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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
Bragg Financial Advisors, Inc3,482$485K0.02%-74713F-HRTimeline
Goelzer Investment Management, Inc.3,481$484K0.03%+513F-HRTimeline
Eley Financial Management, Inc3,476$484K0.17%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,474$483K0.06%-56113F-HRTimeline
Greenwich Wealth Management LLC3,448$480K0.02%-42613F-HRTimeline
United Advisor Group, LLC3,448$480K0.06%+54313F-HRTimeline
Cove Private Wealth, LLC3,440$479K0.15%013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV3,432$478K0.22%013F-HRTimeline
WESCAP Management Group, Inc.3,426$477K0.1%-28513F-HRTimeline
Fortis Advisors, LLC3,414$475K0.27%+713F-HRTimeline
Kaydan Wealth Management, Inc.3,399$473K0.14%+1413F-HRTimeline
Modera Wealth Management, LLC3,397$473K0.01%-4913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,379$470K0.01%-82113F-HRTimeline
Marks Group Wealth Management, Inc3,362$468K0.04%013F-HRTimeline
SMART Wealth LLC3,336$464K0.18%-32,84613F-HRTimeline
Rise Advisors, LLC3,322$462K0.17%+56713F-HRTimeline
SOA Wealth Advisors, LLC.73,051$462K0.08%-27713F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,304$460K0.2%+6013F-HRTimeline
RAMSEY QUANTITATIVE SYSTEMS3,300$459K0.44%new13F-HRTimeline
Clearstead Advisors, LLC3,276$456K0.01%-1,03413F-HRTimeline
Sound Income Strategies, LLC3,159$455K0.02%-36013F-HRTimeline
FARMERS TRUST CO3,268$455K0.08%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO10,159$453K0.05%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.3,252$453K0.01%new13F-HRTimeline
Advisors Capital Management, LLC3,241$451K0.01%+24513F-HRTimeline
Pure Financial Advisors, LLC3,240$451K0.01%-2,94313F-HRTimeline
Union Bancaire Privee, UBP SA3,313$449K0.01%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC3,222$448K0.31%-40013F-HRTimeline
Pilgrim Partners Asia Pte Ltd3,220$448K0.2%13F-HRTimeline
AA Financial Advisors, LLC3,207$446K0.09%new13F-HRTimeline
F/m Investments LLC3,185$443K0.02%+71813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,183$443K<0.01%new13F-HRTimelineGroup
BANK OF HAWAII3,173$442K0.02%013F-HRTimeline
Range Financial Group LLC3,165$440K0.16%013F-HRTimeline
CITY HOLDING CO3,160$440K0.06%+81413F-HRTimeline
CX Institutional3,158$439K0.01%-6,61913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.3,142$437K0.16%-39913F-HRTimeline
Activest Wealth Management3,134$436K0.09%+1,36613F-HRTimeline
Valeo Financial Advisors, LLC3,133$436K0.01%-82413F-HRTimeline
Whitener Capital Management, Inc.3,132$436K0.1%+2013F-HRTimeline
RDA Financial Network3,131$436K0.11%+18013F-HRTimeline
NIXON PEABODY TRUST CO3,125$435K0.03%+37513F-HRTimeline
DDD Partners, LLC3,116$434K0.03%013F-HRTimeline
JBR Co Financial Management Inc3,112$433K0.18%-55313F-HRTimeline
SkyOak Wealth, LLC3,107$432K0.08%-1013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,105$432K<0.01%-26013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP3,103$432K0.01%-41913F-HRTimelineGroup
Millstone Evans Group, LLC3,094$431K0.27%013F-HRTimeline
Beutel, Goodman & Co Ltd.3,092$430K<0.01%-80013F-HRTimeline
Vertex Planning Partners, LLC3,081$429K0.08%+14513F-HRTimeline
Hardy Reed LLC3,079$429K0.03%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,079$429K<0.01%-85,85713F-HRTimelineGroup
Wood Tarver Financial Group, LLC3,067$426K0.13%-6013F-HRTimeline
IFC Advisors LLC3,060$426K0.08%013F-HRTimeline
Seven Springs Wealth Group, LLC3,057$425K0.1%013F-HRTimeline
VICUS CAPITAL3,054$425K0.03%+1413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,053$425K0.01%+2713F-HRTimeline
CHANNEL WEALTH LLC3,046$424K0.11%-1413F-HRTimeline
Cannell & Spears LLC3,045$424K0.01%+6213F-HRTimeline
TABLEAUX LLC3,036$423K0.17%+1,51813F-HRTimeline
Clare Market Investments LLC3,033$422K0.08%-65413F-HRTimeline
Institute for Wealth Management, LLC.3,027$421K0.04%-74213F-HRTimeline
Alpha Cubed Investments, LLC3,016$420K0.01%-22413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.3,012$419K<0.01%new13F-HRTimelineGroup
Fulcrum Capital LLC3,000$418K0.09%-5,70013F-HRTimeline
CRA Financial Services, LLC2,995$417K0.06%-1413F-HRTimeline
First Heartland Consultants, Inc.2,995$417K0.03%-3613F-HRTimeline
One Capital Management, LLC2,986$416K0.01%-21913F-HRTimeline
DOLIVER ADVISORS, LP2,979$415K0.11%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,976$414K0.1%+23413F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,973$414K0.21%-11,28513F-HRTimelineGroup
Insight Advisors, LLC/ PA2,969$414K0.06%-1,47813F-HRTimeline
Inscription Capital, LLC2,966$413K0.04%-45713F-HRTimeline
Murphy & Mullick Capital Management Corp2,947$413K0.31%+28013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,959$412K0.02%+9213F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,950$411K0.09%013F-HRTimeline
Community Bank, N.A.2,911$405K0.05%-25013F-HRTimeline
MGB Wealth Management, LLC2,934$404K0.11%-57213F-HRTimeline
Avestar Capital, LLC2,891$402K0.03%-19713F-HRTimeline
Curi Capital, LLC2,884$401K0.01%+1113F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,882$401K0.01%-16513F-HRTimeline
WNY Asset Management, LLC2,876$400K0.04%+3713F-HRTimeline
CENTRAL TRUST Co2,875$400K0.01%+25013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,863$398K0.28%-77813F-HRTimeline
BURNS J W & CO INC/NY2,854$397K0.04%-2413F-HRTimeline
Accredited Wealth Management, LLC57$397K0.3%new13F-HRTimeline
CVA Family Office, LLC2,844$396K0.05%+5313F-HRTimeline
Private Wealth Partners, LLC2,831$394K0.03%+113F-HRTimeline
SeaCrest Wealth Management, LLC2,726$394K0.04%-85913F-HRTimeline
North Star Investment Management Corp.2,825$393K0.03%-17,32913F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,808$392K0.14%-20313F-HRTimeline
Balefire, LLC2,809$391K0.08%-42213F-HRTimeline
Compagnie Lombard Odier SCmA2,800$390K<0.01%+2,80013F-HRTimeline
Edge Wealth Management LLC2,798$389K0.07%-65413F-HRTimeline
Bolthouse Investments, LLC2,770$386K0.35%-98413F-HRTimeline
NovaPoint Capital, LLC2,763$385K0.09%new13F-HRTimeline
Reliant Investment Partners, LLC2,652$384K0.3%-2513F-HRTimeline
SAXON INTERESTS, INC.2,793$384K0.15%+113F-HRTimeline
Geometric Wealth Advisors2,745$382K0.05%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,742$382K0.01%-4113F-HRTimelineGroup
SWMG, LLC2,611$381K0.12%-76513F-HRTimeline
LexAurum Advisors, LLC2,707$377K0.05%-613F-HRTimeline
Empire Financial Management Company, LLC2,704$376K0.09%-14713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,691$374K0.01%+6613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,688$374K0.01%-21513F-HRTimeline
NCM Capital Management, LLC2,683$373K0.14%013F-HRTimeline
Finley Financial, LLC2,675$372K0.17%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,672$372K0.03%-61113F-HRTimeline
Stone Summit Wealth LLC2,670$372K0.11%-30513F-HRTimeline
Sovran Advisors, LLC2,562$370K0.03%-22313F-HRTimeline
Triumph Capital Management2,656$370K0.1%-1,40713F-HR/ATimeline
Focused Wealth Management, Inc2,651$369K0.04%-5813F-HRTimeline
Cedar Wealth Management, LLC2,647$368K0.11%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,635$367K0.16%-13513F-HRTimeline
Richmond Investment Services, LLC2,632$366K0.07%-12413F-HRTimeline
GWN SECURITIES INC.2,612$365K0.08%-2,11813F-HRTimeline
Legacy Capital Group California, Inc.2,616$364K0.09%-2513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,600$362K<0.01%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,592$361K0.12%+4013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,585$360K0.08%-11813F-HRTimeline
WESPAC Advisors, LLC2,582$359K0.21%-1013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,560$356K0.01%+12613F-HRTimeline
Atlas Private Wealth Advisors2,549$355K0.09%-1,43713F-HRTimeline
Measured Risk Portfolios, Inc.2,547$354K0.38%+34313F-HRTimeline
Raab & Moskowitz Asset Management LLC2,544$354K0.08%-5913F-HRTimeline
Independence Bank of Kentucky2,544$354K0.05%+2413F-HRTimeline
UMB Bank, n.a.2,526$352K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lodestone Wealth Management LLC2,524$351K0.16%+8313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,517$350K0.09%-13013F-HRTimeline
Ameraudi Asset Management, Inc.2,516$350K0.21%013F-HR/ATimeline
Invst, LLC2,501$348K0.04%+14113F-HRTimeline
Shira Ridge Wealth Management2,496$347K0.15%-2,46913F-HRTimeline
Whalen Wealth Management Inc.2,489$346K0.2%new13F-HRTimeline
REBALANCE, LLC2,486$346K0.02%+1013F-HRTimeline
Sharkey, Howes & Javer2,484$346K0.04%013F-HRTimeline
EASTERN BANK2,479$345K0.01%-91913F-HRTimeline
MONTAG A & ASSOCIATES INC2,459$342K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.2,458$342K0.34%-53013F-HRTimeline
Lifeworks Advisors, LLC2,444$340K0.05%-20313F-HRTimeline
TrueWealth Advisors, LLC2,431$338K0.09%+8013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,431$338K0.01%-37313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,430$338K0.22%-1,65013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,429$338K0.01%+1613F-HRTimelineGroup
Aspen Investment Management Inc2,428$338K0.13%-1,26013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,423$337K<0.01%-51313F-HRTimeline
Pasadena Private Wealth, LLC2,421$337K0.05%+63513F-HRTimeline
Vienna Asset Management LLC2,420$337K0.2%-4,71413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,402$334K0.05%-21813F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,400$334K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC2,395$333K0.08%013F-HRTimeline
BlueSky Wealth Advisors, LLC2,394$333K0.04%-1013F-HRTimeline
L & S Advisors Inc2,393$333K0.03%new13F-HRTimeline
Core Wealth Partners LLC2,392$333K0.15%+713F-HRTimeline
Verity Asset Management, Inc.2,386$332K0.11%-2013F-HRTimeline
Millennium Capital Advisors, LLC2,386$332K0.2%-20013F-HRTimeline
D.B. Root & Company, LLC2,376$331K0.08%-80513F-HRTimeline
Bison Wealth, LLC2,287$330K0.03%-3,06013F-HRTimeline
Blue Trust, Inc.2,360$328K<0.01%+23113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,353$327K0.01%-31013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,347$327K0.18%+73513F-HRTimeline
MEMBERS WEALTH LLC2,276$327K0.21%13F-HRTimeline
Investment Planning Advisors, Inc.2,326$324K0.1%new13F-HRTimeline
Oxler Private Wealth LLC2,319$323K0.09%-913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,318$323K0.02%-80013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,311$322K0.05%013F-HRTimelineGroup
Arista Wealth Management, LLC2,303$321K0.04%013F-HRTimeline
First International Bank & Trust2,287$318K0.11%-16513F-HRTimeline
Iyo Bank, Ltd.2,285$318K0.12%013F-HRTimeline
Engineers Gate Manager LP2,283$318K<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC2,278$317K0.04%013F-HRTimeline
Register Financial Advisors LLC2,276$317K0.12%+213F-HRTimeline
Maltin Wealth Management, Inc.2,270$316K0.13%+10813F-HRTimeline
River Street Advisors LLC2,267$315K0.12%013F-HRTimeline
THOMPSON DAVIS & CO., INC.2,267$315K0.19%-1813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,262$315K0.02%+113F-HRTimeline
Red Door Wealth Management, LLC2,255$314K0.03%new13F-HRTimeline
LEE DANNER & BASS INC2,252$313K0.02%+49213F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,252$313K0.19%-11713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,241$312K0.04%-50913F-HRTimeline
Quotient Wealth Partners, LLC2,234$311K0.01%-70413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,227$310K0.01%013F-HRTimeline
HMV Wealth Advisors, LLC2,227$310K0.17%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,224$310K0.05%013F-HRTimeline
First Command Advisory Services, Inc.2,222$309K<0.01%+25113F-HRTimeline
Red Mountain Financial, LLC2,217$309K0.31%new13F-HRTimeline
180 WEALTH ADVISORS, LLC2,211$308K0.04%+67813F-HRTimeline
Coyle Financial Counsel LLC2,207$307K0.07%-513F-HRTimeline
Key Financial Inc2,137$307K0.06%-22213F-HRTimeline
ARS Wealth Advisors Group, LLC2,202$306K0.03%-5113F-HRTimeline
WEALTH ALLIANCE, LLC2,196$306K0.03%+8713F-HRTimeline
Traction Financial Partners, LLC2,190$305K0.19%-12813F-HRTimeline
FRG Family Wealth Advisors LLC2,182$304K0.05%-5,46513F-HRTimeline
FSM Wealth Advisors, LLC2,176$303K0.04%013F-HRTimeline
Advanced Asset Management Advisors Inc2,175$303K0.08%-12213F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…2,173$302K0.17%+27513F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB2,167$302K0.02%-7213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,143$298K0.02%-76213F-HRTimeline
Gallacher Capital Management LLC2,134$297K0.12%-11713F-HRTimeline
LEIGH BALDWIN & CO., LLC2,132$297K0.17%-35613F-HR/ATimeline
Resolute Wealth Strategies, LLC2,129$296K0.14%-4,75913F-HRTimeline