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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
Elevated Capital Advisors, LLC2,621$361K0.1%-16,10813F-HRTimeline
Nemes Rush Group LLC2,617$360K0.04%-8913F-HRTimeline
LexAurum Advisors, LLC2,606$359K0.07%-813F-HRTimeline
Empire Financial Management Company, LLC2,606$359K0.11%+24213F-HRTimeline
MONTAG A & ASSOCIATES INC2,597$357K0.02%-65313F-HRTimeline
Murphy & Mullick Capital Management Corp2,594$357K0.33%13F-HRTimeline
Ameraudi Asset Management, Inc.2,565$353K0.19%-59,14713F-HRTimeline
Exchange Capital Management, Inc.2,560$352K0.06%-8013F-HRTimeline
Breakwater Capital Group2,556$352K0.07%+1,12713F-HRTimeline
CITY HOLDING CO2,556$352K0.05%+1513F-HRTimeline
Total Wealth Planning & Management, Inc.2,544$350K0.34%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,541$350K0.01%+29913F-HRTimeline
LeClair Wealth Partners LLC2,532$348K0.23%13F-HRTimeline
Resolute Wealth Strategies, LLC2,523$347K0.18%-33813F-HRTimeline
Whitener Capital Management, Inc.2,515$346K0.1%+113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,513$346K0.04%+36013F-HRTimeline
Advanced Asset Management Advisors Inc2,506$345K0.09%-54813F-HRTimeline
Core Alternative Capital2,500$344K0.07%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC2,492$343K0.08%013F-HRTimeline
JT Stratford LLC2,492$343K0.06%-42913F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,491$343K0.01%-29413F-HRTimeline
Onyx Bridge Wealth Group LLC2,490$343K0.05%-75,42513F-HRTimeline
Sharkey, Howes & Javer2,484$342K0.05%+20613F-HRTimeline
Global View Capital Management LLC2,483$342K0.12%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,484$342K0.18%-5913F-HRTimeline
Grantvest Financial Group LLC2,480$341K0.38%13F-HRTimeline
Northstar Financial Companies, Inc.2,463$339K0.32%13F-HRTimeline
MRWM Advisors, LLC2,458$338K0.26%13F-HRTimeline
Private Wealth Group, LLC2,456$338K0.17%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES2,451$337K0.13%013F-HRTimeline
Laird Norton Wetherby Wealth Management…2,450$337K0.02%new13F-HRTimeline
Betterment LLC2,445$336K<0.01%+12013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,440$336K0.26%-26113F-HRTimeline
Legacy Capital Group California, Inc.2,435$335K0.1%+18113F-HRTimeline
Independence Bank of Kentucky2,433$335K0.05%+1,43313F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC2,425$334K0.17%013F-HRTimeline
Spinnaker Investment Group, LLC2,421$333K0.08%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,418$333K0.01%-3013F-HRTimeline
Keystone Wealth Services, LLC2,416$332K0.09%-8613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,409$331K0.15%+66713F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,400$330K0.04%013F-HRTimeline
Bank of New Hampshire2,400$330K0.08%-62513F-HRTimeline
Lifeworks Advisors, LLC2,397$330K0.06%-11213F-HRTimeline
Measured Risk Portfolios, Inc.2,394$329K0.37%13F-HRTimeline
BlueSky Wealth Advisors, LLC2,394$329K0.05%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,391$329K<0.01%+25213F-HRTimeline
WNY Asset Management, LLC2,385$328K0.04%-3013F-HRTimeline
Peoples Bank/KS2,379$327K0.23%-14513F-HRTimeline
Tyche Wealth Partners LLC2,375$327K0.07%-55513F-HRTimeline
Core Wealth Partners LLC2,372$326K0.19%-24813F-HRTimeline
Smith Asset Management Co., LLC2,365$325K0.32%13F-HRTimeline
Concorde Asset Management, LLC2,363$325K0.17%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,363$325K0.15%+15013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,354$324K+459Timeline
Capital Analysts, LLCin group Capital Analysts, LLC2,344$322K0.01%+34913F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC2,328$320K<0.01%+43613F-HRTimeline
Solstein Capital, LLC2,319$319K0.18%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,315$318K0.06%-5013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,311$318K0.07%new13F-HRTimelineGroup
Arista Wealth Management, LLC2,303$317K0.08%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,298$316K0.03%-51813F-HRTimeline
Strait & Sound Wealth Management LLC2,289$315K0.15%new13F-HRTimeline
Rise Advisors, LLC2,286$315K0.15%+72313F-HRTimeline
Strategies Wealth Advisors, LLC2,144$314K0.04%-7513F-HRTimeline
Quadcap Wealth Management, LLC2,278$313K0.05%+52913F-HRTimeline
Addison Advisors LLC2,277$313K0.09%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,277$313K0.1%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,276$313K0.12%-113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,260$311K0.02%+113F-HRTimeline
Trivium Point Advisory, LLC2,258$311K0.04%-30313F-HRTimeline
Bison Wealth, LLC2,257$311K0.07%+58913F-HRTimeline
REBALANCE, LLC2,257$311K0.02%+1013F-HRTimeline
C2C Wealth Management, LLC2,253$310K0.29%-18513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,244$309K0.03%+313F-HRTimeline
NWF Advisory Services Inc.2,224$306K0.04%-2,66113F-HRTimeline
Darden Wealth Group Inc2,221$306K0.21%+42113F-HRTimeline
Cadence Bank2,220$305K0.02%+36613F-HRTimeline
Gilman Hill Asset Management, LLC2,220$305K0.05%013F-HRTimeline
Acorns Advisers, LLC2,213$304K<0.01%+55513F-HRTimeline
Lodestone Wealth Management LLC2,209$304K0.15%+713F-HRTimeline
HCR Wealth Advisors2,206$303K0.04%013F-HRTimeline
MainStreet Investment Advisors LLC2,200$303K0.04%+20013F-HRTimeline
Millennium Capital Advisors, LLC2,196$302K0.21%-2013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding2,189$301K0Timeline
NFSG Corp2,186$301K0.08%-13813F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,185$301K0.11%-12,95913F-HR/ATimeline
SIGNATUREFD, LLC2,179$300K0.01%-81913F-HRTimeline
Astoria Portfolio Advisors LLC.2,139$299K0.11%new13F-HRTimeline
Maxwell Wealth Strategies Inc.2,173$299K0.12%013F-HRTimeline
PBMares Wealth Management LLC2,172$299K0.06%013F-HRTimeline
Two West Capital Advisors LLC2,163$298K0.26%+15313F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,163$298K0.02%-33213F-HRTimeline
ADG Wealth Management Group, LLC2,155$296K0.26%13F-HRTimeline
GK Wealth Management LLC2,155$296K0.38%13F-HRTimeline
ARS Wealth Advisors Group, LLC2,151$296K0.04%-68413F-HRTimeline
Aspen Investment Management Inc2,139$294K0.14%+113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,131$293K0.08%+10713F-HRTimeline
Key Financial Inc2,130$293K0.07%+213F-HRTimeline
Paragon Capital Management Ltd2,123$292K0.06%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…2,120$292K0.06%013F-HRTimelineGroup
Farmers National Bank2,118$291K0.09%13F-HRTimeline
Castle Rock Wealth Management, LLC2,008$291K0.07%+5813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,105$290K0.22%013F-HRTimeline
THOMPSON DAVIS & CO., INC.2,098$289K0.19%-85413F-HRTimeline
Severin Investments, LLC2,093$288K0.29%13F-HRTimeline
Vise Technologies, Inc.2,089$287K0.02%new13F-HRTimeline
Park Square Financial Group, LLC2,088$287K0.2%13F-HRTimeline
Bulltick Wealth Management, LLC2,082$286K0.07%+15713F-HRTimeline
Sandhill Capital Partners LLC2,081$286K0.02%013F-HRTimeline
WORLD EQUITY GROUP, INC.2,080$286K0.06%-23513F-HRTimeline
Richwood Investment Advisors, LLC2,070$285K0.24%013F-HRTimeline
LEIGH BALDWIN & CO., LLC2,063$284K0.24%13F-HR/ATimeline
Garden State Investment Advisory Servic…2,057$284K0.09%+9113F-HRTimeline
STAR Financial Bank2,052$282K0.2%-3313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,050$282K0.18%-2,90013F-HRTimeline
Heritage Wealth Management, Inc.2,049$282K0.09%013F-HRTimeline
Successful Portfolios LLC2,042$281K0.19%+7513F-HRTimeline
Traynor Capital Management, Inc.2,036$280K0.02%+15513F-HRTimeline
Choice Wealth Advisors LLC2,035$280K0.14%013F-HRTimeline
Shulman DeMeo Asset Management LLC2,035$280K0.08%+26913F-HRTimeline
WEALTH ALLIANCE, LLC2,034$280K0.03%-1,31113F-HRTimeline
Family Manage LLC2,033$280K0.05%-1,00513F-HRTimeline
Huntleigh Advisors, Inc.2,025$279K0.06%13F-HRTimeline
Icon Wealth Advisors, LLC2,024$278K0.02%-38213F-HRTimeline
One Capital Management, LLC2,024$278K0.01%-1,44913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,021$278K0.02%-5013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,020$278K0.03%-64213F-HRTimeline
Avantax Planning Partners, Inc.2,005$276K0.01%+57613F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,000$275K0.07%013F-HRTimeline
Iowa State Bank2,000$275K0.06%013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC1,997$275K0.04%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,987$273K<0.01%-2,73013F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC1,983$273K0.11%+413F-HRTimeline
Founders Financial Alliance, LLC1,982$273K0.07%-3813F-HRTimeline
Relyea Zuckerberg Hanson LLC1,979$272K0.04%013F-HRTimeline
Maltin Wealth Management, Inc.1,979$272K0.13%+713F-HRTimeline
Secure Asset Management, LLC1,975$272K0.04%-1,66813F-HRTimeline
Grey Ledge Advisors, LLC1,975$272K0.07%013F-HRTimeline
Tennessee Valley Asset Management Partn…1,973$271K0.05%-54813F-HRTimeline
Charter Oak Capital Management, LLC1,966$270K0.03%+113F-HRTimeline
ROMANO BROTHERS AND COMPANY1,963$270K0.03%013F-HRTimeline
Bollard Group LLC1,962$270K0.01%+813F-HRTimeline
FSM Wealth Advisors, LLC1,913$270K0.07%+34513F-HRTimeline
MinichMacGregor Wealth Management, LLC1,962$270K0.06%+50813F-HRTimeline
WEBSTER BANK, N. A.1,954$269K0.03%+6013F-HRTimeline
Cornerstone Capital, Inc.1,953$269K0.03%013F-HRTimeline
REDW Wealth LLC1,950$268K0.09%-92113F-HRTimeline
Christensen, King & Associates Investme…1,923$268K0.13%013F-HRTimeline
Ethos Financial Group, LLC1,936$266K0.03%+2713F-HRTimeline
TABLEAUX LLC1,927$265K0.22%13F-HRTimeline
Bensler, LLC1,918$264K0.03%-41013F-HRTimeline
Destiny Wealth Partners, LLC1,912$263K0.04%013F-HRTimeline
DSG Capital Advisors, LLC1,905$262K0.05%13F-HRTimeline
Affinity Capital Advisors, LLC1,872$262K0.05%-9313F-HRTimeline
Point72 (DIFC) Ltd1,900$261K0.02%new13F-HRTimeline
Firestone Capital Management1,899$261K0.06%+8413F-HRTimeline
Gallacher Capital Management LLC1,894$261K0.13%+25213F-HRTimeline
Claris Financial LLC1,886$259K0.17%13F-HRTimeline
First Long Island Investors, LLC1,880$259K0.02%013F-HRTimeline
Garde Capital, Inc.1,870$257K0.02%013F-HRTimeline
Prostatis Group LLC1,868$257K0.07%-413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,868$257K0.03%+413F-HRTimeline
WealthTrust Axiom LLC1,864$256K0.08%-113F-HRTimeline
Kapitalo Investimentos Ltda1,863$256K0.17%new13F-HRTimeline
Autumn Glory Partners, LLC1,854$255K0.13%013F-HRTimeline
D.B. Root & Company, LLC1,845$254K0.08%-1,39413F-HRTimeline
COZAD ASSET MANAGEMENT INC1,845$254K0.02%-52013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP1,834$252K0.01%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL1,831$252K0.1%+3913F-HRTimeline
Symphony Financial Services, Inc.1,829$252K0.2%-80413F-HRTimeline
Coastwise Capital Group, LLC1,820$250K0.2%+26513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,820$250K0.06%+15013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,820$250K0.05%13F-HRTimeline
Crescent Grove Advisors, LLC1,817$250K0.02%-1313F-HRTimeline
Beacon Financial Advisory LLC1,815$250K0.08%+313F-HRTimeline
Portland Financial Advisors Inc1,808$249K0.67%13F-HRTimeline
Bluespring Wealth Management, LLC1,802$248K0.03%-34413F-HRTimeline
Rockbridge Investment Management, LCC1,801$248K0.03%013F-HRTimeline
Waterfront Wealth Inc.1,800$248K0.06%-14913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,799$247K0.08%new13F-HRTimeline
Texas Yale Capital Corp.1,795$247K0.01%-113F-HRTimeline
Wambolt & Associates, LLC1,788$246K0.08%+813F-HRTimeline
Snider Financial Group1,788$246K0.08%+30113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,782$245K0.02%-4213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,782$245K0.01%013F-HRTimeline
SilverOak Wealth Management LLC1,774$244K0.05%013F-HRTimeline
Legacy Edge Advisors, LLC1,777$244K0.04%-12213F-HRTimeline
Estate Counselors, LLC1,770$243K0.03%new13F-HRTimeline
LEE DANNER & BASS INC1,760$242K0.02%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,758$242K0.05%013F-HRTimeline
DAVIDSON TRUST CO1,756$242K0.12%013F-HRTimeline
Arax Advisory Partners1,747$241K0.02%+86113F-HRTimeline
Sovereign Financial Group, Inc.1,748$240K0.06%+813F-HRTimeline
Benchmark Investment Advisors LLC1,743$240K0.16%-10213F-HRTimeline
Peregrine Asset Advisers, Inc.1,739$239K0.09%013F-HRTimeline
NorthCrest Asset Manangement, LLC1,737$239K0.01%+31213F-HR/ATimeline
Williams & Novak Wealth Management, LLC1,737$239K0.23%new13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,722$237K0.01%+1213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,711$235K0.23%+413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,702$234K0.18%+313F-HRTimeline