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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
OneDigital Investment Advisors LLC6,794$916K0.01%-1,73213F-HRTimeline
Milestone Asset Management Group, LLC6,743$909K0.67%+2313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,700$904K0.12%+4513F-HRTimeline
Tradition Wealth Management, LLC6,674$900K0.07%-9713F-HRTimeline
L.M. KOHN & COMPANY6,642$895K0.24%+4813F-HRTimeline
Occidental Asset Management, LLC6,631$894K0.12%+65713F-HRTimeline
Narwhal Capital Management6,555$884K0.07%013F-HRTimeline
HOWE & RUSLING INC6,549$883K0.07%+1,86513F-HRTimeline
KELLY FINANCIAL GROUP LLC6,540$882K0.26%-56013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,525$880K0.09%013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,518$879K<0.01%+2,80813F-HRTimelineGroup
Pacific Sun Financial Corp6,515$878K0.46%+6213F-HRTimeline
Mission Creek Capital Partners, Inc.6,512$878K0.19%+1613F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,488$875K0.76%-14113F-HRTimeline
WESBANCO BANK INC6,486$874K0.03%013F-HRTimeline
Affiance Financial, LLC6,475$873K0.18%-55113F-HRTimeline
NFSG Corp6,466$872K0.14%+4,53113F-HRTimeline
Agate Pass Investment Management, LLC6,450$869K0.36%+6113F-HRTimeline
DEARBORN PARTNERS LLC6,408$864K0.04%-90513F-HRTimeline
Fulcrum Equity Management6,342$855K0.88%-4,39913F-HRTimeline
McHugh Group, LLC6,322$852K0.57%013F-HRTimeline
Sherman Asset Management, Inc.6,317$852K0.76%+1,24313F-HRTimeline
WASHINGTON TRUST Co6,315$851K0.03%-3,22413F-HRTimeline
Cassaday & Co Wealth Management LLC6,228$839K0.02%-5013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP6,224$839K0.02%new13F-HRTimeline
Visionary Wealth Advisors6,210$837K0.04%-3613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,201$836K0.05%013F-HRTimeline
Talisman Wealth Advisors LLC6,185$834K0.76%-5513F-HRTimeline
Pure Financial Advisors, LLC6,183$833K0.01%+213F-HRTimeline
Kagan Cocozza Asset Management6,175$832K0.64%-3213F-HRTimeline
Roble, Belko & Company, Inc6,148$829K0.12%013F-HRTimeline
Medallion Wealth Advisors, LLC6,061$829K0.32%-22913F-HRTimeline
XY Planning Network, Inc.6,121$825K0.28%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,091$821K0.07%-6013F-HRTimeline
Coordinated Financial Services, Inc.6,076$819K0.57%13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,063$817K0.23%+1,50613F-HRTimeline
E&G Advisors, LLC6,052$816K0.21%-35013F-HRTimeline
Betterment LLC6,025$812K<0.01%+52013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,011$810K0.06%+2,02013F-HRTimeline
Beaumont Financial Advisors, LLC5,996$808K0.06%-16413F-HRTimeline
Alta Wealth Advisors LLC5,972$805K0.38%-1,69013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,970$805K0.01%+97013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC5,951$802K0.17%+16813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,933$800K0.17%013F-HRTimeline
Laurel Wealth Advisors LLC5,929$799K0.12%+2413F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding5,959$798K-1,186,283Timeline
Intellectus Partners, LLC5,916$797K0.17%+1,49513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,914$797K0.12%-80013F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,887$793K0.29%-713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,864$790K0.01%-3,42813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT5,851$789K0.03%+4113F-HRTimeline
Ring Mountain Capital, LLC5,974$788K0.48%-1,35813F-HRTimeline
Spinnaker Investment Group, LLC5,843$788K0.19%+1,23313F-HRTimeline
Venture Visionary Partners LLC5,824$785K0.03%+65713F-HRTimeline
Sequent Planning LLC5,814$784K0.25%+1,74613F-HRTimeline
Altura Wealth Advisors Inc.5,770$778K0.43%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,755$776K0.17%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,744$774K<0.01%+34113F-HRTimelineGroup
Encompass More Asset Management5,705$769K0.18%-12,22913F-HRTimeline
Pacific Center for Financial Services5,697$768K0.21%-10613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,686$766K0.03%-7413F-HRTimelineGroup
Platform Technology Partners5,683$766K0.2%-713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,679$765K0.03%-1,29313F-HRTimeline
Ethos Financial Group, LLC5,669$764K0.07%+3,73313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,640$760K0.11%-1,27113F-HRTimeline
Berkshire Money Management, Inc.5,634$759K0.08%-52713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5,614$757K0.15%013F-HRTimelineGroup
Breed's Hill Capital LLC5,542$747K0.36%013F-HRTimeline
Thrive Capital Management, LLC5,534$746K0.23%new13F-HRTimeline
WEALTHGARDEN F.S. LLC5,706$744K0.62%-1,81713F-HRTimeline
Navis Wealth Advisors, LLC5,512$743K0.63%+2613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,504$742K0.13%-24113F-HRTimeline
Stablepoint Partners, LLC5,503$742K0.13%-1,11113F-HRTimeline
FIRST MANHATTAN CO. LLC.5,481$739K<0.01%+21513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,475$738K0.12%+1,07613F-HRTimeline
Providence Capital Advisors, LLC5,474$738K0.14%+71313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,474$738K0.02%-5213F-HRTimeline
Argent Trust Co5,470$737K0.03%+2513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,469$737K0.06%+13813F-HRTimeline
OPINICUS CAPITAL, INC.5,441$733K0.56%+50013F-HRTimeline
Financial Engines Advisors L.L.C.5,423$731K<0.01%+3,08213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,423$731K0.14%+1,69713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…5,407$729K0.11%-8813F-HRTimeline
JTC Employer Solutions Trustee Ltd5,400$728K0.07%013F-HRTimeline
Ranch Capital Advisors Inc.5,387$726K0.31%-6,46813F-HRTimeline
Heritage Wealth Advisors5,383$726K0.03%013F-HRTimeline
Empower Advisory Group, LLC5,367$723K<0.01%-23713F-HRTimeline
Bison Wealth, LLC5,347$723K0.06%-9213F-HRTimeline
True Vision MN LLC5,357$722K0.4%-16913F-HRTimeline
Watts Gwilliam & Co., LLC5,199$715K0.12%-53913F-HRTimeline
FNY Investment Advisers, LLC5,298$714K0.3%new13F-HRTimeline
Financial Insights, Inc.5,284$712K0.26%-4513F-HRTimeline
Stonebrook Private Inc.5,239$706K0.17%+3613F-HRTimeline
Asset Management One Co., Ltd.5,236$706K<0.01%+5,20113F-HRTimeline
Chicago Partners Investment Group LLC5,175$705K0.02%+5713F-HRTimeline
Arete Wealth Advisors, LLC5,217$703K0.05%-33913F-HRTimeline
Dynamic Wealth Strategies, LLC5,214$703K0.51%-29413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,200$701K0.03%-11,19313F-HRTimelineGroup
Nova Wealth Management, Inc.5,200$701K0.51%-25613F-HRTimeline
DT Investment Partners, LLC5,139$693K0.06%-1713F-HRTimeline
Independent Advisor Alliance5,101$688K0.02%new13F-HRTimeline
FLC Capital Advisors5,095$687K0.14%+75013F-HRTimeline
COUNTRY CLUB BANK5,072$679K0.04%-47513F-HRTimeline
Saiph Capital, LLC5,038$679K0.26%-2,60413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,038$679K0.18%-8113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,027$678K0.19%+92313F-HRTimelineGroup
LPWM LLC5,003$674K0.2%+9313F-HRTimeline
Broyhill Asset Management, LLC5,000$674K0.61%013F-HRTimeline
Parallel Advisors, LLC4,985$672K0.01%+16013F-HRTimeline
Shira Ridge Wealth Management4,965$669K0.31%-4,86913F-HRTimeline
National Philanthropic Trust4,959$668K0.01%013F-HRTimeline
M.E. ALLISON & CO., INC.4,945$666K0.54%+213F-HRTimeline
First Citizens Financial Corp4,920$663K0.36%+3,03313F-HRTimeline
Aries Wealth Management4,894$660K0.17%-59113F-HRTimeline
EVERETT HARRIS & CO /CA/4,875$657K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,875$657K0.04%-7,08713F-HRTimeline
Founders Financial Alliance, LLC4,869$656K0.15%-68613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,993$652K0.06%013F-HRTimeline
Insight Wealth Partners, LLC4,825$650K0.36%-3713F-HRTimeline
Meridian Financial Advisors, LLC4,802$647K0.42%+13813F-HRTimeline
Intelligence Driven Advisers, LLC4,800$647K0.1%new13F-HRTimeline
Luminist Capital LLC4,732$647K0.64%-9413F-HRTimeline
Financial Partners Group, Inc4,798$647K0.09%+70313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,787$645K0.07%-37613F-HRTimeline
Sunbelt Securities, Inc.4,683$644K0.06%+66913F-HRTimeline
GWN SECURITIES INC.4,730$639K0.12%-7,09413F-HRTimeline
Arrowroot Family Office, LLC4,713$635K0.28%13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,712$635K0.06%-26913F-HRTimeline
Biltmore Family Office, LLC4,705$634K0.11%+9513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,686$632K0.06%+21913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,677$630K0.09%-213F-HRTimeline
BOKF, NAin group BOKF, NA4,670$629K0.01%-95013F-HRTimelineGroup
SHUFRO ROSE & CO LLC4,274$624K0.05%013F-HRTimeline
Sequent Asset Management, LLC4,617$622K0.5%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,588$618K0.04%+72013F-HRTimelineGroup
Archford Capital Strategies, LLC4,575$617K0.08%-4213F-HRTimeline
Meridian Wealth Advisors, LLC4,565$615K0.1%013F-HRTimeline
GM Advisory Group, LLC4,558$614K0.03%-38313F-HRTimeline
Caldwell Trust Co4,548$613K0.06%-6013F-HRTimeline
RTD Financial Advisors, Inc.4,540$612K0.08%-24313F-HRTimeline
Cambria Investment Management, L.P.4,531$611K0.04%new13F-HRTimeline
tru Independence LLC4,490$605K0.18%+2013F-HRTimeline
Balboa Wealth Partners4,488$605K0.12%-5113F-HRTimeline
Oxinas Partners, LLC4,484$604K0.31%-1,91513F-HRTimeline
Fort Point Capital Partners LLC4,482$604K0.06%+4213F-HRTimeline
GK Wealth Management LLC4,480$604K0.6%-9213F-HRTimeline
Insight Advisors, LLC/ PA4,447$599K0.1%-17413F-HRTimeline
Glen Eagle Advisors, LLC4,444$599K0.09%-9013F-HRTimeline
Tyche Wealth Partners LLC4,441$599K0.12%+1,57413F-HRTimeline
Journey Advisory Group, LLC4,439$598K0.05%+1,20013F-HRTimeline
Promus Capital, LLC4,428$597K0.39%new13F-HR/ATimeline
Gilliland Jeter Wealth Management LLC4,423$596K0.19%-2813F-HRTimeline
Main Street Financial Solutions, LLC4,419$596K0.04%-66513F-HRTimeline
Chicago Wealth Management, Inc.4,411$595K0.28%+313F-HRTimeline
SVB WEALTH LLC4,338$585K0.03%-1,03613F-HRTimeline
Elm Partners Management LLC4,338$585K0.03%new13F-HR/ATimeline
Clearstead Advisors, LLC4,310$581K0.01%-2,49713F-HRTimeline
Pines Wealth Management, LLC4,259$577K0.2%+19713F-HRTimeline
DOHJ, LLC4,249$577K0.17%new13F-HRTimeline
Burford Brothers, Inc.4,267$575K0.26%-66213F-HRTimeline
STOCK YARDS BANK & TRUST CO4,247$572K0.02%+94813F-HRTimeline
Bragg Financial Advisors, Inc4,229$570K0.02%+5913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,215$568K0.01%-10,32513F-HRTimeline
Waterloo Capital, L.P.4,214$568K0.05%-69413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,208$567K0.1%-9213F-HRTimeline
NorthRock Partners, LLC4,205$567K0.01%-38813F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT4,200$566K0.01%+1,15313F-HRTimeline
SSA SWISS ADVISORS AG4,170$566K0.27%-18413F-HRTimeline
Granite Bay Wealth Management, LLC4,192$565K0.18%013F-HRTimeline
City Center Advisors, LLC4,191$565K0.61%+35513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,150$559K<0.01%013F-HRTimelineGroup
San Luis Wealth Advisors LLC4,140$558K0.12%-8813F-HRTimeline
Strategic Advisors LLC4,127$556K0.11%-26113F-HRTimeline
Patten Group, Inc.4,109$554K0.12%-1,33413F-HRTimeline
Bullock Wealth Management Group4,043$553K0.29%-3913F-HRTimeline
Brendel Financial Advisors LLC4,097$552K0.31%-86413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…4,087$551K0.18%-54113F-HRTimeline
Peak Financial Management, Inc.4,085$551K0.16%-59113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,080$550K0.29%-1,27513F-HRTimeline
Teamwork Financial Advisors, LLC4,066$548K0.07%-126,69013F-HRTimeline
Triumph Capital Management4,063$548K0.16%+31413F-HR/ATimeline
Strait & Sound Wealth Management LLC4,052$546K0.23%+1,88813F-HRTimeline
ADIRONDACK TRUST CO4,047$545K0.2%-87513F-HRTimeline
Ballentine Partners, LLC4,045$545K0.01%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,035$544K0.07%+32613F-HRTimeline
Summit X, LLC4,027$543K0.1%-2513F-HRTimeline
BCS Wealth Management4,010$541K0.12%-7013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.4,000$539K0.31%new13F-HRTimeline
NWF Advisory Services Inc.3,989$538K0.06%+1,06513F-HRTimeline
Atlas Private Wealth Advisors3,986$537K0.07%+96813F-HRTimeline
Court Place Advisors, LLC3,984$537K0.17%-15013F-HRTimeline
Smith Anglin Financial, LLC3,981$537K0.05%-2,77813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,975$536K0.02%+20013F-HRTimeline
MONTAG & CALDWELL, LLC3,973$536K0.12%013F-HRTimeline
Wealth Advisory Solutions, LLC3,961$534K0.14%-513F-HRTimeline
OMNI 360 Wealth, Inc.3,960$534K0.33%+1,20113F-HR/ATimeline
Valeo Financial Advisors, LLC3,957$533K0.01%-1,86313F-HR/ATimeline
RPG Investment Advisory, LLC3,950$532K0.07%-3,96313F-HRTimeline
Advisor Resource Council3,947$532K0.26%-64,73113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,943$531K0.01%013F-HRTimelineGroup