAL, LLC66,870$10.4M5.6%013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC66,779$10.3M1.6%-1313F-HRTimelineGroup
Hobart Private Capital, LLC66,220$10.3M2%-84713F-HRTimeline
MARTIN & CO INC /TN/65,336$10.1M1.74%+1,63813F-HRTimeline
Winthrop Capital Management, LLC64,303$9.95M2.32%-11613F-HRTimeline
High Note Wealth, LLC63,695$9.86M1.93%-1,31113F-HRTimeline
Pachira Investments Inc.62,497$9.67M4.71%+5,13713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM62,406$9.66M0.84%+8,40313F-HRTimelineGroup
Premier Path Wealth Partners, LLC62,268$9.64M1.24%-7,10713F-HRTimeline
Intrua Financial, LLC61,794$9.57M1.05%+26,81913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …61,592$9.53M1.19%-1,70213F-HRTimelineGroup
Waverly Advisors, LLC61,570$9.53M0.08%+7,14113F-HRTimeline
Prestige Wealth Management Group LLC61,499$9.52M1.82%+1,92313F-HRTimeline
WESPAC Advisors SoCal, LLC61,458$9.51M1.92%+2,05913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC60,187$9.32M0.55%+5,20313F-HRTimeline
Atria Investments, Inc59,902$9.27M0.11%-6,62013F-HRTimeline
Sage Capital Advisors,llc59,765$9.25M2.2%-16413F-HRTimeline
Quantinno Capital Management LP58,989$9.13M0.02%+1,73113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP58,781$9.1M0.01%+22,95313F-HRTimelineGroup
Constitution Capital LLC58,305$9.03M4.27%+9113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp58,063$8.99M0.48%+49,03413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…57,550$8.91M0.03%+1,74013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC57,214$8.86M0.1%+31,05313F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP57,060$8.83M0.96%+17,27113F-HRTimeline
Gladstone Institutional Advisory LLC56,698$8.78M0.33%-4,25213F-HRTimeline
TCV Trust & Wealth Management, Inc.56,624$8.77M0.71%+5,06213F-HRTimeline
Arta Finance Wealth Management LLC56,500$8.75M4.46%13F-HRTimeline
CASTLEARK MANAGEMENT LLC56,130$8.69M0.26%new13F-HRTimeline
Horizon Investments, LLC55,972$8.66M0.11%+3,02613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,847$8.65M0.03%-5,02013F-HRTimelineGroup
Provident Co of the Employees of the He…55,635$8.61M8.94%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC55,592$8.61M7.14%13F-HRTimeline
Envision Financial Planning, LLC54,907$8.5M3.21%+33,66813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,264$8.4M+16,746Timeline
WOODMONT INVESTMENT COUNSEL LLC54,176$8.39M0.53%+52813F-HRTimeline
FORBES J M & CO LLP54,169$8.39M0.68%013F-HRTimeline
IFP Advisors, Inc53,790$8.33M0.19%+4,66913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC53,724$8.32M3.21%new13F-HRTimeline
Orange Investment Advisors, Inc.53,697$8.31M0.92%-2,84813F-HRTimeline
Redhawk Wealth Advisors, Inc.53,579$8.29M0.93%new13F-HRTimeline
Savvy Advisors, Inc.53,515$8.28M0.27%+51,51313F-HRTimeline
Procyon Advisors, LLC53,292$8.25M0.41%+25,03813F-HRTimeline
Allred Capital Management, LLC53,061$8.21M2.97%+3,43813F-HRTimeline
Sigma Planning Corp52,675$8.16M0.23%+6,98613F-HRTimeline
Deane Retirement Strategies, Inc.52,459$8.15M3.37%new13F-HRTimeline
Independence Wealth Advisors, LLC52,091$8.06M4.54%13F-HRTimeline
AlphaStar Capital Management, LLC52,046$8.06M0.59%new13F-HRTimeline
Integrated Wealth Concepts LLC52,015$8.05M0.1%-18,61313F-HRTimeline
Western Wealth Management, LLC51,797$8.02M0.37%+1,68013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding51,632$7.99M+21,397Timeline
Cercano Management LLC51,519$7.98M0.3%-7,32113F-HRTimeline
HANCOCK WHITNEY CORP50,807$7.86M0.14%-67313F-HRTimeline
Private Wealth Advisors, LLC50,497$7.82M2.82%+14,68913F-HRTimeline
Keebeck Wealth Management50,103$7.76M0.9%-96013F-HRTimeline
CENTAURUS FINANCIAL, INC.49,758$7.7M0.35%+80313F-HRTimeline
Graham Capital Management, L.P.49,500$7.66M0.26%new13F-HRTimeline
Robertson Stephens Wealth Management, L…48,713$7.54M0.21%+12,88513F-HRTimeline
Keystone Global Partners, LLC48,528$7.51M3.3%+5,20313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC47,997$7.43M1.57%-8,19413F-HRTimeline
Cresset Asset Management, LLC47,158$7.3M0.03%+20,26613F-HRTimeline
Essex LLC46,925$7.26M1.29%+1,88413F-HRTimeline
Evercore Wealth Management, LLC46,725$7.23M0.11%-7013F-HRTimeline
Annex Advisory Services, LLC46,587$7.21M0.14%+6513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.46,451$7.19M0.43%+18,16113F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC46,420$7.19M0.73%-1,21313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…46,403$7.18M0.3%-8513F-HRTimeline
BigSur Wealth Management LLC46,299$7.17M1.74%+7,93913F-HRTimeline
Journey Advisory Group, LLC46,273$7.16M0.6%+41,85813F-HRTimeline
Coastal Bridge Advisors, LLC45,399$7.03M0.53%-2,80313F-HRTimeline
Sharp Wealth Advisory, LLC45,338$7.02M3.53%new13F-HRTimeline
PATTEN & PATTEN INC/TN45,277$7.01M0.41%+1,14113F-HRTimeline
Ball & Co Wealth Management Inc.44,942$6.96M4.48%new13F-HRTimeline
FORONJY FINANCIAL LLC44,922$6.95M2.9%+3,07113F-HRTimeline
Lake Hills Wealth Management, LLC44,827$6.94M3.62%new13F-HRTimeline
Parallax Volatility Advisers, L.P.44,693$6.92M0.22%-2,76713F-HRTimeline
Financial Enhancement Group LLC42,870$6.78M0.88%new13F-HRTimeline
MARVIN & PALMER ASSOCIATES INC43,630$6.75M4.77%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.43,442$6.72M0.05%+7,42913F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP43,410$6.72M0.49%+9,26513F-HRTimeline
Sender Co & Partners, Inc.43,114$6.67M3.8%-24,24013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC43,113$6.67M3.24%+74813F-HRTimeline
Provida Pension Fund Administrator43,085$6.67M0.12%013F-HRTimeline
THOR TRADING ADVISORS, LLC42,451$6.61M2.74%+11,62813F-HRTimeline
One Wealth Map LLC41,942$6.53M3.32%+3,08113F-HRTimeline
Summit Financial, LLC41,845$6.48M0.1%+11,68013F-HRTimeline
Bonfire Financial41,574$6.44M4.81%+95313F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP41,400$6.41M1.19%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC41,299$6.39M0.05%-1,61013F-HRTimeline
Busey Bank41,176$6.37M0.17%+27613F-HRTimeline
Granite Harbor Advisors, Inc.41,093$6.36M2.69%+1,73413F-HRTimeline
World Investment Advisors40,953$6.34M0.1%+16,40013F-HR/ATimeline
Stockman Wealth Management, Inc.40,405$6.25M0.73%+3,27113F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC40,261$6.23M<0.01%-462,43613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC40,025$6.2M0.08%-3,18213F-HRTimeline
SUMMIT SECURITIES GROUP LLC39,891$6.18M1.1%new13F-HRTimeline
Sharper & Granite LLC39,862$6.17M2.17%-86813F-HRTimeline
U.S. Capital Wealth Advisors, LLC39,824$6.16M0.16%+3,77913F-HRTimeline
PETERSON WEALTH MANAGEMENT39,664$6.14M4.56%new13F-HRTimeline
Signal Advisors Wealth, LLC39,587$6.13M0.49%-17,70213F-HRTimeline
Magnus Financial Group LLC39,349$6.09M0.47%+3,79213F-HRTimeline
Black Swift Group, LLC39,236$6.07M1.01%new13F-HRTimeline
Financial Freedom, LLC38,846$6.01M2.98%-1,68113F-HRTimeline
NVWM, LLC38,713$5.99M1.3%+4,55513F-HRTimeline
Simmons Bankin group Simmons Bank38,646$5.98M0.4%-1,36513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,550$5.97M<0.01%+8,63813F-HRTimelineGroup
Foundations Investment Advisors, LLC38,284$5.93M0.08%+58513F-HRTimeline
3EDGE Asset Management, LP38,055$5.92M0.31%+18,75413F-HRTimeline
IMC-Chicago, LLC38,188$5.91M0.1%+16,79813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,863$5.86M0.03%+7,22013F-HRTimelineGroup
Larson Financial Group LLC37,762$5.85M0.2%+26,56013F-HRTimeline
Headlands Technologies LLC37,710$5.84M0.49%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,655$5.83M0.07%+16,45013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC37,562$5.81M0.13%+1,11013F-HRTimeline
PINNACLE ASSOCIATES LTD37,296$5.77M0.07%-1,61113F-HRTimeline
NorthRock Partners, LLC36,624$5.67M0.1%+15,23513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…36,551$5.66M0.02%new13F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding36,439$5.64M+15,508Timeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A36,185$5.6M0.02%-7,49813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …36,017$5.58M0.04%13F-HR/ATimelineGroup
Fiduciary Group, LLC36,001$5.57M0.47%+91613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK35,801$5.54M0.03%+24113F-HRTimelineGroup
5th Street Advisors, LLC35,796$5.54M2.59%-1,27213F-HRTimeline
SYKON CAPITAL LLC35,500$5.5M1.76%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,308$5.47M0.13%+5,36613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,298$5.46M0.03%-60,25713F-HRTimeline
Cooksen Wealth, LLC35,119$5.44M3.98%-82413F-HRTimeline
CHEMUNG CANAL TRUST CO35,113$5.44M1.08%-2,35713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL34,976$5.41M0.12%+4,71013F-HRTimeline
Algorithmic Investment Models, LLC34,926$5.41M6.67%-1,58413F-HRTimeline
Beacon Pointe Advisors, LLC34,515$5.34M0.04%+3,14413F-HRTimeline
HERBST GROUP, LLC34,414$5.33M3.13%+3,74613F-HRTimeline
Venturi Wealth Management, LLC33,695$5.22M0.23%-4,50913F-HRTimeline
Westside Investment Management, Inc.33,561$5.2M0.83%+94313F-HRTimeline
Wealthfront Advisers LLC33,416$5.17M0.01%+3,90213F-HRTimeline
Arete Wealth Advisors, LLC33,344$5.16M0.36%+22,63813F-HR/ATimeline
Sowell Financial Services LLC33,196$5.14M0.19%-75113F-HRTimeline
Choate Investment Advisors33,163$5.13M0.1%-1,46113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC33,010$5.11M0.05%+29,82713F-HRTimelineGroup
Bleakley Financial Group, LLC32,761$5.07M0.09%+41513F-HRTimeline
Delos Wealth Advisors, LLC32,747$5.07M3.35%+91213F-HRTimeline
Midwest Trust Co32,745$5.07M0.06%+30313F-HRTimeline
Pallas Capital Advisors LLC32,709$5.06M0.17%-47813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC32,610$5.05M0.84%-50013F-HRTimeline
Sound View Wealth Advisors Group, LLC32,587$5.04M0.34%-1,08313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC32,495$5.03M0.58%+2,05413F-HRTimeline
COURIER CAPITAL LLC32,360$5.01M0.28%+48713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …31,924$4.94M0.26%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.31,892$4.94M0.38%+31,48513F-HRTimeline
Fourth Dimension Wealth, LLC31,721$4.91M1.79%+59813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC31,684$4.9M0.09%+22,41013F-HR/ATimeline
FPC INVESTMENT ADVISORY, INC.31,457$4.87M2.67%+1,19113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC31,351$4.85M0.62%-16,50613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp31,072$4.81M0.02%+10,78213F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC31,045$4.81M0.16%new13F-HRTimeline
MidFirst Bank30,829$4.77M0.38%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,512$4.72M0.15%-2,87413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…30,413$4.71M0.06%-3,18313F-HRTimelineGroup
Kovack Advisors, Inc.29,711$4.6M0.22%+11,92413F-HR/ATimeline
HB Wealth Management, LLC29,694$4.6M0.03%+11713F-HRTimeline
Crew Capital Management, Ltd29,546$4.57M2.88%+1,50813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources29,445$4.56M<0.01%+23,62813F-HRTimelineGroup
Sepio Capital, LP29,427$4.56M0.25%-7,77313F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding29,273$4.53MnewTimeline
Merit Financial Group, LLC29,256$4.53M0.04%+1,73913F-HRTimeline
GeoWealth Management, LLC29,182$4.52M0.17%+82313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding28,904$4.47M+28,070Timeline
Sequoia Financial Advisors, LLC28,890$4.47M0.03%+89413F-HRTimeline
SIMPLEX TRADING, LLC28,657$4.44M0.12%-466,29913F-HRTimeline
Meridian Wealth Management, LLC28,589$4.43M0.16%+1,55013F-HRTimeline
Gotham Asset Management, LLC28,519$4.41M0.02%+5,58913F-HRTimeline
HARBOUR INVESTMENTS, INC.28,435$4.4M0.09%+4,45513F-HRTimeline
Econ Financial Services Corp28,398$4.4M2.2%-10,22913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC28,280$4.38M0.55%+2,13613F-HRTimeline
WT Wealth Management28,261$4.37M1.26%+5,21013F-HRTimeline
THEORY FINANCIAL LLC27,233$4.31M1.45%+6,96313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.27,408$4.26M0.03%-31713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,469$4.25M0.02%13F-HRTimelineGroup
Banco BTG Pactual S.A.27,420$4.24M0.75%+6,31213F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC27,416$4.24M0.89%+55813F-HRTimeline
Mutual Advisors, LLC27,366$4.24M0.09%+2,76513F-HRTimeline
10Elms LLP27,087$4.19M3.85%-1,07213F-HRTimeline
Dorsey & Whitney Trust CO LLC27,077$4.19M0.22%-47413F-HRTimeline
Riverpoint Wealth Management Holdings, …26,665$4.13M0.89%+2413F-HRTimeline
Innova Wealth Partners26,556$4.11M2.07%new13F-HRTimeline
CERTUITY, LLC26,551$4.11M0.26%-3,17813F-HRTimeline
Nelson Capital Management, LLC26,343$4.08M0.48%+1,13313F-HRTimeline
FIRST HORIZON CORP26,195$4.05M0.18%+1213F-HRTimeline