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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
Coastwise Capital Group, LLC2,122$295K0.21%+25913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,120$295K<0.01%+4413F-HRTimelineGroup
Capital Advisors, Ltd. LLC2,118$295K0.03%-1,24113F-HRTimeline
C2C Wealth Management, LLC2,118$295K0.25%013F-HRTimeline
Severin Investments, LLC2,117$295K0.26%+213F-HRTimeline
Two West Capital Advisors LLC2,015$294K0.18%+613F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…2,105$293K0.07%-1013F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC2,105$293K0.19%013F-HRTimeline
Tiller Private Wealth, Inc.2,103$293K0.1%013F-HRTimeline
GM Advisory Group, LLC2,094$291K0.01%-2,46413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,084$290K0.01%-5913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,073$288K0.05%013F-HRTimeline
WealthTrust Axiom LLC2,072$288K0.08%+22813F-HRTimeline
Waterfront Wealth Inc.1,968$287K0.06%+16813F-HRTimeline
Richwood Investment Advisors, LLC2,058$286K0.22%-1213F-HRTimeline
Bluespring Wealth Management, LLC2,046$285K0.02%+14513F-HRTimeline
Garden State Investment Advisory Servic…2,041$284K0.07%-7013F-HRTimeline
Purkiss Capital Advisors LLC2,027$282K0.13%+16313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,025$282K0.16%013F-HRTimeline
Icon Wealth Advisors, LLC2,024$282K0.02%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,020$281K0.18%-28613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,015$280K0.02%-33613F-HRTimelineGroup
Bridgewater Advisors Inc.1,921$280K0.02%-513F-HRTimeline
SIGNATUREFD, LLC2,008$279K<0.01%+4813F-HRTimeline
Snider Financial Group2,007$279K0.08%+8713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,005$279K-707Timeline
Grantvest Financial Group LLC2,003$279K0.19%-50013F-HRTimeline
Williams Jones Wealth Management, LLC.2,003$279K<0.01%+4313F-HRTimeline
Savvy Advisors, Inc.2,002$279K0.01%+27113F-HRTimeline
Iowa State Bank2,000$278K0.05%013F-HRTimeline
Colonial River Investments, LLC1,998$278K0.1%-18813F-HRTimeline
KICKSTAND VENTURES, LLC.1,984$276K0.06%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,984$276K0.02%-14613F-HRTimeline
Bollard Group LLC1,984$276K0.01%+813F-HRTimeline
SilverOak Wealth Management LLC1,974$275K0.05%013F-HRTimeline
Successful Portfolios LLC1,972$274K0.16%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,972$274K0.02%+713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,969$274K0.11%013F-HRTimeline
WEBSTER BANK, N. A.1,959$273K0.03%-14113F-HRTimeline
Huntleigh Advisors, Inc.1,958$272K0.05%+213F-HRTimeline
Global View Capital Management LLC1,956$272K0.06%+8413F-HRTimeline
Traynor Capital Management, Inc.1,951$272K0.02%-3713F-HRTimeline
Heritage Wealth Management, Inc.1,950$271K0.08%013F-HRTimeline
Quantitative Investment Management, LLC1,952$271K0.04%-116,72513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,941$270K0.16%+1,93913F-HRTimeline
Pinnacle Financial Group, LLC / IL1,941$270K0.08%+3013F-HRTimeline
Second Line Capital, LLC1,940$270K0.06%-44913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,940$270K0.02%+15813F-HRTimeline
First Pacific Financial1,939$270K0.04%-1,91213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,936$269K0.01%-3413F-HRTimeline
Texas Yale Capital Corp.1,935$269K0.01%+3013F-HRTimeline
TRUST CO OF OKLAHOMA1,933$269K0.08%013F-HRTimeline
Strategic Investment Advisors / MI1,922$267K0.03%-10013F-HR/ATimeline
Bank of New Hampshire1,920$267K0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,919$267K0.07%-1,90913F-HRTimeline
Facet Wealth, Inc.1,919$267K0.01%new13F-HRTimeline
StrongBox Wealth, LLC1,917$267K0.09%+313F-HRTimeline
ROMANO BROTHERS AND COMPANY1,912$266K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC1,912$266K0.03%013F-HRTimeline
DSG Capital Advisors, LLC1,905$265K0.04%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding1,900$264K-8,394Timeline
COZAD ASSET MANAGEMENT INC1,898$264K0.02%+5313F-HRTimeline
Alteri Wealth LLC1,898$264K0.09%013F-HRTimeline
Autumn Glory Partners, LLC1,897$264K0.11%+8813F-HRTimeline
Logan Stone Capital, LLC1,895$264K0.12%new13F-HRTimeline
Iron Gate Global Advisors LLC1,889$263K0.03%-1,00013F-HRTimeline
GAMMA Investing LLC1,885$262K0.01%+2613F-HRTimeline
First Long Island Investors, LLC1,880$262K0.02%013F-HRTimeline
Argyle Capital Partners, LLC1,876$261K0.19%new13F-HRTimeline
Gilman Hill Asset Management, LLC1,875$261K0.04%-20613F-HRTimeline
Castle Rock Wealth Management, LLC1,807$258K0.06%013F-HRTimeline
Blue Fin Capital, Inc.1,852$258K0.04%new13F-HRTimeline
Astra Wealth Partners LLC1,846$257K0.18%new13F-HR/ATimeline
Fragasso Financial Advisors Inc1,760$255K0.02%+4413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,820$253K0.05%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,820$253K0.04%013F-HRTimeline
Rockbridge Investment Management, LCC1,819$253K0.02%+1013F-HRTimeline
BCS Wealth Management1,818$253K0.06%-2,19213F-HRTimeline
Symphony Financial Services, Inc.1,805$251K0.14%+113F-HRTimeline
Madden Advisory Services, Inc.1,803$251K0.1%new13F-HRTimeline
Carr Financial Group Corp1,801$251K0.07%+21713F-HRTimeline
STAR Financial Bank1,799$250K0.15%013F-HRTimeline
Axim Planning & Wealth1,793$250K0.2%+10213F-HRTimeline
ELCO Management Co., LLC1,786$249K0.13%new13F-HRTimeline
LeClair Wealth Partners LLC1,782$248K0.15%-69513F-HRTimeline
REDW Wealth LLC1,780$248K0.09%013F-HRTimeline
Asset Dedication, LLC1,778$247K0.02%+13813F-HRTimeline
SageView Advisory Group, LLC1,776$247K0.01%-18113F-HRTimeline
HCR Wealth Advisors1,722$247K0.03%-12713F-HRTimeline
ALTFEST L J & CO INC1,766$246K0.03%-15313F-HRTimeline
Tranquility Partners, LLC1,765$246K0.08%+22213F-HRTimeline
Christensen, King & Associates Investme…1,763$245K0.11%013F-HRTimeline
Wealth Quarterback LLC1,756$244K0.09%-213F-HRTimeline
DAVIDSON TRUST CO1,756$244K0.1%013F-HRTimeline
Fiduciary Alliance LLC1,755$244K0.02%+3113F-HRTimeline
Sage Mountain Advisors LLC1,746$243K0.01%-34113F-HRTimeline
Sovereign Financial Group, Inc.1,745$243K0.05%-3713F-HRTimeline
Stack Financial Management, Inc1,743$243K0.02%+10013F-HRTimeline
Peregrine Asset Advisers, Inc.1,739$242K0.07%013F-HRTimeline
GC Wealth Management RIA, LLC1,737$242K0.01%new13F-HRTimeline
Gryphon Financial Partners LLC1,736$242K0.03%+9713F-HRTimeline
Cranbrook Wealth Management, LLC1,736$242K0.05%-8,61813F-HRTimeline
MBE Wealth Management, LLC1,731$241K0.1%-11113F-HRTimeline
Paragon Capital Management Ltd1,723$240K0.05%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,709$238K<0.01%-18313F-HRTimeline
Councilmark Asset Management, LLC1,700$237K0.14%013F-HRTimeline
Southeast Asset Advisors, LLC1,690$235K0.03%new13F-HRTimeline
Wealth Architects, LLC1,690$235K0.02%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,690$235K0.07%-17713F-HRTimeline
First Financial Bankshares Inc1,688$235K<0.01%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,684$234K<0.01%-20,04213F-HRTimelineGroup
MANAGED ASSET PORTFOLIOS, LLC1,682$234K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,674$233K<0.01%-1613F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT1,670$232K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,666$232K0.04%+1913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,664$232K<0.01%-4,20013F-HRTimelineGroup
Nova Wealth Management, Inc.1,663$231K0.16%-3,53713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,658$231K0.04%-10013F-HRTimeline
Penobscot Investment Management Company…1,657$231K0.02%+3513F-HRTimeline
JNBA Financial Advisors1,651$230K0.02%013F-HRTimeline
HUB Investment Partners, LLC1,638$228K0.01%+713F-HRTimeline
Tennessee Valley Asset Management Partn…1,634$227K0.03%new13F-HRTimeline
Auxano Advisors, LLC1,626$226K0.05%013F-HRTimeline
Oldfather Financial Services, LLC1,616$225K0.07%new13F-HRTimeline
Curtis Advisory Group, LLC1,614$225K0.05%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.1,605$223K<0.01%13F-HRTimelineGroup
Trivium Point Advisory, LLC1,603$223K0.02%-16213F-HRTimeline
Edgemoor Investment Advisors, Inc.1,600$223K0.02%013F-HRTimeline
Corsicana & Co.1,600$223K0.13%13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,596$222K0.19%-10213F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,596$222K0.05%013F-HRTimeline
Schorn Wealth LLC1,595$222K0.07%-52413F-HRTimeline
Shulman DeMeo Asset Management LLC1,592$222K0.05%-5513F-HRTimeline
Vise Technologies, Inc.1,590$221K0.01%-6,84613F-HRTimeline
Madison Park Capital Advisors, LLC1,584$221K0.18%-41,51213F-HRTimeline
Claris Financial LLC1,581$220K0.12%+8713F-HRTimeline
Boreal Capital Management LLC1,580$220K0.18%+77013F-HRTimeline
Accel Wealth Management1,570$218K0.06%+5713F-HRTimeline
International Private Wealth Advisors L…1,567$218K0.14%+6113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,562$217K0.02%-17613F-HRTimeline
Black Diamond Financial, LLC1,560$217K0.02%+2413F-HRTimeline
Syntegra Private Wealth Group, LLC1,556$217K0.02%013F-HRTimeline
Solstein Capital, LLC1,551$216K0.1%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,548$215K0.01%new13F-HRTimeline
Performance Wealth Partners, LLC1,547$215K0.01%-22,78513F-HRTimeline
MainStreet Investment Advisors LLC1,545$215K0.03%-10013F-HRTimeline
Portland Financial Advisors Inc1,538$214K0.46%013F-HRTimeline
BLB&B Advisors, LLC1,535$214K0.01%-1,81013F-HRTimeline
Samalin Investment Counsel, LLC1,532$213K0.07%-11713F-HRTimeline
Moment Partners, LLC1,528$213K0.04%013F-HRTimeline
1ST SOURCE BANK1,521$212K0.01%+1913F-HRTimeline
TruNorth Capital Management, LLC1,520$212K0.04%013F-HRTimeline
Gray Private Wealth, LLC1,516$211K0.11%013F-HRTimeline
Crescent Grove Advisors, LLC1,515$211K0.02%-7713F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,513$211K0.1%-60013F-HRTimeline
Heritage Trust Co1,510$210K0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,510$210K0.01%+613F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest1,506$210K0.13%+113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,501$209K<0.01%-1,95813F-HRTimeline
Birchview Capital, LP1,498$208K0.16%new13F-HRTimeline
STEVENS CAPITAL PARTNERS1,498$208K0.06%new13F-HRTimeline
STABLEFORD CAPITAL II LLC1,491$208K0.07%new13F-HRTimeline
NAPA WEALTH MANAGEMENT1,489$207K0.1%new13F-HRTimeline
MCF Advisors LLC1,484$207K0.01%-11613F-HRTimeline
Eldridge Investment Advisors, Inc.1,480$206K0.05%new13F-HRTimeline
Chris Bulman Inc1,478$206K0.1%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,477$206K<0.01%+8613F-HRTimelineGroup
Capstone Financial Advisors, Inc.1,477$206K0.01%new13F-HRTimeline
WealthTrust Asset Management, LLC1,473$205K0.14%-2313F-HRTimeline
Teamwork Financial Advisors, LLC1,468$204K0.02%-2,59813F-HRTimeline
Capitol Family Office, Inc.1,468$204K0.25%-29813F-HRTimeline
SYM FINANCIAL Corp1,461$203K0.02%-5413F-HRTimeline
NorthCrest Asset Manangement, LLC1,402$202K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,453$202K0.02%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,453$202K0.19%new13F-HRTimeline
MIdWestOne Financial Group, Inc.1,445$201K0.02%new13F-HRTimeline
Prostatis Group LLC1,445$201K0.05%-8513F-HRTimeline
Campion Asset Management1,440$200K0.14%new13F-HRTimeline
HTG Investment Advisors, Inc.1,438$200K0.07%new13F-HRTimeline
ALERUS FINANCIAL NA1,422$198K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,419$197K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC1,362$190K0.05%-4913F-HRTimeline
Avion Wealth1,355$188K0.04%013F-HRTimeline
Truvestments Capital LLC1,344$187K0.03%+12113F-HRTimeline
Missouri Trust & Investment Co1,341$187K0.06%-2513F-HRTimeline
LOM Asset Management Ltd1,335$186K0.06%013F-HRTimeline
North Capital, Inc.1,303$181K0.14%+51613F-HRTimeline
Gold Investment Management Ltd.1,282$178K0.06%-3913F-HRTimeline
Smithfield Trust Co1,266$176K0.01%-5313F-HRTimeline
Strategic Wealth Partners, Ltd.1,241$173K0.01%-1,99213F-HRTimeline
Plante Moran Financial Advisors, LLC1,203$167K0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,200$167K0.1%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,198$167K0.01%-45013F-HRTimelineGroup
TD Capital Management LLC1,186$165K0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,184$165K0.05%+113F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.1,170$163K0.02%new13F-HRTimeline
N.E.W. Advisory Services LLC1,170$163K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,147$160K0.01%+77713F-HRTimeline
Nemes Rush Group LLC1,144$159K0.02%+6213F-HRTimeline
Provident Wealth Management, LLC1,142$159K0.05%013F-HRTimeline