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Disclosery

XLV SELECT SECTOR SPDR TR

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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
TrueWealth Advisors, LLC2,754$402K0.13%-1,00113F-HRTimeline
NIXON PEABODY TRUST CO2,750$402K0.03%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,741$400K0.1%+24913F-HRTimeline
WNY Asset Management, LLC2,739$400K0.05%+35413F-HRTimeline
Estate Counselors, LLC2,730$399K0.04%+96013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,726$398K0.17%+31713F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,718$397K0.03%new13F-HRTimelineGroup
LexAurum Advisors, LLC2,713$396K0.08%+10713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,703$395K0.15%-85613F-HRTimeline
Reliant Investment Partners, LLC2,699$394K0.4%-913F-HRTimeline
NCM Capital Management, LLC2,683$392K0.18%013F-HRTimeline
Schorn Wealth LLC2,649$387K0.13%-2,90513F-HRTimeline
Capital Management Associates, Inc2,648$387K0.09%new13F-HRTimeline
Cedar Wealth Management, LLC2,647$386K0.14%013F-HRTimeline
Advanced Asset Management Advisors Inc2,614$382K0.1%+10813F-HRTimeline
Millennium Capital Advisors, LLC2,586$378K0.28%+39013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,583$377K0.01%+4213F-HRTimeline
Murphy & Mullick Capital Management Corp2,567$375K0.36%-2713F-HRTimeline
LEIGH BALDWIN & CO., LLC2,565$375K0.3%+50213F-HRTimeline
Exchange Capital Management, Inc.2,560$374K0.06%013F-HRTimeline
Empire Financial Management Company, LLC2,548$372K0.11%-5813F-HRTimeline
AlphaCore Capital LLC2,547$372K0.03%new13F-HRTimeline
Acorns Advisers, LLC2,531$370K<0.01%+31813F-HRTimeline
UMB Bank, n.a.2,526$369K0.01%-19513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ameraudi Asset Management, Inc.2,516$367K0.21%-4913F-HRTimeline
Rise Advisors, LLC2,516$367K0.16%+23013F-HRTimeline
Onyx Bridge Wealth Group LLC2,515$367K0.05%+2513F-HRTimeline
Independence Bank of Kentucky2,500$365K0.06%+6713F-HRTimeline
Grantvest Financial Group LLC2,499$365K0.3%+1913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,493$364K0.18%+913F-HRTimeline
USA FINANCIAL FORMULAS2,484$363K0.06%new13F-HRTimeline
Sharkey, Howes & Javer2,484$363K0.05%013F-HRTimeline
THOMPSON DAVIS & CO., INC.2,483$363K0.29%+38513F-HRTimeline
LeClair Wealth Partners LLC2,477$362K0.26%-5513F-HRTimeline
Second Line Capital, LLC2,474$361K0.09%-60013F-HRTimeline
Two West Capital Advisors LLC2,630$360K0.3%+46713F-HRTimeline
Tiller Private Wealth, Inc.2,463$360K0.15%-36013F-HRTimeline
REBALANCE, LLC2,465$360K0.03%+20813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,464$360K0.03%+22013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,455$358K0.26%+1513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,467$358K+113Timeline
Capital Analysts, LLCin group Capital Analysts, LLC2,452$358K0.01%+10813F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES2,451$358K0.14%013F-HRTimeline
CITY HOLDING CO2,441$356K0.05%-11513F-HRTimeline
Lifeworks Advisors, LLC2,432$355K0.06%+3513F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC2,425$354K0.17%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,418$353K0.02%013F-HRTimeline
TRUST CO OF OKLAHOMA2,417$353K0.12%-2,05813F-HRTimeline
MEMBERS WEALTH LLC2,417$353K0.27%-86413F-HRTimeline
MONTAG A & ASSOCIATES INC2,410$352K0.02%-18713F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,400$350K0.04%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,395$350K0.27%-39513F-HRTimeline
Elevated Capital Advisors, LLC2,395$350K0.1%-22613F-HRTimeline
BlueSky Wealth Advisors, LLC2,394$350K0.05%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,391$349K<0.01%013F-HRTimeline
Rollins Financial Advisors, LLC2,380$348K0.06%-1,02213F-HR/ATimeline
Peoples Bank/KS2,379$347K0.24%013F-HRTimeline
Core Wealth Partners LLC2,378$347K0.2%+613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,363$345K0.17%013F-HRTimeline
Measured Risk Portfolios, Inc.2,360$345K0.37%-3413F-HRTimeline
Financial Engines Advisors L.L.C.2,341$342K<0.01%-36413F-HRTimeline
ALTFEST L J & CO INC2,338$341K0.04%-9,54313F-HRTimeline
Pasadena Private Wealth, LLC2,336$341K0.07%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,332$340K0.26%new13F-HRTimeline
Symphony Financial Services, Inc.2,320$339K0.22%+49113F-HRTimeline
Solstein Capital, LLC2,319$339K0.2%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,311$337K0.07%013F-HR/ATimelineGroup
Arista Wealth Management, LLC2,303$336K0.08%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,301$336K0.06%-1413F-HRTimeline
HCR Wealth Advisors2,285$334K0.04%+7913F-HRTimeline
Quadcap Wealth Management, LLC2,278$333K0.05%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,277$332K0.09%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,276$332K0.13%013F-HRTimeline
Maltin Wealth Management, Inc.2,274$332K0.16%+29513F-HRTimeline
Garden State Investment Advisory Servic…2,262$331K0.11%+20513F-HRTimeline
Alteri Wealth LLC2,264$331K0.15%-83513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,260$330K0.02%013F-HRTimeline
ARS Wealth Advisors Group, LLC2,259$330K0.05%+10813F-HRTimeline
Veltria Advisors Corp.2,258$330K0.21%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,242$327K<0.01%-8613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,241$327K0.03%+22013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,239$327K0.03%+21913F-HRTimeline
Wealth Quarterback LLC2,233$326K0.18%-44813F-HRTimeline
Darden Wealth Group Inc2,221$324K0.25%013F-HRTimeline
Lodestone Wealth Management LLC2,210$323K0.17%+113F-HRTimeline
WEBSTER BANK, N. A.2,210$323K0.04%+25613F-HRTimeline
C2C Wealth Management, LLC2,207$322K0.3%-4613F-HRTimeline
Traynor Capital Management, Inc.2,188$320K0.03%+15213F-HRTimeline
IPG Investment Advisors LLC2,168$317K0.07%new13F-HRTimeline
Strait & Sound Wealth Management LLC2,164$316K0.15%-12513F-HRTimeline
Trivium Point Advisory, LLC2,164$316K0.04%-9413F-HRTimeline
SageView Advisory Group, LLC2,155$315K0.01%-76613F-HRTimeline
Strategies Wealth Advisors, LLC2,146$313K0.04%+213F-HRTimeline
Rockbridge Investment Management, LCC2,138$312K0.04%+33713F-HRTimeline
Key Financial Inc2,132$311K0.07%+213F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…2,120$310K0.08%013F-HRTimelineGroup
Bank of New Hampshire2,115$309K0.08%-28513F-HRTimeline
ROMANO BROTHERS AND COMPANY2,112$308K0.04%+14913F-HRTimeline
WEALTH ALLIANCE, LLC2,110$308K0.04%+7613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,105$307K0.23%013F-HRTimeline
Texas Yale Capital Corp.2,080$304K0.01%+28513F-HRTimeline
Keystone Wealth Services, LLC2,076$303K0.08%-34013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,282$303K0.13%-47813F-HR/ATimeline
Richwood Investment Advisors, LLC2,070$302K0.26%013F-HRTimeline
Rinkey Investments2,065$302K0.1%new13F-HRTimeline
Verity Asset Management, Inc.2,063$301K0.12%new13F-HRTimeline
Successful Portfolios LLC2,062$301K0.2%+2013F-HRTimeline
Mission Financial Group, LLC2,053$301K0.28%13F-HRTimeline
Severin Investments, LLC2,058$300K0.3%-3513F-HRTimeline
Gilman Hill Asset Management, LLC2,055$300K0.05%-16513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,050$299K0.2%013F-HRTimeline
Cadence Bank2,050$299K0.02%-17013F-HRTimeline
Heritage Wealth Management, Inc.2,049$299K0.1%013F-HRTimeline
PBMares Wealth Management LLC2,042$298K0.06%-13013F-HRTimeline
Curi Capital, LLC2,041$298K0.01%-33,45313F-HRTimeline
Arax Advisory Partners2,039$298K0.02%+29213F-HRTimeline
Choice Wealth Advisors LLC2,035$297K0.15%013F-HRTimeline
Family Manage LLC2,033$297K0.05%013F-HRTimeline
SIGNATUREFD, LLC2,030$296K0.01%-14913F-HRTimeline
STAR Financial Bank2,027$296K0.22%-2513F-HRTimeline
Icon Wealth Advisors, LLC2,024$296K0.02%013F-HRTimeline
Legacy Edge Advisors, LLC2,014$294K0.05%+23713F-HRTimeline
Fairfield Financial Advisors, LTD2,003$293K0.11%-1,23913F-HRTimeline
Iowa State Bank2,000$292K0.06%013F-HRTimeline
Capitol Family Office, Inc.1,999$292K0.41%-15,09713F-HR/ATimeline
Park Square Financial Group, LLC1,998$292K0.23%-9013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC1,997$292K0.04%013F-HRTimeline
First Command Advisory Services, Inc.1,991$291K<0.01%+43713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,987$290K<0.01%013F-HRTimelineGroup
IMA Advisory Services, Inc.1,986$290K0.03%-73813F-HRTimeline
Tennessee Valley Asset Management Partn…1,986$290K0.05%+1313F-HRTimeline
Castle Rock Wealth Management, LLC2,008$289K0.08%013F-HRTimeline
L & S Advisors Inc1,977$289K0.04%new13F-HRTimeline
Grey Ledge Advisors, LLC1,975$288K0.08%013F-HRTimeline
MinichMacGregor Wealth Management, LLC1,969$288K0.06%+713F-HRTimeline
Charter Oak Capital Management, LLC1,966$287K0.03%013F-HRTimeline
Bollard Group LLC1,968$287K0.01%+613F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,957$286K0.02%-20613F-HRTimeline
Huntleigh Advisors, Inc.1,953$285K0.07%-7213F-HR/ATimeline
Leo Wealth, LLC1,942$284K0.04%new13F-HRTimeline
NFSG Corp1,935$283K0.07%-25113F-HRTimeline
HM PAYSON & CO1,932$282K<0.01%+1,33213F-HRTimeline
Farmers National Bank1,920$280K0.08%-19813F-HRTimeline
FSM Wealth Advisors, LLC1,914$280K0.06%+113F-HRTimeline
GRIES FINANCIAL LLC1,914$279K0.05%new13F-HRTimeline
Christensen, King & Associates Investme…1,923$279K0.13%013F-HRTimeline
Destiny Wealth Partners, LLC1,912$279K0.04%013F-HRTimeline
StrongBox Wealth, LLC1,912$279K0.12%+31313F-HRTimeline
DSG Capital Advisors, LLC1,905$278K0.06%013F-HRTimeline
Amplius Wealth Advisors, LLC1,897$277K0.03%+34213F-HRTimeline
Iron Gate Global Advisors LLC1,889$276K0.04%new13F-HR/ATimeline
Autumn Glory Partners, LLC1,888$276K0.14%+3413F-HRTimeline
First Citizens Financial Corp1,887$276K0.16%+39413F-HRTimeline
Avantax Planning Partners, Inc.1,881$275K0.01%-12413F-HRTimeline
First Long Island Investors, LLC1,880$274K0.02%013F-HRTimeline
Resolute Wealth Strategies, LLC1,879$274K0.15%-64413F-HRTimeline
WORLD EQUITY GROUP, INC.1,861$274K0.08%-21913F-HRTimeline
Pinnacle Financial Group, LLC / IL1,876$274K0.1%+4513F-HRTimeline
Garde Capital, Inc.1,870$273K0.02%013F-HRTimeline
Cornerstone Advisory, LLC2,022$272K0.03%-71313F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,857$271K0.02%-22,37513F-HRTimeline
Coastwise Capital Group, LLC1,855$271K0.23%+3513F-HRTimeline
Dynasty Wealth Management, LLC5,430$270K<0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC1,845$269K0.03%013F-HRTimeline
Sterling Investment Counsel, LLC1,845$269K0.09%new13F-HRTimeline
WealthTrust Axiom LLC1,844$269K0.08%-2013F-HRTimeline
Kuhn & Co Investment Counsel1,833$268K0.23%new13F-HRTimeline
Bluespring Wealth Management, LLC1,831$267K0.03%+2913F-HRTimeline
Stone House Investment Management, LLC1,829$267K0.05%new13F-HRTimeline
Ethos Financial Group, LLC1,936$266K0.03%013F-HRTimeline
D.B. Root & Company, LLC1,821$266K0.09%-2413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,820$266K0.06%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,820$266K0.06%013F-HRTimeline
Crescent Grove Advisors, LLC1,817$265K0.03%013F-HRTimeline
Addison Advisors LLC1,812$265K0.07%-46513F-HRTimeline
Black Diamond Financial, LLC1,805$263K0.04%+16613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,800$263K0.03%-6813F-HRTimeline
Waterfront Wealth Inc.1,800$263K0.06%013F-HRTimeline
Maia Wealth LLC1,890$262K0.06%+52313F-HRTimeline
Snider Financial Group1,788$261K0.08%013F-HRTimeline
Sovereign Financial Group, Inc.1,788$261K0.06%+4013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,782$260K0.02%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,782$260K0.01%013F-HRTimeline
Beacon Financial Advisory LLC1,782$260K0.08%-3313F-HRTimeline
REDW Wealth LLC1,780$260K0.1%-17013F-HRTimeline
Claris Financial LLC1,886$259K0.17%013F-HRTimeline
SilverOak Wealth Management LLC1,774$259K0.06%013F-HRTimeline
Bremer Bank National Association1,763$257K0.05%new13F-HRTimeline
Wambolt & Associates, LLC1,795$257K0.09%+713F-HRTimeline
Activest Wealth Management1,761$257K0.07%-6,75813F-HRTimeline
LEE DANNER & BASS INC1,760$257K0.02%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,758$257K0.05%013F-HRTimeline
DAVIDSON TRUST CO1,756$256K0.12%013F-HRTimeline
J HAGAN CAPITAL, INC.1,855$255K0.21%13F-HRTimeline
Peregrine Asset Advisers, Inc.1,739$254K0.09%013F-HRTimeline
Paragon Capital Management Ltd1,723$252K0.05%-40013F-HRTimeline
Cyndeo Wealth Partners, LLC1,716$251K0.02%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,714$250K0.25%+313F-HRTimeline
Gallacher Capital Management LLC1,708$249K0.12%-18613F-HRTimeline
Shulman DeMeo Asset Management LLC1,705$249K0.07%-33013F-HRTimeline