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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
WEALTHGARDEN F.S. LLC7,523$1.1M1.06%+23113F-HRTimeline
Cypress Capital Management LLC (WY)7,487$1.09M1.31%+14113F-HRTimeline
Cladis Investment Advisory, LLC7,445$1.09M0.79%+25013F-HRTimeline
First National Trust Co7,437$1.09M0.04%-25013F-HRTimeline
Wealthspire Retirement, LLC7,376$1.08M0.09%+1,22813F-HRTimeline
Inscription Capital, LLC7,251$1.07M0.18%13F-HRTimeline
Ring Mountain Capital, LLC7,332$1.07M0.8%-91913F-HRTimeline
DEARBORN PARTNERS LLC7,313$1.07M0.05%+35013F-HRTimeline
Trilogy Capital Inc.7,268$1.06M0.06%-58313F-HRTimeline
Aberdeen Wealth Management LLC7,246$1.06M0.73%013F-HRTimeline
Ally Invest Advisors Inc.7,214$1.05M0.09%-41913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,115$1.04M<0.01%-21,17913F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC7,100$1.04M0.32%-16013F-HRTimeline
Ledyard National Bank7,094$1.04M0.1%-18713F-HRTimeline
Affiance Financial, LLC7,026$1.03M0.24%-28,98413F-HRTimeline
LVZ, Inc.7,019$1.02M0.13%new13F-HRTimeline
Comprehensive Wealth Management, LLC7,016$1.02M0.71%+99513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$1.02M0.59%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,972$1.02M0.04%+1113F-HRTimeline
NTV Asset Management LLC6,964$1.02M0.14%+1,02913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP6,911$1.01M0.16%-17713F-HRTimeline
Midwest Financial Group LLC6,888$1.01M0.58%+9013F-HRTimeline
VCI Wealth Management LLC6,873$1M0.42%+51613F-HRTimeline
Keystone Financial Group6,861$1M0.1%-25913F-HRTimeline
Pinnacle Financial Partners Inc7,026$1M0.02%-18513F-HRTimeline
Cornerstone National Bank & Trust Co6,851$1M0.45%-3,63113F-HRTimeline
Narus Financial Partners, LLC6,819$996K0.34%-76413F-HRTimeline
Clearstead Advisors, LLC6,807$994K0.02%-1,14713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,800$993K0.09%-6013F-HRTimeline
Tradition Wealth Management, LLC6,771$989K0.09%+113F-HRTimeline
Interchange Capital Partners, LLC6,772$989K0.28%+1013F-HRTimeline
Smith Anglin Financial, LLC6,759$987K0.1%+2,19113F-HRTimeline
Milestone Asset Management Group, LLC6,720$981K0.89%+9513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.6,714$980K0.16%-1,37613F-HRTimeline
Good Life Advisors, LLC6,682$976K0.07%+1,41513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,655$972K0.16%+1,14813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,629$968K0.89%-8513F-HRTimeline
Stablepoint Partners, LLC6,614$966K0.17%-2,38813F-HRTimeline
L.M. KOHN & COMPANY6,594$963K0.25%+25013F-HRTimeline
UPTICK PARTNERS, LLC6,587$962K0.33%+34213F-HRTimeline
Narwhal Capital Management6,555$957K0.09%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,525$953K0.11%-2,22313F-HRTimelineGroup
Mission Creek Capital Partners, Inc.6,496$948K0.23%+1413F-HRTimeline
WESBANCO BANK INC6,486$947K0.03%+7513F-HRTimeline
Headlands Technologies LLC6,460$943K0.11%new13F-HRTimeline
First Heartland Consultants, Inc.6,456$943K0.1%+3,44513F-HRTimeline
Pacific Sun Financial Corp6,453$942K0.54%+38913F-HRTimeline
E&G Advisors, LLC6,402$935K0.26%+22513F-HRTimeline
Oxinas Partners, LLC6,399$934K0.55%+1913F-HRTimeline
Avestar Capital, LLC6,392$933K0.09%-29313F-HRTimeline
Agate Pass Investment Management, LLC6,389$933K0.4%+1,62613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,346$927K0.04%-31313F-HRTimelineGroup
McHugh Group, LLC6,322$923K0.7%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,281$917K0.01%-1,54813F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC6,278$917K0.03%+69713F-HRTimeline
Visionary Wealth Advisors6,246$912K0.05%-32213F-HRTimeline
Talisman Wealth Advisors LLC6,240$911K0.94%+30613F-HRTimeline
Kagan Cocozza Asset Management6,207$906K0.74%-75613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,201$905K0.06%-22013F-HRTimeline
Pure Financial Advisors, LLC6,181$903K0.02%+1,80913F-HRTimeline
Medallion Wealth Advisors, LLC6,290$902K0.41%-2,10713F-HRTimeline
Berkshire Money Management, Inc.6,161$900K0.1%-54413F-HRTimeline
Beaumont Financial Advisors, LLC6,160$899K0.07%-18013F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,151$898K0.08%-8413F-HRTimeline
Roble, Belko & Company, Inc6,148$898K0.14%-62713F-HRTimeline
Rappaport Reiches Capital Management, L…6,096$890K0.22%+4,60713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,139$887K0.08%-3,64913F-HR/ATimeline
Occidental Asset Management, LLC5,974$872K0.13%+97113F-HRTimeline
MKT Advisors LLC6,471$870K0.41%+17713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,933$866K0.21%013F-HRTimeline
Laurel Wealth Advisors LLC5,905$862K0.13%-4713F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,894$860K0.41%-16713F-HRTimeline
Coordinated Financial Services, Inc./CO5,863$856K0.66%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,857$855K0.18%-39613F-HRTimeline
Strategic Financial Concepts, LLC5,842$853K0.16%-1,36813F-HRTimeline
Valeo Financial Advisors, LLC5,820$850K0.02%-90913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,810$848K0.04%+113F-HRTimeline
Pacific Center for Financial Services5,803$847K0.22%-70213F-HRTimeline
Quadrant Private Wealth Management, LLC5,783$844K0.21%+14713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,760$841K0.04%+8613F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO5,755$840K0.2%+2013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,745$839K0.16%+30013F-HRTimeline
Watts Gwilliam & Co., LLC5,738$838K0.18%+10813F-HRTimeline
MRWM Advisors, LLC5,724$836K0.58%+3,26613F-HRTimeline
OBSIDIAN CIO, LLC5,719$835K0.14%+12113F-HRTimeline
Platform Technology Partners5,690$831K0.24%+2,24813F-HRTimeline
Shum Financial Group, Inc.5,677$829K0.72%+1913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC5,677$829K0.05%-75613F-HRTimeline
FLOW TRADERS U.S. LLC5,620$821K0.03%-1,99913F-HRTimeline
BOKF, NAin group BOKF, NA5,620$821K0.01%-92113F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC5,614$820K0.17%+50013F-HRTimelineGroup
Empower Advisory Group, LLC5,604$818K<0.01%-64313F-HRTimeline
Founders Financial Alliance, LLC5,555$811K0.2%+3,57313F-HRTimeline
Arete Wealth Advisors, LLC5,556$811K0.06%+58513F-HRTimeline
Breed's Hill Capital LLC5,542$809K0.44%013F-HRTimeline
Clare Market Investments LLC5,535$808K0.21%+44113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,526$807K0.02%+1,14313F-HRTimeline
True Vision MN LLC5,526$807K0.48%-1,40713F-HRTimeline
Dynamic Wealth Strategies, LLC5,508$804K0.67%+1,15613F-HRTimeline
Betterment LLC5,505$804K<0.01%+3,06013F-HRTimeline
Pilgrim Partners Asia Pte Ltd5,500$803K0.76%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…5,495$802K0.14%+1,70713F-HRTimeline
O'ROURKE & COMPANY, Inc5,491$802K0.4%+713F-HRTimeline
COUNTRY CLUB BANK5,547$802K0.05%-2,32013F-HRTimeline
Navis Wealth Advisors, LLC5,486$801K0.79%+2113F-HRTimeline
Aries Wealth Management5,485$801K0.22%+12713F-HRTimeline
Financial & Tax Architects, LLC5,463$798K0.2%+85913F-HRTimeline
Grant/GrossMendelsohn, LLC5,755$797K0.44%+1113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,456$797K0.23%+1,25713F-HRTimeline
Nova Wealth Management, Inc.5,456$797K0.69%-3,06413F-HR/ATimeline
Argent Trust Co5,445$795K0.03%+10413F-HRTimeline
Patten Group, Inc.5,443$795K0.18%-11013F-HRTimeline
FSA WEALTH PARTNERS, INC.5,430$793K0.3%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,418$791K0.02%-27313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,403$789K<0.01%-313F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd5,400$788K0.06%013F-HRTimeline
Heritage Wealth Advisors5,383$786K0.04%013F-HRTimeline
SVB WEALTH LLC5,374$785K0.03%-2,03813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,355$782K0.46%-15013F-HRTimeline
Financial Insights, Inc.5,329$778K0.31%+20113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,331$773K0.07%-1,97413F-HR/ATimeline
Bison Wealth, LLC5,439$772K0.07%+3,92713F-HRTimeline
FIRST MANHATTAN CO. LLC.5,266$769K<0.01%-1313F-HRTimeline
Talon Private Wealth, LLC5,254$767K0.1%-1,95913F-HRTimeline
Bolthouse Investments, LLC5,254$767K0.8%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,248$766K0.07%-7013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,242$765K0.14%-1,77913F-HRTimeline
Stonebrook Private Inc.5,203$760K0.2%-2,16213F-HRTimeline
Wolf Group Capital Advisors5,200$759K0.26%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,196$759K0.01%new13F-HRTimeline
Venture Visionary Partners LLC5,167$755K0.03%+26913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,163$754K0.1%-6,76913F-HRTimeline
DT Investment Partners, LLC5,156$753K0.07%+4,93013F-HRTimeline
Transform Wealth, LLC5,150$752K0.05%-2,21413F-HRTimeline
West Coast Financial LLC5,141$751K0.09%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,119$747K0.21%+2,98813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,115$747K0.29%+1,65713F-HRTimeline
Main Street Financial Solutions, LLC5,084$742K0.06%+1,93613F-HRTimeline
Legacy Wealth Management, LLC5,083$742K0.05%+13013F-HRTimeline
Sherman Asset Management, Inc.5,074$741K0.71%-75313F-HRTimeline
CENTRAL TRUST Co5,060$739K0.02%-16413F-HRTimeline
DAVIS R M INC5,025$734K0.01%-3,15213F-HRTimeline
Helium Advisors LLC5,016$732K0.53%+1,18313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,000$730K0.01%013F-HRTimelineGroup
Broyhill Asset Management, LLC5,000$730K0.59%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,981$727K0.08%-9,14313F-HRTimeline
National Philanthropic Trust4,959$724K0.01%013F-HRTimeline
Brendel Financial Advisors LLC4,961$724K0.44%new13F-HRTimeline
Keel Point, LLC4,950$723K0.06%-3,42713F-HRTimeline
M.E. ALLISON & CO., INC.4,943$722K0.71%+19113F-HRTimeline
OPINICUS CAPITAL, INC.4,941$721K0.64%+3313F-HRTimeline
GM Advisory Group, LLC4,941$721K0.04%-1,51213F-HRTimeline
Burford Brothers, Inc.4,929$720K0.35%-51713F-HRTimeline
ADIRONDACK TRUST CO4,922$719K0.28%+15613F-HRTimeline
LPWM LLC4,910$717K0.23%+23013F-HRTimeline
Waterloo Capital, L.P.4,908$717K0.07%+8913F-HRTimeline
EVERETT HARRIS & CO /CA/4,875$712K0.01%013F-HRTimeline
Insight Wealth Partners, LLC4,862$710K0.43%-26413F-HRTimeline
SAPIENT CAPITAL LLC4,852$708K0.01%-1,51613F-HRTimeline
Parallel Advisors, LLC4,825$704K0.02%-57113F-HRTimeline
Allie Family Office LLC4,820$704K0.38%-69213F-HRTimeline
Cullen Capital Management, LLC4,815$703K0.01%-229,94413F-HRTimeline
RTD Financial Advisors, Inc.4,783$698K0.09%013F-HRTimeline
Bowman & Co S.C.4,771$697K0.34%-3,01813F-HRTimeline
Providence Capital Advisors, LLC4,761$695K0.14%-83913F-HRTimeline
Chicago Partners Investment Group LLC5,118$693K0.02%+87813F-HRTimeline
Luminist Capital LLC4,826$692K0.74%+15713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,993$689K0.07%-3113F-HRTimeline
HOWE & RUSLING INC4,684$684K0.06%+18413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,679$683K0.11%-713F-HRTimeline
Peak Financial Management, Inc.4,676$683K0.2%+1,21013F-HRTimeline
Meridian Financial Advisors, LLC4,664$681K0.48%+8113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,635$677K0.03%-82413F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…4,628$676K0.24%-4513F-HRTimeline
Insight Advisors, LLC/ PA4,621$675K0.12%-2513F-HRTimeline
Archford Capital Strategies, LLC4,617$674K0.1%+13813F-HRTimeline
Sequent Asset Management, LLC4,617$674K0.38%013F-HRTimeline
Beutel, Goodman & Co Ltd.4,622$674K<0.01%new13F-HR/ATimeline
Biltmore Family Office, LLC4,610$673K0.11%+16013F-HRTimeline
Spinnaker Investment Group, LLC4,610$673K0.15%+2,18913F-HRTimeline
Caldwell Trust Co4,608$673K0.07%+74213F-HRTimeline
Shepherd Financial Partners LLC4,601$672K0.08%-36713F-HRTimeline
NorthRock Partners, LLC4,593$671K0.02%+20913F-HRTimeline
GK Wealth Management LLC4,572$668K0.83%+2,41713F-HR/ATimeline
Meridian Wealth Advisors, LLC4,565$667K0.11%-4013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,557$665K0.21%+10013F-HRTimeline
Balboa Wealth Partners4,539$663K0.16%-11513F-HRTimeline
Glen Eagle Advisors, LLC4,534$662K0.11%+33013F-HRTimeline
Elk River Wealth Management LLC4,520$660K0.12%+19313F-HRTimeline
tru Independence LLC4,470$653K0.2%+1613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,467$652K0.07%-6913F-HRTimeline
Gilliland Jeter Wealth Management LLC4,451$650K0.23%+7713F-HRTimeline
Clay Northam Wealth Management, LLC4,447$649K0.45%013F-HRTimeline
Fort Point Capital Partners LLC4,440$648K0.07%-20013F-HRTimeline
EASTERN BANK4,430$647K0.01%-2,36113F-HRTimeline
Intellectus Partners, LLC4,421$645K0.16%-35013F-HRTimeline
Legacy Capital Group California, Inc.4,410$644K0.22%+1,97513F-HRTimeline
Chicago Wealth Management, Inc.4,408$644K0.34%-5913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,399$642K0.12%+43913F-HRTimeline
Strategic Advisors LLC4,388$641K0.12%-77413F-HRTimeline