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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
Venture Visionary Partners LLC5,878$818K0.03%+5413F-HRTimeline
Sunbelt Securities, Inc.5,866$816K0.06%+1,18313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,851$814K0.03%013F-HRTimeline
Legacy Private Trust Co.5,848$814K0.05%-1,25913F-HRTimeline
Visionary Wealth Advisors5,824$810K0.04%-38613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,817$810K<0.01%+7313F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,817$810K<0.01%+45013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,777$804K0.03%+9813F-HRTimeline
Kessler Investment Group, LLC5,777$804K0.35%+4,94513F-HRTimeline
SeaBridge Investment Advisors LLC5,776$804K0.13%-2,89013F-HRTimeline
Shum Financial Group, Inc.5,769$803K0.6%13F-HRTimeline
Medallion Wealth Advisors, LLC5,760$802K0.28%-30113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,755$801K0.17%013F-HRTimeline
Verdence Capital Advisors LLC5,460$799K0.05%+1,76413F-HRTimeline
FIRST MANHATTAN CO. LLC.5,733$798K<0.01%+25213F-HRTimeline
First Citizens Financial Corp5,727$797K0.39%+80713F-HRTimeline
Cassaday & Co Wealth Management LLC5,721$796K0.02%-50713F-HRTimeline
Ethos Financial Group, LLC5,693$792K0.06%+2413F-HRTimeline
Rehmann Capital Advisory Group5,679$790K0.04%-10,59413F-HRTimeline
Acorn Wealth Advisors, LLC5,677$790K0.25%+4,09013F-HRTimeline
Financial Engines Advisors L.L.C.5,655$787K<0.01%+23213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5,614$781K0.14%013F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC5,604$780K0.13%+10013F-HRTimeline
Kagan Cocozza Asset Management5,603$780K0.59%-57213F-HRTimeline
Luminist Capital LLC5,420$778K0.67%+68813F-HRTimeline
Coordinated Financial Services, Inc.5,578$776K0.5%-49813F-HRTimeline
Asset Management One Co., Ltd.5,575$776K<0.01%+33913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,564$774K0.11%-35013F-HRTimeline
Altura Wealth Advisors Inc.5,548$772K0.37%-22213F-HRTimeline
KELLY FINANCIAL GROUP LLC5,538$771K0.2%-1,00213F-HRTimeline
Navis Wealth Advisors, LLC5,537$771K0.58%+2513F-HRTimeline
Beaumont Financial Advisors, LLC5,513$767K0.05%-48313F-HRTimeline
SSA SWISS ADVISORS AG5,508$767K0.36%+1,33813F-HRTimeline
Pacific Center for Financial Services5,460$760K0.19%-23713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,425$755K0.03%-2,21513F-HRTimelineGroup
Agate Pass Investment Management, LLC5,420$754K0.29%-1,03013F-HRTimeline
Ranch Capital Advisors Inc.5,410$753K0.29%+2313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,410$753K0.02%-6413F-HRTimeline
JTC Employer Solutions Trustee Ltd5,400$752K0.06%013F-HRTimeline
GROUP ONE TRADING LLC5,398$751K0.02%-2,66213F-HRTimeline
Saiph Capital, LLC5,389$750K0.27%+35113F-HRTimeline
Ring Mountain Capital, LLC5,374$748K0.41%-60013F-HRTimeline
Roble, Belko & Company, Inc5,324$741K0.1%-82413F-HRTimeline
Argent Trust Co5,311$739K0.03%-15913F-HRTimeline
Cornerstone Advisors, LLC5,300$738K0.02%-11,50013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,297$737K0.03%-38913F-HRTimelineGroup
First National Trust Co5,252$731K0.03%-2,02113F-HRTimeline
FCG Investment Co5,237$729K0.34%new13F-HRTimeline
Platform Technology Partners5,227$727K0.17%-45613F-HRTimeline
WEALTHGARDEN F.S. LLC5,023$727K0.52%-68313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,223$727K0.22%new13F-HRTimeline
Dynamic Wealth Strategies, LLC5,218$726K0.49%+413F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,221$726K0.25%-66613F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,200$724K0.01%-77013F-HRTimelineGroup
Watts Gwilliam & Co., LLC5,199$724K0.12%013F-HRTimeline
M.E. ALLISON & CO., INC.5,185$722K0.5%+24013F-HRTimeline
Schonfeld Strategic Advisors LLC5,183$721K0.01%new13F-HRTimeline
Verity & Verity, LLC5,172$720K0.06%new13F-HRTimeline
Financial Partners Group, Inc5,143$716K0.09%+34513F-HRTimeline
HOWE & RUSLING INC5,143$716K0.05%-1,40613F-HRTimeline
DT Investment Partners, LLC5,139$715K0.06%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,138$715K0.2%-2,93613F-HR/ATimeline
Insight Wealth Partners, LLC5,122$713K0.32%+29713F-HRTimeline
APS Management Group, Inc.5,095$709K0.63%13F-HRTimeline
McAdam, LLC5,061$704K0.03%-3,09913F-HRTimeline
LPWM LLC5,053$703K0.19%+5013F-HRTimeline
Broyhill Asset Management, LLC5,000$696K0.61%013F-HRTimeline
Resurgent Financial Advisors LLC4,978$693K0.34%+2,38513F-HRTimeline
National Philanthropic Trust4,959$690K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.4,946$688K0.16%new13F-HRTimeline
Aries Wealth Management4,894$681K0.16%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,892$681K0.01%-7,45013F-HRTimeline
EVERETT HARRIS & CO /CA/4,875$678K0.01%013F-HRTimeline
Keel Point, LLC4,871$678K0.04%-8,17613F-HRTimeline
NTV Asset Management LLC4,826$672K0.07%-2,37113F-HRTimeline
Intelligence Driven Advisers, LLC4,800$668K0.09%013F-HRTimeline
Parallel Advisors, LLC4,787$666K0.01%-19813F-HRTimeline
Alta Wealth Advisors LLC4,784$666K0.24%-1,18813F-HRTimeline
Arrowroot Family Office, LLC4,779$665K0.27%+6613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,727$658K0.2%-2,72613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,711$656K0.05%-18,05913F-HRTimeline
Connecticut Wealth Management, LLC4,704$655K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA4,686$652K0.01%+1613F-HRTimelineGroup
True Vision MN LLC4,684$652K0.34%-67313F-HRTimeline
Independent Advisor Alliance4,683$652K0.02%-41813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,681$651K0.05%-31213F-HRTimeline
Forefront Wealth Partners, LLC4,660$648K0.16%-5,04913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,650$647K0.08%-2713F-HRTimeline
Pines Wealth Management, LLC4,636$645K0.22%+37713F-HRTimeline
Sequent Asset Management, LLC4,617$643K0.31%013F-HRTimeline
Biltmore Family Office, LLC4,609$641K0.09%-9613F-HRTimeline
Cambria Investment Management, L.P.4,597$640K0.04%+6613F-HR/ATimeline
SPIREPOINT PRIVATE CLIENT, LLC4,584$638K0.07%-20313F-HRTimeline
Archford Capital Strategies, LLC4,578$637K0.08%+313F-HRTimeline
City Center Advisors, LLC4,575$637K0.62%+38413F-HRTimeline
Meridian Wealth Advisors, LLC4,565$635K0.09%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,563$635K0.12%-86013F-HRTimeline
Strait & Sound Wealth Management LLC4,552$634K0.24%+50013F-HRTimeline
Tyche Wealth Partners LLC4,549$633K0.11%+10813F-HRTimeline
RTD Financial Advisors, Inc.4,540$632K0.08%013F-HRTimeline
Founders Financial Alliance, LLC4,503$627K0.12%-36613F-HRTimeline
Balboa Wealth Partners4,493$625K0.11%+513F-HRTimeline
COWA, LLC4,486$624K0.21%+1,27113F-HRTimeline
SHUFRO ROSE & CO LLC4,274$624K0.05%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,460$620K0.04%-12813F-HRTimelineGroup
Glen Eagle Advisors, LLC4,455$620K0.09%+1113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,451$620K0.04%-1,01813F-HRTimeline
Elm Partners Management LLC4,446$619K0.03%+10813F-HR/ATimeline
Gilliland Jeter Wealth Management LLC4,424$616K0.19%+113F-HRTimeline
Caldwell Trust Co4,421$615K0.06%-12713F-HRTimeline
Journey Advisory Group, LLC4,415$614K0.05%-2413F-HRTimeline
FLC Capital Advisors4,414$614K0.12%-68113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,398$612K0.06%+1,05013F-HRTimeline
Burford Brothers, Inc.4,382$610K0.26%+11513F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,363$607K0.24%+1,93813F-HRTimeline
tru Independence LLC4,334$603K0.16%-15613F-HRTimeline
OMNI 360 Wealth, Inc.4,331$603K0.34%+37113F-HRTimeline
COUNTRY CLUB BANK4,427$602K0.04%-64513F-HRTimeline
DEARBORN PARTNERS LLC4,308$600K0.03%-2,10013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,283$596K0.08%-1,35713F-HRTimeline
Stonebrook Private Inc.4,257$592K0.13%-98213F-HRTimeline
GK Wealth Management LLC4,250$591K0.44%-23013F-HRTimeline
NWF Advisory Services Inc.4,218$587K0.06%+22913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,209$586K0.05%+75713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,208$586K0.05%-50413F-HRTimeline
Chicago Wealth Management, Inc.4,192$583K0.25%-21913F-HRTimeline
Promus Capital, LLC4,168$580K0.37%-26013F-HRTimeline
Granite Bay Wealth Management, LLC4,152$578K0.15%-4013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,150$578K<0.01%013F-HRTimelineGroup
San Luis Wealth Advisors LLC4,130$575K0.1%-1013F-HR/ATimeline
Regent Peak Wealth Advisors LLC4,128$575K0.12%13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…4,124$574K0.18%+3713F-HRTimeline
SVB WEALTH LLC4,113$572K0.03%-22513F-HRTimeline
Elk River Wealth Management LLC4,059$565K0.09%-30,60413F-HRTimeline
Wedmont Private Capital3,914$564K0.02%+1113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,052$564K0.01%+25013F-HRTimeline
Tepp RIA, LLC4,045$563K0.64%-5,84713F-HRTimeline
Bullock Wealth Management Group3,912$560K0.28%-13113F-HRTimeline
Stablepoint Partners, LLC4,009$558K0.09%-1,49413F-HRTimeline
PING CAPITAL MANAGEMENT, INC.4,000$557K0.34%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,993$556K0.08%+36413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,992$556K0.03%+69413F-HRTimeline
Wealth Advisory Solutions, LLC3,985$555K0.13%+2413F-HRTimeline
Court Place Advisors, LLC3,985$555K0.17%+113F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,976$553K0.09%-23213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,975$553K0.01%+72713F-HRTimeline
Ballentine Partners, LLC3,971$553K0.01%-7413F-HRTimeline
Waterloo Capital, L.P.3,951$550K0.04%-26313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,943$549K0.01%013F-HRTimelineGroup
Investment Partners Asset Management, I…3,937$548K0.36%+7013F-HRTimeline
Global Assets Advisory, LLC3,907$544K0.16%+49913F-HRTimeline
Acorns Advisers, LLC3,902$543K<0.01%+70513F-HRTimeline
Meridian Financial Advisors, LLC3,901$543K0.31%-90113F-HRTimeline
RPG Investment Advisory, LLC3,890$541K0.06%-6013F-HRTimeline
BRADY FAMILY WEALTH, LLC3,882$540K0.17%013F-HRTimeline
Collaborative Wealth Managment Inc.3,882$540K0.22%+5513F-HRTimeline
Patten Group, Inc.3,878$540K0.11%-23113F-HRTimeline
Crewe Advisors LLC3,871$539K0.05%+7813F-HRTimeline
Key Client Fiduciary Advisors, LLC3,859$537K0.18%+13413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,844$535K0.26%+3,77513F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,842$535K0.15%+1813F-HRTimeline
Clay Northam Wealth Management, LLC3,837$534K0.31%013F-HRTimeline
Verition Fund Management LLC3,825$532K<0.01%+1,00213F-HRTimeline
Jaffetilchin Investment Partners, LLC3,816$531K0.03%+4413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,800$529K<0.01%013F-HRTimeline
Smith Asset Management Co., LLC3,792$528K0.45%+18913F-HRTimeline
Strategic Advisors LLC3,788$527K0.09%-33913F-HRTimeline
Lion Street Advisors, LLC3,917$524K0.18%new13F-HRTimeline
Mesirow Financial Investment Management…3,764$524K0.01%-8213F-HRTimeline
SBI Securities Co., Ltd.3,754$522K0.01%-1313F-HRTimeline
Allen Capital Group, LLC3,748$522K0.05%013F-HRTimeline
LYNCH & ASSOCIATES/IN3,744$521K0.1%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,725$518K0.03%-1,15013F-HRTimeline
Horizon Family Wealth, Inc.3,710$516K0.3%+1513F-HRTimeline
Avidian Wealth Enterprises, LLC3,703$515K0.02%+64113F-HRTimeline
HBK Sorce Advisory LLC3,604$514K0.01%-20613F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC3,687$513K0.02%-28813F-HRTimeline
WJ Financial Advisors LLC3,685$513K0.5%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,684$513K0.16%-11513F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,675$511K0.04%013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC3,652$508K0.05%-9113F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC3,644$507K0.04%+1,40313F-HRTimeline
TRUST POINT INC.3,620$504K0.04%-3213F-HRTimeline
Wall Street Financial Group, Inc.3,618$504K0.37%new13F-HRTimeline
Paragon Private Wealth Management, LLC3,613$503K0.16%+17513F-HRTimeline
SAPIENT CAPITAL LLC3,676$500K0.01%-3713F-HRTimeline
KG Capital Management3,590$500K0.14%-21413F-HRTimeline
ADIRONDACK TRUST CO3,590$500K0.17%-45713F-HRTimeline
KPP Advisory Services LLC3,559$495K0.07%013F-HRTimeline
Bricktown Capital, LLC3,558$495K0.08%013F-HRTimeline
STOCK YARDS BANK & TRUST CO3,557$495K0.02%-69013F-HRTimeline
Private Capital Management, LLC3,534$492K0.05%+613F-HRTimeline
Slow Capital, Inc.3,529$491K0.06%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,524$490K0.12%new13F-HRTimeline
Peak Financial Management, Inc.3,504$488K0.13%-58113F-HRTimeline
Grant Street Asset Management, Inc.3,502$487K0.1%-14013F-HRTimeline
Alpha Wealth Funds, LLC3,501$487K0.4%-41913F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,500$487K0.27%013F-HRTimeline
Costello Asset Management, INC3,494$486K0.16%-33413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,493$486K0.08%-35713F-HRTimeline