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Disclosery

XLV SELECT SECTOR SPDR TR

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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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp23,185$3.23M0.06%+3,33813F-HRTimelineGroup
Maxele Advisors, LLC23,093$3.21M2.77%-16513F-HRTimeline
WT Wealth Management23,051$3.21M0.92%-35413F-HRTimeline
CHOREO, LLC23,051$3.21M0.04%+1,34413F-HRTimeline
Gotham Asset Management, LLC22,930$3.19M0.01%+9,49613F-HRTimeline
Belpointe Asset Management LLC22,907$3.19M0.12%-1,84513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC22,885$3.18M0.75%-7,05413F-HRTimeline
Mechanics Bank Trust Department22,882$3.18M0.45%-3,09313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC22,727$3.16M0.04%+2,52413F-HRTimeline
AMG National Trust Bank22,688$3.16M0.08%-7013F-HRTimeline
Rockingstone Advisors LLC22,594$3.14M1.55%-73013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,509$3.13M0.05%-2,88213F-HRTimeline
Ausdal Financial Partners, Inc.22,445$3.12M0.15%+14,50213F-HRTimeline
D.A. DAVIDSON & CO.22,307$3.1M0.02%+3,59113F-HRTimeline
MTM Investment Management, LLC22,130$3.08M0.98%-15613F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.22,122$3.08M0.19%+19113F-HRTimeline
CTC Alternative Strategies, Ltd.21,955$3.06M4.93%new13F-HRTimeline
SENTINEL TRUST CO LBA21,807$3.04M0.31%-2,61813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…21,798$3.03M1.94%-1,35413F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…21,768$3.03M0.86%+2,76513F-HRTimeline
Tandem Investment Partners LLC21,760$3.03M2.49%+27513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp21,696$3.02M0.08%-78913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC20,806$3.01M0.06%-2,23913F-HRTimeline
TruWealth Advisors, LLC21,588$3M0.15%-4,10813F-HRTimeline
CWC Advisors, LLC.21,542$3M1.47%+80713F-HRTimeline
IMC-Chicago, LLC21,390$2.98M0.05%-6,19013F-HRTimeline
NorthRock Partners, LLC21,389$2.98M0.05%+17,18413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,380$2.98M<0.01%+6,10413F-HRTimelineGroup
Flagship Private Wealth, LLC21,360$2.97M1.19%-1,03413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,272$2.96M0.32%-58913F-HRTimeline
Envision Financial Planning, LLC21,239$2.96M1.25%+50113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,205$2.95M0.04%-25,59113F-HRTimelineGroup
Haverford Trust Co21,204$2.95M0.03%-5,45613F-HRTimeline
Capital Investment Advisory Services, L…21,158$2.94M0.23%-86713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd21,130$2.94M0.04%+1,10013F-HRTimelineGroup
Milestones Private Investment Advisors …21,122$2.94M2.01%+12113F-HRTimeline
Banco BTG Pactual S.A.21,108$2.94M0.43%+4,12113F-HRTimeline
THEORY FINANCIAL LLC20,270$2.93M1.03%new13F-HRTimeline
Massachusetts Wealth Management21,084$2.93M1.46%+1,24013F-HRTimeline
One Charles Private Wealth Services, LLC21,038$2.93M0.77%+21713F-HRTimeline
Global Retirement Partners, LLC20,994$2.92M0.07%-3,77113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding20,931$2.91M-3,272Timeline
First National Bank of Hutchinson20,927$2.91M1.54%013F-HRTimeline
WealthCare Investment Partners, LLC20,279$2.91M0.94%-5,90713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,845$2.9M0.24%+73013F-HRTimelineGroup
MontVue Capital Management, Inc.20,823$2.9M1.94%-22513F-HRTimeline
IFG Advisory, LLC20,799$2.89M0.13%-3,73613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…20,667$2.88M0.01%-23,24013F-HRTimelineGroup
Principle Wealth Partners LLC20,425$2.84M0.17%+1,50913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,328$2.83M0.2%+3,21013F-HRTimeline
LEUTHOLD GROUP, LLC20,300$2.83M0.31%-1,26913F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,293$2.82M0.07%-8113F-HRTimelineGroup
CoreCap Advisors, LLC20,291$2.82M0.1%+2,37913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp20,290$2.82M0.01%-1,23613F-HRTimelineGroup
Marion Wealth Management20,289$2.82M0.67%+23113F-HRTimeline
Providence First Trust Co20,285$2.82M0.98%-15113F-HRTimeline
MGO ONE SEVEN LLC20,263$2.82M0.07%+4,26613F-HRTimeline
Soltis Investment Advisors LLC20,262$2.82M0.2%-44013F-HRTimeline
Empowered Funds, LLC20,160$2.81M0.03%+4,63213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC20,059$2.79M0.78%+88413F-HRTimeline
HRT FINANCIAL LP19,998$2.78M0.01%new13F-HRTimeline
PCG ASSET MANAGEMENT, LLC19,986$2.78M2.23%+15013F-HR/ATimeline
Circle Wealth Management, LLC19,953$2.78M0.05%+1,87213F-HRTimeline
Zullo Investment Group, Inc.19,686$2.74M1.01%+29413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC19,671$2.74M1.07%+52213F-HR/ATimeline
Bank of Marin19,670$2.74M1.93%-39813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,623$2.73M0.19%-3,93913F-HRTimeline
Chesapeake Wealth Management19,547$2.72M0.83%+35613F-HRTimeline
Cinctive Capital Management LP19,545$2.72M0.14%+8,32013F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,483$2.71M0.06%-1613F-HRTimeline
One Day In July LLC19,451$2.71M0.23%-6013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,392$2.7M0.02%-81613F-HRTimeline
United Asset Strategies, Inc.19,382$2.7M0.22%-7413F-HRTimeline
JFS WEALTH ADVISORS, LLC19,204$2.67M0.16%+26113F-HRTimeline
Crestwood Advisors Group, LLC19,200$2.67M0.05%-3,05813F-HRTimeline
CMG Global Holdings, LLC18,742$2.67M1.31%+3,20813F-HRTimeline
United Bank19,118$2.66M0.92%+813F-HRTimeline
3EDGE Asset Management, LP19,301$2.63M0.15%+1,88513F-HRTimeline
Hansen & Associates Financial Group, In…17,422$2.63M1.1%new13F-HRTimeline
Knollwood Investment Advisory, LLC18,830$2.62M0.24%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18,718$2.6M0.1%-16,06413F-HRTimelineGroup
ARS Investment Partners, LLC18,677$2.6M0.17%+2,85213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.18,626$2.59M1.4%-4,07013F-HRTimeline
Next Capital Management LLC18,581$2.59M0.86%-3,39613F-HRTimeline
Boltwood Capital Management18,539$2.58M0.69%+52213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.18,505$2.58M0.64%013F-HRTimeline
Cresta Advisors, Ltd.18,490$2.57M1.15%+1,51713F-HRTimeline
MSH Capital Advisors LLC18,361$2.56M0.68%+5,52213F-HRTimeline
Joseph P. Lucia & Associates, LLC18,296$2.55M0.96%-68513F-HRTimeline
Prospect Financial Services LLC18,292$2.55M1.46%-2,46313F-HRTimeline
Trust Co18,079$2.52M0.26%-28013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.18,051$2.51M0.21%+96413F-HRTimeline
Sierra Capital LLC17,911$2.49M0.27%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.17,818$2.48M1.27%+1,66513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,817$2.48M0.05%-3,93213F-HRTimelineGroup
Kovack Advisors, Inc.17,787$2.48M0.23%-1,06613F-HRTimeline
Fluent Financial, LLC17,769$2.47M0.97%-2,82313F-HRTimeline
NewEdge Wealth, LLC16,954$2.47M0.04%-8213F-HRTimeline
Wealthspire Advisors, LLC17,694$2.46M0.01%-11,79513F-HRTimeline
NWAM LLC17,006$2.46M0.13%+3,06213F-HR/ATimeline
WEDBUSH SECURITIES INC17,674$2.46M0.08%+39913F-HRTimeline
Everstar Asset Management, LLC17,564$2.44M1.39%-2,75713F-HRTimeline
Pine Valley Investments Ltd Liability Co17,519$2.44M0.13%+6,88613F-HRTimeline
HBW ADVISORY SERVICES LLC17,458$2.43M0.27%+2413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,422$2.42M0.01%-1,67913F-HRTimelineGroup
Helium Advisors LLC17,364$2.42M2.02%-4,94413F-HRTimeline
Future Financial Wealth Managment LLC17,335$2.41M1.52%+1,72213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McGuire Investment Group, LLC17,325$2.41M0.27%-10513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,216$2.4M0.03%-91813F-HRTimelineGroup
Aventus Investment Advisors, Inc.17,144$2.39M2.03%-23313F-HRTimeline
Avalon Trust Co17,073$2.38M0.15%+1,07313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC16,999$2.37M1.13%-2,22413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.16,875$2.35M0.06%-22,27713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,686$2.32M0.14%-1,04913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC16,679$2.32M0.73%+3,12313F-HRTimeline
Columbus Macro, LLC16,646$2.32M0.26%-40013F-HRTimeline
Fairvoy Private Wealth, LLC16,580$2.31M0.53%-2,05813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,406$2.28M0.14%-5,67213F-HRTimeline
JSF Financial, LLC16,378$2.28M0.51%+50813F-HRTimeline
Rockport Wealth LLC16,204$2.26M0.46%-2,42313F-HRTimeline
RiverGlades Family Offices LLC16,181$2.25M1.38%-63513F-HRTimeline
MBA Advisors LLC16,166$2.25M0.96%+31613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,067$2.24M<0.01%+3,34613F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.15,983$2.22M0.21%-8,71313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,974$2.22M0.06%+17413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC15,910$2.21M1.87%+96713F-HRTimeline
Edgestream Partners, L.P.15,726$2.19M0.06%-6,28713F-HRTimeline
Wilson & Boucher Capital Management, LLC15,714$2.19M1.44%-1,37513F-HRTimeline
EPG Wealth Management LLC15,684$2.18M0.6%-60513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC15,680$2.18M1.59%+4,24313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,600$2.17M0.15%-7113F-HRTimeline
Pettinga Financial Advisors LLC15,446$2.15M0.42%+3,27613F-HRTimeline
Jacobi Capital Management LLC15,438$2.15M0.13%+15213F-HRTimeline
SFMG, LLC15,380$2.14M0.15%-1313F-HRTimeline
Cushing Capital Partners, LLC15,325$2.13M1.67%+1,35113F-HRTimeline
Colony Family Offices, LLC15,318$2.13M0.55%013F-HRTimeline
Capital Investment Counsel, Inc15,277$2.13M0.26%-36013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,242$2.12M0.16%-33113F-HR/ATimeline
Windsor Capital Management, LLC15,169$2.11M0.58%+14213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,090$2.1M0.04%-2,78513F-HRTimelineGroup
Crews Bank & Trust15,048$2.09M0.31%-24313F-HRTimeline
J. Team Financial, Inc.15,028$2.09M2.12%13F-HRTimeline
WealthPLAN Partners, LLC15,007$2.09M0.31%-1,36013F-HRTimeline
Bayesian Capital Management, LP14,967$2.08M0.43%-37,48313F-HRTimeline
SteelPeak Wealth, LLC14,898$2.07M0.07%+2,55713F-HRTimeline
MONECO ADVISORS, LLC14,835$2.06M0.17%-1,67213F-HRTimeline
Advisory Resource Group14,811$2.06M0.37%+98113F-HRTimeline
Berger Financial Group, Inc14,807$2.06M0.12%-22213F-HRTimeline
IEQ CAPITAL, LLC14,727$2.05M0.01%+89113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,635$2.04M0.03%-2,86213F-HRTimelineGroup
Advyzon Investment Management, LLC14,605$2.03M0.35%+1,51713F-HRTimeline
Asset Allocation Strategies LLC14,540$2.02M0.4%-5,68213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC14,521$2.02M0.43%-90,23413F-HRTimeline
Relyea Zuckerberg Hanson LLC14,516$2.02M0.21%+3,46413F-HRTimeline
Regal Investment Advisors LLC14,467$2.01M0.13%+68813F-HRTimeline
PROFFITT & GOODSON INC14,399$2M0.29%+14913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,380$2M<0.01%+1,44213F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC14,337$2M0.1%+86613F-HRTimeline
Jackson Hole Capital Partners, LLC14,165$1.97M0.34%+2113F-HRTimeline
Strategic Blueprint, LLC14,057$1.96M0.09%-83813F-HRTimeline
Bedell Frazier Investment Counselling, …14,019$1.95M0.4%-28,76213F-HRTimeline
Fore Capital, LLC14,000$1.95M2.47%new13F-HRTimeline
SFG Wealth Management, LLC.13,963$1.94M0.84%-59,01013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.13,952$1.94M0.7%-31113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,918$1.94M0.23%013F-HRTimelineGroup
Chemistry Wealth Management LLC13,915$1.94M0.37%+23913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,886$1.93M-1,346Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,031$1.92M0.15%013F-HRTimeline
SYNTAX RESEARCH, INC.13,716$1.91M1.23%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC13,683$1.9M0.37%+29113F-HRTimeline
First Bancorp, Inc /ME/13,660$1.9M1.01%013F-HRTimeline
FNY Investment Advisers, LLC13,646$1.9M0.61%+8,34813F-HRTimeline
Clear Creek Financial Management, LLC13,640$1.9M0.16%-3,16613F-HRTimeline
CAXTON ASSOCIATES LLP13,523$1.88M0.05%+3,51113F-HRTimeline
MORTON COMMUNITY BANK13,017$1.88M0.43%+2,47113F-HRTimeline
Collier Financial13,269$1.85M1.39%13F-HRTimeline
PFG Investments, LLC13,209$1.84M0.1%+19213F-HRTimeline
Purus Wealth Management, LLC13,186$1.84M0.59%-18913F-HRTimeline
Donald L. Hagan, LLC13,170$1.83M0.9%+3,83013F-HRTimeline
Certified Advisory Corp13,092$1.82M0.17%-8,16313F-HRTimeline
Csenge Advisory Group12,978$1.81M0.09%-1,58713F-HRTimeline
Snowden Capital Advisors LLC12,940$1.8M0.05%-9,79913F-HRTimeline
CENTRAL BANK & TRUST CO12,828$1.79M0.28%-1,75913F-HRTimeline
Prospera Financial Services Inc12,695$1.77M0.03%-1,53313F-HRTimeline
Kingstone Capital Partners Texas, LLC12,655$1.76M1.02%+9,86413F-HR/ATimeline
ADVISORS MANAGEMENT GROUP INC /ADV12,634$1.76M0.31%+40813F-HRTimeline
Montecito Bank & Trust12,589$1.75M0.27%13F-HRTimeline
WP Advisors, LLC12,589$1.75M0.45%+5713F-HRTimeline
LMCG INVESTMENTS, LLC12,526$1.74M0.1%-1,01613F-HRTimeline
Narus Financial Partners, LLC12,500$1.74M0.48%+75013F-HR/ATimeline
St. Johns Investment Management Company…12,496$1.74M0.74%+56613F-HRTimeline
Koshinski Asset Management, Inc.12,414$1.73M0.12%-1,11113F-HRTimeline
Baker Avenue Asset Management, LP12,380$1.72M0.04%+38513F-HRTimeline
EVOKE WEALTH, LLC12,345$1.72M0.04%-2713F-HRTimeline
Pictet North America Advisors SA12,279$1.71M0.16%-56813F-HRTimeline
Sand Hill Global Advisors, LLC12,268$1.71M0.06%-4713F-HRTimeline
Maridea Wealth Management LLC11,771$1.7M0.27%new13F-HRTimeline
AE Wealth Management LLC12,168$1.69M0.01%-2,89313F-HRTimeline
Clarus Wealth Advisors11,673$1.69M0.75%+51413F-HRTimeline
AAFMAA Wealth Management & Trust LLC12,126$1.69M0.67%+39413F-HRTimeline