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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
NWAM LLC13,944$1.82M0.11%-10,14913F-HR/ATimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,471$1.82M0.1%013F-HRTimeline
Gotham Asset Management, LLC13,434$1.81M0.01%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC13,392$1.81M0.4%+36313F-HRTimeline
Purus Wealth Management, LLC13,375$1.8M0.63%-3513F-HR/ATimeline
Advyzon Investment Management, LLC13,088$1.76M0.39%+1,17013F-HRTimeline
Keel Point, LLC13,047$1.76M0.12%+8,09713F-HRTimeline
PFG Investments, LLC13,017$1.75M0.1%-53113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,938$1.74M<0.01%-34713F-HRTimelineGroup
Pictet North America Advisors SA12,847$1.73M0.17%-62513F-HRTimeline
MSH Capital Advisors LLC12,839$1.73M0.5%-2613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC12,760$1.72M0.43%-1,43713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,721$1.71M<0.01%+4,93813F-HRTimelineGroup
PLIMOTH TRUST CO LLC12,671$1.71M0.41%+91813F-HRTimeline
STRATEGY ASSET MANAGERS LLC12,653$1.71M0.32%-29913F-HRTimeline
Compound Planning, Inc.12,599$1.7M0.06%-1,03613F-HRTimeline
NorthCoast Asset Management LLC12,553$1.69M0.01%+2,95213F-HRTimeline
WP Advisors, LLC12,532$1.69M0.46%+52713F-HRTimeline
Retireful, LLC12,506$1.69M1.16%new13F-HRTimeline
EVOKE WEALTH, LLC12,372$1.67M0.04%+2513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,343$1.66M0.08%-1,71413F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO12,342$1.66M0.03%+6,92413F-HRTimeline
SteelPeak Wealth, LLC12,341$1.66M0.06%-2,62413F-HRTimeline
Sand Hill Global Advisors, LLC12,315$1.66M0.06%-1,40013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV12,226$1.65M0.31%-3213F-HRTimeline
Pettinga Financial Advisors LLC12,170$1.64M0.36%-9,07513F-HRTimeline
Baker Avenue Asset Management, LP11,995$1.62M0.05%-50813F-HRTimeline
St. Johns Investment Management Company…11,930$1.61M0.74%-58013F-HRTimeline
Ellis Investment Partners, LLC11,859$1.6M0.31%-5013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,754$1.58M0.01%-30613F-HRTimelineGroup
Narus Financial Partners, LLC11,750$1.58M0.49%+4,93113F-HRTimeline
AAFMAA Wealth Management & Trust LLC11,732$1.58M0.65%+2,76313F-HRTimeline
M3 Advisory Group, LLC11,682$1.57M1.09%-48113F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…11,700$1.57M1.84%-1,20013F-HRTimelineGroup
Midwest Financial Network, LLC11,636$1.57M1.56%-41513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC11,612$1.57M0.38%-66813F-HRTimeline
Ridgepath Capital Management LLC11,579$1.56M0.72%new13F-HRTimeline
Redwood Financial Network Corp11,521$1.55M1.05%-10013F-HRTimeline
CWA Asset Management Group, LLC11,498$1.55M0.07%-53413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC11,437$1.55M1.17%-10,39313F-HRTimeline
TSFG, LLC11,346$1.53M0.28%-63913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC11,321$1.53M0.44%-2,35113F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC11,252$1.52M2.18%new13F-HRTimeline
Cinctive Capital Management LP11,225$1.51M0.08%new13F-HRTimeline
Clarus Wealth Advisors11,159$1.51M0.7%+71613F-HRTimeline
Trifecta Capital Advisors, LLC11,173$1.51M0.25%+20013F-HRTimeline
WOLVERINE TRADING, LLC11,202$1.5M0.04%-57813F-HRTimeline
Retirement Planning Group, LLC11,119$1.5M0.06%-2,19413F-HRTimeline
Janney Capital Management LLC11,099$1.5M0.1%-1313F-HRTimeline
Relyea Zuckerberg Hanson LLC11,052$1.49M0.17%new13F-HRTimeline
V2 Financial group LLC10,831$1.46M0.88%+113F-HRTimeline
Wealthspire Retirement, LLC10,751$1.45M0.1%+3,37513F-HRTimeline
Waldron Private Wealth LLC10,747$1.45M0.06%-1,93713F-HRTimeline
Curat Global, LLC10,678$1.44M1.37%+2,83613F-HR/ATimeline
American Institute for Advanced Investm…10,671$1.44M1.02%-513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,636$1.43M0.1%-51213F-HRTimeline
Pine Valley Investments Ltd Liability Co10,633$1.43M0.08%-28013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,566$1.42M0.07%-47,25413F-HRTimeline
Lokken Investment Group LLC10,558$1.42M0.55%+1,59913F-HRTimeline
BRIGHTON JONES LLC10,556$1.42M0.04%-45413F-HRTimeline
MORTON COMMUNITY BANK10,546$1.42M0.35%+61213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,473$1.41M0.06%-2,26913F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.10,767$1.4M0.92%+79013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,294$1.4M-890Timeline
Composition Wealth, LLC10,365$1.4M0.02%-215,95413F-HRTimeline
Cranbrook Wealth Management, LLC10,354$1.4M0.3%-25013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,582$1.39M-1,665Timeline
INTEGRITY ALLIANCE, LLC.10,297$1.39M0.08%-37013F-HRTimeline
Avior Wealth Management, LLC10,236$1.38M0.05%-1,60313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,164$1.37M0.02%-34513F-HRTimeline
Blue Chip Partners, LLC10,151$1.37M0.11%-2,05213F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,148$1.37M1.04%-3213F-HRTimeline
Glassy Mountain Advisors, Inc.10,146$1.37M0.44%+8,72013F-HRTimeline
Legacy Financial Strategies, LLC10,110$1.36M0.27%-47613F-HRTimeline
1834 INVESTMENT ADVISORS CO10,088$1.36M0.17%-91213F-HRTimeline
RMR Wealth Builders10,068$1.36M0.12%+18013F-HRTimeline
CAXTON ASSOCIATES LLP10,012$1.35M0.03%new13F-HRTimeline
Vantage Financial Partners, LLC10,003$1.35M0.31%-1713F-HRTimeline
SIG BROKERAGE, LP10,000$1.35M0.37%new13F-HRTimeline
Phillips Wealth Planners LLC9,946$1.34M1.22%+30513F-HRTimeline
Tepp RIA, LLC9,892$1.33M1.72%-31,64413F-HRTimeline
Forefront Wealth Partners, LLC9,709$1.33M0.91%+1,75213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC9,846$1.33M0.66%-48813F-HRTimeline
Proficio Capital Partners LLC1,263,057$1.32M0.08%new13F-HRTimeline
CX Institutional9,777$1.32M0.05%-8,97013F-HR/ATimeline
Thomasville National Bank9,725$1.31M0.09%-2013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,700$1.31M0.61%013F-HRTimeline
Consolidated Portfolio Review Corp9,664$1.3M0.18%+14313F-HRTimeline
WHITTIER TRUST CO9,539$1.29M0.02%-23913F-HRTimeline
SCS Capital Management LLC9,482$1.28M0.01%-11,56813F-HRTimeline
BIRCHBROOK, INC.9,449$1.27M0.68%-51413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,425$1.27M0.04%-4613F-HRTimeline
Point Windward Advisors Inc.9,370$1.26M0.57%-8113F-HRTimeline
Hudock, Inc.9,367$1.26M0.2%-1,82513F-HRTimeline
Dodds Wealth, LLC9,348$1.26M0.34%-37513F-HRTimeline
Donald L. Hagan, LLC9,340$1.26M0.63%-5,09013F-HRTimeline
Moors & Cabot, Inc.9,321$1.26M0.06%-81513F-HRTimeline
BIRINYI ASSOCIATES INC9,212$1.24M0.36%+113F-HRTimeline
Glenview Trust Co9,214$1.24M0.02%-10313F-HRTimeline
Crumly & Associates Inc.9,159$1.23M0.3%-1,10213F-HRTimeline
PRIVATE TRUST CO NA9,143$1.23M0.12%-69113F-HRTimeline
Roberts Wealth Advisors, LLC9,081$1.22M0.35%+12813F-HRTimeline
Realta Investment Advisors9,055$1.22M0.48%+21313F-HRTimeline
4WEALTH ADVISORS, INC.9,022$1.22M1.26%+60613F-HRTimeline
SOL Capital Management CO9,018$1.22M0.12%-1713F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/9,000$1.21M1.98%013F-HRTimeline
Smith Salley Wealth Management8,995$1.21M0.07%-7113F-HRTimeline
Larson Financial Group LLC8,988$1.21M0.05%-17,52413F-HRTimeline
Richard W. Paul & Associates, LLC8,983$1.21M0.44%+20513F-HRTimeline
Abbot Financial Management, Inc.8,915$1.2M0.55%-3513F-HRTimeline
Lynx Investment Advisory8,913$1.2M0.78%-3413F-HRTimeline
Matthew Goff Investment Advisor, LLC8,890$1.2M0.22%+8713F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,744$1.19M0.35%-94013F-HRTimeline
WealthBridge Capital Management, LLC8,852$1.19M0.3%-76213F-HRTimeline
Midwest Financial Group LLC8,850$1.19M0.63%+1,96213F-HRTimeline
ALLIANCEBERNSTEIN L.P.8,826$1.19M<0.01%+2713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,817$1.19M0.3%+3,36113F-HRTimeline
INGALLS & SNYDER LLC8,816$1.19M0.04%-14713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,795$1.19M0.14%-1,04713F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP8,760$1.18M0.1%new13F-HRTimelineGroup
Global Financial Private Client, LLC8,717$1.17M0.44%+15213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC8,715$1.17M0.4%013F-HRTimeline
Fulcrum Capital LLC8,700$1.17M0.25%013F-HRTimeline
Diligent Investors, LLC8,693$1.17M0.28%-2,40513F-HRTimeline
Tidemark, LLC8,677$1.17M0.38%+1913F-HRTimeline
SeaBridge Investment Advisors LLC8,666$1.17M0.22%-1,67813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,638$1.16M0.31%+17913F-HRTimeline
BlueCrest Capital Management Ltd8,636$1.16M0.13%-8,63613F-HRTimeline
Geneos Wealth Management Inc.8,633$1.16M0.03%-44,84713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,624$1.16M0.58%-25013F-HRTimeline
Flywheel Private Wealth LLC8,624$1.16M0.93%-38413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,540$1.15M0.21%-166,58913F-HRTimelineGroup
BAILARD, INC.8,520$1.15M0.03%+81013F-HRTimeline
Pinnacle Financial Partners Inc8,508$1.15M0.02%+1,48213F-HRTimeline
Cornerstone Wealth Management, LLC8,492$1.14M0.07%-5813F-HRTimeline
Manhattan West Asset Management, LLC8,470$1.14M0.26%-7,84813F-HRTimeline
Mezzasalma Advisors, LLC8,440$1.14M0.34%+2913F-HRTimeline
Vise Technologies, Inc.8,436$1.14M0.05%13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI8,434$1.14M0.12%+74713F-HRTimeline
LANARK FINANCIAL, INC.8,404$1.13M0.09%+60413F-HRTimeline
ROCKLAND TRUST CO8,398$1.13M0.06%-55113F-HRTimeline
FineMark National Bank & Trust8,330$1.12M0.04%+60313F-HRTimeline
GPS Wealth Strategies Group, LLC8,281$1.12M0.13%-2,03213F-HRTimeline
RWA WEALTH PARTNERS, LLC8,202$1.11M0.01%-4013F-HRTimeline
VestGen Advisors, LLC8,201$1.11M0.04%-15413F-HRTimeline
Modern Wealth Management, LLC8,201$1.11M0.03%+32713F-HR/ATimeline
17 CAPITAL PARTNERS, LLC8,184$1.1M0.64%+4,78313F-HRTimeline
McAdam, LLC8,160$1.1M0.06%-46613F-HRTimeline
Ipsen Advisor Group LLC8,133$1.1M0.84%+3613F-HRTimeline
LCNB CORP8,130$1.1M0.39%013F-HRTimeline
SMITH, MOORE & CO.8,126$1.1M0.09%-1,59413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,122$1.09M0.08%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,074$1.09M0.33%-2113F-HRTimeline
Objective Capital Management, LLC8,060$1.09M1.22%-9213F-HRTimeline
GROUP ONE TRADING LLC8,060$1.09M0.04%new13F-HRTimeline
EQUITABLE TRUST CO8,006$1.08M0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.7,943$1.07M0.07%+19113F-HRTimeline
Alpine Global Management, LLC7,933$1.07M0.25%+4,32813F-HRTimeline
Aster Capital Management (DIFC) Ltd7,932$1.07M0.24%-16,59213F-HRTimeline
Heartwood Wealth Advisors LLC7,870$1.06M0.11%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,759$1.05M0.06%-27,45813F-HRTimelineGroup
KFA Private Wealth Group, LLC7,684$1.04M0.32%+10913F-HRTimeline
VCI Wealth Management LLC7,676$1.03M0.36%+80313F-HRTimeline
FRG Family Wealth Advisors LLC7,647$1.03M0.18%-1,78013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,640$1.03M0.04%+1,29413F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,617$1.03M0.04%+4513F-HRTimelineGroup
Sage Capital Management, LLC7,591$1.02M0.49%+2313F-HRTimeline
Cypress Capital Management LLC (WY)7,487$1.01M1.1%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,453$1M0.33%-85913F-HR/ATimeline
Golden State Wealth Management, LLC7,442$1M0.12%-75513F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP7,391$996K0.09%+4,67313F-HRTimelineGroup
Ally Invest Advisors Inc.7,370$993K0.08%+15613F-HRTimeline
Cladis Investment Advisory, LLC7,345$990K0.62%-10013F-HRTimeline
Comprehensive Wealth Management, LLC7,330$988K0.8%+31413F-HRTimeline
UPTICK PARTNERS, LLC7,323$987K0.28%+73613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,308$985K0.07%-76913F-HRTimelineGroup
First National Trust Co7,273$980K0.04%-16413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,271$980K0.14%-1,38513F-HRTimeline
MMA ASSET MANAGEMENT LLC7,224$974K0.37%-32913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,216$973K0.01%+93513F-HR/ATimelineGroup
NTV Asset Management LLC7,197$970K0.12%+23313F-HRTimeline
Vienna Asset Management LLC7,134$962K0.66%new13F-HRTimeline
Aberdeen Wealth Management LLC7,121$960K0.64%-12513F-HRTimeline
Legacy Private Trust Co.7,107$958K0.06%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,101$957K0.06%new13F-HRTimelineGroup
Good Life Advisors, LLC7,076$954K0.06%+39413F-HRTimeline
O'ROURKE & COMPANY, Inc7,069$953K0.44%+1,57813F-HRTimeline
Bristlecone Advisors, LLC7,059$951K0.08%-1,13413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,924$946K0.64%+6,78213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$944K0.53%013F-HRTimeline
Brookwood Investment Group LLC6,988$942K0.15%+5,59713F-HRTimeline
OBSIDIAN CIO, LLC6,986$942K0.14%+1,26713F-HRTimeline
Cornerstone National Bank & Trust Co6,965$939K0.4%+11413F-HRTimeline
Keystone Financial Group6,963$939K0.08%+10213F-HRTimeline
Aptus Capital Advisors, LLC6,931$934K0.01%-3,42513F-HRTimeline
Interchange Capital Partners, LLC6,916$932K0.22%+14413F-HR/ATimeline
Resolute Wealth Strategies, LLC6,888$928K0.5%+5,00913F-HRTimeline
Ledyard National Bank6,879$927K0.09%-21513F-HRTimeline
MKT Advisors LLC6,741$922K0.36%+27013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,826$920K0.08%+2613F-HRTimeline