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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
Pinnacle Financial Partners Inc7,211$1.04M0.02%-313F-HRTimeline
Saiph Capital, LLC7,417$1.02M0.46%+76113F-HRTimeline
SVB WEALTH LLC7,412$1.02M0.02%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,407$1.02M0.02%-3013F-HR/ATimelineGroup
Edgestream Partners, L.P.7,402$1.02M0.04%-12,20713F-HRTimeline
Stonebrook Private Inc.7,365$1.01M0.27%+1,68513F-HRTimeline
Transform Wealth, LLC7,364$1.01M0.06%-37713F-HRTimeline
Global Financial Private Client, LLC7,360$1.01M0.38%+27413F-HRTimeline
Heartwood Wealth Advisors LLC7,354$1.01M0.11%-11313F-HRTimeline
Cypress Capital Management LLC (WY)7,346$1.01M1.16%-2,43613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,305$1.01M0.08%+41213F-HRTimeline
WEALTHGARDEN F.S. LLC7,292$1M0.94%-91913F-HRTimeline
Ledyard National Bank7,281$1M0.09%-6813F-HRTimeline
KELLY FINANCIAL GROUP LLC7,260$999K0.36%13F-HRTimeline
Aberdeen Wealth Management LLC7,246$997K0.68%-15013F-HRTimeline
Talon Private Wealth, LLC7,213$992K0.21%+4,55213F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,212$992K<0.01%-4,10713F-HRTimelineGroup
Strategic Financial Concepts, LLC7,210$992K0.19%+3,84413F-HR/ATimeline
Compagnie Lombard Odier SCmA7,200$991K0.01%+3,73513F-HRTimeline
Cladis Investment Advisory, LLC7,195$990K0.7%+1,48513F-HRTimeline
Fulcrum Equity Management7,134$981K0.97%-76013F-HRTimeline
Keystone Financial Group7,120$980K0.1%+213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,021$966K0.17%-1,87613F-HRTimeline
Lynx Investment Advisory7,009$964K0.66%+76213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$963K0.55%new13F-HRTimeline
DEARBORN PARTNERS LLC6,963$958K0.04%+79113F-HRTimeline
Kagan Cocozza Asset Management6,963$958K0.8%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,961$958K0.04%-67913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC6,941$955K0.12%-2,15413F-HRTimeline
True Vision MN LLC6,933$954K0.57%new13F-HRTimeline
Elm Partners Management LLC6,932$954K0.07%+2,17313F-HRTimeline
Mosley Wealth Management6,529$951K0.59%+1,27213F-HRTimeline
Claro Advisors Inc.6,872$945K0.13%-4,72613F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,860$944K0.08%-2,48413F-HRTimeline
CWA Asset Management Group, LLC6,851$943K0.05%+4,78213F-HRTimeline
Midwest Financial Group LLC6,798$935K0.54%-9113F-HRTimeline
EASTERN BANK6,791$934K0.02%+72213F-HRTimeline
Roble, Belko & Company, Inc6,775$932K0.15%-3513F-HRTimeline
Tradition Wealth Management, LLC6,770$931K0.08%-4713F-HRTimeline
Interchange Capital Partners, LLC6,762$930K0.34%-1,08013F-HRTimeline
Valeo Financial Advisors, LLC6,729$926K0.03%+33713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,714$924K0.84%-1,70913F-HRTimeline
Berkshire Money Management, Inc.6,705$922K0.1%-24,72413F-HRTimeline
Avestar Capital, LLC6,685$920K0.08%+27613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,659$916K0.07%-1,90713F-HRTimelineGroup
Geneos Wealth Management Inc.6,647$914K0.03%+11913F-HRTimeline
BOKF, NAin group BOKF, NA6,541$913K0.02%013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP6,625$911K<0.01%-9,98513F-HR/ATimeline
MMA ASSET MANAGEMENT LLC6,625$911K0.4%-14,84313F-HRTimeline
Milestone Asset Management Group, LLC6,625$911K0.81%13F-HRTimeline
Visionary Wealth Advisors6,568$904K0.05%-11,15613F-HRTimeline
Narwhal Capital Management6,555$902K0.08%-70013F-HRTimeline
Pacific Center for Financial Services6,505$895K0.23%+113F-HRTimeline
Mission Creek Capital Partners, Inc.6,482$892K0.19%+1613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC6,475$891K0.02%-53,96313F-HRTimelineGroup
GM Advisory Group, LLC6,453$888K0.05%+65013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC6,433$885K0.05%+1,86613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,421$883K0.05%-23713F-HRTimeline
MKT Advisors LLC6,294$882K0.38%+65013F-HRTimeline
WESBANCO BANK INC6,411$882K0.03%-1,65013F-HRTimeline
Coordinated Financial Services, Inc.6,403$881K0.69%13F-HRTimeline
Oxinas Partners, LLC6,380$878K0.51%-3,05613F-HRTimeline
SAPIENT CAPITAL LLC6,368$876K0.02%+2,21313F-HRTimeline
VCI Wealth Management LLC6,357$875K0.37%+44813F-HR/ATimeline
L.M. KOHN & COMPANY6,344$873K0.23%-32413F-HRTimeline
Beaumont Financial Advisors, LLC6,340$872K0.07%-77613F-HRTimeline
McHugh Group, LLC6,322$870K0.65%13F-HRTimeline
RATIONAL ADVISORS, INC.6,312$868K0.08%-20213F-HRTimeline
JSF Financial, LLC6,262$861K0.23%-49,23213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC6,253$860K0.17%+413F-HRTimeline
Empower Advisory Group, LLC6,247$859K<0.01%+2,37413F-HRTimeline
UPTICK PARTNERS, LLC6,245$859K0.31%+4,81713F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,235$858K0.08%+26013F-HRTimeline
Sonoma Private Wealth LLC6,200$853K1.38%+73513F-HRTimeline
E&G Advisors, LLC6,177$850K0.23%-4013F-HRTimeline
CHANNEL WEALTH LLC6,169$849K0.28%-61413F-HRTimeline
Wealthspire Retirement, LLC6,148$846K0.07%-31713F-HRTimeline
Crewe Advisors LLC6,145$845K0.12%-23213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,109$840K0.02%+1,79613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,117$839K0.09%+48313F-HRTimelineGroup
Pacific Sun Financial Corp6,064$834K0.45%+1,63813F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,061$833K0.32%13F-HRTimeline
Comprehensive Wealth Management, LLC6,021$828K0.62%+91113F-HRTimeline
Ballentine Partners, LLC6,011$827K0.01%-20513F-HRTimeline
Laurel Wealth Advisors LLC5,952$819K0.13%-4913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,939$817K0.36%-2,90213F-HRTimeline
NTV Asset Management LLC5,935$816K0.11%+44013F-HRTimeline
Talisman Wealth Advisors LLC5,934$816K0.87%+11513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,933$816K0.19%013F-HRTimeline
Matthew Goff Investment Advisor, LLC5,897$811K0.15%+16913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,505$804K0.45%+1,54513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,459$802K0.04%+2,23713F-HRTimelineGroup
Sherman Asset Management, Inc.5,827$802K0.73%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,809$799K0.03%-1,36713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,794$797K0.01%+48013F-HRTimelineGroup
Grant/GrossMendelsohn, LLC5,744$790K0.41%-81713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,735$789K0.19%013F-HRTimeline
MSH Capital Advisors LLC5,725$788K0.25%+3,48213F-HRTimeline
Watts Gwilliam & Co., LLC5,630$787K0.17%-3813F-HRTimeline
Strategic Wealth Partners, Ltd.5,366$786K0.07%+3,89813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,691$783K0.01%-5613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,674$781K0.05%+97613F-HRTimelineGroup
Shum Financial Group, Inc.5,658$778K0.67%-1713F-HRTimeline
HANCOCK WHITNEY CORP5,653$778K0.02%-59313F-HRTimeline
Quadrant Private Wealth Management, LLC5,636$775K0.19%+1213F-HRTimeline
Providence Capital Advisors, LLC5,600$770K0.16%+51013F-HRTimeline
OBSIDIAN CIO, LLC5,598$770K0.14%+2,55513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,594$770K0.04%+36513F-HRTimelineGroup
United Bank5,593$769K0.33%new13F-HRTimeline
Cassaday & Co Wealth Management LLC5,581$768K0.02%-11313F-HRTimeline
Schorn Wealth LLC5,554$764K0.25%-3,49113F-HRTimeline
Patten Group, Inc.5,553$764K0.17%+81513F-HRTimeline
Breed's Hill Capital LLC5,542$762K0.4%013F-HRTimeline
Allie Family Office LLC5,512$758K0.42%+31513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,511$758K0.01%-19513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,507$758K0.15%+98913F-HRTimeline
O'ROURKE & COMPANY, Inc5,484$754K0.37%-33313F-HRTimeline
Navis Wealth Advisors, LLC5,465$752K0.82%+2413F-HRTimeline
Burford Brothers, Inc.5,446$749K0.37%+67813F-HRTimeline
Focused Wealth Management, Inc5,446$749K0.1%-71,23613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,445$749K0.14%-7513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,406$744K<0.01%+15913F-HRTimelineGroup
Parallel Advisors, LLC5,396$742K0.02%-3,61513F-HRTimeline
Sage Capital Advisors,llc5,391$742K0.19%-913F-HRTimeline
JTC Employer Solutions Trustee Ltd5,400$741K0.05%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,024$741K0.07%-2,14913F-HRTimeline
Heritage Wealth Advisors5,383$741K0.04%+25913F-HRTimeline
Aries Wealth Management5,358$737K0.2%-46313F-HRTimeline
Argent Trust Co5,341$735K0.03%+24013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,318$732K0.07%-34713F-HRTimeline
Bragg Financial Advisors, Inc5,310$730K0.03%+1,68213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,803$729K<0.01%+33213F-HRTimeline
FIRST MANHATTAN CO. LLC.5,279$726K<0.01%+3,89213F-HRTimeline
Good Life Advisors, LLC5,267$725K0.05%-2,96113F-HRTimeline
Bolthouse Investments, LLC5,254$723K0.67%13F-HRTimeline
KFA Private Wealth Group, LLC5,242$721K0.3%+54813F-HRTimeline
CENTRAL TRUST Co5,224$719K0.02%013F-HRTimeline
Strategic Advisors LLC5,162$710K0.13%-94313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,160$710K0.06%013F-HRTimeline
Empirical Finance, LLC5,152$709K0.04%new13F-HRTimeline
Axecap Investments, LLC5,147$708K0.53%-7013F-HRTimeline
West Coast Financial LLC5,141$707K0.08%-3513F-HRTimeline
Financial Insights, Inc.5,128$705K0.26%+19613F-HRTimeline
Insight Wealth Partners, LLC5,126$705K0.45%-38013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5,114$704K0.15%+37513F-HRTimelineGroup
Clare Market Investments LLC5,094$701K0.17%+1413F-HRTimeline
Arrowroot Family Office, LLC5,013$690K0.36%+37913F-HRTimeline
Occidental Asset Management, LLC5,003$688K0.11%-2,50513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,000$688K0.01%013F-HRTimelineGroup
Broyhill Asset Management, LLC5,000$688K0.61%13F-HRTimeline
Shepherd Financial Partners LLC4,968$683K0.08%+18913F-HRTimeline
Arete Wealth Advisors, LLC4,971$683K0.05%+4213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,962$683K0.18%13F-HRTimeline
National Philanthropic Trust4,959$682K0.01%-12013F-HRTimeline
Legacy Wealth Management, LLC4,953$681K0.04%+49213F-HRTimeline
OPINICUS CAPITAL, INC.4,908$675K0.57%-2113F-HRTimeline
Venture Visionary Partners LLC4,898$674K0.03%-1,14813F-HR/ATimeline
Grant Street Asset Management, Inc.4,881$671K0.18%+3,08413F-HRTimeline
EVERETT HARRIS & CO /CA/4,875$671K0.01%013F-HRTimeline
NorthCoast Asset Management LLC4,837$666K<0.01%new13F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,826$664K0.01%+1,65813F-HRTimelineGroup
Waterloo Capital, L.P.4,819$663K0.07%-38013F-HRTimeline
Ausdal Financial Partners, Inc.4,788$659K0.06%+76113F-HRTimeline
RTD Financial Advisors, Inc.4,783$658K0.08%013F-HRTimeline
Intellectus Partners, LLC4,771$656K0.15%+5113F-HRTimeline
ADIRONDACK TRUST CO4,766$656K0.25%-2313F-HRTimeline
Agate Pass Investment Management, LLC4,763$655K0.3%013F-HRTimeline
M.E. ALLISON & CO., INC.4,752$654K0.72%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,686$645K0.1%-2,62213F-HRTimeline
LPWM LLC4,680$644K0.21%013F-HRTimeline
Strategic Financial Partners, Ltd.4,675$643K0.33%-90313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…4,673$643K0.23%-78713F-HRTimeline
Sunbelt Securities, Inc.4,683$643K0.06%+77213F-HRTimeline
Luminist Capital LLC4,669$642K1.12%13F-HRTimeline
Balboa Wealth Partners4,654$640K0.15%-31113F-HRTimeline
Fort Point Capital Partners LLC4,640$638K0.07%-36613F-HRTimeline
Insight Advisors, LLC/ PA4,646$638K0.11%-52513F-HRTimeline
Sequent Asset Management, LLC4,617$635K0.31%013F-HRTimeline
Meridian Wealth Advisors, LLC4,605$634K0.1%013F-HRTimeline
Financial & Tax Architects, LLC4,604$633K0.16%+50613F-HRTimeline
Wedmont Private Capital4,518$631K0.03%+1,08513F-HRTimeline
Meridian Financial Advisors, LLC4,583$630K0.44%+10513F-HRTimeline
FIRST AMERICAN BANK4,575$629K0.04%new13F-HRTimeline
Smith Anglin Financial, LLC4,568$628K0.06%+45113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,536$624K0.07%-10413F-HRTimeline
Mesirow Financial Investment Management…4,511$621K0.01%013F-HRTimeline
Horizon Family Wealth, Inc.4,506$620K0.41%-29113F-HRTimeline
HOWE & RUSLING INC4,500$619K0.05%-39713F-HRTimeline
Archford Capital Strategies, LLC4,479$616K0.09%-7013F-HRTimeline
TRUST CO OF OKLAHOMA4,475$616K0.2%+1,62213F-HRTimeline
Chicago Wealth Management, Inc.4,467$615K0.32%+15713F-HRTimeline
Schonfeld Strategic Advisors LLC4,467$615K<0.01%-1,43613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,457$613K0.2%+56813F-HRTimeline
tru Independence LLC4,454$613K0.19%+1813F-HRTimeline
Biltmore Family Office, LLC4,450$612K0.1%-5013F-HRTimeline
Clay Northam Wealth Management, LLC4,447$612K0.39%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,445$611K0.12%-7513F-HRTimeline
Court Place Advisors, LLC4,403$606K0.2%-48013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,402$606K0.01%-50013F-HRTimeline
NorthRock Partners, LLC4,384$603K0.02%-1,88013F-HR/ATimeline