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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,745 managers (1,765 13F filers) reported a position in XLV shares at 2024-12-31, 189,964,055 shares in all. 104 filers opened a position and 176 filers sold out during the quarter.

Managers
1,745
13F filers
1,765
New
104
Added
612
Reduced
665
Sold out
176
Shares held by filers
189,964,055

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NEW WAVE WEALTH ADVISORS LLC14,721$2.03M0.83%-2,13113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,686$2.02M<0.01%-1,619,79013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…14,527$2M0.76%+14613F-HRTimeline
LEUTHOLD GROUP, LLC14,322$1.97M0.24%-15,32013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,253$1.96M0.02%+1,65213F-HRTimeline
Pictet North America Advisors SA14,231$1.96M0.19%-38,97613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,209$1.96M0.19%-13,25013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC14,164$1.95M0.54%+2,01313F-HRTimeline
PFG Investments, LLC14,144$1.95M0.12%+4,44713F-HRTimeline
Perennial Investment Advisors, LLC14,127$1.94M0.23%-84913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.14,124$1.94M0.2%+10,07213F-HRTimeline
Donald L. Hagan, LLC14,104$1.94M1.01%-5,37613F-HRTimeline
Jackson Hole Capital Partners, LLC13,950$1.92M0.39%+313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC13,943$1.92M0.65%-24,80713F-HRTimeline
AE Wealth Management LLC13,846$1.9M0.02%+2,04513F-HRTimeline
Bryn Mawr Trust Advisors, LLC13,775$1.9M0.1%-20013F-HR/ATimeline
Clarus Wealth Advisors13,330$1.89M0.94%-1,66213F-HRTimeline
Purus Wealth Management, LLC13,677$1.88M0.74%+1,97913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC13,186$1.87M0.48%013F-HR/ATimeline
Concentrum Wealth Management13,563$1.87M0.66%-16813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,542$1.86M0.12%new13F-HRTimelineGroup
Northstar Advisory Group, LLC13,488$1.86M0.94%-20,24013F-HRTimeline
TSFG, LLC13,459$1.85M0.38%-21813F-HRTimeline
Caprock Group, LLC13,389$1.84M0.06%-35813F-HRTimeline
Cushing Capital Partners, LLC13,332$1.83M1.77%13F-HRTimeline
Kingstone Capital Partners Texas, LLC13,137$1.81M1.47%13F-HRTimeline
First Bancorp, Inc /ME/13,060$1.8M1.23%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,042$1.79M0.1%-26013F-HRTimeline
CWC Advisors, LLC.12,996$1.79M1.78%+49013F-HRTimeline
OKABENA INVESTMENT SERVICES INC12,945$1.78M0.49%+96313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC12,921$1.78M0.51%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,801$1.76M0.01%-54113F-HRTimelineGroup
Berkeley Capital Partners, LLC12,629$1.74M0.48%+6,47413F-HRTimeline
St. Johns Investment Management Company…12,526$1.72M0.8%-12213F-HRTimeline
EVOKE WEALTH, LLC12,482$1.72M0.05%-19913F-HRTimeline
Future Financial Wealth Managment LLC12,481$1.72M1.26%+63013F-HRTimeline
Crumly & Associates Inc.12,463$1.71M0.47%-29313F-HRTimeline
AlphaQ Advisors LLC12,442$1.71M4.68%+4513F-HRTimeline
Householder Group Estate & Retirement S…12,400$1.71M1.27%-5,01313F-HRTimeline
Procyon Advisors, LLC12,306$1.69M0.11%-14,42413F-HRTimeline
Tyler-Stone Wealth Management12,292$1.69M0.3%+43013F-HRTimeline
SMART Wealth LLC12,271$1.69M0.6%-2,57213F-HRTimeline
Advisory Resource Group12,247$1.68M0.36%+1,03313F-HRTimeline
Fernwood Investment Management, LLC12,233$1.68M0.59%013F-HRTimeline
LMCG INVESTMENTS, LLC12,160$1.67M0.1%+1,88313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,152$1.67M<0.01%-53413F-HRTimelineGroup
M3 Advisory Group, LLC12,145$1.67M1.2%-16313F-HRTimeline
Crew Capital Management, Ltd12,055$1.66M1.37%-72813F-HRTimeline
1834 INVESTMENT ADVISORS CO12,055$1.66M0.21%-45113F-HRTimeline
WP Advisors, LLC12,000$1.65M0.55%-5013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,932$1.64M0.21%+49213F-HRTimeline
Ranch Capital Advisors Inc.11,926$1.64M0.77%+62313F-HRTimeline
Baker Avenue Asset Management, LP11,925$1.64M0.05%-75113F-HRTimeline
RWA WEALTH PARTNERS, LLC11,905$1.64M0.02%+4,56413F-HRTimeline
ALTFEST L J & CO INC11,881$1.63M0.21%+5,10813F-HRTimeline
Advyzon Investment Management, LLC11,826$1.63M0.63%13F-HRTimeline
Midwest Financial Network, LLC11,699$1.61M1.67%13F-HRTimeline
Marcum Wealth, LLC11,664$1.6M0.14%+97613F-HRTimeline
CTC Alternative Strategies, Ltd.11,650$1.6M2.08%+5,75013F-HRTimeline
GPS Wealth Strategies Group, LLC11,609$1.6M0.21%-66613F-HRTimeline
Pine Valley Investments Ltd Liability Co11,574$1.59M0.1%-2,03313F-HRTimeline
Legacy Financial Strategies, LLC11,570$1.59M0.34%-65513F-HRTimeline
Realta Investment Advisors11,378$1.58M0.65%-4,16413F-HRTimeline
Redwood Financial Network Corp11,454$1.58M1.17%+88913F-HRTimeline
Union Bancaire Privee, UBP SA11,413$1.58M0.03%13F-HR/ATimeline
Beta Wealth Group, Inc.11,400$1.57M0.69%new13F-HRTimeline
Man Group plcin group Man Group plc11,387$1.57M<0.01%+10,66613F-HRTimelineGroup
V2 Financial group LLC11,352$1.56M0.95%+113F-HRTimeline
Glass Jacobson Investment Advisors llc11,259$1.55M0.51%-25713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CMG Global Holdings, LLC10,883$1.55M0.85%+1,59813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,228$1.54M0.7%13F-HRTimeline
American Institute for Advanced Investm…11,159$1.54M1.14%-2,63913F-HRTimeline
Waldron Private Wealth LLC11,155$1.53M0.06%-7513F-HRTimeline
RMR Wealth Builders11,154$1.53M0.16%-67613F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding11,145$1.53M-54,275Timeline
Clearstead Trust, LLC11,129$1.53M0.33%+37713F-HRTimeline
Forbes Financial Planning, Inc.11,109$1.53M0.74%-16,17113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV11,071$1.52M0.36%+1,88113F-HRTimeline
Aptus Capital Advisors, LLC11,033$1.52M0.02%+3,44213F-HRTimeline
Prospect Financial Services LLC10,993$1.51M0.83%+3,25613F-HRTimeline
Glenview Trust Co10,978$1.51M0.03%-14813F-HRTimeline
ABOUND FINANCIAL, LLC10,944$1.51M0.76%13F-HRTimeline
WealthBridge Capital Management, LLC10,839$1.49M0.41%-1,59013F-HRTimeline
TOWNSQUARE CAPITAL LLC10,819$1.49M0.02%-22913F-HRTimeline
SeaBridge Investment Advisors LLC10,799$1.49M0.31%new13F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,770$1.48M1.16%-18913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,704$1.47M0.06%-3,36913F-HRTimeline
Diligent Investors, LLC10,687$1.47M0.34%+33013F-HRTimeline
OneDigital Investment Advisors LLC10,675$1.47M0.02%-1,35413F-HRTimeline
Chemistry Wealth Management LLC10,673$1.47M0.34%-94713F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,621$1.46M0.65%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,570$1.45M0.45%-1813F-HRTimeline
MA Private Wealth10,570$1.45M0.27%-90313F-HRTimeline
Trifecta Capital Advisors, LLC10,547$1.45M0.29%+83013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,523$1.45M0.02%+71013F-HRTimeline
CHOREO, LLC10,530$1.45M0.02%+8213F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC10,500$1.44M0.97%new13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,500$1.44M0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC10,493$1.44M0.05%-1,56913F-HRTimeline
Cornerstone National Bank & Trust Co10,482$1.44M0.66%+1,40113F-HRTimeline
Cranbrook Wealth Management, LLC10,452$1.44M0.33%+36013F-HRTimeline
SMITH, MOORE & CO.10,424$1.43M0.13%+27313F-HRTimeline
Stonebridge Financial Group, LLC10,381$1.43M0.16%13F-HRTimeline
Sage Capital Management, LLC10,331$1.42M0.72%-1,40113F-HRTimeline
Hudock, Inc.10,330$1.42M0.25%+10513F-HRTimeline
McAdam, LLC10,157$1.4M0.08%-13113F-HRTimeline
4WEALTH ADVISORS, INC.10,132$1.39M1.43%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,132$1.39M0.17%+1713F-HRTimeline
Thomasville National Bank10,110$1.39M0.1%013F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,027$1.38M0.96%+2,19713F-HRTimeline
BLB&B Advisors, LLC10,008$1.38M0.07%new13F-HRTimeline
Selway Asset Management9,980$1.37M0.54%-11013F-HR/ATimeline
CENTRAL BANK & TRUST CO9,938$1.37M0.21%+73313F-HRTimeline
WHITTIER TRUST CO9,882$1.36M0.02%+5013F-HRTimeline
FNY Investment Advisers, LLC9,855$1.35M0.7%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group9,826$1.35M0.17%-3,88613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED9,788$1.34M0.12%-6,56713F-HRTimeline
Legacy Advisors, LLC9,762$1.34M0.13%+18313F-HRTimeline
PLIMOTH TRUST CO LLC9,706$1.34M0.34%-36913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,700$1.33M0.63%013F-HRTimeline
BRIGHTON JONES LLC9,662$1.33M0.04%+1,98013F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,527$1.31M0.17%+5,65813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC9,515$1.31M0.44%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,485$1.3M0.72%-38713F-HRTimeline
PRIVATE TRUST CO NA9,400$1.29M0.13%-1,68613F-HRTimeline
BIRCHBROOK, INC.9,324$1.28M0.73%-21513F-HRTimeline
City Center Advisors, LLC9,313$1.28M1.44%+83113F-HRTimeline
Point Windward Advisors Inc.9,300$1.28M0.48%+48713F-HRTimeline
Smith Salley Wealth Management9,276$1.28M0.08%+6713F-HRTimeline
Foguth Wealth Management, LLC.8,810$1.27M0.33%+3,21113F-HRTimeline
Phillips Wealth Planners LLC9,087$1.27M1.27%+1,17113F-HRTimeline
BIRINYI ASSOCIATES INC9,210$1.27M0.35%+213F-HRTimeline
Vantage Financial Partners, LLC9,209$1.27M0.32%-2,57313F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,586$1.27M0.4%+513F-HRTimeline
Roberts Wealth Advisors, LLC8,991$1.26M0.38%-2,47313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…9,137$1.26M<0.01%-86313F-HRTimelineGroup
CAPITAL MANAGEMENT ASSOCIATES /NY/9,099$1.25M1.47%013F-HRTimeline
INGALLS & SNYDER LLC9,054$1.25M0.05%+3013F-HRTimeline
Consolidated Portfolio Review Corp9,034$1.24M0.2%-24713F-HRTimeline
Stablepoint Partners, LLC9,002$1.24M0.23%new13F-HRTimeline
Abbot Financial Management, Inc.8,970$1.23M0.61%-10013F-HRTimeline
Cornerstone Wealth Management, LLC8,819$1.21M0.08%-55813F-HRTimeline
ALLIANCEBERNSTEIN L.P.8,809$1.21M<0.01%-8,49813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp8,748$1.2M0.11%-33713F-HRTimelineGroup
SOL Capital Management CO8,739$1.2M0.13%+37513F-HRTimeline
Flywheel Private Wealth LLC8,733$1.2M1.1%13F-HRTimeline
Fulcrum Capital LLC8,700$1.2M0.25%013F-HRTimeline
FRG Family Wealth Advisors LLC8,637$1.19M0.22%013F-HRTimeline
Objective Capital Management, LLC8,637$1.19M0.79%-1,63213F-HRTimeline
Lindbrook Capital, LLC8,589$1.18M0.11%+1713F-HRTimeline
Forefront Wealth Partners, LLC8,580$1.18M0.88%13F-HRTimeline
Nova Wealth Management, Inc.8,520$1.17M1.02%13F-HRTimeline
Activest Wealth Management8,519$1.17M0.33%-6,14913F-HRTimeline
Curated Wealth Partners LLC8,500$1.17M0.13%-26013F-HRTimeline
Modern Wealth Management, LLC8,481$1.17M0.04%+6,22213F-HR/ATimeline
Bristlecone Advisors, LLC8,425$1.16M0.09%013F-HRTimeline
Medallion Wealth Advisors, LLC8,397$1.16M0.57%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,389$1.15M0.04%+2,00813F-HRTimelineGroup
Tidemark, LLC8,388$1.15M0.44%-74313F-HRTimeline
Keel Point, LLC8,377$1.15M0.09%-6813F-HRTimeline
Moors & Cabot, Inc.8,282$1.14M0.05%+24713F-HRTimeline
Ring Mountain Capital, LLC8,251$1.14M0.76%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,218$1.13M0.22%+98513F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding8,209$1.13M+6,275Timeline
Mezzasalma Advisors, LLC8,182$1.13M0.36%new13F-HRTimeline
DAVIS R M INC8,177$1.12M0.02%+83013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,172$1.12M0.08%-63513F-HRTimelineGroup
LCNB CORP8,130$1.12M0.41%013F-HRTimeline
ROCKLAND TRUST CO8,129$1.12M0.06%+1,65813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,122$1.12M0.09%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,090$1.11M0.18%-65013F-HRTimeline
Concentric Capital Strategies, LP8,090$1.11M0.07%-70,44813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,080$1.11M0.4%+35413F-HRTimeline
Ipsen Advisor Group LLC8,065$1.11M0.95%13F-HRTimeline
First International Bank & Trust8,025$1.1M0.36%013F-HRTimeline
EQUITABLE TRUST CO8,006$1.1M0.06%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,005$1.1M0.16%-63613F-HRTimeline
Clearstead Advisors, LLC7,954$1.09M0.02%-44713F-HRTimeline
Empowered Funds, LLC7,952$1.09M0.02%new13F-HRTimeline
BAILARD, INC.7,928$1.09M0.03%+11813F-HRTimeline
Gateway Wealth Partners, LLC7,916$1.09M0.28%+5,42213F-HRTimeline
Golden State Wealth Management, LLC7,887$1.09M0.16%13F-HRTimeline
Compound Planning, Inc.7,865$1.08M0.05%+40213F-HRTimeline
Trilogy Capital Inc.7,851$1.08M0.06%-51,89413F-HRTimeline
COUNTRY CLUB BANK7,867$1.08M0.07%+2,10013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,829$1.08M0.01%+4,11913F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC7,791$1.07M0.48%+3713F-HRTimeline
Bowman & Co S.C.7,789$1.07M0.55%new13F-HRTimeline
Alta Wealth Advisors LLC7,751$1.07M0.47%-63713F-HRTimeline
MORTON COMMUNITY BANK7,736$1.06M0.28%+1,92313F-HRTimeline
FineMark National Bank & Trust7,727$1.06M0.04%013F-HRTimeline
First National Trust Co7,687$1.06M0.04%-58813F-HRTimeline
Ally Invest Advisors Inc.7,633$1.05M0.09%+86913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI7,622$1.05M0.11%+63713F-HRTimeline
FLOW TRADERS U.S. LLC7,619$1.05M0.04%-6,53213F-HRTimeline
Lokken Investment Group LLC7,615$1.05M0.45%+6613F-HRTimeline
Crestline Management, L.P.7,604$1.05M0.04%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,088$1.05M0.16%+10313F-HRTimeline
Encompass More Asset Management7,596$1.04M0.35%-5,78913F-HRTimeline
Narus Financial Partners, LLC7,583$1.04M0.35%-42413F-HRTimeline