Skip to content
Disclosery

XLV SELECT SECTOR SPDR TR

Follow

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
PROFFITT & GOODSON INC7,088$1.1M0.15%-7,31113F-HRTimeline
OneDigital Investment Advisors LLC7,069$1.09M0.01%-18313F-HRTimeline
Cornerstone National Bank & Trust Co7,037$1.09M0.43%+8613F-HRTimeline
Heritage Wealth Advisors7,022$1.09M0.04%+62613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$1.08M0.61%013F-HRTimeline
Golden State Wealth Management, LLC6,947$1.08M0.11%-35313F-HRTimeline
Pacific Sun Financial Corp6,940$1.07M0.52%-913F-HRTimeline
Legacy Financial Strategies, LLC6,935$1.07M0.19%-96013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,915$1.07M0.11%-7313F-HRTimeline
FNY Investment Advisers, LLC6,886$1.06M0.3%-6,76013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,831$1.06M0.35%+86913F-HRTimelineGroup
Sherman Asset Management, Inc.6,826$1.06M0.89%+50313F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,816$1.06M0.08%+20013F-HRTimeline
Main Street Financial Solutions, LLC6,804$1.05M0.08%+42313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,757$1.05M0.1%-3813F-HRTimelineGroup
Ledyard National Bank6,779$1.05M0.09%013F-HRTimeline
OMNI 360 Wealth, Inc.6,644$1.05M0.54%+2,31313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,775$1.05M+5,937Timeline
INTEGRAL INVESTMENT ADVISORS, INC.6,764$1.05M0.26%+40813F-HRTimeline
Keystone Financial Group6,762$1.05M0.08%+12113F-HRTimeline
MKT Advisors LLC6,746$1.05M0.36%+6913F-HRTimeline
Loudon Investment Management, LLC6,745$1.04M0.55%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC6,730$1.04M0.37%+17613F-HRTimeline
Venture Visionary Partners LLC6,728$1.04M0.03%+85013F-HRTimeline
NOVEM GROUP6,702$1.04M0.12%-16113F-HRTimeline
Cypress Capital Management LLC (WY)6,627$1.03M0.95%-26013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,611$1.02M0.14%-43113F-HRTimeline
Asset One Wealth Management LLC6,567$1.02M0.14%13F-HRTimeline
KFA Private Wealth Group, LLC6,550$1.01M0.25%-66513F-HRTimeline
Horizon Family Wealth, Inc.6,550$1.01M0.54%+2,84013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,545$1.01M0.19%new13F-HRTimeline
Iyo Bank, Ltd.6,497$1.01M0.32%+4,21213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,495$1.01M0.76%+6013F-HRTimeline
SCS Capital Management LLC6,481$1M0.01%-52913F-HRTimeline
Arax Advisory Partners6,442$997K0.03%new13F-HRTimeline
Quadrant Private Wealth Management, LLC6,397$990K0.16%-39813F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC6,394$990K0.33%new13F-HRTimeline
McHugh Group, LLC6,322$979K0.56%013F-HRTimeline
Montis Financial, LLC6,315$978K0.19%+22713F-HRTimeline
Medallion Wealth Advisors, LLC6,305$976K0.33%+54513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,264$970K0.15%-9113F-HRTimeline
Tradition Wealth Management, LLC6,251$968K0.07%-2713F-HRTimeline
EQUITABLE TRUST CO6,227$964K0.04%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,201$960K0.05%013F-HRTimeline
Mission Creek Capital Partners, Inc.6,163$954K0.19%-36513F-HRTimeline
LPWM LLC6,161$954K0.24%+1,10813F-HRTimeline
E&G Advisors, LLC6,125$948K0.21%+4513F-HRTimeline
OPINICUS CAPITAL, INC.6,045$936K0.65%+14013F-HRTimeline
First Citizens Financial Corp6,015$931K0.46%+28813F-HRTimeline
Jaffetilchin Investment Partners, LLC6,011$930K0.05%+2,19513F-HRTimeline
Cinctive Capital Management LP6,000$929K0.05%-13,54513F-HRTimeline
BOKF, NAin group BOKF, NA5,968$924K0.01%+1,28213F-HRTimelineGroup
Curat Global, LLC5,965$923K1.03%-4,69113F-HRTimeline
Providence Capital Advisors, LLC5,949$921K0.15%+3013F-HRTimeline
Laurel Wealth Advisors LLC5,939$919K0.12%+1013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,933$918K0.17%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,914$916K0.25%+1,18713F-HRTimeline
Performance Wealth Partners, LLC5,906$914K0.02%+4,35913F-HRTimeline
Ethos Financial Group, LLC5,899$913K0.07%+20613F-HRTimeline
Sunbelt Securities, Inc.5,891$912K0.06%+2513F-HRTimeline
Chicago Partners Investment Group LLC5,782$911K0.02%-8413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,880$910K0.07%+1,67113F-HRTimeline
Narwhal Capital Management5,880$910K0.07%013F-HRTimeline
Affiance Financial, LLC5,862$907K0.15%-61313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,852$906K0.09%-3513F-HRTimelineGroup
Murphy & Mullick Capital Management Corp5,818$901K0.65%+2,87113F-HRTimeline
Talisman Wealth Advisors LLC5,800$899K0.7%-24113F-HRTimeline
Marks Group Wealth Management, Inc5,799$898K0.09%+2,43713F-HRTimeline
WESBANCO BANK INC5,787$896K0.02%-10113F-HRTimeline
GenTrust, LLC5,786$896K0.04%new13F-HRTimeline
Shum Financial Group, Inc.5,783$895K0.64%+1413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,776$894K0.03%-7513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,772$894K0.03%-513F-HRTimeline
SeaBridge Investment Advisors LLC5,769$893K0.15%-713F-HRTimeline
Kessler Investment Group, LLC5,760$892K0.38%-1713F-HRTimeline
Interchange Capital Partners, LLC5,742$889K0.16%-84913F-HRTimeline
Cassaday & Co Wealth Management LLC5,721$886K0.02%013F-HRTimeline
Legacy Private Trust Co.5,700$882K0.05%-14813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,687$880K0.01%-1,50813F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC5,687$880K0.05%-5,93513F-HRTimeline
Independent Advisor Alliance5,656$875K0.02%+97313F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,644$874K0.07%-30813F-HRTimeline
Rehmann Capital Advisory Group5,634$872K0.05%-4513F-HRTimeline
M.E. ALLISON & CO., INC.5,627$871K0.59%+44213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,614$869K0.14%+1013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,603$867K<0.01%-21413F-HRTimelineGroup
Visionary Wealth Advisors5,589$865K0.04%-23513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,588$865K0.04%+1,13713F-HRTimeline
Altura Wealth Advisors Inc.5,580$864K0.37%+3213F-HRTimeline
WealthBridge Capital Management, LLC5,563$861K0.2%-32513F-HRTimeline
Navis Wealth Advisors, LLC5,561$861K0.36%+2413F-HRTimeline
WASHINGTON TRUST Co5,553$860K0.03%-44413F-HRTimeline
KELLY FINANCIAL GROUP LLC5,544$858K0.22%+613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,535$857K0.12%-2913F-HRTimeline
Rise Advisors, LLC5,532$856K0.31%+2,21013F-HRTimeline
Financial Engines Advisors L.L.C.5,525$855K<0.01%-13013F-HRTimeline
MAIRS & POWER INC5,522$855K0.01%new13F-HRTimeline
EVERETT HARRIS & CO /CA/5,502$852K0.01%+62713F-HRTimeline
Saiph Capital, LLC5,497$851K0.31%+10813F-HRTimeline
Agate Pass Investment Management, LLC5,495$851K0.32%+7513F-HRTimeline
Ellis Investment Partners, LLC5,485$849K0.15%-2,79513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,461$845K0.04%+16413F-HRTimelineGroup
Berkeley Capital Partners, LLC5,455$844K0.2%new13F-HRTimeline
Ranch Capital Advisors Inc.5,427$840K0.31%+1713F-HRTimeline
Coordinated Financial Services, Inc.5,421$839K0.48%-15713F-HRTimeline
COWA, LLC5,414$838K0.26%+92813F-HRTimeline
JTC Employer Solutions Trustee Ltd5,400$836K0.06%013F-HRTimeline
Lynx Investment Advisory5,400$836K0.46%-1,63913F-HRTimeline
Berkshire Money Management, Inc.5,394$835K0.08%new13F-HRTimeline
Sage Investment Advisers LLC5,384$833K0.62%13F-HRTimeline
XY Planning Network, Inc.5,335$826K0.14%-78613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,327$825K0.02%-8313F-HRTimeline
Roble, Belko & Company, Inc5,324$824K0.11%013F-HRTimeline
Latitude Advisors, LLC5,301$821K0.36%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT5,300$820K0.01%new13F-HRTimeline
Financial Partners Group, Inc5,298$820K0.09%+15513F-HRTimeline
SFG Wealth Management, LLC.5,292$819K0.32%-8,67113F-HRTimeline
Tyche Wealth Partners LLC5,288$819K0.13%+73913F-HRTimeline
DT Investment Partners, LLC5,251$813K0.07%+11213F-HRTimeline
Kagan Cocozza Asset Management5,239$811K0.58%-36413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,238$811K0.02%+34613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC5,228$809K0.25%-3,48713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,200$805K0.01%013F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…5,191$804K0.52%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,178$802K0.06%+3,61613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,178$802K0.18%+2,20213F-HRTimeline
FIRST MANHATTAN CO. LLC.5,163$799K<0.01%-57013F-HRTimeline
Global View Capital Management LLC5,146$797K0.15%+3,19013F-HRTimeline
Southland Equity Partners LLC5,120$792K0.16%new13F-HRTimeline
Platform Technology Partners5,118$792K0.17%-10913F-HRTimeline
Crescent Grove Advisors, LLC5,074$785K0.07%+3,55913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,072$785K<0.01%-3,24013F-HRTimelineGroup
Stonebrook Private Inc.5,061$784K0.16%+80413F-HRTimeline
Ring Mountain Capital, LLC5,021$782K0.4%-35313F-HRTimeline
Biltmore Family Office, LLC5,047$781K0.11%+43813F-HRTimeline
Advocate Investing Services LLC5,040$780K0.7%13F-HRTimeline
MONTAG A & ASSOCIATES INC5,032$779K0.04%+2,57313F-HRTimeline
Insight Wealth Partners, LLC5,032$779K0.32%-9013F-HRTimeline
HOWE & RUSLING INC5,027$778K0.05%-11613F-HRTimeline
LMR Partners LLPin group LMR Partners LLP5,000$774K0.01%new13F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC5,000$774K0.33%-3,50013F-HRTimeline
Broyhill Asset Management, LLC5,000$774K0.68%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,995$773K0.01%+2,30713F-HRTimeline
Vilga Financial Planning LLC4,980$771K0.74%13F-HRTimeline
Parallel Advisors, LLC4,961$768K0.01%+17413F-HRTimeline
Intelligence Driven Advisers, LLC4,952$767K0.11%+15213F-HRTimeline
Cambria Investment Management, L.P.4,941$765K0.04%+34413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC4,919$762K0.34%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,922$761K0.16%-29913F-HRTimeline
Pacific Center for Financial Services5,460$760K0.19%013F-HRTimeline
RDA Financial Network4,904$759K0.18%+1,77313F-HRTimeline
Institute for Wealth Management, LLC.4,894$758K0.08%+1,86713F-HRTimeline
Chicago Wealth Management, Inc.4,894$758K0.3%+70213F-HRTimeline
APS Management Group, Inc.4,892$757K0.65%-20313F-HRTimeline
Keel Point, LLC4,871$754K0.05%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,871$754K0.06%+1,22713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,867$753K0.05%+18613F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.4,856$752K0.27%-9,09613F-HRTimeline
Argent Trust Co4,855$752K0.03%-45613F-HRTimeline
BAYBAN4,838$749K0.66%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,832$748K0.1%+54913F-HRTimeline
Welch Group, LLC4,818$746K0.03%new13F-HRTimeline
Pines Wealth Management, LLC4,813$745K0.24%+17713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,804$744K0.01%+1,75113F-HRTimeline
Arrowroot Family Office, LLC4,792$742K0.27%+1313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,761$737K0.2%-37713F-HRTimeline
True Vision MN LLC4,741$734K0.37%+5713F-HRTimeline
Alta Wealth Advisors LLC4,715$730K0.24%-6913F-HRTimeline
Sequent Asset Management, LLC4,687$725K0.32%+7013F-HRTimeline
HBK Sorce Advisory LLC4,595$725K0.02%+99113F-HRTimeline
Balboa Wealth Partners4,673$723K0.12%+18013F-HRTimeline
Pilgrim Partners Asia Pte Ltd4,670$723K0.35%+1,45013F-HRTimeline
NIXON PEABODY TRUST CO4,666$722K0.05%+1,54113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,649$720K0.07%+25113F-HRTimeline
WORLD EQUITY GROUP, INC.4,641$718K0.2%-30513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,619$715K0.2%-60413F-HRTimeline
Patten Group, Inc.4,615$714K0.13%+73713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,615$714K0.07%+3113F-HRTimeline
Osbon Capital Management LLC4,595$711K0.67%13F-HRTimeline
Greenwich Wealth Management LLC4,574$708K0.03%+1,12613F-HRTimeline
Meridian Wealth Advisors, LLC4,565$707K0.1%013F-HRTimeline
TrustBankin group TrustBank4,561$706K0.29%13F-HRTimelineGroup
Verdence Capital Advisors LLC4,549$704K0.04%-91113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,548$704K0.09%-10213F-HRTimeline
Gallacher Capital Management LLC4,525$701K0.27%+2,39113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC4,519$700K0.33%+67513F-HRTimeline
TWO SIGMA SECURITIES, LLC4,516$699K0.1%new13F-HRTimeline
Founders Financial Alliance, LLC4,512$698K0.13%+913F-HRTimeline
Caldwell Trust Co4,501$697K0.06%+8013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,466$692K0.03%+613F-HRTimelineGroup
L & S Advisors Inc4,467$692K0.06%+2,07413F-HRTimeline
Aries Wealth Management4,444$688K0.15%-45013F-HRTimeline
Sun Group Wealth Partners4,425$685K0.55%13F-HRTimeline
Gilliland Jeter Wealth Management LLC4,424$685K0.21%013F-HRTimeline
Forefront Wealth Partners, LLC4,423$685K0.32%-23713F-HRTimeline
Wall Street Financial Group, Inc.4,399$683K0.5%+78113F-HRTimeline
Burford Brothers, Inc.4,398$681K0.28%+1613F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.4,392$680K0.64%13F-HRTimeline
Acorns Advisers, LLC4,386$679K0.01%+48413F-HRTimeline
DEARBORN PARTNERS LLC4,363$675K0.03%+5513F-HRTimeline