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Disclosery

XLV SELECT SECTOR SPDR TR

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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.

HolderSharesValue% of portfolioChangeSource
BlueSky Wealth Advisors, LLC2,404$324K0.05%+1013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,400$323K0.04%013F-HRTimeline
Second Line Capital, LLC2,389$322K0.07%-8513F-HRTimeline
Core Wealth Partners LLC2,385$321K0.16%+713F-HRTimeline
Peoples Bank/KS2,379$321K0.22%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,369$319K0.21%-8613F-HRTimeline
Invst, LLC2,360$318K0.04%-5,26813F-HRTimeline
Key Financial Inc2,359$318K0.06%+22713F-HRTimeline
TrueWealth Advisors, LLC2,351$317K0.09%-40313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,351$317K0.02%-31,31213F-HRTimelineGroup
CITY HOLDING CO2,346$316K0.04%-9513F-HRTimeline
Fielder Capital Group LLC2,340$315K0.08%-1,15313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,332$314K0.25%013F-HRTimeline
Oxler Private Wealth LLC2,328$314K0.1%-1,01313F-HRTimeline
Traction Financial Partners, LLC2,318$312K0.21%-47513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,311$312K0.05%013F-HR/ATimelineGroup
PRIMORIS WEALTH ADVISORS, LLC2,306$311K0.21%-8913F-HRTimeline
Arista Wealth Management, LLC2,303$310K0.04%013F-HRTimeline
Advanced Asset Management Advisors Inc2,297$310K0.08%-31713F-HRTimeline
THOMPSON DAVIS & CO., INC.2,285$308K0.21%-19813F-HR/ATimeline
Iyo Bank, Ltd.2,285$308K0.12%-25,12613F-HRTimeline
Quadcap Wealth Management, LLC2,278$307K0.04%013F-HRTimeline
Register Financial Advisors LLC2,274$306K0.13%+1,09313F-HRTimeline
River Street Advisors LLC2,267$306K0.13%-66513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,261$305K0.02%+113F-HRTimeline
ARS Wealth Advisors Group, LLC2,253$304K0.04%-613F-HRTimeline
Gallacher Capital Management LLC2,251$303K0.14%+54313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,241$302K0.02%013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,239$302K0.02%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,227$300K0.01%new13F-HRTimeline
HMV Wealth Advisors, LLC2,227$300K0.2%-52913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,224$300K0.05%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,218$299K0.12%-27513F-HRTimeline
Coyle Financial Counsel LLC2,212$298K0.08%+67313F-HRTimeline
INTRUST BANK NA2,211$298K0.03%new13F-HRTimeline
Colonial River Investments, LLC2,186$298K0.13%-61613F-HRTimeline
Measured Risk Portfolios, Inc.2,204$297K0.33%-15613F-HRTimeline
FSM Wealth Advisors, LLC2,176$292K0.05%+26213F-HRTimeline
Maltin Wealth Management, Inc.2,162$291K0.13%-11213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,986$291K0.17%13F-HRTimeline
Strategies Wealth Advisors, LLC2,145$289K0.03%-113F-HRTimeline
Cadence Bank2,142$289K0.02%+9213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,143$288K0.02%-13913F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,130$287K0.02%-67613F-HRTimeline
Blue Trust, Inc.2,129$287K<0.01%+1,15513F-HRTimeline
Schorn Wealth LLC2,119$286K0.09%-53013F-HRTimeline
C2C Wealth Management, LLC2,118$285K0.26%-8913F-HRTimeline
Garden State Investment Advisory Servic…2,111$285K0.08%-15113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,105$285K0.2%013F-HRTimeline
Severin Investments, LLC2,115$285K0.27%+5713F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…2,115$285K0.07%-513F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.2,113$285K0.14%-25013F-HRTimeline
WEALTH ALLIANCE, LLC2,109$284K0.03%-113F-HRTimeline
Tiller Private Wealth, Inc.2,103$284K0.11%-36013F-HRTimeline
WEBSTER BANK, N. A.2,100$283K0.03%-11013F-HRTimeline
Sage Mountain Advisors LLC2,087$281K0.02%+1,36413F-HRTimeline
Gilman Hill Asset Management, LLC2,081$281K0.05%+2613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,076$280K<0.01%new13F-HRTimelineGroup
Richwood Investment Advisors, LLC2,070$279K0.23%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,073$279K0.05%-91413F-HRTimeline
Morton Capital Management LLC/CA2,038$275K0.05%new13F-HRTimeline
Two West Capital Advisors LLC2,009$274K0.18%-62113F-HRTimeline
Family Manage LLC2,033$274K0.04%013F-HRTimeline
Grey Ledge Advisors, LLC2,025$273K0.07%+5013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,025$273K0.17%-2513F-HRTimeline
Icon Wealth Advisors, LLC2,024$273K0.02%013F-HRTimeline
Strategic Investment Advisors / MI2,022$273K0.03%new13F-HRTimeline
Traynor Capital Management, Inc.1,988$272K0.02%-20013F-HRTimeline
Iowa State Bank2,000$270K0.05%013F-HRTimeline
Park Square Financial Group, LLC1,993$269K0.19%-513F-HRTimeline
Darden Wealth Group Inc1,992$269K0.16%-22913F-HRTimeline
Leo Wealth, LLC1,975$266K0.02%+3313F-HRTimeline
SilverOak Wealth Management LLC1,974$266K0.05%+20013F-HRTimeline
Bollard Group LLC1,976$266K0.01%+813F-HRTimeline
Successful Portfolios LLC1,972$266K0.16%-9013F-HRTimeline
First Command Advisory Services, Inc.1,971$266K<0.01%-2013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,970$266K0.01%+18813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,969$265K0.11%-48213F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,965$265K0.02%+813F-HRTimeline
SageView Advisory Group, LLC1,957$265K0.01%-19813F-HRTimeline
Williams Jones Wealth Management, LLC.1,960$264K<0.01%-43113F-HRTimeline
SIGNATUREFD, LLC1,960$264K<0.01%-7013F-HRTimeline
Arax Advisory Partners1,958$264K0.01%-8113F-HRTimeline
Balentine LLC1,956$264K0.01%+1,89313F-HRTimeline
Huntleigh Advisors, Inc.1,956$264K0.05%+313F-HRTimeline
Heritage Wealth Management, Inc.1,950$263K0.09%-9913F-HRTimeline
Pinnacle Family Advisors, LLC1,949$263K0.13%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,939$261K<0.01%-53,32113F-HRTimelineGroup
TRUST CO OF OKLAHOMA1,933$261K0.08%-48413F-HRTimeline
Bridgewater Advisors Inc.1,926$259K0.02%+36513F-HRTimeline
Snider Financial Group1,920$259K0.07%+13213F-HRTimeline
Bank of New Hampshire1,920$259K0.06%-19513F-HRTimeline
ALTFEST L J & CO INC1,919$259K0.03%-41913F-HRTimeline
StrongBox Wealth, LLC1,914$258K0.1%+213F-HRTimeline
ROMANO BROTHERS AND COMPANY1,912$258K0.03%-20013F-HRTimeline
Destiny Wealth Partners, LLC1,912$258K0.03%013F-HRTimeline
Pinnacle Financial Group, LLC / IL1,911$258K0.09%+3513F-HRTimeline
Texas Yale Capital Corp.1,905$257K0.01%-17513F-HRTimeline
DSG Capital Advisors, LLC1,905$257K0.05%013F-HRTimeline
Bluespring Wealth Management, LLC1,901$256K0.02%+7013F-HRTimeline
Alteri Wealth LLC1,898$256K0.1%-36613F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…1,898$256K0.15%13F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC1,892$255K<0.01%-35013F-HRTimeline
First Long Island Investors, LLC1,880$253K0.02%013F-HRTimeline
Almanack Investment Partners, LLC.1,872$252K0.04%+25913F-HRTimeline
Global View Capital Management LLC1,872$252K0.08%-16,79713F-HRTimeline
Garde Capital, Inc.1,870$252K0.01%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,867$252K0.08%-40913F-HRTimeline
Purkiss Capital Advisors LLC1,864$251K0.14%+39113F-HRTimeline
Coastwise Capital Group, LLC1,863$251K0.2%+813F-HRTimeline
GAMMA Investing LLC1,859$251K0.02%+84313F-HRTimeline
HCR Wealth Advisors1,849$249K0.03%-43613F-HRTimeline
COZAD ASSET MANAGEMENT INC1,845$249K0.02%013F-HR/ATimeline
WealthTrust Axiom LLC1,844$249K0.07%013F-HRTimeline
MBE Wealth Management, LLC1,842$248K0.11%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,842$248K0.02%-62213F-HRTimeline
Wambolt & Associates, LLC1,803$247K0.08%+813F-HRTimeline
Veltria Advisors Corp.1,827$246K0.16%-43113F-HRTimeline
Kuhn & Co Investment Counsel1,823$246K0.19%-1013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,820$245K0.06%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,820$245K0.05%013F-HRTimeline
Rockbridge Investment Management, LCC1,809$244K0.03%-32913F-HRTimeline
Autumn Glory Partners, LLC1,809$244K0.11%-7913F-HRTimeline
Symphony Financial Services, Inc.1,804$243K0.15%-51613F-HRTimeline
Waterfront Wealth Inc.1,800$243K0.05%013F-HRTimeline
STAR Financial Bank1,799$242K0.15%-22813F-HRTimeline
Maia Wealth LLC1,790$241K0.05%-10013F-HRTimeline
Pasadena Private Wealth, LLC1,786$241K0.04%-55013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,782$240K0.01%013F-HRTimeline
Sovereign Financial Group, Inc.1,782$240K0.05%-613F-HRTimeline
REDW Wealth LLC1,780$240K0.1%013F-HRTimeline
Activest Wealth Management1,768$238K0.06%+713F-HRTimeline
Capitol Family Office, Inc.1,766$238K0.31%-23313F-HRTimeline
Trivium Point Advisory, LLC1,765$238K0.03%-39913F-HRTimeline
Castle Rock Wealth Management, LLC1,807$238K0.06%-20113F-HRTimeline
Christensen, King & Associates Investme…1,763$238K0.11%-16013F-HRTimeline
LEE DANNER & BASS INC1,760$237K0.02%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,758$237K0.05%013F-HRTimeline
Wealth Quarterback LLC1,758$237K0.11%-47513F-HRTimeline
DAVIDSON TRUST CO1,756$237K0.11%013F-HRTimeline
Able Wealth Management LLC1,752$236K0.12%-1,21413F-HRTimeline
Vigilare Wealth Management1,741$235K0.09%-1,03313F-HRTimeline
Peregrine Asset Advisers, Inc.1,739$234K0.07%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,738$234K0.02%-6213F-HRTimeline
Savvy Advisors, Inc.1,731$233K0.02%-1,23413F-HRTimeline
Fiduciary Alliance LLC1,724$232K0.02%new13F-HRTimeline
Paragon Capital Management Ltd1,723$232K0.04%013F-HRTimeline
Fragasso Financial Advisors Inc1,716$231K0.02%+3513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,714$231K<0.01%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,700$229K0.07%013F-HRTimeline
Councilmark Asset Management, LLC1,700$229K0.15%013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,698$229K0.22%-1613F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,695$228K0.03%new13F-HRTimeline
Axim Planning & Wealth1,691$228K0.21%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,690$228K<0.01%013F-HRTimelineGroup
Wealth Architects, LLC1,690$228K0.02%013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC1,682$227K0.03%-31513F-HRTimeline
Cooper Financial Group1,673$226K0.03%-1,34413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,647$225K0.04%+2713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,670$225K0.04%-1,52013F-HRTimeline
Farmers National Bank1,669$225K0.06%-25113F-HRTimeline
All Terrain Financial Advisors, LLC1,668$225K0.08%013F-HRTimeline
JNBA Financial Advisors1,651$223K0.02%+10613F-HRTimeline
Samalin Investment Counsel, LLC1,649$222K0.09%+613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,648$222K0.01%-2,98713F-HRTimelineGroup
Shulman DeMeo Asset Management LLC1,647$222K0.05%-5813F-HRTimeline
Northstar Financial Companies, Inc.1,645$222K0.23%+16713F-HRTimeline
MainStreet Investment Advisors LLC1,645$222K0.03%+4513F-HRTimeline
Avantax Planning Partners, Inc.1,644$222K0.01%-23713F-HRTimeline
Stack Financial Management, Inc1,643$221K0.02%+4513F-HRTimeline
Asset Dedication, LLC1,640$221K0.02%-2913F-HRTimeline
Gryphon Financial Partners LLC1,639$221K0.03%013F-HRTimeline
HUB Investment Partners, LLC1,631$220K0.01%+4613F-HRTimeline
TFB Advisors LLC1,628$219K0.06%new13F-HRTimeline
Auxano Advisors, LLC1,626$219K0.05%013F-HRTimeline
May Hill Capital, LLC1,624$219K0.07%new13F-HRTimeline
Penobscot Investment Management Company…1,622$219K0.02%+10013F-HRTimeline
Allie Family Office LLC1,620$218K0.11%-3,20013F-HRTimeline
Curtis Advisory Group, LLC1,614$218K0.05%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,612$217K0.15%+5313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,601$216K0.09%+1,14313F-HR/ATimelineGroup
Edgemoor Investment Advisors, Inc.1,600$216K0.02%013F-HRTimeline
MCF Advisors LLC1,600$216K0.01%+113F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,596$215K0.06%013F-HRTimeline
Fairfield Financial Advisors, LTD1,595$215K0.08%-40813F-HRTimeline
Crescent Grove Advisors, LLC1,592$215K0.02%-22513F-HRTimeline
Acorn Wealth Advisors, LLC1,587$214K0.08%+713F-HRTimeline
Carr Financial Group Corp1,584$214K0.06%+313F-HRTimeline
Onyx Bridge Wealth Group LLC1,570$212K0.03%-94513F-HRTimeline
Keystone Financial Services1,567$211K0.07%013F-HRTimeline
Addison Advisors LLC1,563$211K0.05%-24913F-HRTimeline
Soundwatch Capital LLC1,445$210K0.04%+2413F-HRTimeline
Syntegra Private Wealth Group, LLC1,556$210K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC1,555$210K0.02%-34213F-HRTimeline
Solstein Capital, LLC1,551$209K0.11%-76813F-HRTimeline
Sebold Capital Management, Inc.1,550$209K0.13%-14713F-HRTimeline
Tranquility Partners, LLC1,543$208K0.07%013F-HRTimeline
Portland Financial Advisors Inc1,538$207K0.5%013F-HRTimeline
Black Diamond Financial, LLC1,536$207K0.03%-26913F-HRTimeline
180 WEALTH ADVISORS, LLC1,533$207K0.03%+8613F-HRTimeline