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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
PRELUDE CAPITAL MANAGEMENT, LLC12,000$1.67M0.13%new13F-HRTimeline
Wilmington Savings Fund Society, FSB11,963$1.66M0.04%-6,40413F-HR/ATimeline
Simplicity Wealth,LLC11,873$1.65M0.1%-17,33513F-HRTimeline
M3 Advisory Group, LLC11,873$1.65M1.03%+19113F-HRTimeline
NorthCoast Asset Management LLC11,829$1.65M0.01%-72413F-HRTimeline
Realta Investment Advisors11,816$1.64M0.55%+2,76113F-HRTimeline
PLIMOTH TRUST CO LLC11,678$1.63M0.37%-99313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC11,622$1.62M0.1%+3,50013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD11,585$1.61M1.24%-6,23413F-HRTimeline
Turtle Creek Wealth Advisors, LLC11,465$1.6M0.14%+9,77013F-HRTimeline
Perennial Investment Advisors, LLC11,344$1.58M0.13%-2,29913F-HRTimeline
Larson Financial Group LLC11,202$1.56M0.05%+2,21413F-HRTimeline
Trifecta Capital Advisors, LLC11,174$1.56M0.24%+113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,162$1.55M0.01%-59213F-HR/ATimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC11,140$1.55M1.16%new13F-HRTimeline
Stonebridge Financial Planning Group, L…11,115$1.55M0.58%-4,16513F-HRTimeline
Compound Planning, Inc.11,077$1.54M0.05%-1,52213F-HRTimeline
Lokken Investment Group LLC10,997$1.53M0.53%+43913F-HRTimeline
V2 Financial group LLC10,932$1.52M0.84%+10113F-HRTimeline
Janney Capital Management LLC10,893$1.52M0.09%-20613F-HRTimeline
CWA Asset Management Group, LLC10,839$1.51M0.06%-65913F-HRTimeline
Sequent Planning LLC10,759$1.5M0.42%+4,94513F-HRTimeline
BRIGHTON JONES LLC10,745$1.5M0.04%+18913F-HRTimeline
Arete Wealth Advisors, LLC10,706$1.49M0.09%+5,48913F-HRTimeline
Capula Management Ltdin group Capula Management Ltd10,696$1.49M0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Wealthspire Retirement, LLC10,680$1.49M0.09%-7113F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.10,678$1.49M0.07%+38113F-HRTimeline
Curat Global, LLC10,656$1.48M1.39%-2213F-HRTimeline
AdvisorNet Financial, Inc10,639$1.48M0.08%-3,16513F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,585$1.47M0.9%-18213F-HRTimeline
TSFG, LLC10,523$1.47M0.23%-82313F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,501$1.46M1.09%+35313F-HRTimeline
Point Windward Advisors Inc.10,483$1.46M0.68%+1,11313F-HRTimeline
Waldron Private Wealth LLC10,458$1.46M0.06%-28913F-HRTimeline
Thomasville National Bank10,365$1.44M0.09%+64013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,980$1.44M-602Timeline
American Institute for Advanced Investm…10,287$1.43M0.94%-38413F-HRTimeline
Moloney Securities Asset Management, LLC10,174$1.42M0.17%-9,55213F-HRTimeline
Redwood Financial Network Corp10,046$1.4M0.89%-1,47513F-HRTimeline
SCP Investment, LP10,000$1.39M1.12%new13F-HRTimeline
Vantage Financial Partners, LLC9,999$1.39M0.29%-413F-HRTimeline
RMR Wealth Builders9,801$1.36M0.11%-26713F-HRTimeline
Legacy Advisors, LLC9,731$1.35M0.17%new13F-HRTimeline
WHITTIER TRUST CO9,342$1.35M0.02%-19713F-HRTimeline
Caprock Group, LLC9,833$1.35M0.03%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,687$1.35M0.06%-2,65613F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC9,657$1.34M0.37%-1,66413F-HRTimeline
Leslie Global Wealth, LLC9,571$1.33M0.62%new13F-HRTimeline
Tidemark, LLC9,507$1.32M0.39%+83013F-HRTimeline
GSA CAPITAL PARTNERS LLP9,438$1.31M0.11%+3,42713F-HRTimeline
Dodds Wealth, LLC9,410$1.31M0.32%+6213F-HRTimeline
BIRCHBROOK, INC.9,399$1.31M0.68%-5013F-HRTimeline
Glenview Trust Co9,368$1.3M0.02%+15413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,344$1.3M0.09%-1,29213F-HRTimeline
Comprehensive Wealth Management, LLC9,339$1.3M0.92%+2,00913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,274$1.29M0.03%+5,05913F-HRTimeline
Hudock, Inc.9,211$1.28M0.19%-15613F-HRTimeline
B. Riley Wealth Advisors, Inc.9,146$1.27M0.06%-1,42013F-HRTimeline
Matthew Goff Investment Advisor, LLC9,140$1.27M0.22%+25013F-HRTimeline
Midwest Financial Group LLC9,136$1.27M0.61%+28613F-HRTimeline
Roberts Wealth Advisors, LLC9,087$1.26M0.34%+613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,029$1.26M0.07%+1,27013F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO8,722$1.26M0.34%-2213F-HRTimeline
SOL Capital Management CO9,018$1.25M0.11%013F-HRTimeline
Smith Salley Wealth Management8,995$1.25M0.06%013F-HRTimeline
1834 INVESTMENT ADVISORS CO8,988$1.25M0.15%-1,10013F-HRTimeline
Avior Wealth Management, LLC8,984$1.25M0.04%-1,25213F-HRTimeline
Moors & Cabot, Inc.8,918$1.24M0.05%-40313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI8,866$1.23M0.12%+43213F-HRTimeline
Abbot Financial Management, Inc.8,865$1.23M0.53%-5013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,853$1.23M0.29%-3,90713F-HRTimeline
LANARK FINANCIAL, INC.8,846$1.23M0.09%+44213F-HRTimeline
4WEALTH ADVISORS, INC.8,813$1.23M1.13%-20913F-HRTimeline
INGALLS & SNYDER LLC8,775$1.22M0.04%-4113F-HRTimeline
BAILARD, INC.8,731$1.22M0.03%+21113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC8,715$1.21M0.38%013F-HRTimeline
Brookwood Investment Group LLC8,700$1.21M0.16%+1,71213F-HRTimeline
Global Financial Private Client, LLC8,652$1.2M0.43%-6513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,649$1.2M0.22%-16813F-HRTimeline
Diligent Investors, LLC8,645$1.2M0.3%-4813F-HRTimeline
Thrive Capital Management, LLC8,642$1.2M0.31%+3,10813F-HRTimeline
BlueCrest Capital Management Ltd8,636$1.2M0.07%013F-HRTimeline
Manhattan West Asset Management, LLC8,623$1.2M0.25%+15313F-HRTimeline
Cullen Capital Management, LLC8,610$1.2M0.01%-134,85313F-HRTimeline
Crumly & Associates Inc.8,606$1.2M0.26%-55313F-HRTimeline
DRW Securities, LLC8,555$1.19M0.06%-67,48413F-HRTimeline
Ally Invest Advisors Inc.8,577$1.19M0.09%+1,20713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,548$1.19M0.01%-1,61613F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,540$1.19M0.25%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC8,502$1.18M0.4%-48113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,500$1.18M0.53%-1,20013F-HRTimeline
PRIVATE TRUST CO NA8,411$1.17M0.1%-73213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,410$1.17M0.3%-22813F-HRTimeline
RWA WEALTH PARTNERS, LLC8,401$1.17M0.01%+19913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC8,389$1.17M0.16%-3,22313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,385$1.17M0.03%-1,04013F-HRTimeline
Flywheel Private Wealth LLC8,345$1.16M0.91%-27913F-HRTimeline
ROCKLAND TRUST CO8,330$1.16M0.05%-6813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,312$1.16M<0.01%+1,79413F-HRTimelineGroup
Ellis Investment Partners, LLC8,280$1.15M0.21%-3,57913F-HRTimeline
BIRINYI ASSOCIATES INC8,212$1.14M0.29%-1,00013F-HRTimeline
17 CAPITAL PARTNERS, LLC8,201$1.14M0.62%+1713F-HRTimeline
Blue Chip Partners, LLC8,169$1.14M0.09%-1,98213F-HRTimeline
Freedom Investment Management, Inc.8,130$1.13M0.3%-41,76113F-HRTimeline
Retirement Planning Group, LLC8,102$1.13M0.04%-3,01713F-HRTimeline
Objective Capital Management, LLC8,067$1.12M1.16%+713F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,061$1.12M0.56%-1,78513F-HRTimeline
Heartwood Wealth Advisors LLC8,058$1.12M0.1%+18813F-HRTimeline
Intrepid Financial Planning Group LLC8,033$1.12M0.43%-6,81313F-HRTimeline
Occidental Asset Management, LLC8,033$1.12M0.14%+1,40213F-HRTimeline
Ipsen Advisor Group LLC8,002$1.11M0.8%-13113F-HRTimeline
Cornerstone Wealth Management, LLC7,985$1.11M0.06%-50713F-HRTimeline
Phillips Wealth Planners LLC7,677$1.11M0.92%-2,26913F-HRTimeline
Legacy Financial Strategies, LLC7,895$1.1M0.2%-2,21513F-HRTimeline
L.M. KOHN & COMPANY7,878$1.1M1.32%+1,23613F-HRTimeline
Mezzasalma Advisors, LLC7,872$1.1M0.28%-56813F-HRTimeline
Geneos Wealth Management Inc.7,831$1.09M0.03%-80213F-HRTimeline
BBR PARTNERS, LLC7,721$1.07M0.06%-20,13613F-HRTimeline
UPTICK PARTNERS, LLC7,702$1.07M0.28%+37913F-HRTimeline
Encompass More Asset Management7,638$1.06M0.2%+1,93313F-HRTimeline
SMITH, MOORE & CO.7,613$1.06M0.08%-51313F-HRTimeline
Sage Capital Management, LLC7,613$1.06M0.48%+2213F-HRTimeline
Financial Advocates Investment Manageme…7,519$1.05M0.59%-8,42113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,475$1.04M0.12%+20413F-HRTimeline
Composition Wealth, LLC7,449$1.04M0.02%-2,91613F-HRTimeline
VestGen Advisors, LLC7,354$1.02M0.03%-84713F-HRTimeline
Golden State Wealth Management, LLC7,300$1.02M0.11%-14213F-HRTimeline
GPS Wealth Strategies Group, LLC7,258$1.01M0.11%-1,02313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,256$1.01M0.07%-5213F-HRTimelineGroup
OneDigital Investment Advisors LLC7,252$1.01M0.01%+45813F-HRTimeline
OBSIDIAN CIO, LLC7,251$1.01M0.13%+26513F-HRTimeline
KFA Private Wealth Group, LLC7,215$1M0.29%-46913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,195$1M0.01%-2113F-HR/ATimelineGroup
Aberdeen Wealth Management LLC7,121$991K0.62%013F-HRTimeline
Bristlecone Advisors, LLC7,109$989K0.08%+5013F-HRTimeline
Consolidated Portfolio Review Corp7,095$987K0.12%-2,56913F-HRTimeline
FineMark National Bank & Trust7,081$985K0.03%-1,24913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,073$984K0.61%+14913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,042$980K0.14%+1,63513F-HRTimeline
Lynx Investment Advisory7,039$980K0.59%-1,87413F-HRTimeline
SCS Capital Management LLC7,010$976K0.01%-2,47213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$974K0.5%013F-HRTimeline
O'ROURKE & COMPANY, Inc6,989$973K0.41%-8013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,988$973K0.1%-1,80713F-HRTimeline
Cornerstone National Bank & Trust Co6,951$967K0.39%-1413F-HRTimeline
Pacific Sun Financial Corp6,949$967K0.47%+43413F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY6,906$961K0.2%-55,13513F-HRTimeline
Cypress Capital Management LLC (WY)6,887$958K0.88%-60013F-HRTimeline
MKT Advisors LLC6,677$958K0.36%-6413F-HRTimeline
NOVEM GROUP6,863$955K0.11%new13F-HRTimeline
Quadrant Private Wealth Management, LLC6,795$946K0.17%+84413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,780$944K0.14%+1,30513F-HRTimeline
Ledyard National Bank6,779$943K0.08%-10013F-HRTimeline
Betterment LLC6,748$939K<0.01%+72313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,723$936K0.06%-37813F-HRTimelineGroup
Pinnacle Financial Partners Inc6,697$932K0.02%-1,81113F-HRTimeline
Milestone Asset Management Group, LLC6,696$932K0.59%-4713F-HRTimeline
Keystone Financial Group6,641$924K0.07%-32213F-HR/ATimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,795$923K0.09%+83613F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC6,616$921K0.07%-21013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/6,610$920K0.36%+5,00913F-HRTimelineGroup
Interchange Capital Partners, LLC6,591$917K0.18%-32513F-HRTimeline
MMA ASSET MANAGEMENT LLC6,554$912K0.3%-67013F-HRTimeline
Mission Creek Capital Partners, Inc.6,528$909K0.18%+1613F-HRTimeline
Intellectus Partners, LLC6,491$903K0.18%+57513F-HRTimeline
Affiance Financial, LLC6,475$901K0.16%013F-HRTimeline
Cladis Investment Advisory, LLC6,465$900K0.51%-88013F-HRTimeline
VCI Wealth Management LLC6,457$899K0.27%-1,21913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,435$896K0.72%-5313F-HRTimeline
Spinnaker Investment Group, LLC6,434$895K0.17%+59113F-HRTimeline
Aptus Capital Advisors, LLC6,430$895K0.01%-50113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,422$894K0.04%-4,05113F-HRTimelineGroup
Heritage Wealth Advisors6,396$890K0.04%+1,01313F-HRTimeline
Main Street Financial Solutions, LLC6,381$888K0.06%+1,96213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,356$885K0.24%+29313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,355$884K0.16%new13F-HRTimeline
Fulcrum Equity Management6,324$880K0.89%-1813F-HRTimeline
Sherman Asset Management, Inc.6,323$880K0.76%+613F-HRTimeline
McHugh Group, LLC6,322$880K0.53%013F-HRTimeline
Tradition Wealth Management, LLC6,278$874K0.06%-39613F-HRTimeline
EQUITABLE TRUST CO6,227$867K0.04%-1,77913F-HRTimeline
NFSG Corp6,210$864K0.13%-25613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,201$863K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC5,866$853K0.02%+69113F-HRTimeline
Montis Financial, LLC6,088$847K0.2%new13F-HRTimeline
E&G Advisors, LLC6,080$846K0.2%+2813F-HRTimeline
Talisman Wealth Advisors LLC6,041$841K0.7%-14413F-HRTimeline
WASHINGTON TRUST Co5,997$835K0.03%-31813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,700$832K0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,962$830K0.25%+93513F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT5,952$828K0.07%-13913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,933$826K0.17%013F-HRTimeline
Laurel Wealth Advisors LLC5,929$825K0.12%013F-HRTimeline
XY Planning Network, Inc.6,121$825K0.28%013F-HRTimeline
Providence Capital Advisors, LLC5,919$824K0.14%+44513F-HRTimeline
OPINICUS CAPITAL, INC.5,905$822K0.57%+46413F-HRTimeline
WealthBridge Capital Management, LLC5,888$819K0.19%-2,96413F-HRTimeline
WESBANCO BANK INC5,888$819K0.02%-59813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,887$819K0.08%-63813F-HRTimelineGroup
Narwhal Capital Management5,880$818K0.06%-67513F-HRTimeline