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Disclosery

XLV SELECT SECTOR SPDR TR

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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
Vestmark Advisory Solutions, Inc.4,360$675K0.01%+1,10813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,360$675K0.03%-15,26313F-HRTimeline
FLC Capital Advisors4,345$673K0.12%-6913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding4,321$669K+2,421Timeline
Bullock Wealth Management Group4,287$664K0.32%+37513F-HRTimeline
BCS Wealth Management4,280$663K0.07%+2,46213F-HRTimeline
Strategic Advisors LLC4,277$662K0.1%+48913F-HRTimeline
PITCAIRN COgroup of 2 filers holding4,273$661K+598Timeline
Glen Eagle Advisors, LLC4,261$660K0.09%-19413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,256$659K0.06%+4813F-HRTimeline
Fortis Advisors, LLC4,250$658K0.36%+83613F-HRTimeline
GK Wealth Management LLC4,241$656K0.48%-913F-HRTimeline
DUNCKER STREETT & CO INC4,208$651K0.12%+4,03013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,193$649K0.02%-1,23213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,150$642K<0.01%013F-HRTimelineGroup
San Luis Wealth Advisors LLC4,144$641K0.11%+1413F-HRTimeline
SANDLER CAPITAL MANAGEMENT4,134$640K0.29%new13F-HRTimeline
tru Independence LLC4,123$638K0.16%-21113F-HRTimeline
Global Assets Advisory, LLC4,117$637K0.18%+21013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…4,099$635K0.05%new13F-HRTimeline
Collaborative Wealth Managment Inc.4,089$633K0.22%+20713F-HRTimeline
Sankala Group LLC3,947$632K0.51%13F-HRTimeline
MCF Advisors LLC4,049$627K0.03%+2,56513F-HRTimeline
Wedmont Private Capital3,924$626K0.02%+1013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,023$623K0.09%+4713F-HRTimeline
Acorn Wealth Advisors, LLC3,995$618K0.18%-1,68213F-HRTimeline
Waterloo Capital, L.P.3,980$616K0.04%+2913F-HRTimeline
Smith Asset Management Co., LLC3,966$614K0.51%+17413F-HRTimeline
Karnit Road Accident Victims Compensati…3,962$613K0.35%13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,961$613K0.02%+1,21913F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,936$612K0.01%-1,76413F-HRTimeline
RPG Investment Advisory, LLC3,948$611K0.07%+5813F-HRTimeline
GSA CAPITAL PARTNERS LLP3,944$611K0.05%-5,49413F-HRTimeline
Investment Partners Asset Management, I…3,944$611K0.38%+713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,943$610K0.01%013F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC3,941$610K0.08%-5213F-HRTimeline
Total Wealth Planning & Management, Inc.3,933$609K0.48%13F-HRTimeline
Meridian Financial Advisors, LLC3,933$609K0.33%+3213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,923$607K0.01%-12913F-HRTimeline
Elmwood Wealth Management, Inc.3,880$601K0.19%new13F-HRTimeline
Everest Financial Group LLC3,877$600K0.13%13F-HRTimeline
Wealth Advisory Solutions, LLC3,875$600K0.14%-11013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,874$600K0.03%+14913F-HRTimeline
Ballentine Partners, LLC3,872$599K0.01%-9913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…3,869$599K0.19%-25513F-HRTimeline
Key Client Fiduciary Advisors, LLC3,863$598K0.21%+413F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,858$597K0.16%+1613F-HRTimeline
Clay Northam Wealth Management, LLC3,854$597K0.33%+1713F-HRTimeline
Regent Peak Wealth Advisors LLC3,846$595K0.12%-28213F-HRTimeline
Verition Fund Management LLC3,825$592K<0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,825$592K0.01%-15013F-HRTimeline
F/m Investments LLC3,810$590K0.02%+62513F-HRTimeline
Sovran Advisors, LLC3,755$589K0.05%+1,19313F-HRTimeline
Crewe Advisors LLC3,806$589K0.05%-6513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,805$589K0.03%-18713F-HRTimeline
Stablepoint Partners, LLC3,803$589K0.09%-20613F-HRTimeline
TruWealth Advisors, LLC3,801$588K0.03%-17,78713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,800$588K<0.01%013F-HRTimeline
NWF Advisory Services Inc.3,800$588K0.06%-41813F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC3,788$586K0.39%+56613F-HRTimeline
Cascades Capital Asset Management, LLC3,785$586K0.25%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,760$582K0.07%+28613F-HRTimeline
Allen Capital Group, LLC3,747$580K0.05%-113F-HRTimeline
LYNCH & ASSOCIATES/IN3,744$580K0.11%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,738$579K0.02%+3513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,729$577K0.01%+35013F-HRTimeline
Beaton Management Co. Inc.3,729$577K0.25%new13F-HRTimeline
Stirlingshire Investments, Inc.3,726$577K0.51%13F-HRTimeline
GWN SECURITIES INC.3,714$575K0.12%+1,10213F-HRTimeline
Keating Financial Advisory Services, In…3,712$575K0.08%13F-HRTimeline
SAPIENT CAPITAL LLC3,679$573K0.01%+313F-HRTimeline
TRUST POINT INC.3,692$572K0.05%+7213F-HRTimeline
WealthShield Partners, LLC3,692$572K0.06%+3,22013F-HRTimeline
Strait & Sound Wealth Management LLC3,688$571K0.21%-86413F-HRTimeline
Grant Street Asset Management, Inc.3,677$569K0.11%+17513F-HRTimeline
Granite Bay Wealth Management, LLC3,658$566K0.14%-49413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,652$565K0.17%-3213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,641$564K0.11%-92213F-HRTimeline
JSF Financial, LLC3,636$563K0.12%-12,74213F-HRTimeline
Wood Tarver Financial Group, LLC3,632$562K0.16%+56513F-HRTimeline
UMB Bank, n.a.3,614$559K0.01%+1,08813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SeaCrest Wealth Management, LLC3,496$558K0.06%+77013F-HRTimeline
SIG BROKERAGE, LP3,581$554K0.19%-29,66913F-HRTimeline
FARMERS TRUST CO3,568$552K0.09%+30013F-HRTimeline
KPP Advisory Services LLC3,559$551K0.08%013F-HRTimeline
Bricktown Capital, LLC3,558$551K0.09%013F-HRTimeline
RTD Financial Advisors, Inc.3,553$550K0.07%-98713F-HRTimeline
WJ Financial Advisors LLC3,552$550K0.49%-13313F-HRTimeline
ADIRONDACK TRUST CO3,531$547K0.18%-5913F-HRTimeline
Cove Private Wealth, LLC3,530$546K0.16%+9013F-HRTimeline
Slow Capital, Inc.3,529$546K0.07%013F-HRTimeline
VCI Wealth Management LLC3,528$546K0.15%-2,92913F-HRTimeline
Sound Income Strategies, LLC3,492$544K0.03%+33313F-HRTimeline
Bragg Financial Advisors, Inc3,512$544K0.02%+3013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,506$543K0.19%+3,07813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,504$542K0.15%-2,25113F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,500$542K0.26%013F-HRTimeline
Eley Financial Management, Inc3,476$538K0.19%013F-HRTimeline
SBI Securities Co., Ltd.3,466$537K0.01%-28813F-HRTimeline
Private Capital Management, LLC3,460$536K0.05%-7413F-HRTimeline
KG Capital Management3,445$533K0.14%-14513F-HRTimeline
Pure Financial Advisors, LLC3,430$531K0.01%+19013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV3,428$531K0.24%-413F-HRTimeline
Alpha Wealth Funds, LLC3,418$529K0.36%-8313F-HRTimeline
Ballast Rock Private Wealth LLC3,404$527K0.33%13F-HRTimeline
Paragon Private Wealth Management, LLC3,399$526K0.16%-21413F-HRTimeline
WESCAP Management Group, Inc.3,358$520K0.11%-6813F-HRTimeline
STOCK YARDS BANK & TRUST CO3,342$517K0.02%-21513F-HRTimeline
Union Bancaire Privee, UBP SA3,313$516K0.01%013F-HRTimeline
CX Institutional3,322$514K0.02%+16413F-HRTimeline
SOA Wealth Advisors, LLC.81,634$514K0.09%+8,58313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,308$512K<0.01%+22913F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP3,293$510K0.01%+19013F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC3,291$509K0.2%-1,07213F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding3,291$509K-361Timeline
United Advisor Group, LLC3,289$509K0.07%-15913F-HRTimeline
Costello Asset Management, INC3,288$509K0.17%-20613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,284$508K0.08%-20913F-HRTimeline
Focused Wealth Management, Inc3,272$506K0.05%+62113F-HRTimeline
Clearstead Advisors, LLC3,269$506K0.01%-713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,268$506K0.02%-41913F-HRTimeline
Goelzer Investment Management, Inc.3,262$505K0.02%-21913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,255$504K0.21%-4913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,242$502K0.02%+2,44013F-HRTimelineGroup
EFG International AGin group EFG International AG3,230$500K0.01%13F-HRTimelineGroup
Z3 Capital Partners, LLC3,222$499K0.12%13F-HRTimeline
Quantbot Technologies LP3,210$497K0.02%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,202$496K0.41%new13F-HRTimeline
AA Financial Advisors, LLC3,192$494K0.09%-1513F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC3,192$494K0.06%+1,51013F-HRTimeline
Seven Springs Wealth Group, LLC3,177$492K0.14%+12013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,169$491K0.07%13F-HRTimeline
Range Financial Group LLC3,165$490K0.17%013F-HRTimeline
Directional Asset Management3,126$484K0.42%13F-HRTimeline
DDD Partners, LLC3,116$482K0.03%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,107$481K0.16%+51513F-HRTimeline
SkyOak Wealth, LLC3,107$481K0.09%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,105$481K0.01%013F-HRTimelineGroup
JBR Co Financial Management Inc3,105$481K0.2%-713F-HRTimeline
Cape Investment Advisory, Inc.3,102$480K0.15%+64413F-HRTimeline
Millstone Evans Group, LLC3,094$479K0.28%013F-HRTimeline
Fulcrum Capital LLC3,093$479K0.1%+9313F-HRTimeline
CITY HOLDING CO3,085$478K0.06%-7513F-HRTimeline
Advisors Capital Management, LLC3,068$475K0.01%-17313F-HRTimeline
Whitener Capital Management, Inc.3,065$474K0.11%-6713F-HRTimeline
IFC Advisors LLC3,060$474K0.07%013F-HRTimeline
VICUS CAPITAL3,060$474K0.04%+613F-HRTimeline
Hyundai Investments Co., Ltd.3,036$473K0.46%new13F-HRTimeline
SSA SWISS ADVISORS AG3,049$473K0.22%-2,45913F-HRTimeline
Cannell & Spears LLC3,045$471K0.01%013F-HRTimeline
Peak Financial Management, Inc.3,032$469K0.12%-47213F-HRTimeline
Vertex Planning Partners, LLC3,031$469K0.11%-5013F-HRTimeline
Legacy Capital Group California, Inc.3,011$466K0.11%+39513F-HRTimeline
Kaydan Wealth Management, Inc.3,008$466K0.13%-39113F-HRTimeline
Generation Capital Management LLC3,000$464K0.3%new13F-HRTimeline
Modera Wealth Management, LLC2,998$464K0.01%-39913F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,982$462K0.15%+17413F-HRTimeline
Compagnie Lombard Odier SCmA2,980$461K0.01%+18013F-HRTimeline
Inscription Capital, LLC2,950$457K0.05%-1613F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,950$457K0.11%013F-HRTimeline
MGB Wealth Management, LLC2,938$456K0.13%+413F-HRTimeline
Archer Investment Management, LLC2,937$455K0.24%new13F-HRTimeline
CRA Financial Services, LLC2,932$454K0.06%-6313F-HRTimeline
Aspen Investment Management Inc2,929$453K0.14%+50113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,900$449K<0.01%+30013F-HRTimeline
Avestar Capital, LLC2,894$448K0.03%+313F-HRTimeline
First Heartland Consultants, Inc.2,890$447K0.03%-10513F-HRTimeline
HORAN Wealth, LLC2,880$446K0.07%new13F-HRTimeline
Curi Capital, LLC2,873$445K0.01%-1113F-HRTimeline
Strategic Financial Concepts, LLC2,871$444K0.41%-40,05913F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,870$444K0.44%13F-HRTimeline
D.B. Root & Company, LLC2,869$444K0.11%+49313F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,863$443K0.29%013F-HRTimeline
Jefferson Bridge Capital, LLC2,853$442K0.44%13F-HRTimeline
Lifeworks Advisors, LLC2,853$442K0.06%+40913F-HRTimeline
Insight Advisors, LLC/ PA2,852$441K0.07%-11713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,852$441K0.01%+16113F-HRTimeline
Raab & Moskowitz Asset Management LLC2,844$440K0.1%+30013F-HRTimeline
Keudell/Morrison Wealth Management2,837$439K0.09%13F-HRTimeline
Beutel, Goodman & Co Ltd.2,842$439K<0.01%-25013F-HRTimeline
MEMBERS WEALTH LLC2,775$439K0.27%+49913F-HRTimeline
North Star Investment Management Corp.2,829$438K0.03%+413F-HRTimeline
Crown Wealth Group, LLC2,823$437K0.12%new13F-HRTimeline
SMART Wealth LLC2,820$437K0.13%-51613F-HRTimeline
Hardy Reed LLC2,808$435K0.03%-27113F-HRTimeline
Geometric Wealth Advisors2,802$434K0.06%+5713F-HRTimeline
Edge Wealth Management LLC2,799$433K0.08%+113F-HRTimeline
Pasadena Private Wealth, LLC2,799$433K0.06%+37813F-HRTimeline
SAXON INTERESTS, INC.2,795$433K0.15%+213F-HRTimeline
Bolthouse Investments, LLC2,770$429K0.38%013F-HRTimeline
Polaris Investment Advisors, LLC2,768$429K0.31%13F-HRTimeline
BURNS J W & CO INC/NY2,754$426K0.05%-10013F-HRTimeline
ArchPoint Investors2,750$426K0.1%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,746$425K0.09%+22913F-HRTimeline
EASTERN BANK2,732$423K0.01%+25313F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,725$422K0.25%-24813F-HRTimelineGroup
CVA Family Office, LLC2,710$420K0.05%-13413F-HRTimeline
CHAPIN DAVIS, INC.2,705$419K0.1%new13F-HRTimeline
Carr Financial Group Corp2,695$417K0.11%+89413F-HRTimeline
Community Bank, N.A.2,695$417K0.05%-21613F-HRTimeline