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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
Garden State Investment Advisory Servic…2,678$416K0.1%+63713F-HRTimeline
Independence Bank of Kentucky2,684$415K0.05%+14013F-HRTimeline
Empire Financial Management Company, LLC2,684$415K0.09%-2013F-HRTimeline
NCM Capital Management, LLC2,683$415K0.15%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,679$415K0.01%-20313F-HRTimeline
Brindle & Bay Financial Advisors, LLC2,669$413K0.28%13F-HRTimeline
Tannin Capital LLC2,668$413K0.37%13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,659$412K0.1%new13F-HRTimelineGroup
Investment Planning Advisors, Inc.2,657$411K0.12%+33113F-HRTimeline
Cedar Wealth Management, LLC2,647$410K0.12%013F-HRTimeline
Stone Summit Wealth LLC2,640$409K0.11%-3013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,638$408K0.17%+313F-HRTimeline
Two West Capital Advisors LLC2,618$405K0.24%+60313F-HRTimeline
Richmond Investment Services, LLC2,612$404K0.07%-2013F-HRTimeline
Triumph Capital Management2,610$404K0.09%-4613F-HRTimeline
CENTRAL TRUST Co2,589$401K0.01%-28613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,587$400K0.03%-9,41313F-HRTimeline
Secure Asset Management, LLC2,585$400K0.06%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,584$400K0.01%+15513F-HR/ATimelineGroup
Lodestone Wealth Management LLC2,583$400K0.16%+5913F-HRTimeline
One Capital Management, LLC2,578$399K0.01%-40813F-HRTimeline
SHUFRO ROSE & CO LLC2,574$398K0.03%-1,70013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,568$398K0.03%+25013F-HRTimeline
Reliant Investment Partners, LLC2,559$396K0.31%-9313F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,555$396K0.08%-3013F-HRTimeline
White Lighthouse Investment Management …2,553$395K0.06%new13F-HRTimeline
National Wealth Management Group, LLC2,532$392K0.14%new13F-HRTimeline
Freedom Investment Management, Inc.2,528$391K0.11%-5,60213F-HRTimeline
Quotient Wealth Partners, LLC2,514$389K0.01%+28013F-HRTimeline
Ameraudi Asset Management, Inc.2,505$388K0.21%-1113F-HRTimeline
REBALANCE, LLC2,496$386K0.02%+1013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,491$386K0.14%-65113F-HRTimeline
Valeo Financial Advisors, LLC2,490$385K0.01%-64313F-HRTimeline
Sharkey, Howes & Javer2,484$385K0.05%013F-HRTimeline
Blue Trust, Inc.2,483$384K<0.01%+12313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC2,474$383K0.34%+1,02113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,463$381K0.03%-20913F-HRTimeline
Successful Portfolios LLC2,413$380K0.19%+44113F-HRTimeline
My Personal CFO, LLC2,452$380K0.16%new13F-HRTimeline
MBE Wealth Management, LLC2,451$379K0.16%+72013F-HRTimeline
SWMG, LLC2,405$379K0.11%-20613F-HRTimeline
Verity Asset Management, Inc.2,447$379K0.16%+6113F-HRTimeline
New Republic Capital, LLC2,443$378K0.1%new13F-HRTimeline
Tranquility Partners, LLC2,434$377K0.14%+66913F-HRTimeline
SVB WEALTH LLC2,415$374K0.02%-1,69813F-HRTimeline
ELCO Management Co., LLC2,411$373K0.24%+62513F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,410$373K0.01%-15013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,400$372K0.03%013F-HRTimeline
Core Wealth Partners LLC2,399$371K0.17%+713F-HRTimeline
TrueWealth Advisors, LLC2,398$371K0.1%-3313F-HRTimeline
Measured Risk Portfolios, Inc.2,395$371K0.43%-15213F-HRTimeline
BlueSky Wealth Advisors, LLC2,394$371K0.05%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,387$370K0.05%+16313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,384$369K<0.01%-3913F-HRTimeline
Soundwatch Capital LLC2,361$365K0.06%new13F-HRTimeline
Elevated Capital Advisors, LLC2,359$365K0.09%-3613F-HRTimeline
Mesirow Financial Investment Management…2,356$365K0.01%-1,40813F-HRTimeline
Bowman & Co S.C.2,354$364K0.15%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,351$364K0.18%+413F-HRTimeline
Bison Wealth, LLC2,496$363K0.04%+20913F-HRTimeline
THOMPSON DAVIS & CO., INC.2,334$361K0.22%+6713F-HRTimeline
Huntleigh Advisors, Inc.2,325$360K0.06%+36713F-HRTimeline
ARS Wealth Advisors Group, LLC2,320$359K0.03%+11813F-HRTimeline
Red Door Wealth Management, LLC2,319$359K0.04%+6413F-HRTimeline
Retireful, LLC2,318$359K0.45%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,311$358K0.05%013F-HRTimelineGroup
Arista Wealth Management, LLC2,303$357K0.04%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,293$355K0.04%13F-HRTimeline
Claro Advisors Inc.2,287$354K0.05%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,287$354K0.05%-11513F-HRTimeline
Register Financial Advisors LLC2,278$353K0.14%+213F-HRTimeline
Axecap Investments, LLC2,274$352K0.22%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,274$352K0.02%+1213F-HRTimeline
River Street Advisors LLC2,267$351K0.13%013F-HRTimeline
Bensler, LLC2,266$351K0.04%new13F-HRTimeline
Stack Financial Management, Inc2,265$351K0.03%+52213F-HRTimeline
Private Wealth Partners, LLC2,264$350K0.02%-56713F-HRTimeline
Clear Retirement Advice LLC2,236$349K0.27%13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,252$349K0.01%+2513F-HRTimeline
WAYSTONE ADVISORS LLC2,244$347K0.3%13F-HRTimeline
Quadcap Wealth Management, LLC2,240$347K0.04%-3813F-HRTimeline
HMV Wealth Advisors, LLC2,227$345K0.17%013F-HRTimeline
Fiduciary Alliance LLC2,225$344K0.02%+47013F-HRTimeline
Aurora Private Wealth, Inc.2,219$344K0.23%13F-HRTimeline
Red Mountain Financial, LLC2,217$343K0.34%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,217$343K0.04%-2413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,212$342K0.2%+19213F-HRTimeline
Coyle Financial Counsel LLC2,207$342K0.07%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,207$342K0.04%new13F-HRTimeline
SmartHarvest Portfolios, LLC2,206$341K0.12%13F-HRTimeline
Entelevest, LLC2,199$340K0.35%13F-HRTimeline
Millennium Capital Advisors, LLC2,186$338K0.2%-20013F-HRTimeline
LEE DANNER & BASS INC2,182$338K0.02%-7013F-HRTimeline
Whalen Wealth Management Inc.2,178$337K0.18%-31113F-HRTimeline
FIRST AMERICAN TRUST, FSB2,174$337K0.02%+713F-HRTimeline
Blue Fin Capital, Inc.2,172$336K0.05%+32013F-HRTimeline
Boreal Capital Management LLC2,156$334K0.25%+57613F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,151$333K0.2%+64513F-HRTimeline
Key Financial Inc2,139$331K0.06%+213F-HRTimeline
Ark Wealth Advisors LLC2,136$331K0.36%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,133$330K0.02%-1013F-HRTimeline
Coastwise Capital Group, LLC2,130$330K0.16%+813F-HRTimeline
Tiller Private Wealth, Inc.2,127$329K0.12%+2413F-HRTimeline
Marble Wealth, LLC2,120$328K0.05%13F-HRTimeline
180 WEALTH ADVISORS, LLC2,118$328K0.04%-9313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,105$326K0.2%013F-HRTimeline
Capital Advisors, Ltd. LLC2,097$325K0.04%-2113F-HRTimeline
Sovereign Financial Group, Inc.2,095$324K0.06%+35013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…2,089$323K0.08%-1613F-HRTimelineGroup
C2C Wealth Management, LLC2,085$323K0.27%-3313F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…2,084$323K0.15%-8913F-HRTimelineGroup
Bravias Capital Group, LLC2,076$321K0.19%new13F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC2,074$321K<0.01%new13F-HRTimelineGroup
Kuhn & Co Investment Counsel2,073$321K0.21%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,073$321K0.05%013F-HRTimeline
WealthTrust Axiom LLC2,072$321K0.08%013F-HRTimeline
Facet Wealth, Inc.2,068$319K0.01%+14913F-HRTimeline
Bluespring Wealth Management, LLC2,046$317K0.03%013F-HRTimeline
Jordan Park Trust Co LLC2,042$316K0.22%new13F-HRTimeline
Marathon Wealth Advisors LLC2,038$316K0.13%13F-HRTimeline
Texas Yale Capital Corp.2,035$315K0.01%+10013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,028$314K0.02%+8813F-HRTimeline
Serenity Investment Advisors1,980$313K0.18%13F-HRTimeline
Finley Financial, LLC2,020$313K0.14%-65513F-HRTimeline
SMI Advisory Services, LLC1,982$312K0.05%new13F-HRTimeline
DSG Capital Advisors, LLC1,985$312K0.05%+8013F-HRTimeline
Traynor Capital Management, Inc.2,012$311K0.02%+6113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,010$311K0.05%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,008$311K0.02%+1,70813F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA2,005$310K0.19%-42513F-HRTimeline
Purkiss Capital Advisors LLC2,001$310K0.15%-2613F-HRTimeline
Iowa State Bank2,000$310K0.06%013F-HRTimeline
Balefire, LLC1,998$309K0.06%-81113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,997$309K0.02%-1813F-HRTimelineGroup
Bollard Group LLC1,991$308K0.01%+713F-HRTimeline
GC Wealth Management RIA, LLC1,985$307K0.01%+24813F-HRTimeline
First Command Advisory Services, Inc.1,985$307K<0.01%-23713F-HRTimeline
Richwood Investment Advisors, LLC1,946$307K0.22%-11213F-HRTimeline
KICKSTAND VENTURES, LLC.1,982$307K0.06%-213F-HRTimeline
Jessup Wealth Management, Inc1,981$307K0.1%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,978$306K0.02%+613F-HRTimeline
SilverOak Wealth Management LLC1,974$306K0.05%013F-HRTimeline
Solstein Capital, LLC1,968$305K0.12%+41713F-HRTimeline
COZAD ASSET MANAGEMENT INC1,963$304K0.02%+6513F-HRTimeline
Vantus Wealth LLC1,960$303K0.22%13F-HRTimeline
WEBSTER BANK, N. A.1,959$303K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,959$303K0.02%-2513F-HRTimeline
Bridgewater Advisors Inc.1,913$303K0.02%-813F-HRTimeline
Destiny Wealth Partners, LLC1,912$302K0.03%013F-HRTimeline
Heritage Wealth Management, Inc.1,950$302K0.08%013F-HRTimeline
First Pacific Financial1,947$301K0.04%+813F-HRTimeline
Snider Financial Group1,943$301K0.08%-6413F-HRTimeline
Moment Partners, LLC1,940$300K0.06%+41213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,936$300K0.01%013F-HRTimeline
Waterfront Wealth Inc.1,899$300K0.06%-6913F-HRTimeline
TRUST CO OF OKLAHOMA1,933$299K0.09%013F-HRTimeline
Second Line Capital, LLC1,931$299K0.06%-913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,931$299K<0.01%new13F-HRTimelineGroup
1ST SOURCE BANK1,929$299K0.02%+40813F-HRTimeline
Grantvest Financial Group LLC1,924$298K0.19%-7913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,924$298K<0.01%+21513F-HRTimeline
Bank of New Hampshire1,920$297K0.07%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,919$297K0.07%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,918$297K0.01%-43513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,917$297K0.01%-51413F-HRTimeline
Alteri Wealth LLC1,915$296K0.1%+1713F-HRTimeline
KTF INVESTMENTS, LLC1,913$296K0.05%13F-HRTimeline
Williams Jones Wealth Management, LLC.1,903$295K<0.01%-10013F-HRTimeline
BRADY FAMILY WEALTH, LLC1,903$295K0.09%-1,97913F-HRTimeline
Autumn Glory Partners, LLC1,902$294K0.1%+513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,899$294K<0.01%-22113F-HRTimelineGroup
YHB Investment Advisors, Inc.1,897$294K0.02%new13F-HRTimeline
Golden Reserve Retirement LLC1,897$294K0.05%new13F-HRTimeline
GAMMA Investing LLC1,895$293K0.01%+1013F-HRTimeline
Iron Gate Global Advisors LLC1,889$292K0.03%013F-HRTimeline
Fragasso Financial Advisors Inc1,888$292K0.02%+12813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,888$292K0.01%-25,60713F-HRTimelineGroup
FSM Wealth Advisors, LLC1,884$292K0.04%-29213F-HRTimeline
Astra Wealth Partners LLC1,883$292K0.18%+3713F-HRTimeline
Icon Wealth Advisors, LLC1,880$291K0.02%-14413F-HRTimeline
Severin Investments, LLC1,879$291K0.26%-23813F-HRTimeline
Castle Rock Wealth Management, LLC1,883$290K0.06%+7613F-HRTimeline
FRG Family Wealth Advisors LLC1,860$288K0.04%-32213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,855$287K-150Timeline
HCR Wealth Advisors1,834$284K0.03%+11213F-HRTimeline
Valor Advisors LLC1,829$283K0.24%13F-HRTimeline
Spartan Planning & Wealth Management1,828$283K0.21%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,820$282K0.06%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,820$282K0.04%013F-HRTimeline
Symphony Financial Services, Inc.1,816$281K0.14%+1113F-HRTimeline
StrongBox Wealth, LLC1,810$280K0.09%-10713F-HRTimeline
LEIGH BALDWIN & CO., LLC1,808$280K0.18%-32413F-HRTimeline
SIGNATUREFD, LLC1,807$280K<0.01%-20113F-HRTimeline
Centiva Capital, LP1,800$279K0.02%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,800$279K0.15%-22513F-HRTimeline
STAR Financial Bank1,799$278K0.14%013F-HRTimeline
Paragon Capital Management Ltd1,791$277K0.06%+6813F-HRTimeline
Black Diamond Financial, LLC1,786$277K0.03%+22613F-HRTimeline
Barnett & Company, Inc.1,786$276K0.22%new13F-HRTimeline
REDW Wealth LLC1,780$276K0.11%013F-HRTimeline