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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
Chemistry Wealth Management LLC14,100$2.18M0.41%+18513F-HRTimeline
ROMAN BUTLER FULLERTON & CO13,711$2.17M0.57%+4,98913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.13,973$2.16M1.4%-4,65313F-HRTimeline
OKABENA INVESTMENT SERVICES INC13,951$2.16M0.41%+26813F-HRTimeline
St. Johns Investment Management Company…13,936$2.16M0.9%+1,44013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,912$2.15M0.14%-1,33013F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.13,885$2.15M0.09%+4,19813F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group13,818$2.14M0.24%-10013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,681$2.12M0.03%-95413F-HRTimelineGroup
First Bancorp, Inc /ME/13,660$2.11M1.12%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,630$2.11M1.73%-2,28013F-HRTimeline
Northstar Advisory Group, LLC13,599$2.11M0.75%new13F-HRTimeline
SYNTAX RESEARCH, INC.13,566$2.1M1.3%-15013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,515$2.09M<0.01%-86513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.13,428$2.08M0.08%+2,75013F-HRTimeline
Compound Planning, Inc.13,409$2.08M0.06%+2,33213F-HRTimeline
OpenArc Corporate Advisory, LLC13,369$2.07M0.03%13F-HRTimeline
Alpha Cubed Investments, LLC13,278$2.06M0.07%+10,26213F-HRTimeline
Bedell Frazier Investment Counselling, …13,126$2.03M0.39%-89313F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP13,000$2.03M0.16%new13F-HRTimelineGroup
Fortis Group Advisors, LLC13,098$2.03M0.34%-11,00213F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP13,086$2.03M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Compass Financial Group, Inc. (Ohio)13,058$2.02M1.48%13F-HRTimeline
Connective Portfolio Management, LLC13,000$2.01M3.63%new13F-HRTimeline
Sequent Planning LLC12,951$2M0.51%+2,19213F-HRTimeline
PFG Investments, LLC12,940$2M0.09%-26913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,837$1.99M0.12%new13F-HRTimeline
United Bank12,774$1.98M0.67%-6,34413F-HRTimeline
Asset Allocation Strategies LLC12,764$1.98M0.37%-1,77613F-HRTimeline
Capstone Capital Management Ltd12,700$1.97M1.89%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,698$1.97M<0.01%-18,09113F-HRTimelineGroup
Purus Wealth Management, LLC12,686$1.96M0.61%-50013F-HRTimeline
MIRAMONTES CAPITAL, LLC12,672$1.96M0.67%13F-HRTimeline
LMCG INVESTMENTS, LLC12,642$1.96M0.11%+11613F-HRTimeline
SteelPeak Wealth, LLC12,578$1.95M0.06%-2,32013F-HRTimeline
WP Advisors, LLC12,559$1.94M0.48%-3013F-HRTimeline
Colter Lewis Investment Partners LLC12,510$1.94M2.24%13F-HRTimeline
Narus Financial Partners, LLC12,502$1.94M0.53%+213F-HRTimeline
Kingstone Capital Partners Texas, LLC12,478$1.93M1.13%-17713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV12,475$1.93M0.35%-15913F-HRTimeline
Montecito Bank & Trust12,362$1.91M0.31%-22713F-HRTimeline
Baker Avenue Asset Management, LP12,284$1.9M0.04%-9613F-HRTimeline
Pictet North America Advisors SA12,279$1.9M0.18%013F-HRTimeline
Sand Hill Global Advisors, LLC12,233$1.89M0.07%-3513F-HRTimeline
Elk River Wealth Management LLC12,188$1.89M0.3%+8,12913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC12,166$1.88M0.36%-2,35513F-HRTimeline
GM Advisory Group, LLC12,155$1.88M0.07%+10,06113F-HRTimeline
Trifecta Capital Advisors, LLC12,087$1.87M0.28%+91313F-HRTimeline
Koshinski Asset Management, Inc.12,073$1.87M0.12%-34113F-HRTimeline
M3 Advisory Group, LLC12,049$1.87M1.14%+17613F-HRTimeline
Realta Investment Advisors12,029$1.86M0.61%+21313F-HRTimeline
Palumbo Wealth Management LLC11,972$1.85M0.46%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,924$1.85M0.02%+10,26013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,708$1.82M0.12%+6,99713F-HRTimeline
Pettinga Financial Advisors LLC11,734$1.82M0.34%-3,71213F-HRTimeline
Maridea Wealth Management LLC11,711$1.81M0.27%-6013F-HRTimeline
Modern Wealth Management, LLC11,705$1.81M0.03%-71,72613F-HRTimeline
Simplicity Wealth,LLC11,678$1.81M0.11%-19513F-HRTimeline
Clarus Wealth Advisors11,506$1.8M0.75%-16713F-HRTimeline
ALLIANCEBERNSTEIN L.P.11,640$1.8M<0.01%-44,54413F-HRTimeline
Wilmington Savings Fund Society, FSB11,600$1.8M0.04%-36313F-HRTimeline
Legacy Advisors, LLC11,566$1.79M0.19%+1,83513F-HRTimeline
Strategic Blueprint, LLC11,521$1.78M0.11%-2,53613F-HRTimeline
GROUP ONE TRADING LLC11,395$1.76M0.05%+5,99713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,296$1.76M+1,316Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,372$1.76M0.01%+21013F-HRTimelineGroup
PLIMOTH TRUST CO LLC11,362$1.76M0.39%-31613F-HRTimeline
Financially Speaking Inc11,184$1.73M1.12%new13F-HRTimeline
Per Stirling Capital Management, LLC.11,124$1.72M0.19%new13F-HRTimeline
AAFMAA Wealth Management & Trust LLC11,058$1.71M0.67%-1,06813F-HRTimeline
V2 Financial group LLC11,034$1.71M0.84%+10213F-HRTimeline
WESPAC Advisors, LLC11,031$1.71M0.93%+8,44913F-HRTimeline
Luminist Capital LLC11,003$1.7M2.1%+5,58313F-HRTimeline
Capula Management Ltdin group Capula Management Ltd10,981$1.7M0.01%+28513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Centennial Bank/AR/in group Centennial Bank/AR/10,945$1.69M0.67%+4,33513F-HRTimelineGroup
Janney Capital Management LLC10,913$1.69M0.11%+2013F-HRTimeline
EVOKE WEALTH, LLC10,872$1.68M0.03%-1,47313F-HRTimeline
Mawer Investment Management Ltd.10,855$1.68M0.01%new13F-HRTimeline
CWA Asset Management Group, LLC10,849$1.68M0.06%+1013F-HRTimeline
Capital Investment Counsel, LLC10,840$1.68M0.23%new13F-HRTimeline
Tidemark, LLC10,770$1.67M0.47%+1,26313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,749$1.66M+4,026Timeline
Fulcrum Equity Management10,717$1.66M1.59%+4,39313F-HRTimeline
WCG Wealth Advisors LLC10,682$1.65M0.05%-36,33413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,536$1.63M1.26%+3513F-HRTimeline
Waldron Private Wealth LLC10,458$1.62M0.06%013F-HRTimeline
Redwood Financial Network Corp10,448$1.62M1.03%+40213F-HRTimeline
AdvisorNet Financial, Inc10,369$1.61M0.09%-27013F-HRTimeline
Caprock Group, LLC10,341$1.6M0.03%+50813F-HRTimeline
Point Windward Advisors Inc.10,246$1.59M0.76%-23713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC10,193$1.58M1.09%-94713F-HRTimeline
Matthew Goff Investment Advisor, LLC10,145$1.57M0.28%+1,00513F-HRTimeline
American Institute for Advanced Investm…10,127$1.57M1.01%-16013F-HRTimeline
LAVELLE CAPITAL LP10,088$1.56M0.99%13F-HRTimeline
NWAM LLC9,877$1.56M0.09%-7,12913F-HRTimeline
Advisor Resource Council9,977$1.55M0.55%new13F-HRTimeline
Thomasville National Bank10,023$1.55M0.1%-34213F-HRTimeline
SCP Investment, LP10,000$1.55M1.26%013F-HRTimeline
Vantage Financial Partners, LLC9,984$1.55M0.31%-1513F-HRTimeline
WHITTIER TRUST CO9,770$1.54M0.02%+42813F-HRTimeline
UPTICK PARTNERS, LLC9,970$1.54M0.33%+2,26813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,830$1.52M-4,056Timeline
Soltis Investment Advisors LLC9,810$1.52M0.1%-10,45213F-HR/ATimeline
TSFG, LLC9,799$1.52M0.23%-72413F-HRTimeline
Intellectus Partners, LLC9,775$1.51M0.29%+3,28413F-HRTimeline
ROCKLAND TRUST CO9,758$1.51M0.06%+1,42813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,754$1.51M0.01%+1,20613F-HRTimeline
Pacific Wealth Strategies Group, Inc.9,666$1.5M0.85%-91913F-HRTimeline
FineMark National Bank & Trust9,619$1.49M0.05%+2,53813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,527$1.47M0.41%-13013F-HRTimeline
Comprehensive Wealth Management, LLC9,515$1.47M0.87%+17613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,392$1.45M0.05%+2,97013F-HRTimelineGroup
Hudock, Inc.9,391$1.45M0.21%+18013F-HRTimeline
Glenview Trust Co9,368$1.45M0.02%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI9,362$1.45M0.13%+49613F-HRTimeline
INGALLS & SNYDER LLC9,344$1.45M0.05%+56913F-HRTimeline
SBI Okasan Asset Management Co.Ltd.9,215$1.44M0.08%13F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD9,270$1.44M1.07%-2,31513F-HRTimeline
Midwest Financial Group LLC9,236$1.43M0.63%+10013F-HRTimeline
RMR Wealth Builders9,220$1.43M0.11%-58113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,111$1.41M0.27%+72213F-HRTimeline
Brookwood Investment Group LLC9,109$1.41M0.17%+40913F-HRTimeline
RWA WEALTH PARTNERS, LLC9,012$1.4M0.02%+61113F-HRTimeline
SOL Capital Management CO8,983$1.39M0.12%-3513F-HRTimeline
Smith Salley Wealth Management8,949$1.39M0.07%-4613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,936$1.38M0.34%+52613F-HRTimeline
Moors & Cabot, Inc.8,925$1.38M0.06%+713F-HRTimeline
BIRCHBROOK, INC.8,912$1.38M0.69%-48713F-HRTimeline
Geneos Wealth Management Inc.8,873$1.37M0.03%+1,04213F-HRTimeline
Abbot Financial Management, Inc.8,865$1.37M0.57%013F-HRTimeline
BBR PARTNERS, LLC8,863$1.37M0.07%+1,14213F-HRTimeline
1834 INVESTMENT ADVISORS CO8,824$1.37M0.17%-16413F-HRTimeline
Roberts Wealth Advisors, LLC8,803$1.36M0.36%-28413F-HRTimeline
LANARK FINANCIAL, INC.8,799$1.36M0.1%-4713F-HRTimeline
Dynamic Wealth Strategies, LLC8,753$1.35M0.81%+3,53513F-HRTimeline
Global Financial Private Client, LLC8,713$1.35M0.47%+6113F-HRTimeline
Encompass More Asset Management8,665$1.34M0.25%+1,02713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,660$1.34M0.16%+1,18513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,649$1.34M0.22%013F-HRTimeline
Certified Advisory Corp8,619$1.33M0.12%-4,47313F-HRTimeline
Crumly & Associates Inc.8,606$1.33M0.28%013F-HRTimeline
DOLIVER ADVISORS, LP8,554$1.32M0.33%+5,57513F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,540$1.32M0.26%013F-HRTimelineGroup
BAILARD, INC.8,501$1.32M0.03%-23013F-HRTimeline
Financial & Tax Architects, LLC8,495$1.32M0.3%new13F-HRTimeline
Occidental Asset Management, LLC8,364$1.29M0.16%+33113F-HRTimeline
Richard W. Paul & Associates, LLC8,339$1.29M0.43%-16313F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV8,335$1.29M1.26%13F-HRTimeline
Stonebridge Financial Planning Group, L…8,325$1.29M0.47%-2,79013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,307$1.29M0.29%-54613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,290$1.28M0.03%-9513F-HRTimeline
Ally Invest Advisors Inc.8,266$1.28M0.09%-31113F-HRTimeline
Diligent Investors, LLC8,246$1.28M0.31%-39913F-HRTimeline
First National Bank of Hutchinson8,217$1.27M0.75%-12,71013F-HRTimeline
BIRINYI ASSOCIATES INC8,163$1.26M0.32%-4913F-HRTimeline
Blue Chip Partners, LLC8,149$1.26M0.09%-2013F-HRTimeline
Intrepid Financial Planning Group LLC8,149$1.26M0.48%+11613F-HRTimeline
Thrive Capital Management, LLC8,127$1.26M0.28%-51513F-HRTimeline
Retirement Planning Group, LLC8,080$1.25M0.04%-2213F-HRTimeline
17 CAPITAL PARTNERS, LLC8,076$1.25M0.65%-12513F-HRTimeline
Objective Capital Management, LLC8,072$1.25M1.27%+513F-HRTimeline
Jacobs Equity LLC8,028$1.24M1.2%13F-HRTimeline
Activest Wealth Management8,020$1.24M0.23%+4,88613F-HRTimeline
Betterment LLC7,954$1.23M<0.01%+1,20613F-HRTimeline
Mezzasalma Advisors, LLC7,899$1.23M0.29%+2713F-HRTimeline
4WEALTH ADVISORS, INC.7,874$1.22M1.06%-93913F-HRTimeline
Vise Technologies, Inc.7,870$1.22M0.02%+6,28013F-HRTimeline
Heartwood Wealth Advisors LLC7,865$1.22M0.11%-19313F-HRTimeline
WMS Group LLC7,800$1.21M1.54%13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC7,765$1.2M0.55%-29613F-HRTimeline
Ipsen Advisor Group LLC7,758$1.2M0.85%-24413F-HRTimeline
Tempo Wealth, LLC7,715$1.19M0.21%13F-HRTimeline
Composition Wealth, LLC7,708$1.19M0.02%+25913F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP7,646$1.18M0.04%new13F-HRTimeline
Bouchey Financial Group, Ltd.7,628$1.18M0.09%-139,32913F-HRTimeline
Invst, LLC7,614$1.18M0.13%+5,11313F-HRTimeline
Avior Wealth Management, LLC7,592$1.18M0.04%-1,39213F-HRTimeline
McAdam, LLC7,540$1.17M0.05%+2,47913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,539$1.17M<0.01%new13F-HRTimelineGroup
Sage Capital Management, LLC7,531$1.17M0.54%-8213F-HRTimeline
National Philanthropic Trust7,535$1.17M0.01%+2,57613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,526$1.17M0.17%+74613F-HRTimeline
SMITH, MOORE & CO.7,524$1.16M0.09%-8913F-HRTimeline
Clear Creek Financial Management, LLC7,494$1.16M0.09%-6,14613F-HRTimeline
Flywheel Private Wealth LLC7,462$1.16M0.72%-88313F-HRTimeline
Aptus Capital Advisors, LLC7,432$1.15M0.01%+1,00213F-HRTimeline
WEALTHGARDEN F.S. LLC7,230$1.14M0.75%+2,20713F-HRTimeline
Dodds Wealth, LLC7,381$1.14M0.28%-2,02913F-HRTimeline
PRIVATE TRUST CO NA7,368$1.14M0.1%-1,04313F-HRTimeline
O'ROURKE & COMPANY, Inc7,349$1.14M0.44%+36013F-HRTimeline
Cladis Investment Advisory, LLC7,340$1.14M0.62%+87513F-HRTimeline
Milestone Asset Management Group, LLC7,288$1.13M0.64%+59213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,280$1.13M0.07%+2413F-HRTimelineGroup
Phillips Wealth Planners LLC7,102$1.12M0.9%-57513F-HRTimeline
Beaumont Financial Advisors, LLC7,209$1.12M0.07%+1,69613F-HRTimeline
Cornerstone Wealth Management, LLC7,205$1.12M0.06%-78013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,176$1.11M0.03%new13F-HRTimelineGroup
First National Trust Co7,131$1.1M0.04%+1,87913F-HRTimeline
Aberdeen Wealth Management LLC7,121$1.1M0.51%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.7,107$1.1M0.01%+5,50213F-HRTimelineGroup