Skip to content
Disclosery

XLV SELECT SECTOR SPDR TR

Follow

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
SSA SWISS ADVISORS AG4,354$635K0.33%13F-HRTimeline
FLC Capital Advisors4,345$634K0.14%013F-HRTimeline
Total Wealth Planning & Management, Inc.4,332$633K0.65%+1,78813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,300$628K0.12%-14513F-HR/ATimeline
Verition Fund Management LLC4,288$626K<0.01%+1,14413F-HRTimeline
SHUFRO ROSE & CO LLC4,274$624K0.05%013F-HRTimeline
Wedmont Private Capital4,524$619K0.03%+613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,237$619K0.01%-16513F-HRTimeline
San Luis Wealth Advisors LLC4,228$617K0.14%-3013F-HR/ATimeline
United Advisor Group, LLC4,214$615K0.13%+1,00313F-HRTimeline
Geometric Wealth Advisors4,208$614K0.1%+1,46313F-HRTimeline
Grant Street Asset Management, Inc.4,207$614K0.15%-67413F-HRTimeline
Granite Bay Wealth Management, LLC4,192$612K0.21%013F-HRTimeline
Bragg Financial Advisors, Inc4,170$609K0.03%-1,14013F-HRTimeline
W.H. Cornerstone Investments Inc.4,169$609K0.42%+213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,150$605K<0.01%013F-HRTimelineGroup
Court Place Advisors, LLC4,134$604K0.2%-26913F-HRTimeline
Regent Peak Wealth Advisors LLC4,122$602K0.14%+713F-HRTimeline
RDA Financial Network4,109$600K0.18%+82713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,104$599K0.15%+66713F-HRTimelineGroup
Financial Partners Group, Inc4,095$598K0.09%-4613F-HRTimeline
Allen Capital Group, LLC4,089$597K0.07%-15113F-HRTimeline
BCS Wealth Management4,080$596K0.15%+113F-HRTimeline
HANCOCK WHITNEY CORP4,074$595K0.02%-1,57913F-HRTimeline
Sequent Planning LLC4,068$594K0.21%+99913F-HRTimeline
MGB Wealth Management, LLC4,086$593K0.21%+14713F-HRTimeline
Summit X, LLC4,052$592K0.12%+813F-HRTimeline
Ballentine Partners, LLC4,045$591K0.01%-1,96613F-HRTimeline
Castleview Partners, LLC4,045$591K0.4%+27213F-HRTimeline
Greenwich Wealth Management LLC4,025$588K0.04%+4513F-HRTimeline
Edge Wealth Management LLC4,022$587K0.12%+18013F-HRTimeline
JBR Co Financial Management Inc4,017$587K0.34%-19213F-HRTimeline
Sunbelt Securities, Inc.4,014$586K0.05%-66913F-HRTimeline
Bullock Wealth Management Group4,082$585K0.33%+43213F-HRTimeline
DIVERSIFIED TRUST CO4,006$585K0.01%new13F-HRTimeline
Alpha Wealth Funds, LLC3,995$583K0.63%-21,02513F-HRTimeline
GSA CAPITAL PARTNERS LLP3,991$583K0.05%+20413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,984$582K0.01%-16613F-HRTimeline
MONTAG & CALDWELL, LLC3,973$580K0.13%-2913F-HRTimeline
Wealth Advisory Solutions, LLC3,966$579K0.15%-13313F-HRTimeline
Marks Group Wealth Management, Inc3,962$578K0.06%-6913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,943$576K0.01%013F-HRTimelineGroup
KKM Financial LLC3,942$576K0.24%-30013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,939$575K0.01%-1,57213F-HRTimeline
Horizon Family Wealth, Inc.3,908$571K0.38%-59813F-HRTimeline
First Pacific Financial3,900$569K0.12%-28813F-HRTimeline
Aspen Investment Management Inc3,894$569K0.26%+1,75513F-HRTimeline
Fortis Advisors, LLC3,897$569K0.37%+41213F-HRTimeline
BRADY FAMILY WEALTH, LLC3,882$567K0.18%013F-HRTimeline
Costello Asset Management, INC3,878$566K0.23%+3,11013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,868$565K0.05%+1,02913F-HRTimelineGroup
Investment Partners Asset Management, I…3,867$565K0.44%-213F-HRTimeline
TRUST POINT INC.3,867$565K0.05%+6313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,867$565K0.12%new13F-HRTimeline
City Center Advisors, LLC3,836$560K0.65%-5,47713F-HRTimeline
Mesirow Financial Investment Management…3,828$559K0.01%-68313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,828$559K0.16%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,823$558K0.32%+113F-HRTimeline
Delta Financial Group, Inc.3,788$557K0.13%-113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,800$555K<0.01%-1,00313F-HR/ATimeline
HBK Sorce Advisory LLC3,778$552K0.02%+5613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,775$551K0.02%013F-HRTimeline
Union Bancaire Privee, UBP SA3,813$551K0.01%-7,60013F-HRTimeline
Institute for Wealth Management, LLC.3,768$550K0.07%-10513F-HRTimeline
Jaffetilchin Investment Partners, LLC3,761$549K0.04%+813F-HRTimeline
Greystone Financial Group, LLC3,757$549K0.1%new13F-HRTimeline
Goelzer Investment Management, Inc.3,757$548K0.03%+9113F-HR/ATimeline
Triumph Capital Management3,749$547K0.18%+8813F-HRTimeline
LYNCH & ASSOCIATES/IN3,744$547K0.12%-12513F-HRTimeline
CHANNEL WEALTH LLC3,728$544K0.17%-2,44113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,726$544K0.11%+92613F-HRTimeline
WESCAP Management Group, Inc.3,725$544K0.13%+8913F-HRTimeline
Seneca House Advisors3,722$544K0.23%-2713F-HRTimeline
Collaborative Wealth Managment Inc.3,720$543K0.25%-30913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,710$542K<0.01%-3,50213F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC3,709$542K0.07%-5,81813F-HRTimeline
SBI Securities Co., Ltd.3,707$541K0.02%-34413F-HRTimeline
Vertex Planning Partners, LLC3,702$541K0.12%+11413F-HRTimeline
Pines Wealth Management, LLC4,062$540K0.25%+35813F-HRTimeline
Crewe Advisors LLC3,697$540K0.08%-2,44813F-HRTimeline
Verdence Capital Advisors LLC3,691$539K0.04%-35413F-HRTimeline
GTS SECURITIES LLC3,682$538K0.02%-83,55913F-HRTimeline
SeaCrest Wealth Management, LLC3,680$537K0.06%+53213F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,675$537K0.03%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.76,352$534K0.11%+73,17613F-HRTimeline
KG Capital Management3,645$532K0.17%-1813F-HRTimeline
US FINANCIAL ADVISORS, LLC3,627$530K0.16%+27413F-HRTimeline
Powell Investment Advisors, LLC3,615$528K0.26%013F-HRTimeline
Trademark Financial Management, LLC3,615$528K0.4%new13F-HRTimeline
Alpine Global Management, LLC3,605$526K0.14%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,589$524K+1,400Timeline
Modera Wealth Management, LLC3,580$523K0.01%-413F-HRTimeline
Private Capital Management, LLC3,569$521K0.06%-4513F-HRTimeline
Cabana LLC3,562$520K3.24%-17,89513F-HRTimeline
BURNS J W & CO INC/NY3,559$520K0.07%-3713F-HRTimeline
KPP Advisory Services LLC3,559$520K0.1%+4713F-HRTimeline
Bricktown Capital, LLC3,558$520K0.1%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,541$517K-246Timeline
Finley Financial, LLC3,706$516K0.29%-25013F-HRTimeline
Slow Capital, Inc.3,529$515K0.07%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,529$515K0.01%+21513F-HRTimeline
FARMERS TRUST CO3,511$513K0.1%+5713F-HRTimeline
Montis Financial, LLC3,506$512K0.15%+1613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,503$511K0.06%new13F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC3,500$511K0.31%013F-HRTimeline
Fielder Capital Group LLC3,493$510K0.15%013F-HRTimeline
Wood Tarver Financial Group, LLC3,465$506K0.16%+3513F-HRTimeline
Family Firm, Inc.3,446$503K0.11%+1313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV3,432$501K0.26%+2413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,428$501K0.01%-2,68113F-HRTimeline
Eley Financial Management, Inc3,476$498K0.2%013F-HRTimeline
Cove Private Wealth, LLC3,410$498K0.26%+2513F-HRTimeline
WESPAC Advisors, LLC3,402$497K0.4%-19713F-HRTimeline
17 CAPITAL PARTNERS, LLC3,401$497K0.32%+10213F-HRTimeline
Advisors Capital Management, LLC3,400$496K0.01%-17,01613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,397$496K0.03%+17413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,396$496K<0.01%new13F-HRTimelineGroup
Kaydan Wealth Management, Inc.3,385$494K0.16%+9213F-HRTimeline
One Capital Management, LLC3,365$491K0.02%+1,34113F-HRTimeline
Oxler Private Wealth LLC3,341$488K0.17%-51813F-HRTimeline
Sovran Advisors, LLC3,596$487K0.06%-61713F-HRTimeline
Capital Advisors, Ltd. LLC3,323$485K0.06%013F-HRTimeline
My Personal CFO, LLC3,319$485K0.24%-5113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,318$484K0.05%+80513F-HRTimeline
Aurora Private Wealth, Inc.3,298$482K0.39%-25413F-HR/ATimeline
STOCK YARDS BANK & TRUST CO3,299$482K0.02%-1,07513F-HRTimeline
SummitTX Capital, L.P.3,287$480K0.02%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,270$478K0.08%+59813F-HRTimeline
COWA, LLC3,267$477K0.2%-3513F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,249$474K0.04%+213F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,239$473K0.24%-9513F-HRTimeline
Journey Advisory Group, LLC3,239$473K0.04%-34113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC3,222$470K0.39%+15113F-HRTimeline
Mayflower Financial Advisors, LLC3,201$467K0.07%-4213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,190$466K0.09%-51813F-HRTimeline
BANK OF HAWAII3,173$463K0.03%-8113F-HRTimeline
Stone Summit Wealth LLC3,149$460K0.16%-12413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,126$456K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…3,118$455K0.04%-76713F-HRTimeline
SkyOak Wealth, LLC3,117$455K0.1%-1413F-HRTimeline
DDD Partners, LLC3,116$455K0.06%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC3,109$454K0.15%-6513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,108$454K0.05%+1,57213F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…3,101$453K0.05%+80313F-HRTimeline
Community Bank, N.A.3,090$451K0.06%-5513F-HRTimeline
Avidian Wealth Enterprises, LLC3,086$451K0.02%-28013F-HRTimeline
Paragon Private Wealth Management, LLC3,083$450K0.21%new13F-HRTimeline
Hardy Reed LLC3,079$450K0.04%-213F-HRTimeline
Safe Harbor Fiduciary, LLC3,079$450K0.46%+813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,074$449K0.01%-4,33313F-HRTimelineGroup
IFC Advisors LLC3,060$447K0.09%+6013F-HRTimeline
Seven Springs Wealth Group, LLC3,057$446K0.16%013F-HRTimeline
Parkside Advisors LLC3,055$446K0.11%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,047$445K0.01%+7913F-HRTimeline
AMERIFLEX GROUP, INC.3,042$444K0.18%+5313F-HRTimeline
Private Wealth Partners, LLC3,035$443K0.04%+113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,030$442K0.02%-89913F-HRTimeline
VICUS CAPITAL3,029$442K0.04%-1713F-HRTimeline
Atlas Private Wealth Advisors3,018$441K0.06%new13F-HRTimeline
Cooper Financial Group3,017$441K0.06%+21013F-HRTimeline
Millstone Evans Group, LLC3,009$439K0.3%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,008$439K0.2%-6913F-HRTimeline
DOLIVER ADVISORS, LP2,995$437K0.12%+16413F-HRTimeline
Fortis Capital Advisors, LLC2,993$437K0.09%+8013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,987$436K0.08%013F-HRTimeline
Cannell & Spears LLC2,983$436K0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,980$435K0.01%-1,84613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,977$435K0.01%+48613F-HRTimeline
Able Wealth Management LLC2,966$433K0.26%-98413F-HRTimeline
Savvy Advisors, Inc.2,965$433K0.04%+18713F-HRTimeline
Cape Investment Advisory, Inc.2,964$433K0.17%+12613F-HRTimeline
CRA Financial Services, LLC2,962$432K0.07%+12213F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,950$431K0.12%+95013F-HRTimeline
Focused Wealth Management, Inc2,945$430K0.06%-2,50113F-HRTimeline
Capula Management Ltdin group Capula Management Ltd2,940$429K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
River Street Advisors LLC2,932$428K0.21%-3513F-HRTimeline
NWF Advisory Services Inc.2,924$427K0.06%+70013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,903$424K0.01%-14913F-HRTimeline
Whitener Capital Management, Inc.2,891$422K0.12%+37613F-HRTimeline
Tyche Wealth Partners LLC2,867$419K0.09%+49213F-HRTimeline
SWMG, LLC3,012$416K0.16%-27113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,831$413K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,830$413K0.01%-59313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,828$413K0.11%013F-HRTimeline
Belmont Capital, LLC2,818$411K0.07%013F-HRTimeline
Wallington Asset Management, LLC2,803$409K0.06%+10013F-HRTimeline
Colonial River Investments, LLC2,802$409K0.23%-12,40213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,806$409K0.03%-19213F-HRTimeline
SIMON QUICK ADVISORS, LLC2,800$409K0.02%new13F-HRTimeline
Traction Financial Partners, LLC2,793$408K0.32%-77213F-HRTimeline
SAXON INTERESTS, INC.2,792$408K0.19%+113F-HRTimeline
CVA Family Office, LLC2,791$408K0.06%013F-HRTimeline
Smith Asset Management Co., LLC2,787$407K0.38%+42213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,783$406K0.02%+113F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.2,776$405K0.2%-8013F-HRTimeline
Vigilare Wealth Management2,774$405K0.16%+1,24613F-HRTimeline
NovaPoint Capital, LLC2,763$403K0.12%-13113F-HRTimeline
OMNI 360 Wealth, Inc.2,759$403K0.27%new13F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT2,756$402K0.05%-26013F-HRTimeline
HMV Wealth Advisors, LLC2,756$402K0.32%-9113F-HRTimeline