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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
Ancora Advisors LLCin group Ancora Advisors LLC1,700$234K0.01%+31813F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,700$234K0.07%new13F-HRTimeline
Councilmark Asset Management, LLC1,700$234K0.16%013F-HRTimeline
Sebold Capital Management, Inc.1,697$233K0.16%-94413F-HRTimeline
Smith & Howard Wealth Management, LLC1,679$231K0.07%-22113F-HRTimeline
Asset Dedication, LLC1,669$230K0.02%+42713F-HRTimeline
Plante Moran Financial Advisors, LLC1,669$230K0.02%-29813F-HRTimeline
Advisor Resource Council1,661$229K0.16%-6,25713F-HRTimeline
WealthTrust Asset Management, LLC1,655$228K0.16%-21813F-HRTimeline
Syntegra Private Wealth Group, LLC1,653$227K0.03%013F-HRTimeline
Fragasso Financial Advisors Inc1,648$227K0.02%+1413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,619$226K0.05%+25413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,641$226K0.08%-23513F-HRTimeline
Gryphon Financial Partners LLC1,639$225K0.03%+10913F-HRTimeline
Black Diamond Financial, LLC1,639$225K0.03%-60513F-HRTimeline
Samalin Investment Counsel, LLC1,637$225K0.1%+513F-HRTimeline
Pekin Hardy Strauss, Inc.1,635$225K0.03%013F-HRTimeline
Wealth Dimensions Group, Ltd.1,633$225K0.06%013F-HRTimeline
MCF Advisors LLC1,627$224K0.02%-8713F-HRTimeline
Auxano Advisors, LLC1,626$224K0.06%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,617$222K0.07%-15313F-HRTimeline
Beverly Hills Private Wealth, LLC1,616$222K0.04%new13F-HRTimeline
Curtis Advisory Group, LLC1,614$222K0.06%013F-HRTimeline
Florida Trust Wealth Management Co1,611$222K0.01%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC1,610$221K0.01%13F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.1,600$220K0.02%-38913F-HRTimeline
Chung Wu Investment Group, LLC1,600$220K0.22%13F-HRTimeline
StrongBox Wealth, LLC1,599$220K0.09%-53413F-HRTimeline
JNBA Financial Advisors1,599$220K0.02%013F-HRTimeline
HTLF Bank1,589$219K0.02%+24713F-HRTimeline
Innova Wealth Partners1,582$218K0.14%new13F-HRTimeline
Keystone Financial Services1,567$216K0.08%013F-HRTimeline
HUB Investment Partners, LLC1,563$215K0.01%new13F-HRTimeline
Root Financial Partners, LLC1,562$215K0.03%new13F-HRTimeline
Southland Equity Partners LLC1,561$215K0.05%-49813F-HRTimeline
Cornerstone Select Advisors, LLC1,558$214K0.21%13F-HRTimeline
Carr Financial Group Corp1,558$214K0.07%-64713F-HRTimeline
Amplius Wealth Advisors, LLC1,555$214K0.02%-30613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,554$214K0.13%13F-HRTimeline
First Command Advisory Services, Inc.1,554$214K<0.01%-2313F-HRTimeline
AlphaStar Capital Management, LLC1,554$214K0.02%-7613F-HRTimeline
SYM FINANCIAL Corp1,553$214K0.03%+17013F-HRTimeline
YHB Investment Advisors, Inc.1,548$213K0.02%-5513F-HRTimeline
MIdWestOne Financial Group, Inc.1,546$213K0.03%013F-HRTimeline
Tranquility Partners, LLC1,542$212K0.08%-8913F-HRTimeline
Coyle Financial Counsel LLC1,539$212K0.07%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,536$211K0.03%-2813F-HRTimelineGroup
All Terrain Financial Advisors, LLC1,533$211K0.08%-36513F-HRTimeline
Moment Partners, LLC1,528$210K0.04%13F-HRTimeline
Vigilare Wealth Management1,528$210K0.09%-36613F-HRTimeline
Hexagon Capital Partners LLC1,525$210K0.04%+8513F-HRTimeline
Stack Financial Management, Inc1,524$210K0.02%+9013F-HRTimeline
Penobscot Investment Management Company…1,522$209K0.02%+10513F-HRTimeline
Blue Fin Capital, Inc.1,521$209K0.04%+5013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,359$209K0.01%013F-HRTimeline
AAF Wealth Management, LLC1,520$209K0.11%-70,05113F-HR/ATimeline
Gray Private Wealth, LLC1,516$209K0.12%013F-HRTimeline
GWN SECURITIES INC.1,454$208K0.06%13F-HRTimeline
Bison Wealth, LLC1,512$208K0.03%13F-HRTimeline
Wealth Architects, LLC1,508$207K0.02%013F-HRTimeline
TriaGen Wealth Management LLC1,505$207K0.07%013F-HRTimeline
1ST SOURCE BANK1,500$206K0.01%013F-HRTimeline
First Citizens Financial Corp1,493$205K0.11%+3813F-HRTimeline
Seelaus Asset Management LLC1,491$205K0.19%-23513F-HRTimeline
Rappaport Reiches Capital Management, L…1,489$205K0.05%+413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,483$204K0.04%-80713F-HRTimeline
Chris Bulman Inc1,478$203K0.13%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,475$203K0.06%-40013F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,470$202K0.15%13F-HRTimeline
First National Bank of Mount Dora, Trus…1,469$202K0.05%013F-HRTimeline
Maia Wealth LLC1,367$202K0.04%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC1,465$202K0.08%-1,43613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,463$201K0.22%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,460$201K0.08%-1,21213F-HRTimeline
BANK OF STOCKTON1,460$201K0.06%new13F-HRTimeline
HWG Holdings LP1,460$201K0.07%-5213F-HRTimeline
Clearwater Capital Advisors, LLC1,454$200K0.02%+113F-HRTimeline
MATHER GROUP, LLC.1,437$198K<0.01%013F-HRTimeline
Transce3nd, LLC1,386$191K0.06%13F-HRTimeline
Smithfield Trust Co1,382$190K0.01%013F-HRTimeline
Byrne Asset Management LLC1,362$187K0.13%+5613F-HRTimeline
New England Capital Financial Advisors …1,358$187K0.09%-21,02113F-HRTimeline
Avion Wealth1,355$186K0.05%+48613F-HRTimeline
Truvestments Capital LLC1,291$178K0.05%-8913F-HRTimeline
Milestone Investment Advisors LLC1,281$176K0.05%013F-HRTimeline
2UniFi Bank1,254$173K0.11%13F-HRTimeline
Provident Wealth Management, LLC1,252$172K0.06%-49013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,232$169K0.04%+29113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,200$165K0.13%13F-HRTimeline
Hamilton Point Investment Advisors, LLC1,200$165K0.03%+7213F-HRTimeline
TD Capital Management LLC1,183$163K0.02%+113F-HRTimeline
Acropolis Investment Management, LLC1,180$162K0.01%013F-HRTimeline
Register Financial Advisors LLC1,180$162K0.08%-2313F-HRTimeline
Collier Financial1,170$161K0.14%13F-HRTimeline
Runnymede Capital Advisors, Inc.1,143$157K0.14%13F-HRTimeline
FIRST UNITED BANK & TRUST1,135$156K0.06%+313F-HRTimeline
Princeton Global Asset Management LLC1,132$156K0.03%-9013F-HRTimeline
Bernard Wealth Management Corp.1,112$153K0.07%13F-HR/ATimeline
ALBION FINANCIAL GROUP /UT1,111$153K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,107$152K0.06%+313F-HRTimeline
Beacon Capital Management, LLC1,105$152K0.02%-15913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,091$150K0.05%+1,01613F-HRTimeline
Grove Bank & Trust1,065$147K0.02%013F-HRTimeline
Continuum Advisory, LLC1,056$145K0.02%-60613F-HRTimeline
Quintet Private Bank (Europe) S.A.1,050$144K0.01%013F-HRTimeline
Tower View Wealth Management LLC1,050$144K0.08%+2413F-HRTimeline
Versant Capital Management, Inc1,027$141K0.03%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,027$141K0.01%+313F-HRTimeline
GAMMA Investing LLC1,016$140K0.01%013F-HRTimeline
Missouri Trust & Investment Co999$137K0.05%+72013F-HRTimeline
VESTOR CAPITAL, LLC970$133K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC962$132K0.02%-13013F-HRTimeline
one8zero8, LLC961$132K0.03%13F-HRTimeline
Evergreen Private Wealth LLC958$132K0.06%+57513F-HRTimeline
Centricity Wealth Management, LLC936$129K0.12%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC934$128K0.01%013F-HRTimeline
United Community Bankin group United Community Bank931$128K0.05%013F-HRTimelineGroup
Smartleaf Asset Management LLC928$127K0.01%+30013F-HRTimeline
Transcendent Capital Group LLC900$124K0.06%013F-HRTimeline
ORG Partners LLC891$123K0.02%-26213F-HRTimeline
Investors Research Corp873$120K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC865$119K<0.01%-17513F-HRTimeline
Cherry Tree Wealth Management, LLC855$118K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…855$118K<0.01%+10213F-HRTimelineGroup
Stelac Advisory Services LLC852$117K0.05%-13913F-HRTimeline
Kessler Investment Group, LLC832$114K0.05%013F-HRTimeline
Anchor Investment Management, LLC823$113K0.01%013F-HRTimeline
Zions Bancorporation, N.A.812$112K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC813$111K0.05%-10,20113F-HRTimeline
WFA Asset Management Corp808$111K0.06%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…803$110K<0.01%-20013F-HRTimelineGroup
Bogart Wealth, LLC792$109K0.01%+50613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC694$107K0.1%013F-HRTimeline
Costello Asset Management, INC768$106K0.07%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/758$104K0.05%013F-HRTimelineGroup
Archer Investment Corp755$104K0.03%+7013F-HRTimeline
Cordgrass Capital Advisors, LLC750$103K0.03%new13F-HRTimeline
Blue Trust, Inc.725$99.8K<0.01%-89813F-HR/ATimeline
Sage Mountain Advisors LLC723$99.5K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV718$99K0.01%+1013F-HRTimeline
Tortoise Investment Management, LLC710$97.7K0.01%013F-HR/ATimeline
BARRETT & COMPANY, INC.699$96.2K0.04%+13613F-HRTimeline
Element Wealth, LLC696$95.7K0.05%-913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.694$95.5K0.05%-17013F-HRTimeline
Ulland Investment Advisors, LLC670$92K0.06%013F-HRTimeline
WealthShield Partners, LLC667$91.8K0.01%-29113F-HRTimeline
New Republic Capital, LLC637$87.6K0.06%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…630$86.7K<0.01%013F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC629$86.5K0.05%013F-HRTimeline
Perkins Coie Trust Co627$86.3K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.615$84.6K0.01%+43213F-HRTimeline
Physician Wealth Advisors, Inc.613$84.4K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC611$84.1K0.05%13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.607$83.5K<0.01%-12,57713F-HRTimelineGroup
HM PAYSON & CO600$82.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC600$82.5K0.04%+30013F-HRTimeline
UNION SAVINGS BANK600$82.5K0.04%013F-HRTimeline
Northwest Capital Management Inc590$81.2K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC586$80.6K0.01%013F-HRTimeline
PSI Advisors, LLC584$80.3K0.02%-34413F-HRTimeline
Provenance Wealth Advisors, LLC582$80.1K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co558$76.8K0.03%013F-HRTimeline
IAG Wealth Partners, LLC558$76.8K0.01%+25813F-HRTimeline
WINTRUST INVESTMENTS LLC556$76K0.07%-1,02113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN552$75.9K0.01%013F-HRTimeline
Breakwater Investment Management551$75.8K0.03%013F-HR/ATimeline
Turim 21 Investimentos Ltda.513$75.3K0.02%+13813F-HRTimeline
Van Hulzen Asset Management, LLC546$75.1K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC531$73K0.01%+2613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS521$71.7K0.03%013F-HRTimeline
Winch Advisory Services, LLC507$69.7K0.02%+14313F-HRTimeline
CARDIFF PARK ADVISORS, LLC480$66K0.01%013F-HRTimeline
Sound Income Strategies, LLC477$65.6K<0.01%-8613F-HRTimeline
Manchester Capital Management LLC453$62.3K0.01%-5413F-HRTimeline
Painted Porch Advisors LLC452$62.2K0.03%-6713F-HRTimeline
Hopwood Financial Services, Inc.448$61.6K0.05%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC434$59.7K0.01%-30613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners431$59.3K0.01%+113F-HRTimelineGroup
Cedar Mountain Advisors, LLC424$58.3K0.01%+4613F-HRTimeline
Atlatl Advisers LLC423$58.2K0.03%13F-HRTimeline
Sachetta, LLC406$55.9K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC396$54.5K<0.01%-10013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC391$53.8K0.03%013F-HRTimeline
Founders Capital Management375$51.6K0.03%013F-HRTimeline
Paladin Advisory Group, LLC373$51.3K0.04%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC370$50.9K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.366$50.4K0.04%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC360$49.5K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust352$48.4K0.01%013F-HRTimeline
Global Trust Asset Management, LLC350$48.1K0.02%-1,51013F-HRTimeline
Knuff & Co LLC350$48.1K0.01%013F-HRTimeline
Citizens National Bank Trust Department350$48.1K0.01%-10013F-HRTimeline
Coppell Advisory Solutions LLC349$47.9K0.01%+5713F-HRTimeline
Cornerstone Planning Group LLC320$47.2K0.01%-34113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.338$46.5K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.338$46.5K<0.01%+32013F-HRTimeline
McIlrath & Eck, LLC336$46.2K0.01%-5913F-HRTimeline
Gold Investment Management Ltd.333$45.8K0.02%+2013F-HRTimeline
FIRST COMMUNITY TRUST NA324$44.6K0.03%+2413F-HRTimeline
Financial Life Planners319$43.9K0.04%13F-HRTimeline