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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
Sand Hill Global Advisors, LLC13,715$2M0.08%-1,07713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC13,672$2M0.63%-27113F-HRTimeline
PROFFITT & GOODSON INC13,660$1.99M0.33%-1,86813F-HRTimeline
Compound Planning, Inc.13,635$1.99M0.09%+5,77013F-HRTimeline
Tyler-Stone Wealth Management13,626$1.99M0.36%+1,33413F-HRTimeline
Simplicity Wealth,LLC13,605$1.99M0.15%new13F-HRTimeline
Vectors Research Management, LLC13,556$1.98M0.69%-8,62813F-HRTimeline
PFG Investments, LLC13,548$1.98M0.13%-59613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,533$1.98M0.17%-1,67713F-HRTimeline
Pictet North America Advisors SA13,472$1.97M0.2%-75913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,471$1.97M0.12%+42913F-HRTimeline
Gotham Asset Management, LLC13,434$1.96M0.02%new13F-HRTimeline
Cushing Capital Partners, LLC13,412$1.96M1.76%+8013F-HRTimeline
Purus Wealth Management, LLC13,410$1.96M0.83%-26713F-HRTimeline
Perennial Investment Advisors, LLC13,383$1.95M0.22%-74413F-HRTimeline
Retirement Planning Group, LLC13,313$1.94M0.09%-4,69013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,285$1.94M<0.01%+1,13313F-HRTimelineGroup
Caprock Group, LLC13,239$1.93M0.06%-15013F-HRTimeline
Edgestream Partners, L.P.13,111$1.91M0.06%+5,70913F-HRTimeline
MACKENZIE FINANCIAL CORP13,075$1.91M<0.01%+6,45013F-HRTimeline
First Bancorp, Inc /ME/13,060$1.91M1.24%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC13,029$1.9M0.48%+8413F-HRTimeline
STRATEGY ASSET MANAGERS LLC12,952$1.89M0.39%-7,30613F-HRTimeline
TOWNSQUARE CAPITAL LLC12,919$1.89M0.02%+2,10013F-HRTimeline
MSH Capital Advisors LLC12,865$1.88M0.58%+7,14013F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…12,900$1.88M2.1%new13F-HRTimelineGroup
Advisory Resource Group12,814$1.87M0.38%+56713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,742$1.86M0.1%+7,14813F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC12,709$1.86M1.49%-42813F-HRTimeline
Banco BTG Pactual S.A.12,692$1.85M0.46%-11,68313F-HRTimeline
Waldron Private Wealth LLC12,684$1.85M0.09%+1,52913F-HRTimeline
St. Johns Investment Management Company…12,510$1.83M0.9%-1613F-HRTimeline
Baker Avenue Asset Management, LP12,503$1.83M0.06%+57813F-HRTimeline
AlphaQ Advisors LLC12,377$1.81M4.33%-6513F-HRTimeline
EVOKE WEALTH, LLC12,347$1.8M0.05%-13513F-HRTimeline
Crew Capital Management, Ltd12,332$1.8M1.47%+27713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,280$1.79M0.5%-1,88413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV12,258$1.79M0.39%+1,18713F-HRTimeline
LMCG INVESTMENTS, LLC12,258$1.79M0.12%+9813F-HRTimeline
Soltis Investment Advisors LLC12,214$1.78M0.16%-6,37713F-HRTimeline
Blue Chip Partners, LLC12,203$1.78M0.15%-2,90113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group12,171$1.78M0.23%+2,34513F-HRTimelineGroup
M3 Advisory Group, LLC12,163$1.78M1.4%+1813F-HRTimeline
Collier Financial12,071$1.76M1.5%+10,90113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,060$1.76M0.01%-74113F-HRTimelineGroup
Midwest Financial Network, LLC12,051$1.76M1.76%+35213F-HRTimeline
CWA Asset Management Group, LLC12,032$1.76M0.08%+5,18113F-HRTimeline
CENTRAL BANK & TRUST CO12,013$1.75M0.29%+2,07513F-HRTimeline
WP Advisors, LLC12,005$1.75M0.58%+513F-HRTimeline
TSFG, LLC11,985$1.75M0.36%-1,47413F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,962$1.75M0.1%-1,81313F-HRTimeline
Advyzon Investment Management, LLC11,918$1.74M0.62%+9213F-HRTimeline
Ellis Investment Partners, LLC11,909$1.74M0.36%-4,66813F-HRTimeline
Ranch Capital Advisors Inc.11,855$1.73M0.82%-7113F-HRTimeline
Avior Wealth Management, LLC11,839$1.73M0.07%+1,34613F-HRTimeline
Marcum Wealth, LLC11,788$1.72M0.15%+12413F-HRTimeline
PLIMOTH TRUST CO LLC11,753$1.72M0.45%+2,04713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,247$1.71M-10,698Timeline
WOLVERINE TRADING, LLC11,780$1.7M0.05%-79,42713F-HRTimeline
Redwood Financial Network Corp11,621$1.7M1.29%+16713F-HRTimeline
Alpha Cubed Investments, LLC11,458$1.67M0.07%-7,25013F-HRTimeline
BW Gestao de Investimentos Ltda.11,292$1.65M0.19%-225,00013F-HRTimeline
Procyon Advisors, LLC11,256$1.64M0.1%-1,05013F-HRTimeline
Hudock, Inc.11,192$1.63M0.29%+86213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,148$1.63M0.13%-3,73313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…11,114$1.62M<0.01%+1,97713F-HRTimelineGroup
Janney Capital Management LLC11,112$1.62M0.11%-97,48213F-HRTimeline
Forbes Financial Planning, Inc.11,100$1.62M1.2%-913F-HRTimeline
Diligent Investors, LLC11,098$1.62M0.39%+41113F-HRTimeline
CMG Global Holdings, LLC11,763$1.62M1.05%+88013F-HRTimeline
BRIGHTON JONES LLC11,010$1.61M0.05%+1,34813F-HRTimeline
Clearstead Trust, LLC11,008$1.61M0.36%-12113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding11,184$1.61M+2,975Timeline
1834 INVESTMENT ADVISORS CO11,000$1.61M0.21%-1,05513F-HRTimeline
ABOUND FINANCIAL, LLC10,981$1.6M0.81%+3713F-HRTimeline
Trifecta Capital Advisors, LLC10,973$1.6M0.34%+42613F-HRTimeline
Pine Valley Investments Ltd Liability Co10,913$1.59M0.1%-66113F-HRTimeline
V2 Financial group LLC10,830$1.58M1.02%-52213F-HRTimeline
Concentrum Wealth Management10,799$1.58M0.58%-2,76413F-HRTimeline
CHOREO, LLC10,754$1.57M0.02%+22413F-HRTimeline
Fulcrum Equity Management10,741$1.57M1.71%+3,60713F-HRTimeline
GWN SECURITIES INC.11,824$1.56M0.09%+10,37013F-HRTimeline
American Institute for Advanced Investm…10,676$1.56M1.19%-48313F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,667$1.56M0.06%new13F-HRTimeline
Glass Jacobson Investment Advisors llc11,259$1.55M0.51%013F-HRTimeline
Cranbrook Wealth Management, LLC10,604$1.55M0.36%+15213F-HRTimeline
Per Stirling Capital Management, LLC.10,599$1.55M0.22%new13F-HRTimeline
Foguth Wealth Management, LLC.10,594$1.55M0.38%+1,78413F-HRTimeline
Legacy Financial Strategies, LLC10,586$1.55M0.34%-98413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,509$1.53M0.02%-1413F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC10,500$1.53M1.24%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC10,400$1.52M0.03%new13F-HRTimelineGroup
Summit Financial, LLC10,386$1.52M0.04%-13,94213F-HRTimeline
Aptus Capital Advisors, LLC10,356$1.51M0.02%-67713F-HRTimeline
SeaBridge Investment Advisors LLC10,344$1.51M0.33%-45513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,334$1.51M0.86%-28713F-HRTimeline
GPS Wealth Strategies Group, LLC10,313$1.51M0.2%-1,29613F-HRTimeline
Legacy Advisors, LLC10,295$1.5M0.16%+53313F-HRTimeline
Crumly & Associates Inc.10,261$1.5M0.41%-2,20213F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,180$1.49M1.2%-59013F-HRTimeline
Moors & Cabot, Inc.10,136$1.48M0.08%+1,85413F-HRTimeline
Vantage Financial Partners, LLC10,020$1.46M0.36%+81113F-HRTimeline
Pacific Wealth Strategies Group, Inc.9,977$1.46M1.08%-5013F-HRTimeline
BIRCHBROOK, INC.9,963$1.45M0.82%+63913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,944$1.45M0.02%+4,15013F-HRTimelineGroup
MORTON COMMUNITY BANK9,934$1.45M0.38%+2,19813F-HRTimeline
Clarus Wealth Advisors10,443$1.45M0.77%-2,88713F-HRTimeline
RMR Wealth Builders9,888$1.44M0.15%-1,26613F-HRTimeline
MA Private Wealth9,858$1.44M0.27%-71213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,842$1.44M0.18%-29013F-HRTimeline
Shira Ridge Wealth Management9,834$1.44M0.72%-27,84113F-HRTimeline
PRIVATE TRUST CO NA9,834$1.44M0.15%+43413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC9,814$1.43M0.14%new13F-HRTimeline
Gateway Wealth Partners, LLC9,803$1.43M0.32%+1,88713F-HRTimeline
Selway Asset Management9,780$1.43M0.59%-20013F-HRTimeline
WHITTIER TRUST CO9,778$1.43M0.02%-10413F-HRTimeline
Sound Income Strategies, LLC9,774$1.43M0.08%+9,29713F-HRTimeline
Thomasville National Bank9,745$1.42M0.1%-36513F-HRTimeline
Dodds Wealth, LLC9,723$1.42M0.46%-10,13113F-HRTimeline
SMITH, MOORE & CO.9,720$1.42M0.13%-70413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,700$1.42M0.7%013F-HRTimeline
Global Assets Advisory, LLC10,217$1.41M0.27%+6,45813F-HRTimeline
WealthBridge Capital Management, LLC9,614$1.4M0.4%-1,22513F-HRTimeline
NorthCoast Asset Management LLC9,601$1.4M0.01%+4,76413F-HR/ATimeline
SEAVIEW INVESTMENT MANAGERS LLC9,581$1.4M0.34%new13F-HR/ATimeline
WASHINGTON TRUST Co9,539$1.39M0.05%-7,71613F-HRTimeline
Consolidated Portfolio Review Corp9,521$1.39M0.22%+48713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC9,511$1.39M0.3%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,471$1.38M0.05%-1,23313F-HRTimeline
Point Windward Advisors Inc.9,451$1.38M0.55%+15113F-HRTimeline
FRG Family Wealth Advisors LLC9,427$1.38M0.27%+79013F-HRTimeline
Glenview Trust Co9,317$1.36M0.03%-1,66113F-HR/ATimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,292$1.36M0.02%-21,57713F-HRTimelineGroup
BIRINYI ASSOCIATES INC9,211$1.34M0.43%+113F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,684$1.33M0.52%+1,09813F-HRTimeline
Smith Salley Wealth Management9,066$1.32M0.09%-21013F-HRTimeline
Phillips Wealth Planners LLC9,641$1.32M1.39%+55413F-HRTimeline
SOL Capital Management CO9,035$1.32M0.15%+29613F-HRTimeline
Flywheel Private Wealth LLC9,008$1.32M1.2%+27513F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/9,000$1.31M2.56%-9913F-HRTimeline
AAFMAA Wealth Management & Trust LLC8,969$1.31M0.59%-18,57913F-HRTimeline
INGALLS & SNYDER LLC8,963$1.31M0.04%-9113F-HRTimeline
Lokken Investment Group LLC8,959$1.31M0.55%+1,34413F-HRTimeline
Roberts Wealth Advisors, LLC8,953$1.31M0.4%-3813F-HRTimeline
Abbot Financial Management, Inc.8,950$1.31M0.68%-2013F-HRTimeline
ROCKLAND TRUST CO8,949$1.31M0.07%+82013F-HRTimeline
Lynx Investment Advisory8,947$1.31M0.87%+1,93813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,874$1.3M0.75%-61113F-HRTimeline
COUNTRY TRUST BANK8,851$1.29M0.03%-28,87113F-HR/ATimeline
Realta Investment Advisors8,842$1.29M0.59%-2,53613F-HRTimeline
Matthew Goff Investment Advisor, LLC8,803$1.29M0.24%+2,90613F-HRTimeline
ALLIANCEBERNSTEIN L.P.8,799$1.28M<0.01%-1013F-HRTimeline
Richard W. Paul & Associates, LLC8,778$1.28M0.5%-10,98913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC8,715$1.27M0.46%-80013F-HRTimeline
Fulcrum Capital LLC8,700$1.27M0.28%013F-HRTimeline
Tidemark, LLC8,658$1.26M0.46%+27013F-HRTimeline
McAdam, LLC8,626$1.26M0.08%-1,53113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,656$1.25M0.19%+65113F-HRTimeline
Global Financial Private Client, LLC8,565$1.25M0.48%+1,20513F-HRTimeline
Cornerstone Wealth Management, LLC8,550$1.25M0.08%-26913F-HRTimeline
OneDigital Investment Advisors LLC8,526$1.24M0.01%-2,14913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,459$1.24M0.4%-2,11113F-HRTimeline
4WEALTH ADVISORS, INC.8,416$1.23M1.36%-1,71613F-HRTimeline
Mezzasalma Advisors, LLC8,411$1.23M0.42%+22913F-HRTimeline
VestGen Advisors, LLC8,355$1.22M0.06%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,312$1.21M0.48%+2,37313F-HRTimeline
RWA WEALTH PARTNERS, LLC8,242$1.2M0.02%-3,66313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,219$1.2M0.04%-17013F-HRTimelineGroup
Golden State Wealth Management, LLC8,197$1.2M0.18%+31013F-HR/ATimeline
Bristlecone Advisors, LLC8,193$1.2M0.1%-23213F-HRTimeline
Objective Capital Management, LLC8,152$1.19M1.52%-48513F-HRTimeline
LCNB CORP8,130$1.19M0.44%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,122$1.19M0.09%013F-HRTimeline
Ipsen Advisor Group LLC8,097$1.18M1.02%+3213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,095$1.18M0.38%+1513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,077$1.18M0.09%-9513F-HRTimelineGroup
First International Bank & Trust8,025$1.17M0.37%013F-HRTimeline
EQUITABLE TRUST CO8,006$1.17M0.06%013F-HRTimeline
Key Client Fiduciary Advisors, LLC7,962$1.16M0.54%+17113F-HRTimeline
Forefront Wealth Partners, LLC7,957$1.16M0.79%-62313F-HRTimeline
RPG Investment Advisory, LLC7,913$1.16M0.08%+3,95213F-HRTimeline
Modern Wealth Management, LLC7,874$1.15M0.04%-60713F-HR/ATimeline
Claro Advisors Inc.7,872$1.15M0.15%+1,00013F-HRTimeline
Heartwood Wealth Advisors LLC7,870$1.15M0.13%+51613F-HRTimeline
Curat Global, LLC7,842$1.15M1.4%13F-HRTimeline
LANARK FINANCIAL, INC.7,800$1.14M0.1%+7,79313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,783$1.14M<0.01%+3,45113F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC7,781$1.14M0.23%new13F-HRTimeline
Ausdal Financial Partners, Inc.7,752$1.13M0.09%+2,96413F-HRTimeline
Worth Asset Management, LLC7,742$1.13M0.62%new13F-HRTimeline
FineMark National Bank & Trust7,727$1.13M0.04%013F-HRTimeline
BAILARD, INC.7,710$1.13M0.03%-21813F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI7,687$1.12M0.12%+6513F-HRTimeline
Alta Wealth Advisors LLC7,662$1.12M0.51%-8913F-HRTimeline
Saiph Capital, LLC7,642$1.12M0.53%+22513F-HRTimeline
Invst, LLC7,628$1.11M0.15%+4,11713F-HRTimeline
KFA Private Wealth Group, LLC7,575$1.11M0.39%+2,33313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,572$1.11M0.04%-64613F-HRTimelineGroup
Sage Capital Management, LLC7,568$1.11M0.6%-2,76313F-HRTimeline
MMA ASSET MANAGEMENT LLC7,553$1.1M0.46%+92813F-HRTimeline