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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
World Investment Advisors26,117$3.52M0.08%+30013F-HRTimeline
Mechanics Bank Trust Department25,975$3.5M0.5%-1,54813F-HRTimeline
Private Wealth Advisors, LLC25,883$3.49M1.37%-48,27013F-HRTimeline
TruWealth Advisors, LLC25,696$3.46M0.19%+81613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC25,391$3.42M0.06%-3,27513F-HRTimeline
Bullseye Investment Management, LLC23,180$3.38M2.06%013F-HRTimeline
THOR TRADING ADVISORS, LLC25,026$3.37M4.23%-98,37713F-HRTimeline
NWI MANAGEMENT LP25,000$3.37M0.31%013F-HR/ATimeline
Bay Rivers Group24,848$3.35M1.53%+32713F-HRTimeline
Global Retirement Partners, LLC24,765$3.34M0.08%13F-HRTimeline
Belpointe Asset Management LLC24,752$3.34M0.14%-1,56713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.24,696$3.33M0.34%-1,92413F-HRTimeline
LM Advisors LLC24,675$3.33M0.43%-1,99213F-HRTimeline
Parallax Volatility Advisers, L.P.24,615$3.32M0.13%+24,61413F-HRTimeline
Nelson Capital Management, LLC24,608$3.32M0.44%+57513F-HRTimeline
IFG Advisory, LLC24,535$3.31M0.17%-97713F-HRTimeline
SENTINEL TRUST CO LBA24,425$3.29M0.36%-39513F-HRTimeline
Northeast Financial Consultants Inc24,337$3.28M0.13%-4,42413F-HRTimeline
Performance Wealth Partners, LLC24,332$3.28M0.1%+6,09913F-HRTimeline
New England Private Wealth Advisors LLC24,336$3.27M0.48%-1,25213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,203$3.26M0.06%+1,93713F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.23,860$3.22M1.18%-9913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC23,562$3.18M0.25%-1,62613F-HR/ATimeline
Laraway Financial Advisors Inc23,470$3.16M2.4%-85213F-HRTimeline
WT Wealth Management23,405$3.15M0.93%-24,16313F-HRTimeline
Rockingstone Advisors LLC23,324$3.14M1.65%-1,72513F-HRTimeline
Maxele Advisors, LLC23,258$3.13M2.73%-28013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…23,152$3.12M2.27%-6413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC23,045$3.11M0.07%+85213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,045$3.11M0.08%+3,19913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED22,770$3.07M0.26%+16,63113F-HRTimeline
AMG National Trust Bank22,758$3.07M0.08%-52213F-HRTimeline
Snowden Capital Advisors LLC22,739$3.07M0.09%+6,35513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.22,696$3.06M1.49%-9813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp22,485$3.03M0.09%-2,12513F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION22,407$3.02M0.27%+87713F-HRTimeline
Flagship Private Wealth, LLC22,394$3.02M1.28%-94113F-HR/ATimeline
Helium Advisors LLC22,308$3.01M1.9%+17,29213F-HRTimeline
MTM Investment Management, LLC22,286$3M1.01%+91313F-HRTimeline
Crestwood Advisors Group, LLC22,258$3M0.05%+5,42013F-HRTimeline
PFG Advisors22,139$2.98M0.14%-12,17713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP22,078$2.98M0.2%+1,81613F-HRTimeline
Capital Investment Advisory Services, L…22,025$2.97M0.24%-1,87813F-HRTimeline
Edgestream Partners, L.P.22,013$2.97M0.08%+8,90213F-HRTimeline
Next Capital Management LLC21,977$2.96M1.09%+2213F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.21,931$2.96M0.23%new13F-HRTimeline
Gateway Wealth Partners, LLC21,930$2.96M0.56%+12,12713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,861$2.95M0.35%-9613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,749$2.93M0.07%-41413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC21,726$2.93M0.02%+18,60013F-HRTimelineGroup
CHOREO, LLC21,707$2.93M0.04%+10,95313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.21,591$2.91M0.36%-16,09813F-HRTimeline
LEUTHOLD GROUP, LLC21,569$2.91M0.35%+4,89113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,526$2.9M0.01%+1,03413F-HRTimelineGroup
Tandem Investment Partners LLC21,485$2.9M2.53%+1,48513F-HRTimeline
Summit Financial, LLC21,369$2.88M0.07%+10,98313F-HRTimeline
Certified Advisory Corp21,255$2.87M0.3%-89313F-HRTimeline
Darwin Wealth Management, LLC21,159$2.85M0.99%-71413F-HRTimeline
MontVue Capital Management, Inc.21,048$2.84M2.02%-49213F-HRTimeline
Milestones Private Investment Advisors …21,001$2.83M2.1%13F-HRTimeline
First National Bank of Hutchinson20,927$2.82M1.75%013F-HRTimeline
One Charles Private Wealth Services, LLC20,821$2.81M0.79%-3,38313F-HRTimeline
Prospect Financial Services LLC20,755$2.8M1.74%-2,70213F-HR/ATimeline
Envision Financial Planning, LLC20,738$2.8M1.31%+1,98613F-HRTimeline
CWC Advisors, LLC.20,735$2.79M1.44%+66713F-HRTimeline
Soltis Investment Advisors LLC20,702$2.79M0.22%+8,48813F-HRTimeline
Fluent Financial, LLC20,592$2.78M1.14%new13F-HRTimeline
Providence First Trust Co20,436$2.75M0.97%-9513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,374$2.75M0.08%-8213F-HRTimelineGroup
Talon Private Wealth, LLC20,329$2.74M0.38%+15,07513F-HRTimeline
Everstar Asset Management, LLC20,321$2.74M1.67%+1,00213F-HRTimeline
Asset Allocation Strategies LLC20,222$2.73M0.6%-5,68613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC20,208$2.72M0.02%+53613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20,203$2.72M0.04%+26913F-HRTimeline
North Star Investment Management Corp.20,154$2.72M0.19%+45113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,115$2.71M0.25%-14113F-HRTimelineGroup
Bank of Marin20,068$2.7M2.04%-9013F-HRTimeline
Marion Wealth Management20,058$2.7M0.68%+68113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd20,030$2.7M0.05%+3013F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC19,858$2.68M1.03%-5,00213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,847$2.68M0.06%+18,43313F-HRTimelineGroup
Massachusetts Wealth Management19,844$2.67M1.51%+55813F-HRTimeline
PCG ASSET MANAGEMENT, LLC19,836$2.67M2.3%-19513F-HRTimeline
Moloney Securities Asset Management, LLC19,726$2.66M0.33%-15813F-HRTimeline
Palumbo Wealth Management LLC19,547$2.63M0.82%-19013F-HRTimeline
One Day In July LLC19,511$2.63M0.24%+67513F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,499$2.63M0.06%-23113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC19,473$2.62M0.42%+1,73013F-HRTimeline
United Asset Strategies, Inc.19,456$2.62M0.22%-40213F-HRTimeline
Zullo Investment Group, Inc.19,392$2.61M1.06%-9913F-HRTimeline
HERBST GROUP, LLC19,337$2.61M1.56%-2,32613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC19,223$2.59M1.37%-21313F-HRTimeline
Chesapeake Wealth Management19,191$2.59M0.86%+1,18113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC19,175$2.58M0.77%+1,72013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC19,149$2.58M1.1%+11013F-HRTimeline
United Bank19,110$2.58M0.99%+1,98413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA19,101$2.57M0.01%-2,89813F-HRTimelineGroup
Dynamic Advisor Solutions LLC19,061$2.57M0.08%-2,98313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…19,003$2.56M0.8%+73713F-HRTimeline
Joseph P. Lucia & Associates, LLC18,981$2.56M1.05%-1,95513F-HRTimeline
JFS WEALTH ADVISORS, LLC18,943$2.55M0.16%-1,00713F-HRTimeline
Principle Wealth Partners LLC18,916$2.55M0.16%-25513F-HRTimeline
Kovack Advisors, Inc.18,853$2.54M0.25%-2,58213F-HRTimeline
Knollwood Investment Advisory, LLC18,830$2.54M0.24%013F-HRTimeline
D.A. DAVIDSON & CO.18,716$2.52M0.02%+3,05613F-HRTimeline
Concentric Capital Strategies, LP18,677$2.52M0.14%-14,97213F-HRTimeline
Fairvoy Private Wealth, LLC18,638$2.51M0.62%+2113F-HRTimeline
Rockport Wealth LLC18,627$2.51M0.58%-21,66613F-HRTimeline
1 NORTH WEALTH SERVICES LLC18,560$2.5M0.99%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.18,505$2.49M0.68%013F-HRTimeline
Wilmington Savings Fund Society, FSB18,367$2.48M0.04%-2,03513F-HRTimeline
Trust Co18,359$2.47M0.28%-3,62113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,134$2.44M0.03%+8,19013F-HRTimelineGroup
Circle Wealth Management, LLC18,081$2.44M0.05%+1,86513F-HRTimeline
Boltwood Capital Management18,017$2.43M0.69%-13913F-HRTimeline
CoreCap Advisors, LLC17,912$2.41M0.1%-7,53713F-HRTimeline
Sierra Capital LLC17,911$2.41M0.28%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,875$2.41M0.05%+2,53913F-HRTimelineGroup
MAGNOLIA CAPITAL MANAGEMENT LTD17,819$2.4M1.92%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,809$2.4M0.02%-1,49213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,735$2.39M0.16%-1,22913F-HRTimeline
Grassi Investment Management17,713$2.39M0.19%-1,47013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA17,519$2.36M<0.01%-542,76613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,497$2.36M0.04%+72113F-HRTimelineGroup
ABLE Financial Group, LLC17,486$2.36M0.57%+29913F-HRTimeline
HBW ADVISORY SERVICES LLC17,434$2.35M0.29%+77713F-HRTimeline
McGuire Investment Group, LLC17,430$2.35M0.3%+64513F-HRTimeline
Aventus Investment Advisors, Inc.17,377$2.34M2.1%13F-HRTimeline
3EDGE Asset Management, LP17,416$2.34M0.15%-17,60813F-HRTimeline
WEDBUSH SECURITIES INC17,275$2.33M0.08%-1,32913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,118$2.31M0.2%-1,21613F-HRTimeline
Wilson & Boucher Capital Management, LLC17,089$2.3M1.61%+57513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.17,087$2.3M0.2%-65013F-HRTimeline
Columbus Macro, LLC17,046$2.3M0.28%-1,78013F-HRTimeline
Banco BTG Pactual S.A.16,987$2.29M0.47%+4,29513F-HRTimeline
Cresta Advisors, Ltd.16,973$2.29M1.12%-25813F-HRTimeline
RiverGlades Family Offices LLC16,816$2.27M1.49%013F-HRTimeline
Clear Creek Financial Management, LLC16,806$2.27M0.22%+36213F-HRTimeline
Cornerstone Advisors, LLC16,800$2.26M0.08%-8,50013F-HRTimeline
HB Wealth Management, LLC16,758$2.26M0.02%-6,65713F-HRTimeline
MONECO ADVISORS, LLC16,507$2.23M0.21%+35713F-HRTimeline
WealthPLAN Partners, LLC16,367$2.21M0.36%+35213F-HRTimeline
NewEdge Wealth, LLC17,036$2.2M0.03%-3813F-HRTimeline
EPG Wealth Management LLC16,289$2.2M0.66%-2,48813F-HRTimeline
Rehmann Capital Advisory Group16,273$2.19M0.13%-1,20613F-HRTimeline
Bulltick Wealth Management, LLC16,261$2.19M0.54%-2913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,194$2.18M0.14%new13F-HR/ATimeline
Pinnacle Wealth Management Group, Inc.16,153$2.18M1.25%+51013F-HRTimeline
Avalon Trust Co16,000$2.16M0.16%-69513F-HRTimeline
MGO ONE SEVEN LLC15,997$2.16M0.07%-40013F-HRTimeline
Financial Advocates Investment Manageme…15,940$2.15M0.18%-4,45913F-HRTimeline
JSF Financial, LLC15,870$2.14M0.51%-12,53513F-HRTimeline
MBA Advisors LLC15,850$2.14M0.99%+56813F-HRTimeline
ARS Investment Partners, LLC15,825$2.13M0.16%+34413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,800$2.13M0.07%013F-HR/ATimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC15,761$2.12M0.89%+33813F-HRTimeline
GTS SECURITIES LLC15,741$2.12M0.09%+12,05913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,671$2.11M0.16%-2113F-HRTimeline
Capital Investment Counsel, Inc15,637$2.11M0.28%+24513F-HRTimeline
Future Financial Wealth Managment LLC15,613$2.1M1.43%+1,25913F-HRTimeline
CMG Global Holdings, LLC15,534$2.1M1.11%+3,77113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,573$2.1M0.19%+1,19613F-HR/ATimeline
Empowered Funds, LLC15,528$2.09M0.02%-94913F-HRTimeline
SFMG, LLC15,393$2.07M0.16%-98913F-HRTimeline
Colony Family Offices, LLC15,318$2.06M0.53%-4013F-HRTimeline
Crews Bank & Trust15,291$2.06M0.32%-70313F-HRTimeline
Jacobi Capital Management LLC15,286$2.06M0.14%+21013F-HRTimeline
Stonebridge Financial Planning Group, L…15,280$2.06M0.86%-1,94413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,276$2.06M<0.01%-36413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding15,232$2.05M-6,560Timeline
AE Wealth Management LLC15,061$2.03M0.01%-1,90313F-HRTimeline
Berger Financial Group, Inc15,029$2.03M0.13%-1,14213F-HRTimeline
Windsor Capital Management, LLC15,027$2.03M0.59%-91713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC14,943$2.01M1.84%new13F-HRTimeline
Strategic Blueprint, LLC14,895$2.01M0.1%-1,33413F-HRTimeline
Intrepid Financial Planning Group LLC14,846$2M0.84%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,799$1.99M<0.01%-5,72013F-HRTimelineGroup
FAGAN ASSOCIATES, INC.14,651$1.97M0.31%-70113F-HRTimeline
CENTRAL BANK & TRUST CO14,587$1.97M0.32%+2,57413F-HRTimeline
Csenge Advisory Group14,565$1.93M0.1%-1,73813F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.14,263$1.92M0.73%-52513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors14,258$1.92M0.95%-2413F-HRTimelineGroup
Prospera Financial Services Inc14,228$1.92M0.04%-3,67913F-HRTimeline
PROFFITT & GOODSON INC14,250$1.92M0.29%+59013F-HRTimeline
Jackson Hole Capital Partners, LLC14,144$1.91M0.35%+32113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC14,100$1.9M0.03%+3,70013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,031$1.89M0.15%+49813F-HRTimeline
Cushing Capital Partners, LLC13,974$1.88M1.59%+56213F-HRTimeline
Tyler-Stone Wealth Management13,966$1.88M0.3%+34013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,918$1.88M0.23%+1,74713F-HRTimelineGroup
IEQ CAPITAL, LLC13,836$1.86M0.01%-5,36413F-HRTimeline
Advisory Resource Group13,830$1.86M0.36%+1,01613F-HRTimeline
AdvisorNet Financial, Inc13,804$1.86M0.12%-10,88313F-HRTimeline
Regal Investment Advisors LLC13,779$1.86M0.14%-2,17913F-HRTimeline
Chemistry Wealth Management LLC13,676$1.84M0.4%-13913F-HRTimeline
First Bancorp, Inc /ME/13,660$1.84M1.06%+60013F-HRTimeline
Perennial Investment Advisors, LLC13,643$1.84M0.18%+26013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC13,556$1.83M0.64%-1,38213F-HRTimeline
LMCG INVESTMENTS, LLC13,542$1.83M0.11%+1,28413F-HRTimeline
Koshinski Asset Management, Inc.13,525$1.82M0.14%-4,81613F-HRTimeline