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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
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,700$248K0.07%013F-HRTimeline
Councilmark Asset Management, LLC1,700$248K0.17%013F-HRTimeline
Sebold Capital Management, Inc.1,697$248K0.16%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,690$247K0.01%-1013F-HRTimelineGroup
Wealth Architects, LLC1,690$247K0.03%+18213F-HR/ATimeline
Affinity Capital Advisors, LLC1,799$246K0.05%-7313F-HRTimeline
Fragasso Financial Advisors Inc1,681$245K0.02%+3313F-HRTimeline
WealthTrust Asset Management, LLC1,679$245K0.18%+2413F-HRTimeline
Asset Dedication, LLC1,669$244K0.02%013F-HRTimeline
All Terrain Financial Advisors, LLC1,668$244K0.09%+13513F-HRTimeline
Global Trust Asset Management, LLC1,650$241K0.15%+1,30013F-HRTimeline
Samalin Investment Counsel, LLC1,643$240K0.1%+613F-HRTimeline
Breakwater Capital Group1,643$240K0.04%-91313F-HRTimeline
Gryphon Financial Partners LLC1,639$239K0.03%013F-HRTimeline
Pekin Hardy Strauss, Inc.1,635$239K0.03%013F-HRTimeline
TFR Capital, LLC.1,635$239K0.1%new13F-HRTimeline
Wealth Dimensions Group, Ltd.1,633$238K0.06%013F-HRTimeline
Auxano Advisors, LLC1,626$237K0.06%013F-HRTimeline
Curtis Advisory Group, LLC1,614$236K0.07%013F-HRTimeline
Almanack Investment Partners, LLC.1,613$236K0.05%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.1,600$234K0.02%013F-HRTimeline
MainStreet Investment Advisors LLC1,600$234K0.03%-60013F-HRTimeline
Corecam Pte. Ltd.1,600$234K0.13%new13F-HRTimeline
MCF Advisors LLC1,599$233K0.02%-2813F-HRTimeline
Stack Financial Management, Inc1,598$233K0.02%+7413F-HRTimeline
Caliber Wealth Management, LLC / KS1,597$233K0.03%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,596$233K0.07%-58913F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC1,592$232K1.17%new13F-HRTimeline
HUB Investment Partners, LLC1,585$231K0.01%+2213F-HRTimeline
Carr Financial Group Corp1,581$231K0.08%+2313F-HRTimeline
Acorn Wealth Advisors, LLC1,580$231K0.1%-40313F-HRTimeline
Aveo Capital Partners, LLC1,702$230K0.04%-1,08613F-HRTimeline
Acropolis Investment Management, LLC1,574$230K0.01%+39413F-HRTimeline
Keystone Financial Services1,567$229K0.09%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,559$228K0.18%-14313F-HRTimeline
Syntegra Private Wealth Group, LLC1,556$227K0.03%-9713F-HRTimeline
Blue Fin Capital, Inc.1,553$227K0.04%+3213F-HRTimeline
Golden Reserve Retirement LLC1,551$226K0.09%13F-HRTimeline
Prostatis Group LLC1,549$226K0.07%-31913F-HRTimeline
MIdWestOne Financial Group, Inc.1,546$226K0.03%013F-HRTimeline
Hexagon Capital Partners LLC1,546$226K0.04%+2113F-HRTimeline
JNBA Financial Advisors1,545$226K0.02%-5413F-HRTimeline
Tranquility Partners, LLC1,543$225K0.09%+113F-HRTimeline
TABLEAUX LLC1,541$225K0.16%-38613F-HRTimeline
Coyle Financial Counsel LLC1,539$225K0.07%013F-HRTimeline
Byrne Asset Management LLC1,538$225K0.17%+17613F-HRTimeline
Portland Financial Advisors Inc1,538$225K0.57%-27013F-HRTimeline
Southland Equity Partners LLC1,535$224K0.05%-2613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd1,531$223K<0.01%-13,81513F-HRTimelineGroup
SYM FINANCIAL Corp1,530$223K0.03%-2313F-HRTimeline
Moment Partners, LLC1,528$223K0.04%013F-HRTimeline
Root Financial Partners, LLC1,528$223K0.02%-3413F-HRTimeline
Total Clarity Wealth Management, Inc.1,617$222K0.07%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,522$222K0.01%-20013F-HRTimeline
Penobscot Investment Management Company…1,522$222K0.02%013F-HRTimeline
TruNorth Capital Management, LLC1,520$222K0.06%new13F-HRTimeline
Gray Private Wealth, LLC1,516$221K0.13%013F-HRTimeline
Secure Asset Management, LLC1,512$221K0.04%-46313F-HRTimeline
1ST SOURCE BANK1,500$219K0.01%013F-HRTimeline
MBL Wealth, LLC1,499$219K0.02%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,620$219K0.05%+113F-HRTimeline
High Falls Advisors, Inc1,496$218K0.05%new13F-HRTimeline
Bridgewater Advisors Inc.1,561$217K0.02%new13F-HRTimeline
Resurgent Financial Advisors LLC1,486$217K0.13%new13F-HRTimeline
Chris Bulman Inc1,478$216K0.14%013F-HRTimeline
Northstar Financial Companies, Inc.1,478$216K0.23%-98513F-HRTimeline
Purkiss Capital Advisors LLC1,473$215K0.16%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,470$215K0.17%013F-HRTimeline
Benchmark Investment Advisors LLC1,470$215K0.14%-27313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,461$213K0.07%+1,02713F-HRTimeline
HWG Holdings LP1,460$213K0.1%013F-HRTimeline
GenTrust, LLC1,459$213K0.01%new13F-HRTimeline
STEVENS CAPITAL PARTNERS1,454$212K0.1%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,453$212K0.22%-1013F-HRTimeline
Cheviot Value Management, LLC1,534$212K0.03%new13F-HRTimeline
180 WEALTH ADVISORS, LLC1,447$211K0.03%new13F-HRTimeline
Cornerstone Select Advisors, LLC1,442$211K0.2%-11613F-HRTimeline
HTG Investment Advisors, Inc.1,438$210K0.09%new13F-HRTimeline
Bensler, LLC1,437$210K0.03%-48113F-HRTimeline
MATHER GROUP, LLC.1,437$210K<0.01%013F-HRTimeline
Seelaus Asset Management LLC1,429$209K0.2%-6213F-HRTimeline
KICKSTAND VENTURES, LLC.1,428$209K0.05%new13F-HRTimeline
Glassy Mountain Advisors, Inc.1,426$208K0.07%new13F-HRTimeline
ALERUS FINANCIAL NA1,422$208K0.02%new13F-HRTimeline
Soundwatch Capital LLC1,421$207K0.09%new13F-HRTimeline
Joel Isaacson & Co., LLC1,416$207K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,414$206K0.01%new13F-HRTimelineGroup
HICKORY ASSET MANAGEMENT, INC.1,413$206K0.18%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,410$206K0.03%new13F-HRTimeline
Straight Path Wealth Management1,404$205K0.08%new13F-HRTimeline
Next Level Wealth Planning, LLC1,403$205K0.16%new13F-HRTimeline
Fonville Wealth Management LLC1,449$205K0.06%new13F-HRTimeline
Trueblood Wealth Management, LLC1,399$204K0.09%new13F-HRTimeline
Brookwood Investment Group LLC1,391$203K0.03%13F-HRTimeline
Firestone Capital Management1,387$202K0.05%-51213F-HRTimeline
N.E.W. Advisory Services LLC1,384$202K0.02%new13F-HRTimeline
Barnett & Company, Inc.1,381$202K0.17%new13F-HRTimeline
Lewis Asset Management, LLC1,377$201K0.17%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,375$201K0.05%-10013F-HRTimeline
American State Bank (Iowa)1,373$200K0.12%new13F-HRTimeline
Gold Investment Management Ltd.1,321$193K0.08%+98813F-HRTimeline
Nemes Rush Group LLC1,319$193K0.02%-1,29813F-HRTimeline
Beacon Capital Management, LLC1,317$192K0.03%+21213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,305$191K<0.01%+45013F-HRTimelineGroup
BKM Wealth Management, LLC1,299$190K0.08%new13F-HRTimeline
Milestone Investment Advisors LLC1,281$187K0.05%013F-HRTimeline
2UniFi Bank1,250$186K0.12%-413F-HRTimeline
Avion Wealth1,355$186K0.05%013F-HRTimeline
HHM Wealth Advisors, LLC1,271$186K0.02%+68513F-HRTimeline
Smithfield Trust Co1,266$185K0.01%-11613F-HRTimeline
Truvestments Capital LLC1,259$184K0.04%-3213F-HRTimeline
Continuum Advisory, LLC1,232$180K0.02%+17613F-HRTimeline
Smartleaf Asset Management LLC1,228$177K0.02%+30013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,215$177K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC1,203$176K0.02%-46613F-HRTimeline
TD Capital Management LLC1,202$175K0.02%+1913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,200$175K0.14%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,183$173K0.06%-85,47713F-HRTimelineGroup
Register Financial Advisors LLC1,181$173K0.09%+113F-HRTimeline
DAGCO, INC.1,175$172K0.06%new13F-HRTimeline
Runnymede Capital Advisors, Inc.1,143$167K0.16%013F-HRTimeline
Provident Wealth Management, LLC1,142$167K0.06%-11013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,128$165K0.03%-7213F-HRTimeline
ALBION FINANCIAL GROUP /UT1,111$162K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,108$162K0.07%+113F-HRTimeline
Bernard Wealth Management Corp.1,104$161K0.08%-813F-HRTimeline
Grove Bank & Trust1,065$156K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,063$155K0.04%-16913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,029$150K0.01%+213F-HRTimeline
Versant Capital Management, Inc1,029$150K0.03%+213F-HRTimeline
GAMMA Investing LLC1,016$148K0.01%013F-HR/ATimeline
one8zero8, LLC988$144K0.03%+2713F-HRTimeline
Blue Trust, Inc.974$142K<0.01%+24913F-HRTimeline
Spectrum Wealth Counsel, LLC962$140K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST960$140K0.05%-17513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC950$139K0.01%+41913F-HRTimeline
Centricity Wealth Management, LLC936$137K0.12%013F-HRTimeline
Cornerstone Planning Group LLC1,006$136K0.03%+68613F-HRTimeline
UNION SAVINGS BANK902$132K0.06%+30213F-HRTimeline
Investors Research Corp873$127K0.03%013F-HRTimeline
Missouri Trust & Investment Co864$126K0.04%-13513F-HRTimeline
PITTENGER & ANDERSON INC855$125K<0.01%-1013F-HRTimeline
Cherry Tree Wealth Management, LLC855$125K0.03%013F-HRTimeline
Stelac Advisory Services LLC852$124K0.05%013F-HRTimeline
Flaharty Asset Management, LLC844$123K0.02%new13F-HRTimeline
ORG Partners LLC853$122K0.03%-3813F-HRTimeline
Kessler Investment Group, LLC832$121K0.06%013F-HRTimeline
Anchor Investment Management, LLC823$120K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise813$119K0.01%13F-HRTimelineGroup
Game Plan Financial Advisors, LLC815$119K0.06%+213F-HRTimeline
WFA Asset Management Corp798$118K0.06%-1013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…803$117K<0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …752$110K<0.01%-3,25313F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV748$109K0.02%+3013F-HRTimeline
Princeton Global Asset Management LLC738$108K0.02%-39413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN728$106K0.01%+17613F-HRTimeline
Sage Mountain Advisors LLC723$106K0.01%013F-HRTimeline
Bogart Wealth, LLC722$105K<0.01%-7013F-HRTimeline
Tortoise Investment Management, LLC710$104K0.01%013F-HR/ATimeline
Private Wealth Asset Management, LLC703$103K0.01%13F-HRTimeline
United Community Bankin group United Community Bank701$102K0.04%-23013F-HRTimelineGroup
BARRETT & COMPANY, INC.699$102K0.04%013F-HRTimeline
Archer Investment Corp671$98K0.03%-8413F-HRTimeline
Ulland Investment Advisors, LLC670$98K0.08%013F-HRTimeline
North Capital, Inc.667$97.4K0.09%13F-HRTimeline
New Republic Capital, LLC637$93K0.04%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV632$92.3K0.04%-1,00913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC629$91.8K0.05%013F-HRTimeline
Ashurst Perkins Coie Trust Co627$91.5K0.02%013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…624$91.1K0.05%new13F-HRTimelineGroup
Washington Trust Advisors, Inc.615$89.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.613$89.5K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC611$89.2K0.04%013F-HR/ATimeline
Manchester Capital Management LLC603$88K0.01%+15013F-HRTimeline
WealthShield Partners, LLC598$87.3K0.01%-6913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.594$86.7K0.05%-10013F-HRTimeline
Northwest Capital Management Inc590$86.1K0.04%013F-HRTimeline
Provenance Wealth Advisors, LLC582$85K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC565$82.5K0.02%-18513F-HRTimeline
Indiana Trust & Investment Management Co558$81.5K0.03%013F-HRTimeline
Breakwater Investment Management551$80.5K0.03%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS521$76.1K0.04%013F-HRTimeline
Winch Advisory Services, LLC508$74.2K0.02%+113F-HRTimeline
IAG Wealth Partners, LLC500$73K0.01%-5813F-HRTimeline
CARDIFF PARK ADVISORS, LLC480$70.1K0.01%013F-HRTimeline
McIlrath & Eck, LLC464$67.7K0.01%+12813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/458$66.9K0.03%-30013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners432$63.1K0.01%+113F-HRTimelineGroup
Hopwood Financial Services, Inc.413$60.4K0.05%-3513F-HRTimeline
Sachetta, LLC406$59.3K0.02%013F-HRTimeline
Citizens National Bank Trust Department400$58.4K0.01%+5013F-HRTimeline
Berbice Capital Management LLC400$58.4K0.05%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC391$57.1K0.03%013F-HRTimeline
Painted Porch Advisors LLC381$55.6K0.02%-7113F-HRTimeline
Cedar Mountain Advisors, LLC378$55.2K0.01%-4613F-HRTimeline
PSI Advisors, LLC378$55.1K0.02%-20613F-HRTimeline
Turim 21 Investimentos Ltda.375$54.8K0.01%-13813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC396$54.5K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC373$54.5K0.04%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC370$54K<0.01%013F-HRTimeline