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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
Perbak Capital Partners LLP26,450$3.86M2.86%+1,01413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…26,407$3.85M0.07%new13F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.27,856$3.85M2.64%+1,65713F-HRTimeline
Belpointe Asset Management LLC26,319$3.84M0.2%+3,46113F-HRTimeline
Fourth Dimension Wealth, LLC26,305$3.84M1.86%-8413F-HRTimeline
Westside Investment Management, Inc.26,312$3.83M0.82%+4,79913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…26,002$3.8M0.03%+10,23913F-HRTimelineGroup
Asset Allocation Strategies LLC25,908$3.78M0.94%-4,70113F-HRTimeline
World Investment Advisors25,817$3.77M0.1%+98013F-HRTimeline
CERTUITY, LLC25,767$3.76M0.39%+22613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.25,758$3.76M0.04%-36,25313F-HRTimelineGroup
Attessa Capital LLC25,706$3.75M2.45%+1,77913F-HRTimeline
New England Private Wealth Advisors LLC25,588$3.74M0.58%+4413F-HRTimeline
IFG Advisory, LLC25,512$3.72M0.21%+2,68613F-HRTimeline
CoreCap Advisors, LLC25,449$3.72M0.16%+7,95213F-HRTimeline
Cornerstone Advisors, LLC25,300$3.69M0.16%-40,20013F-HRTimeline
WealthCare Investment Partners, LLC27,752$3.68M1.56%+26013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25,188$3.68M0.32%-2,25713F-HR/ATimeline
Rockingstone Advisors LLC25,049$3.66M1.65%-6,01013F-HRTimeline
Aster Capital Management (DIFC) Ltd24,524$3.65M0.68%new13F-HRTimeline
NWI MANAGEMENT LP25,000$3.65M0.49%013F-HRTimeline
TruWealth Advisors, LLC24,880$3.63M0.22%+62713F-HRTimeline
POWER WEALTH MANAGEMENT LLC24,860$3.63M1.47%+1,28713F-HRTimeline
SENTINEL TRUST CO LBA24,820$3.62M0.43%-5713F-HRTimeline
AdvisorNet Financial, Inc24,687$3.6M0.27%-1,15413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp24,610$3.59M0.11%+13713F-HRTimelineGroup
Bay Rivers Group24,521$3.58M1.88%-53513F-HRTimeline
Laraway Financial Advisors Inc24,322$3.55M2.82%+32013F-HRTimeline
One Charles Private Wealth Services, LLC24,204$3.53M1.14%+10213F-HRTimeline
NWAM LLC24,093$3.52M0.3%+1,46213F-HRTimeline
Nelson Capital Management, LLC24,033$3.51M0.61%+1,87513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.23,959$3.5M1.35%+18113F-HRTimeline
Capital Investment Advisory Services, L…23,903$3.49M0.31%-50513F-HRTimeline
Maxele Advisors, LLC23,538$3.44M3.32%-33913F-HRTimeline
Prospect Financial Services LLC23,457$3.42M1.9%+12,46413F-HRTimeline
HB Wealth Management, LLC23,415$3.42M0.03%+3,53213F-HRTimeline
Flagship Private Wealth, LLC23,335$3.41M1.62%-1,79713F-HRTimeline
AMG National Trust Bank23,280$3.4M0.1%+1,03713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…23,216$3.39M2.71%-2,44013F-HRTimelineGroup
Bullseye Investment Management, LLC23,180$3.38M2.06%+80013F-HRTimeline
Centric Wealth Management23,109$3.37M0.89%+20,21413F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding23,027$3.36M-102,143Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.22,794$3.33M1.76%+2,65813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC22,193$3.24M0.08%+2,07613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,181$3.24M0.13%+16913F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,163$3.24M-2,098Timeline
Certified Advisory Corp22,148$3.23M0.37%-37813F-HRTimeline
Dynamic Advisor Solutions LLC22,044$3.22M0.11%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA21,999$3.21M0.01%-1,76913F-HRTimelineGroup
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…22,000$3.21M1.74%+19,00013F-HRTimelineGroup
Trust Co21,980$3.21M0.38%-15,84113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,957$3.21M0.41%-3,08313F-HRTimeline
Next Capital Management LLC21,955$3.21M1.54%-7,84513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC21,830$3.19M2.43%+3,76013F-HRTimeline
HERBST GROUP, LLC21,663$3.16M2.24%-19713F-HRTimeline
MontVue Capital Management, Inc.21,540$3.15M2.52%-34913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION21,530$3.14M0.3%-3,30113F-HRTimeline
Kovack Advisors, Inc.21,435$3.13M0.33%-62613F-HRTimeline
Pettinga Financial Advisors LLC21,245$3.1M0.73%-8,74413F-HRTimeline
SCS Capital Management LLC21,050$3.07M0.04%new13F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,792$3.07M-1,262Timeline
MTM Investment Management, LLC21,373$3.06M1.18%-2513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,266$3.06M0.07%013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC20,936$3.06M1.4%-14613F-HRTimeline
First National Bank of Hutchinson20,927$3.06M2.02%+8213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC21,448$3.01M1.17%-3,76313F-HRTimeline
Darwin Wealth Management, LLC21,873$3.01M1.01%013F-HRTimeline
Providence First Trust Co20,531$3M1.22%+7013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp20,492$2.99M0.01%-21,70813F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,456$2.99M0.09%-46813F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB20,402$2.98M0.06%-1713F-HRTimeline
Financial Advocates Investment Manageme…20,399$2.98M0.21%-6,61913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,262$2.96M0.22%+1,51113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,256$2.96M0.3%+6,04713F-HRTimelineGroup
Bank of Marin20,158$2.94M3.75%-74813F-HRTimeline
CWC Advisors, LLC.20,068$2.93M1.67%+7,07213F-HRTimeline
PCG ASSET MANAGEMENT, LLC20,031$2.92M2.74%+52713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd20,000$2.92M0.06%new13F-HRTimelineGroup
Tandem Investment Partners LLC20,000$2.92M2.88%+13513F-HRTimeline
JFS WEALTH ADVISORS, LLC19,950$2.91M0.2%+31813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC19,934$2.91M0.04%+113F-HRTimeline
Moloney Securities Asset Management, LLC19,884$2.9M0.39%-1,23813F-HRTimeline
United Asset Strategies, Inc.19,858$2.9M0.27%-60,36913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,846$2.9M0.09%+1,30713F-HRTimelineGroup
Palumbo Wealth Management LLC19,737$2.88M0.96%-11213F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,730$2.88M0.07%-1,14513F-HRTimeline
North Star Investment Management Corp.19,703$2.88M0.21%+15,82813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,672$2.87M0.03%-2,18613F-HRTimeline
Lindbrook Capital, LLC19,622$2.86M0.26%+11,03313F-HRTimeline
Zullo Investment Group, Inc.19,491$2.85M1.22%+15713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC19,436$2.84M1.58%+22813F-HR/ATimeline
Marion Wealth Management19,377$2.83M0.76%+60513F-HRTimeline
Everstar Asset Management, LLC19,319$2.82M1.87%+67413F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,301$2.82M0.02%+5,04813F-HRTimeline
Massachusetts Wealth Management19,286$2.82M1.93%+1,50513F-HRTimeline
IEQ CAPITAL, LLC19,200$2.8M0.02%+3,50713F-HRTimeline
Grassi Investment Management19,183$2.8M0.26%+2513F-HRTimeline
Principle Wealth Partners LLC19,171$2.8M0.2%-80213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC19,039$2.78M1.25%+4,31813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,964$2.77M0.21%-63113F-HRTimeline
One Day In July LLC18,836$2.75M0.28%+1,66813F-HRTimeline
Knollwood Investment Advisory, LLC18,830$2.75M0.3%013F-HRTimeline
Columbus Macro, LLC18,826$2.75M0.36%+21713F-HRTimeline
EPG Wealth Management LLC18,777$2.74M0.76%-3,33113F-HRTimeline
Envision Financial Planning, LLC18,752$2.74M1.4%-65913F-HRTimeline
CX Institutional18,747$2.74M0.1%-3,77513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,519$2.73M0.01%-54713F-HRTimelineGroup
Global View Capital Management LLC18,669$2.73M0.99%+16,18613F-HRTimeline
Fairvoy Private Wealth, LLC18,617$2.72M0.75%-1,11013F-HRTimeline
WEDBUSH SECURITIES INC18,604$2.72M0.1%-84413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.18,505$2.7M0.8%-13513F-HRTimeline
Koshinski Asset Management, Inc.18,341$2.68M0.23%+2,29213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,334$2.68M0.28%-1,57513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…18,266$2.67M0.94%+3,73913F-HRTimeline
Performance Wealth Partners, LLC18,233$2.66M0.1%+2,57913F-HRTimeline
Boltwood Capital Management18,156$2.65M0.81%-6513F-HRTimeline
Sandy Spring Bank18,129$2.65M0.11%-42013F-HRTimeline
Chesapeake Wealth Management18,010$2.63M0.94%-76713F-HRTimeline
SYNOVUS FINANCIAL CORP17,962$2.62M0.03%-65313F-HRTimeline
Encompass More Asset Management17,934$2.62M0.78%+10,33813F-HRTimeline
Prospera Financial Services Inc17,907$2.62M0.06%-39,05813F-HRTimeline
Sierra Capital LLC17,911$2.62M0.32%013F-HRTimeline
Quotient Wealth Partners, LLC17,881$2.61M0.08%-1,99813F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD17,819$2.6M2.23%-2,06013F-HRTimeline
AMARILLO NATIONAL BANK17,787$2.6M0.51%013F-HRTimeline
FIL Ltdin group FIL Ltd17,780$2.6M<0.01%-2,00513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC17,743$2.59M0.5%+12,78113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.17,737$2.59M0.23%-15013F-HRTimeline
Wealth Advisors of Iowa, LLC17,694$2.58M1.11%new13F-HRTimeline
Rehmann Capital Advisory Group17,479$2.55M0.16%+65813F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC17,455$2.55M0.78%+59713F-HRTimeline
BlueCrest Capital Management Ltd17,272$2.52M0.4%new13F-HRTimeline
Cresta Advisors, Ltd.17,231$2.52M1.3%-2,25713F-HRTimeline
Stonebridge Financial Planning Group, L…17,224$2.51M1.15%-34213F-HRTimeline
ABLE Financial Group, LLC17,187$2.51M0.7%-3,46313F-HRTimeline
United Bank17,126$2.5M1.03%+11,53313F-HRTimeline
NewEdge Wealth, LLC17,074$2.49M0.05%-3,70813F-HRTimeline
AE Wealth Management LLC16,964$2.48M0.02%+3,11813F-HRTimeline
SMART Wealth LLC16,902$2.47M0.88%+4,63113F-HRTimeline
Crestwood Advisors Group, LLC16,838$2.46M0.05%-8213F-HRTimeline
RiverGlades Family Offices LLC16,816$2.46M1.77%-50013F-HRTimeline
McGuire Investment Group, LLC16,785$2.45M0.36%+55313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,776$2.45M0.05%+1,44013F-HRTimelineGroup
ZEGA Investments, LLC16,775$2.45M0.72%new13F-HRTimeline
Avalon Trust Co16,695$2.44M0.19%+3413F-HRTimeline
LEUTHOLD GROUP, LLC16,678$2.44M0.32%+2,35613F-HRTimeline
HBW ADVISORY SERVICES LLC16,657$2.43M0.35%-1,64013F-HRTimeline
Wilson & Boucher Capital Management, LLC16,514$2.41M1.8%+85013F-HRTimeline
BLB&B Advisors, LLC16,508$2.41M0.12%+6,50013F-HRTimeline
Empowered Funds, LLC16,477$2.41M0.03%+8,52513F-HRTimeline
Clear Creek Financial Management, LLC16,444$2.4M0.25%-1,72113F-HRTimeline
MGO ONE SEVEN LLC16,397$2.39M0.09%+1,24313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,393$2.39M0.12%new13F-HRTimelineGroup
Snowden Capital Advisors LLC16,384$2.39M0.08%+1,29413F-HRTimeline
SFMG, LLC16,382$2.39M0.19%-1,41913F-HRTimeline
Manhattan West Asset Management, LLC16,318$2.38M0.61%-2,44513F-HRTimeline
Bulltick Wealth Management, LLC16,290$2.38M0.63%+14,20813F-HRTimeline
Strategic Blueprint, LLC16,229$2.37M0.13%+94813F-HRTimeline
Circle Wealth Management, LLC16,216$2.37M0.05%-3,17913F-HRTimeline
Berger Financial Group, Inc16,171$2.36M0.16%-8613F-HRTimeline
MONECO ADVISORS, LLC16,150$2.36M0.24%-58413F-HR/ATimeline
PETERSON WEALTH MANAGEMENT16,149$2.36M1.59%+77813F-HRTimeline
WealthPLAN Partners, LLC16,015$2.34M0.33%+9613F-HRTimeline
Crews Bank & Trust15,994$2.34M0.4%-65013F-HRTimeline
Regal Investment Advisors LLC15,958$2.33M0.19%-2,86213F-HRTimeline
Windsor Capital Management, LLC15,944$2.33M0.71%-1613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,800$2.31M0.08%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,692$2.29M0.18%-1013F-HRTimeline
D.A. DAVIDSON & CO.15,660$2.29M0.02%-7,52513F-HRTimeline
Pinnacle Wealth Management Group, Inc.15,643$2.28M1.59%+31913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,640$2.28M<0.01%+59813F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC15,423$2.25M1.02%+4,19513F-HRTimeline
Capital Investment Counsel, Inc15,392$2.25M0.34%+41413F-HRTimeline
Colony Family Offices, LLC15,358$2.24M0.7%+35613F-HRTimeline
FAGAN ASSOCIATES, INC.15,352$2.24M0.37%-88713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,336$2.24M0.05%-1413F-HRTimelineGroup
MBA Advisors LLC15,282$2.23M1.1%+22713F-HRTimeline
Csenge Advisory Group16,303$2.21M0.13%-73913F-HRTimeline
Jacobi Capital Management LLC15,076$2.2M0.16%-3,74813F-HRTimeline
Bramshill Investments, LLC15,000$2.19M0.22%-5,00013F-HRTimeline
SteelPeak Wealth, LLC14,965$2.19M0.09%-45,72313F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC14,938$2.18M0.75%+1,75213F-HRTimeline
J. Goldman & Co LP14,867$2.17M0.08%-52,35013F-HRTimeline
Intrepid Financial Planning Group LLC14,846$2.17M1%-16213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,828$2.17M<0.01%+14213F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.14,788$2.16M0.87%-49713F-HRTimeline
ARS Investment Partners, LLC15,481$2.13M0.19%013F-HRTimeline
Northstar Advisory Group, LLC14,561$2.13M1.39%+1,07313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,540$2.12M0.06%-52113F-HRTimeline
Donald L. Hagan, LLC14,430$2.11M1.1%+32613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,377$2.1M0.21%-45113F-HR/ATimeline
Future Financial Wealth Managment LLC14,354$2.1M1.54%+1,87313F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors14,282$2.09M1.21%new13F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC14,197$2.07M0.58%+1,27613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,057$2.05M0.11%-16,31213F-HR/ATimelineGroup
Park Edge Advisors, LLC14,029$2.05M0.57%new13F-HRTimeline
Jackson Hole Capital Partners, LLC13,823$2.02M0.4%-12713F-HRTimeline
Chemistry Wealth Management LLC13,815$2.02M0.47%+3,14213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,814$2.02M0.15%+27213F-HRTimelineGroup
Montecito Bank & Trust13,745$2.01M0.36%-1,38313F-HRTimeline