XLV SELECT SECTOR SPDR TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
KKM Financial LLC	3,942	$531K	0.18%	0	13F-HR Timeline
MACKENZIE FINANCIAL CORP	3,934	$530K	<0.01%	-9,141	13F-HR Timeline
Wedmont Private Capital	3,903	$529K	0.02%	-621	13F-HR Timeline
Alpha Wealth Funds, LLC	3,920	$528K	0.49%	-75	13F-HR/A Timeline
Beutel, Goodman & Co Ltd.	3,892	$524K	<0.01%	-730	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	3,882	$523K	0.16%	0	13F-HR Timeline
Greenwich Wealth Management LLC	3,874	$522K	0.03%	-151	13F-HR Timeline
Investment Partners Asset Management, I…	3,867	$521K	0.36%	0	13F-HR Timeline
First Pacific Financial	3,851	$519K	0.08%	-49	13F-HR Timeline
Aspire Capital Advisors LLC	3,850	$519K	0.14%	-30,652	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	3,850	$519K	0.09%	-1,392	13F-HR Timeline
Mesirow Financial Investment Management…	3,846	$519K	0.01%	+18	13F-HR Timeline
Clay Northam Wealth Management, LLC	3,837	$517K	0.33%	-610	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	3,828	$516K	0.14%	0	13F-HR Timeline
Costello Asset Management, INC	3,828	$516K	0.19%	-50	13F-HR Timeline
Collaborative Wealth Managment Inc.	3,827	$516K	0.23%	+107	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	3,824	$515K	0.17%	+1	13F-HR Timeline
HBK Sorce Advisory LLC	3,810	$514K	0.01%	+32	13F-HR Timeline
KG Capital Management	3,804	$513K	0.15%	+159	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	3,802	$512K	0.01%	-182	13F-HR Timeline
Bank Julius Baer & Co. Ltd, Zurich	3,800	$512K	<0.01%	0	13F-HR/A Timeline
PENOBSCOT WEALTH MANAGEMENT	3,799	$512K	0.18%	+1,073	13F-HR Timeline
Crewe Advisors LLC	3,793	$511K	0.07%	+96	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	3,772	$508K	0.03%	+11	13F-HR Timeline
Institute for Wealth Management, LLC.	3,769	$508K	0.06%	+1	13F-HR Timeline
SBI Securities Co., Ltd.	3,767	$508K	0.01%	+60	13F-HR Timeline
Bolthouse Investments, LLC	3,754	$506K	0.5%	-1,500	13F-HR/A Timeline
Allen Capital Group, LLC	3,748	$505K	0.05%	-341	13F-HR Timeline
LYNCH & ASSOCIATES/IN	3,744	$505K	0.1%	0	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	3,743	$505K	0.05%	+635	13F-HR Timeline Group
Key Client Fiduciary Advisors, LLC	3,725	$502K	0.21%	-4,237	13F-HR Timeline
VESTOR CAPITAL, LLC	1,978	$501K	0.04%	-216,101	13F-HR Timeline
SAPIENT CAPITAL LLC	3,713	$501K	0.01%	-1,139	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	3,712	$500K	0.01%	-52,973	13F-HR Timeline Group
WESCAP Management Group, Inc.	3,711	$500K	0.11%	-14	13F-HR Timeline
Verdence Capital Advisors LLC	3,696	$498K	0.03%	+5	13F-HR Timeline
Horizon Family Wealth, Inc.	3,695	$498K	0.3%	-213	13F-HR Timeline
Clare Market Investments LLC	3,687	$497K	0.11%	-1,848	13F-HR Timeline
Aspen Investment Management Inc	3,688	$497K	0.21%	-206	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	3,675	$495K	0.03%	0	13F-HR/A Timeline Group
JBR Co Financial Management Inc	3,665	$494K	0.24%	-352	13F-HR Timeline
TRUST POINT INC.	3,652	$492K	0.05%	-215	13F-HR Timeline
WASHINGTON GROWTH STRATEGIES LLC	3,641	$491K	0.38%	+3,495	13F-HR Timeline
Grant Street Asset Management, Inc.	3,642	$491K	0.11%	-565	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	3,629	$489K	0.08%	+359	13F-HR Timeline
Generali Investments, Management Co LLC	3,630	$489K	0.11%	new	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	3,622	$488K	0.37%	+400	13F-HR Timeline
SOA Wealth Advisors, LLC.	73,328	$487K	0.09%	-3,024	13F-HR Timeline
Smith Asset Management Co., LLC	3,603	$486K	0.42%	+816	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,585	$483K	0.05%	-95	13F-HR Timeline
KPP Advisory Services LLC	3,559	$480K	0.08%	0	13F-HR/A Timeline
Bricktown Capital, LLC	3,558	$480K	0.09%	0	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	3,541	$477K	0.2%	-35,345	13F-HR Timeline
Slow Capital, Inc.	3,529	$476K	0.06%	0	13F-HR Timeline
Private Capital Management, LLC	3,528	$476K	0.05%	-41	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,522	$475K	0.01%	+448	13F-HR Timeline Group
Sound Income Strategies, LLC	3,519	$474K	0.03%	-6,255	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,503	$472K	0.09%	-364	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	3,500	$472K	0.27%	0	13F-HR Timeline
MGB Wealth Management, LLC	3,506	$471K	0.16%	-580	13F-HR Timeline
Goelzer Investment Management, Inc.	3,476	$469K	0.03%	-281	13F-HR Timeline
Eley Financial Management, Inc	3,476	$469K	0.18%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	3,459	$466K	<0.01%	-480	13F-HR Timeline
Global Assets Advisory, LLC	3,408	$466K	0.18%	-6,809	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	3,452	$465K	0.04%	-1,796	13F-HR Timeline
Edge Wealth Management LLC	3,452	$465K	0.09%	-570	13F-HR Timeline
Modera Wealth Management, LLC	3,446	$465K	0.01%	-134	13F-HR Timeline
Cove Private Wealth, LLC	3,440	$464K	0.16%	+30	13F-HR Timeline
Paragon Private Wealth Management, LLC	3,438	$463K	0.18%	+355	13F-HR Timeline
LYNX CAPITAL GROUP LTD /ADV	3,432	$463K	0.22%	0	13F-HR Timeline
Inscription Capital, LLC	3,423	$461K	0.07%	-3,828	13F-HR Timeline
Fortis Advisors, LLC	3,407	$459K	0.29%	-490	13F-HR Timeline
EASTERN BANK	3,398	$458K	0.01%	-1,032	13F-HR Timeline
SWMG, LLC	3,376	$457K	0.15%	+364	13F-HR Timeline
Kaydan Wealth Management, Inc.	3,385	$456K	0.15%	0	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	3,365	$454K	0.01%	+385	13F-HR Timeline Group
Beacon Bridge Wealth Partners, LLC	3,365	$454K	0.18%	new	13F-HR Timeline
Marks Group Wealth Management, Inc	3,362	$453K	0.04%	-600	13F-HR Timeline
Capital Advisors, Ltd. LLC	3,359	$453K	0.06%	+36	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	3,348	$451K	0.05%	+30	13F-HR Timeline
BLB&B Advisors, LLC	3,345	$451K	0.02%	-13,163	13F-HR Timeline
My Personal CFO, LLC	3,326	$448K	0.2%	+7	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	3,298	$444K	0.02%	-2,379	13F-HR Timeline
Union Bancaire Privee, UBP SA	3,313	$444K	0.01%	-500	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	3,283	$442K	0.04%	+182	13F-HR Timeline
FARMERS TRUST CO	3,268	$440K	0.08%	-243	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	3,248	$438K	0.01%	-989	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	3,244	$437K	0.2%	+5	13F-HR Timeline
Aurora Private Wealth, Inc.	3,242	$437K	0.32%	-56	13F-HR Timeline
Alpha Cubed Investments, LLC	3,240	$437K	0.02%	-8,218	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,233	$436K	0.03%		13F-HR Timeline
Balefire, LLC	3,231	$436K	0.09%	new	13F-HR Timeline
COWA, LLC	3,215	$433K	0.17%	-52	13F-HR Timeline
One Capital Management, LLC	3,205	$432K	0.01%	-160	13F-HR Timeline
Acorns Advisers, LLC	3,197	$431K	<0.01%	+666	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	3,189	$430K		-400	Timeline Wellington Shields Capital Manage…: 3,189 (0.07%) 13F-HR Wellington Shields & Co., LLC: sold out, -400 13F-HR
D.B. Root & Company, LLC	3,181	$429K	0.13%	+1,360	13F-HR Timeline
BANK OF HAWAII	3,173	$428K	0.02%	0	13F-HR Timeline
Range Financial Group LLC	3,165	$427K	0.17%	new	13F-HR Timeline
Community Bank, N.A.	3,161	$426K	0.06%	+71	13F-HR Timeline
Wood Tarver Financial Group, LLC	3,127	$421K	0.13%	-338	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	3,118	$420K	0.03%	0	13F-HR Timeline
SkyOak Wealth, LLC	3,117	$420K	0.08%	0	13F-HR Timeline
DDD Partners, LLC	3,116	$420K	0.05%	0	13F-HR Timeline
Whitener Capital Management, Inc.	3,112	$419K	0.11%	+221	13F-HR Timeline
Millstone Evans Group, LLC	3,094	$417K	0.28%	+85	13F-HR Timeline
Avestar Capital, LLC	3,088	$416K	0.03%	-3,304	13F-HR Timeline
Hardy Reed LLC	3,079	$415K	0.03%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	3,062	$413K	0.02%	-24	13F-HR Timeline
CHANNEL WEALTH LLC	3,060	$412K	0.12%	-668	13F-HR Timeline
IFC Advisors LLC	3,060	$412K	0.08%	0	13F-HR Timeline
Seven Springs Wealth Group, LLC	3,057	$412K	0.1%	0	13F-HR Timeline
Parkside Advisors LLC	3,055	$412K	0.09%	0	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	3,047	$411K	0.01%	+217	13F-HR Timeline
VICUS CAPITAL	3,040	$410K	0.03%	+11	13F-HR Timeline
First Heartland Consultants, Inc.	3,031	$409K	0.04%	-3,425	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	3,026	$408K	0.01%	-503	13F-HR Timeline
SAXON INTERESTS, INC.	2,792	$408K	0.19%	0	13F-HR Timeline
CRA Financial Services, LLC	3,009	$406K	0.06%	+47	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	3,011	$405K	0.17%	+3	13F-HR Timeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…	3,000	$404K	0.21%	-19,000	13F-HR Timeline Group
Advisors Capital Management, LLC	2,996	$404K	0.01%	-404	13F-HR Timeline
Cape Investment Advisory, Inc.	2,988	$403K	0.15%	+24	13F-HR Timeline
Cannell & Spears LLC	2,983	$402K	0.01%	0	13F-HR Timeline
DOLIVER ADVISORS, LP	2,979	$402K	0.11%	-16	13F-HR Timeline
Stone Summit Wealth LLC	2,975	$401K	0.12%	-174	13F-HR Timeline
RDA Financial Network	2,951	$398K	0.11%	-1,158	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	2,950	$398K	0.1%	0	13F-HR Timeline
Safe Harbor Fiduciary, LLC	2,945	$397K	0.37%	-134	13F-HR Timeline
Fortis Capital Advisors, LLC	2,940	$396K	0.07%	-53	13F-HR Timeline
Quotient Wealth Partners, LLC	2,938	$396K	0.01%	-14,943	13F-HR Timeline
Vertex Planning Partners, LLC	2,936	$396K	0.08%	-766	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	2,936	$396K	0.01%	+33	13F-HR Timeline
United Advisor Group, LLC	2,905	$392K	0.07%	-1,309	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,905	$391K	0.02%	-492	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	2,903	$391K	0.01%	-525	13F-HR Timeline
Iron Gate Global Advisors LLC	2,889	$389K	0.04%	+1,000	13F-HR Timeline
BURNS J W & CO INC/NY	2,878	$388K	0.05%	-681	13F-HR Timeline
Curi Capital, LLC	2,873	$387K	0.01%	+832	13F-HR Timeline
READYSTATE ASSET MANAGEMENT LP	2,867	$386K	0.02%	+36	13F-HR Timeline
Empire Financial Management Company, LLC	2,851	$384K	0.11%	+303	13F-HR Timeline
WNY Asset Management, LLC	2,839	$383K	0.04%	+100	13F-HR Timeline
Private Wealth Partners, LLC	2,830	$381K	0.03%	-205	13F-HR Timeline
Verition Fund Management LLC	2,823	$381K	<0.01%	-1,465	13F-HR Timeline
Belmont Capital, LLC	2,818	$380K	0.06%	0	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	2,804	$378K	0.01%	+221	13F-HR Timeline
Kingstone Capital Partners Texas, LLC	2,791	$377K	0.25%	-9,918	13F-HR/A Timeline
CVA Family Office, LLC	2,791	$376K	0.05%	0	13F-HR Timeline
Sovran Advisors, LLC	2,785	$376K	0.04%	-811	13F-HR Timeline
Calamos Wealth Management LLCin group Calamos Advisors LLC	2,783	$375K	0.02%	0	13F-HR Timeline Group
AMERIFLEX GROUP, INC.	2,790	$374K	0.2%	-252	13F-HR Timeline
Total Wealth Planning & Management, Inc.	2,774	$374K	0.32%	-1,558	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	2,770	$373K	0.17%	-6	13F-HR Timeline
Richmond Investment Services, LLC	2,756	$371K	0.08%	new	13F-HR Timeline
Rise Advisors, LLC	2,755	$371K	0.15%	+239	13F-HR Timeline
NIXON PEABODY TRUST CO	2,750	$371K	0.03%	0	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	2,750	$371K	0.04%	-6	13F-HR Timeline
Geometric Wealth Advisors	2,745	$370K	0.06%	-1,463	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	2,742	$370K	0.11%	-2,373	13F-HR Timeline
LexAurum Advisors, LLC	2,713	$366K	0.06%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	2,712	$366K		-829	Timeline Colonial Trust Co / SC: 1,440 (0.03%) 13F-HR Colonial Trust Advisors: 1,272 (0.01%) 13F-HR
Focused Wealth Management, Inc	2,709	$365K	0.04%	-236	13F-HR Timeline
JACKSON SQUARE CAPITAL, LLC	2,703	$364K	0.08%	-406	13F-HR Timeline
Wallington Asset Management, LLC	2,683	$362K	0.05%	-120	13F-HR Timeline
NCM Capital Management, LLC	2,683	$362K	0.15%	0	13F-HR Timeline
Reliant Investment Partners, LLC	2,677	$361K	0.31%	-22	13F-HR Timeline
Finley Financial, LLC	2,675	$361K	0.18%	-1,031	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	2,663	$359K	0.01%	+245	13F-HR Timeline
Cedar Wealth Management, LLC	2,647	$357K	0.12%	0	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	2,647	$357K	0.09%	-181	13F-HR Timeline
Lifeworks Advisors, LLC	2,647	$357K	0.05%	+215	13F-HR Timeline
Legacy Capital Group California, Inc.	2,641	$356K	0.1%	-1,769	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	2,625	$354K	0.01%	-405	13F-HR Timeline
CENTRAL TRUST Co	2,625	$354K	0.01%	-2,435	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2,620	$353K	0.06%	+319	13F-HR Timeline
Centric Wealth Management	2,709	$353K	0.08%	-20,400	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	2,603	$351K	0.08%	-138	13F-HR Timeline
Elevated Capital Advisors, LLC	2,395	$350K	0.1%	0	13F-HR Timeline
Resurgent Financial Advisors LLC	2,593	$350K	0.19%	+1,107	13F-HR Timeline
WESPAC Advisors, LLC	2,592	$349K	0.24%	-810	13F-HR Timeline
Murphy & Mullick Capital Management Corp	2,667	$349K	0.28%	+100	13F-HR Timeline
Millennium Capital Advisors, LLC	2,586	$349K	0.23%	0	13F-HR Timeline
Exchange Capital Management, Inc.	2,559	$345K	0.05%	-1	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	2,552	$344K	0.12%	-151	13F-HR Timeline
UMB Bank, n.a.	2,526	$340K	0.01%	0	13F-HR/A Timeline
Independence Bank of Kentucky	2,520	$340K	0.05%	+20	13F-HR Timeline
Ameraudi Asset Management, Inc.	2,516	$339K	0.18%	0	13F-HR Timeline
Grantvest Financial Group LLC	2,503	$337K	0.25%	+4	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	2,488	$335K	0.22%	-77	13F-HR Timeline
Sharkey, Howes & Javer	2,484	$335K	0.04%	0	13F-HR Timeline
LeClair Wealth Partners LLC	2,477	$334K	0.23%	0	13F-HR Timeline
REBALANCE, LLC	2,476	$334K	0.02%	+11	13F-HR Timeline
F/m Investments LLC	2,467	$333K	0.01%	new	13F-HR Timeline
MONTAG A & ASSOCIATES INC	2,459	$331K	0.02%	+49	13F-HR Timeline
First International Bank & Trust	2,452	$331K	0.11%	-5,573	13F-HR Timeline
Lodestone Wealth Management LLC	2,441	$329K	0.16%	+231	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	2,434	$328K	0.01%	-543	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	2,425	$327K	0.13%	0	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	2,413	$325K	0.01%	-39	13F-HR Timeline Group
Verity Asset Management, Inc.	2,406	$324K	0.15%	+343	13F-HR Timeline