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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
Gateway Wealth Partners, LLC26,126$4.04M0.45%-14113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC26,037$4.03M1.16%+46013F-HRTimeline
Bay Rivers Group25,963$4.02M1.63%+83313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25,916$4.01M0.33%+5,07113F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,807$3.99M0.13%-5613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC25,781$3.99M0.33%+613F-HRTimeline
Focus Financial Network, Inc.25,499$3.95M0.14%-1,42813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC25,455$3.94M1.46%-5913F-HRTimeline
Adams Wealth Management25,365$3.93M0.84%-3,06313F-HRTimeline
CacheTech Inc.25,365$3.93M0.73%-3,06313F-HRTimeline
Allworth Financial LP25,327$3.92M0.02%-3,56513F-HRTimeline
Prospera Financial Services Inc25,306$3.92M0.06%+12,61113F-HRTimeline
PeakShares LLC25,171$3.9M3.8%13F-HRTimeline
Manhattan West Asset Management, LLC25,085$3.88M0.79%+16,46213F-HRTimeline
Embree Financial Group24,968$3.86M0.48%-1,83813F-HRTimeline
Belpointe Asset Management LLC24,890$3.85M0.14%+1,98313F-HRTimeline
Silver Coast Investments LLC24,620$3.81M1.31%new13F-HRTimeline
Q3 Asset Management24,602$3.81M0.87%new13F-HRTimeline
Woodline Partners LP24,567$3.8M0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC24,366$3.77M0.47%-2313F-HR/ATimeline
BFSG, LLC24,235$3.75M0.36%-2,22813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.24,210$3.75M1.23%+28013F-HRTimeline
Mill Creek Capital Advisors, LLC24,196$3.75M0.08%-10,61013F-HRTimeline
SYON CAPITAL LLC23,847$3.69M0.18%-713F-HRTimeline
D.A. DAVIDSON & CO.23,529$3.64M0.02%+1,22213F-HRTimeline
LEUTHOLD GROUP, LLC23,503$3.64M0.39%+3,20313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION23,405$3.62M0.3%+9513F-HRTimeline
Laraway Financial Advisors Inc23,307$3.61M2.35%-16113F-HRTimeline
Massachusetts Wealth Management23,298$3.61M1.68%+2,21413F-HRTimeline
Rockingstone Advisors LLC23,219$3.59M1.64%+62513F-HRTimeline
Darwin Wealth Management, LLC23,156$3.58M1.11%-1,04813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,154$3.58M0.03%+3,76213F-HRTimeline
Capital Investment Advisory Services, L…23,084$3.57M0.25%+1,92613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp23,054$3.57M0.07%-13113F-HRTimelineGroup
Global Retirement Partners, LLC23,040$3.57M0.06%+2,04613F-HRTimeline
CHOREO, LLC22,823$3.55M0.05%-22813F-HRTimeline
PFG Advisors22,930$3.55M0.17%-4,55613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.22,929$3.55M0.4%13F-HRTimeline
RFG Advisory, LLC22,922$3.55M0.07%-74813F-HRTimeline
Maxele Advisors, LLC22,840$3.54M2.87%-25313F-HRTimeline
Obermeyer Wealth Partners22,827$3.53M0.16%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,692$3.51M0.09%+22,68113F-HRTimelineGroup
AMG National Trust Bank22,598$3.5M0.08%-9013F-HRTimeline
MTM Investment Management, LLC22,551$3.49M1.11%+42113F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC22,349$3.46M0.82%-53613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,294$3.45M0.06%-21513F-HRTimeline
Mechanics Bank Trust Department22,283$3.45M0.45%-59913F-HRTimeline
Summit Trail Advisors, LLC22,256$3.45M0.06%-7,46713F-HRTimeline
Jacobi Capital Management LLC22,185$3.43M0.2%+6,74713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,115$3.42M0.01%-2,09413F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC22,019$3.41M1.25%+2,34813F-HRTimeline
Titiun Yejiel21,970$3.4M4.18%13F-HRTimeline
MBA Advisors LLC21,948$3.4M1.37%+5,78213F-HRTimeline
Flagship Private Wealth, LLC21,897$3.39M1.33%+53713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21,803$3.38M0.21%+12,45913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…21,768$3.37M0.94%013F-HRTimeline
Centric Wealth Management21,619$3.37M0.71%-91013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…21,627$3.35M2.03%-17113F-HRTimelineGroup
CWC Advisors, LLC.21,494$3.33M1.61%-4813F-HRTimeline
Pine Valley Investments Ltd Liability Co21,485$3.33M0.17%+3,96613F-HRTimeline
Midwest Professional Planners, LTD.21,445$3.32M0.79%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management21,444$3.32M0.01%-21,56813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC20,988$3.32M0.07%+18213F-HRTimeline
Haverford Trust Co21,343$3.3M0.03%+13913F-HRTimeline
NTV Asset Management LLC21,294$3.3M0.35%+16,46813F-HRTimeline
Turtle Creek Wealth Advisors, LLC21,286$3.3M0.26%+9,82113F-HRTimeline
Tandem Investment Partners LLC21,265$3.29M2.78%-49513F-HRTimeline
Prospect Financial Services LLC21,153$3.27M1.88%+2,86113F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd20,975$3.25M1.38%new13F-HRTimelineGroup
One Charles Private Wealth Services, LLC20,928$3.24M0.84%-11013F-HRTimeline
Archford Capital Strategies, LLC20,865$3.23M0.38%+16,28713F-HRTimeline
Marion Wealth Management20,509$3.23M0.72%+22013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,803$3.22M<0.01%+4,73613F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC20,782$3.22M0.23%+45413F-HRTimeline
Milestones Private Investment Advisors …20,735$3.21M2.21%-38713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20,733$3.21M0.04%-1,99413F-HRTimeline
CoreCap Advisors, LLC20,696$3.2M0.11%+40513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.20,689$3.2M0.35%-58313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC20,635$3.19M0.43%new13F-HRTimeline
ES4, LLC20,585$3.19M2.2%13F-HRTimeline
One Day In July LLC20,585$3.19M0.26%+1,13413F-HRTimeline
MontVue Capital Management, Inc.20,564$3.18M2.12%-25913F-HRTimeline
Principle Wealth Partners LLC20,489$3.17M0.18%+6413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC20,438$3.16M0.04%new13F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC20,372$3.15M0.85%+31313F-HRTimeline
Rockport Wealth LLC20,277$3.14M0.61%+4,07313F-HRTimeline
Circle Wealth Management, LLC20,134$3.12M0.05%+18113F-HRTimeline
Advisory Resource Group20,127$3.12M0.55%+5,31613F-HRTimeline
ARS Investment Partners, LLC20,113$3.11M0.18%+1,43613F-HRTimeline
Zullo Investment Group, Inc.19,977$3.09M1.13%+29113F-HRTimeline
Joseph P. Lucia & Associates, LLC19,936$3.09M1.11%+1,64013F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,928$3.08M0.06%+44513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,886$3.08M0.08%-1,81013F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC19,682$3.07M2.45%-30413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD19,799$3.06M0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,686$3.05M0.03%+2,47013F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…19,662$3.04M0.01%-1,00513F-HRTimelineGroup
Juno Financial Group LLC19,581$3.03M1.21%13F-HRTimeline
Cresta Advisors, Ltd.19,493$3.02M1.27%+1,00313F-HRTimeline
RPg Family Wealth Advisory, LLC19,481$3.02M0.66%new13F-HRTimeline
Bank of Marin19,480$3.02M2.08%-19013F-HRTimeline
Regal Investment Advisors LLC19,415$3.01M0.18%+4,94813F-HRTimeline
JFS WEALTH ADVISORS, LLC19,281$2.98M0.17%+7713F-HRTimeline
CMG Global Holdings, LLC19,079$2.98M1.32%+33713F-HRTimeline
HBW ADVISORY SERVICES LLC19,218$2.97M0.32%+1,76013F-HRTimeline
WEDBUSH SECURITIES INC19,201$2.97M0.09%+1,52713F-HRTimeline
SENTINEL TRUST CO LBA19,148$2.96M0.29%-2,65913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,121$2.96M0.16%+2,43513F-HRTimeline
Modus Advisors, LLC19,092$2.96M0.78%-15,74413F-HRTimeline
Everstar Asset Management, LLC19,090$2.96M1.58%+1,52613F-HRTimeline
Odyssey Capital Advisors, Inc.19,089$2.95M2.63%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19,061$2.95M0.11%+34313F-HRTimelineGroup
Tepp RIA, LLC19,010$2.94M2.91%+14,96513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC18,998$2.94M0.15%+4,66113F-HRTimeline
Risk Paradigm Group, LLC18,975$2.94M2.83%13F-HRTimeline
Chesapeake Wealth Management18,921$2.93M0.87%-62613F-HRTimeline
SageGuard Financial Group, LLC18,841$2.92M0.46%13F-HRTimeline
Knollwood Investment Advisory, LLC18,830$2.91M0.27%013F-HRTimeline
IFG Advisory, LLC18,827$2.91M0.13%-1,97213F-HRTimeline
Boltwood Capital Management18,776$2.91M0.76%+23713F-HRTimeline
Ausdal Financial Partners, Inc.18,766$2.9M0.13%-3,67913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd18,751$2.9M0.03%-2,37913F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC18,692$2.89M1.32%+1,69313F-HRTimeline
Crestwood Advisors Group, LLC18,678$2.89M0.05%-52213F-HRTimeline
United Asset Strategies, Inc.18,623$2.88M0.22%-75913F-HRTimeline
BLB&B Advisors, LLC18,611$2.88M0.12%+17,07613F-HRTimeline
AE Wealth Management LLC18,606$2.88M0.02%+6,43813F-HRTimeline
WealthCare Investment Partners, LLC18,385$2.86M0.83%-1,89413F-HRTimeline
MSH Capital Advisors LLC18,309$2.83M0.61%-5213F-HRTimeline
MGO ONE SEVEN LLC18,295$2.83M0.06%-1,96813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.18,255$2.83M0.68%-25013F-HRTimeline
Pinnacle Wealth Management Group, Inc.18,221$2.82M1.41%+40313F-HRTimeline
Next Capital Management LLC17,965$2.78M0.89%-61613F-HRTimeline
Wealthspire Advisors, LLC17,921$2.77M0.02%+22713F-HRTimeline
Sierra Capital LLC17,911$2.77M0.29%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,745$2.75M0.05%-7213F-HRTimelineGroup
Wall Capital Group, Inc.17,616$2.73M2.6%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,598$2.72M0.01%+17613F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.17,500$2.71M0.21%-55113F-HRTimeline
Bramshill Investments, LLC17,500$2.71M0.15%new13F-HRTimeline
Future Financial Wealth Managment LLC17,390$2.7M1.82%+5513F-HRTimeline
CHANNEL WEALTH LLC17,334$2.68M0.68%+14,28813F-HRTimeline
Spinnaker Investment Group, LLC17,248$2.67M0.48%+10,81413F-HRTimeline
Snowden Capital Advisors LLC17,173$2.66M0.07%+4,23313F-HRTimeline
Advyzon Investment Management, LLC17,136$2.65M0.31%+2,53113F-HRTimeline
McGuire Investment Group, LLC17,076$2.64M0.28%-24913F-HRTimeline
Avalon Trust Co17,073$2.64M0.17%013F-HRTimeline
Worth Asset Management, LLC17,069$2.64M1.12%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,029$2.64M<0.01%-11,19813F-HRTimelineGroup
Canton Hathaway, LLC17,006$2.63M0.51%new13F-HRTimeline
Cushing Capital Partners, LLC16,969$2.63M1.95%+1,64413F-HRTimeline
NewEdge Wealth, LLC16,820$2.6M0.03%-13413F-HRTimeline
Connecticut Wealth Management, LLC16,811$2.6M0.11%+12,10713F-HRTimeline
Trust Co16,803$2.6M0.24%-1,27613F-HRTimeline
Fairvoy Private Wealth, LLC16,766$2.6M0.58%+18613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC16,713$2.59M0.77%+3413F-HRTimeline
Aventus Investment Advisors, Inc.16,619$2.57M2.09%-52513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,614$2.57M0.14%+20813F-HRTimeline
B. Riley Wealth Advisors, Inc.16,607$2.57M0.12%+7,46113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,511$2.56M0.18%+2,48013F-HRTimeline
Hansen & Associates Financial Group, In…16,407$2.55M1.39%-1,01513F-HRTimeline
Providence First Trust Co16,437$2.54M0.88%-3,84813F-HRTimeline
Columbus Macro, LLC16,426$2.54M0.28%-22013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC16,208$2.52M2.39%+52813F-HRTimeline
GTS SECURITIES LLC16,246$2.51M0.09%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC16,066$2.49M0.07%+9213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,998$2.48M0.19%-21,80613F-HRTimeline
EPG Wealth Management LLC15,841$2.45M0.66%+15713F-HRTimeline
Flagship Capital Management Inc.15,791$2.44M1.73%13F-HRTimeline
VestGen Advisors, LLC15,739$2.44M0.1%+8,38513F-HRTimeline
Cabana LLC15,697$2.43M18.21%new13F-HRTimeline
Perennial Investment Advisors, LLC15,657$2.42M0.19%+4,31313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,527$2.4M0.05%-1,34813F-HRTimelineGroup
Markin Asset Management, LPin group Markin Asset Management, LP15,488$2.4M2.64%13F-HRTimelineGroup
Edgestream Partners, L.P.15,445$2.39M0.07%-28113F-HRTimeline
CENTRAL BANK & TRUST CO15,418$2.39M0.37%+2,59013F-HRTimeline
Wilson & Boucher Capital Management, LLC15,414$2.39M1.57%-30013F-HRTimeline
SFMG, LLC15,354$2.38M0.16%-2613F-HRTimeline
Colony Family Offices, LLC15,318$2.37M0.59%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,293$2.37M0.16%-30713F-HRTimeline
WealthPLAN Partners, LLC15,225$2.36M0.35%+21813F-HRTimeline
Windsor Capital Management, LLC15,172$2.35M0.65%+313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.15,163$2.35M0.23%-82013F-HRTimeline
Relyea Zuckerberg Hanson LLC15,142$2.34M0.24%+62613F-HRTimeline
Crews Bank & Trust15,046$2.33M0.33%-213F-HRTimeline
K.J. Harrison & Partners Inc15,000$2.32M0.31%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …14,790$2.29M0.06%-5,50313F-HR/ATimelineGroup
Wealthspire Retirement, LLC14,767$2.29M0.14%+4,08713F-HRTimeline
Fluent Financial, LLC14,669$2.27M0.87%-3,10013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,647$2.27M0.04%-44313F-HRTimelineGroup
MORTON COMMUNITY BANK14,520$2.25M0.49%+1,50313F-HRTimeline
J. Team Financial, Inc.14,511$2.25M2.24%-51713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,446$2.24M<0.01%+60313F-HRTimelineGroup
IEQ CAPITAL, LLC14,432$2.23M0.01%-29513F-HRTimeline
City Center Advisors, LLC14,411$2.23M2.05%+9,83613F-HRTimeline
MONECO ADVISORS, LLC14,378$2.23M0.18%-45713F-HRTimeline
Capital Investment Counsel, Inc14,317$2.22M0.26%-96013F-HRTimeline
Berger Financial Group, Inc14,273$2.21M0.13%-53413F-HRTimeline
Helium Advisors LLC14,247$2.21M2.23%-3,11713F-HRTimeline
Jackson Hole Capital Partners, LLC14,170$2.19M0.38%+513F-HRTimeline