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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
MISSION WEALTH MANAGEMENT, LP4,383$603K0.01%-44213F-HRTimeline
Gilliland Jeter Wealth Management LLC4,374$602K0.2%+17513F-HRTimeline
STOCK YARDS BANK & TRUST CO4,374$602K0.02%-83913F-HRTimeline
Pure Financial Advisors, LLC4,372$601K0.01%+19713F-HRTimeline
Dynamic Wealth Strategies, LLC4,352$599K0.53%+10713F-HRTimeline
FLC Capital Advisors4,345$598K0.14%+34613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,332$596K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC4,240$595K0.02%-1013F-HRTimeline
Elk River Wealth Management LLC4,327$595K0.11%+30713F-HRTimeline
Sovran Advisors, LLC4,213$590K0.08%13F-HRTimeline
HEARTLAND ADVISORS INC4,281$589K0.03%new13F-HRTimeline
SHUFRO ROSE & CO LLC4,274$588K0.05%-99013F-HRTimeline
San Luis Wealth Advisors LLC4,258$586K0.11%-15813F-HRTimeline
KKM Financial LLC4,242$584K0.24%013F-HRTimeline
Allen Capital Group, LLC4,240$583K0.07%013F-HRTimeline
JBR Co Financial Management Inc4,209$579K0.35%-16113F-HRTimeline
Glen Eagle Advisors, LLC4,204$578K0.1%-24513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,199$578K0.16%013F-HRTimeline
Granite Bay Wealth Management, LLC4,192$577K0.21%+4013F-HRTimeline
First Pacific Financial4,188$576K0.13%+2,16813F-HRTimeline
W.H. Cornerstone Investments Inc.4,167$573K0.38%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,150$571K0.01%+40813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,150$570K<0.01%-4,14513F-HRTimelineGroup
Financial Partners Group, Inc4,141$570K0.08%+2413F-HRTimeline
Regent Peak Wealth Advisors LLC4,115$566K0.13%+813F-HR/ATimeline
Wealth Advisory Solutions, LLC4,099$564K0.16%+10613F-HRTimeline
BCS Wealth Management4,079$561K0.14%+113F-HRTimeline
SBI Securities Co., Ltd.4,051$557K0.02%13F-HRTimeline
Verdence Capital Advisors LLC4,045$557K0.04%+1113F-HRTimeline
Summit X, LLC4,044$556K0.12%+58413F-HRTimeline
Finley Financial, LLC3,956$556K0.29%13F-HRTimeline
Marks Group Wealth Management, Inc4,031$555K0.05%013F-HRTimeline
Collaborative Wealth Managment Inc.4,029$554K0.25%+5913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,005$551K0.01%-23613F-HRTimelineGroup
MONTAG & CALDWELL, LLC4,002$551K0.12%-2913F-HRTimeline
Greenwich Wealth Management LLC3,980$547K0.04%+3413F-HRTimeline
RPG Investment Advisory, LLC3,961$545K0.07%-3513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,960$545K0.09%+32313F-HRTimeline
Able Wealth Management LLC3,950$543K0.36%+41513F-HRTimeline
Waterway Wealth Management, LLC3,950$543K0.24%-1,63313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.3,950$543K0.04%013F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,943$542K0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC3,939$541K0.17%+113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,929$541K0.02%+1,03513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,885$534K0.05%+14613F-HRTimeline
BRADY FAMILY WEALTH, LLC3,882$534K0.16%013F-HRTimeline
North Star Investment Management Corp.3,875$533K0.04%+1,84613F-HRTimeline
Institute for Wealth Management, LLC.3,873$533K0.07%-4813F-HRTimeline
LYNCH & ASSOCIATES/IN3,869$532K0.12%013F-HRTimeline
Investment Partners Asset Management, I…3,869$532K0.42%-50013F-HRTimeline
Caldwell Trust Co3,866$532K0.06%-64513F-HRTimeline
Oxler Private Wealth LLC3,859$531K0.17%-713F-HRTimeline
Edge Wealth Management LLC3,842$529K0.11%013F-HRTimeline
Helium Advisors LLC3,833$527K0.42%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,828$527K0.16%+30013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,822$526K0.18%+113F-HRTimeline
TRUST POINT INC.3,804$523K0.04%+18413F-HRTimeline
Journey Advisory Group, LLC3,580$522K0.06%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…3,788$521K0.06%-14813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,787$521K-339Timeline
Delta Financial Group, Inc.3,789$521K0.12%+7413F-HRTimeline
GSA CAPITAL PARTNERS LLP3,787$521K0.04%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,775$519K0.02%-1,17013F-HRTimeline
Castleview Partners, LLC3,773$519K0.28%-2,52413F-HR/ATimeline
Global Assets Advisory, LLC3,759$517K0.29%-1513F-HRTimeline
Pines Wealth Management, LLC3,704$517K0.23%13F-HRTimeline
TrueWealth Advisors, LLC3,755$517K0.17%-64913F-HRTimeline
Jaffetilchin Investment Partners, LLC3,753$516K0.04%-17213F-HRTimeline
Seneca House Advisors3,749$516K0.21%-14613F-HRTimeline
HBK Sorce Advisory LLC3,722$512K0.02%+16713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,708$510K0.1%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,675$506K0.03%-2,00013F-HRTimelineGroup
Goelzer Investment Management, Inc.3,666$504K0.03%-3613F-HRTimeline
KG Capital Management3,663$504K0.16%-39413F-HRTimeline
Triumph Capital Management3,661$504K0.17%+1,22713F-HRTimeline
JB Capital LLC3,658$503K0.03%new13F-HRTimeline
Bullock Wealth Management Group3,650$502K0.29%-14813F-HRTimeline
WESCAP Management Group, Inc.3,636$500K0.12%-28913F-HRTimeline
Eagle Ridge Investment Management3,632$500K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Powell Investment Advisors, LLC3,615$497K0.23%+3,35113F-HRTimeline
Private Capital Management, LLC3,614$497K0.05%-79313F-HRTimeline
WESPAC Advisors, LLC3,599$495K0.36%-9,29413F-HRTimeline
BURNS J W & CO INC/NY3,596$495K0.06%-17613F-HRTimeline
Vertex Planning Partners, LLC3,588$494K0.11%013F-HRTimeline
Modera Wealth Management, LLC3,584$493K0.01%+42513F-HRTimeline
Traction Financial Partners, LLC3,565$490K0.38%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,559$490K0.19%+1,22513F-HRTimeline
Bricktown Capital, LLC3,558$489K0.1%-6,69813F-HRTimeline
Aurora Private Wealth, Inc.3,552$489K0.37%-7013F-HRTimeline
Slow Capital, Inc.3,529$485K0.07%013F-HRTimeline
KPP Advisory Services LLC3,512$483K0.11%-5613F-HRTimeline
Invst, LLC3,511$483K0.06%-77513F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,500$481K0.28%013F-HRTimeline
Fielder Capital Group LLC3,493$481K0.15%013F-HRTimeline
Montis Financial, LLC3,490$480K0.15%-14113F-HRTimeline
Fortis Advisors, LLC3,485$479K0.31%-17813F-HRTimeline
Accurate Wealth Management, LLC3,432$479K0.09%-20713F-HRTimeline
MEMBERS WEALTH LLC3,281$479K0.36%13F-HRTimeline
Eley Financial Management, Inc3,476$478K0.19%013F-HRTimeline
Peak Financial Management, Inc.3,466$477K0.14%-5413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,458$476K0.18%-1,09513F-HRTimeline
FARMERS TRUST CO3,454$475K0.09%+2,12413F-HRTimeline
Platform Technology Partners3,442$474K0.14%-51413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,437$473K0.12%+64213F-HRTimelineGroup
Family Firm, Inc.3,433$472K0.11%+1,48113F-HRTimeline
Wood Tarver Financial Group, LLC3,430$471K0.16%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,423$471K0.01%+64313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV3,408$469K0.27%+5713F-HRTimeline
Rollins Financial Advisors, LLC3,402$468K0.07%+813F-HRTimeline
SWMG, LLC3,283$467K0.19%+12413F-HRTimeline
Cove Private Wealth, LLC3,385$466K0.28%new13F-HRTimeline
My Personal CFO, LLC3,370$464K0.24%+713F-HRTimeline
One River Asset Management, LLC3,377$463K0.69%-4,93813F-HRTimeline
Avidian Wealth Enterprises, LLC3,366$463K0.02%-61113F-HRTimeline
US FINANCIAL ADVISORS, LLC3,353$461K0.14%-5213F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,334$459K0.22%-513F-HRTimeline
Fortis Capital Advisors, LLC2,913$458K0.16%013F-HRTimeline
Capital Advisors, Ltd. LLC3,323$457K0.06%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,314$456K0.01%13F-HRTimeline
COWA, LLC3,302$454K0.21%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC3,299$454K0.29%+5113F-HRTimeline
Kaydan Wealth Management, Inc.3,293$453K0.15%+27913F-HRTimeline
Comprehensive Financial Consultants Ins…3,284$452K0.16%013F-HRTimeline
RDA Financial Network3,282$452K0.13%+3013F-HRTimeline
Stone Summit Wealth LLC3,273$450K0.15%-31713F-HRTimeline
InvesTrust3,263$448K0.12%13F-HRTimeline
BANK OF HAWAII3,254$448K0.02%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,247$447K0.04%+20413F-HRTimeline
Mayflower Financial Advisors, LLC3,243$446K0.07%new13F-HRTimeline
Fairfield Financial Advisors, LTD3,242$446K0.16%-1,08813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,223$443K0.02%+14613F-HRTimeline
United Advisor Group, LLC3,211$442K0.09%-1,83413F-HRTimeline
AMERIFLEX GROUP, INC.2,989$439K0.2%13F-HRTimeline
SOA Wealth Advisors, LLC.3,176$437K0.08%-7013F-HR/ATimeline
JACKSON SQUARE CAPITAL, LLC3,174$437K0.11%-2813F-HRTimeline
SeaCrest Wealth Management, LLC3,148$433K0.05%+38613F-HRTimeline
Main Street Financial Solutions, LLC3,148$433K0.04%-1,40413F-HRTimeline
Community Bank, N.A.3,145$433K0.06%-1313F-HRTimeline
Verition Fund Management LLC3,144$433K<0.01%+1,49613F-HRTimeline
SkyOak Wealth, LLC3,131$431K0.09%-29913F-HRTimeline
DDD Partners, LLC3,116$429K0.05%-16513F-HRTimeline
Alteri Wealth LLC3,099$426K0.12%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,077$424K0.19%+5713F-HRTimeline
Hardy Reed LLC3,081$424K0.04%-513F-HRTimeline
Second Line Capital, LLC3,074$423K0.11%-29313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC3,071$422K0.34%13F-HRTimeline
Safe Harbor Fiduciary, LLC3,071$422K0.43%-4413F-HRTimeline
Sequent Planning LLC3,069$422K0.15%+42413F-HRTimeline
Seven Springs Wealth Group, LLC3,057$421K0.16%013F-HRTimeline
Parkside Advisors LLC3,055$420K0.1%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,052$420K0.01%-1,23713F-HRTimeline
VICUS CAPITAL3,046$419K0.04%-24713F-HRTimeline
Private Wealth Partners, LLC3,034$417K0.03%+113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,016$415K0.05%-27713F-HRTimeline
First Heartland Consultants, Inc.3,011$414K0.04%+40213F-HRTimeline
Millstone Evans Group, LLC3,009$414K0.28%13F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…3,000$413K0.18%013F-HRTimelineGroup
IFC Advisors LLC3,000$413K0.09%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,998$412K0.03%-2513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,987$411K0.07%013F-HRTimeline
Cannell & Spears LLC2,983$410K0.01%013F-HRTimeline
Permanent Capital Management, LP2,968$408K0.13%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,968$408K0.01%+113F-HRTimeline
River Street Advisors LLC2,967$408K0.21%013F-HRTimeline
SageView Advisory Group, LLC2,921$402K0.02%+10913F-HRTimeline
Altus Wealth Group LLC2,915$401K0.18%-1513F-HRTimeline
B&D White Capital Company, LLC2,909$400K0.07%-22,31413F-HRTimeline
Centric Wealth Management2,895$398K0.11%-25713F-HRTimeline
NovaPoint Capital, LLC2,894$398K0.12%013F-HRTimeline
Cornerstone Advisory, LLC2,735$396K0.04%+40513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,856$393K0.2%+3413F-HRTimeline
HMV Wealth Advisors, LLC2,847$392K0.39%13F-HRTimeline
CRA Financial Services, LLC2,840$391K0.07%-65913F-HRTimeline
Cape Investment Advisory, Inc.2,838$390K0.15%-3,57713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,839$390K0.04%+39913F-HRTimelineGroup
DOLIVER ADVISORS, LP2,831$389K0.11%+63813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,828$389K0.1%+94613F-HR/ATimeline
Tiller Private Wealth, Inc.2,823$388K0.16%+1,29513F-HRTimeline
Belmont Capital, LLC2,818$388K0.06%013F-HRTimeline
Cooper Financial Group2,807$386K0.05%+1613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,800$385K0.08%-2,36613F-HRTimeline
CVA Family Office, LLC2,791$384K0.06%013F-HRTimeline
SAXON INTERESTS, INC.2,791$384K0.17%+113F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,790$384K0.29%-6,77113F-HRTimeline
Aveo Capital Partners, LLC2,788$384K0.04%-25,92113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,782$383K0.02%013F-HRTimelineGroup
Savvy Advisors, Inc.2,778$382K0.05%-16213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,760$380K0.02%13F-HR/ATimeline
Cardinal Point Capital Management ULC2,755$379K0.06%new13F-HRTimeline
NIXON PEABODY TRUST CO2,750$378K0.03%013F-HRTimeline
Geometric Wealth Advisors2,745$378K0.07%013F-HRTimeline
IMA Advisory Services, Inc.2,724$375K0.05%new13F-HRTimeline
UMB Bank, n.a.2,721$374K0.01%-64013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Reliant Investment Partners, LLC2,708$373K0.33%13F-HRTimeline
Financial Engines Advisors L.L.C.2,705$372K<0.01%+92213F-HRTimeline
Wallington Asset Management, LLC2,703$372K0.05%-42813F-HRTimeline
NCM Capital Management, LLC2,683$369K0.17%013F-HRTimeline
Wealth Quarterback LLC2,681$369K0.17%-15,25313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,672$368K0.07%+30813F-HRTimeline
Cedar Wealth Management, LLC2,647$364K0.13%-1,86313F-HRTimeline