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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
Prostatis Group LLC1,530$206K0.06%-1913F-HRTimeline
ZEGA Investments, LLC1,530$206K0.05%-15,24513F-HRTimeline
Moment Partners, LLC1,528$206K0.04%013F-HRTimeline
TruNorth Capital Management, LLC1,520$205K0.05%013F-HRTimeline
TABLEAUX LLC1,518$205K0.12%-2313F-HR/ATimeline
Quantessence Capital LLC1,517$204K0.06%new13F-HRTimeline
Gray Private Wealth, LLC1,516$204K0.11%013F-HRTimeline
SYM FINANCIAL Corp1,515$204K0.02%-1513F-HRTimeline
High Falls Advisors, Inc1,515$204K0.05%+1913F-HRTimeline
Accel Wealth Management1,513$204K0.07%new13F-HRTimeline
International Private Wealth Advisors L…1,506$203K0.17%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,505$203K0.14%+3513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,504$203K0.01%-6,71513F-HRTimelineGroup
1ST SOURCE BANK1,502$202K0.01%+213F-HRTimeline
WealthTrust Asset Management, LLC1,496$202K0.15%-18313F-HRTimeline
Claris Financial LLC1,494$201K0.15%-39213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,427$192K<0.01%-56013F-HRTimelineGroup
ALERUS FINANCIAL NA1,422$192K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,411$190K0.05%+84613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,391$187K<0.01%+8613F-HRTimelineGroup
Private Wealth Asset Management, LLC1,391$187K0.02%+68813F-HRTimeline
Missouri Trust & Investment Co1,366$184K0.06%+50213F-HRTimeline
Avion Wealth1,355$182K0.04%013F-HR/ATimeline
Gold Investment Management Ltd.1,321$181K0.07%013F-HRTimeline
LOM Asset Management Ltd1,335$180K0.06%13F-HR/ATimeline
Smithfield Trust Co1,319$177K0.01%+5313F-HRTimeline
HEARTLAND ADVISORS INC1,282$173K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST1,270$171K0.06%+31013F-HRTimeline
Truvestments Capital LLC1,223$165K0.03%-3613F-HRTimeline
Plante Moran Financial Advisors, LLC1,203$162K0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,200$162K0.11%013F-HRTimeline
2UniFi Bank1,190$160K0.09%-6013F-HRTimeline
TD Capital Management LLC1,185$160K0.02%-1713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,183$159K0.05%013F-HRTimelineGroup
DAGCO, INC.1,175$158K0.04%013F-HRTimeline
N.E.W. Advisory Services LLC1,170$158K0.02%-21413F-HRTimeline
IMA Advisory Services, Inc.1,143$154K0.02%-84313F-HRTimeline
Provident Wealth Management, LLC1,142$154K0.05%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,128$152K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,111$150K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,111$150K0.06%+313F-HRTimeline
Nemes Rush Group LLC1,082$146K0.02%-23713F-HRTimeline
HHM Wealth Advisors, LLC1,071$144K0.02%-20013F-HRTimeline
Bernard Wealth Management Corp.1,040$140K0.06%-6413F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,037$140K0.01%+813F-HRTimeline
Versant Capital Management, Inc1,031$139K0.02%+213F-HRTimeline
Cheviot Value Management, LLC1,056$137K0.02%-47813F-HRTimeline
Milestone Investment Advisors LLC1,005$135K0.04%-27613F-HRTimeline
Beacon Capital Management, LLC1,002$135K0.02%-31513F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC980$132K0.03%new13F-HRTimeline
ORG Partners LLC932$128K0.03%+7913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC941$127K0.03%-12213F-HRTimeline
Centricity Wealth Management, LLC936$126K0.1%013F-HRTimeline
Smartleaf Asset Management LLC933$125K0.01%-29513F-HRTimeline
Investors Research Corp873$118K0.02%013F-HRTimeline
UNION SAVINGS BANK902$118K0.05%013F-HRTimeline
WFA Asset Management Corp802$117K0.07%+413F-HRTimeline
PITTENGER & ANDERSON INC855$115K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC855$115K0.03%013F-HRTimeline
Stelac Advisory Services LLC852$115K0.04%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding838$115K-1,629Timeline
Family Legacy Financial Solutions, LLC849$114K0.1%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…848$114K0.01%-36713F-HRTimeline
Stone House Investment Management, LLC839$113K0.02%-99013F-HRTimeline
Kessler Investment Group, LLC832$112K0.05%013F-HRTimeline
Grove Bank & Trust824$111K0.01%-24113F-HRTimeline
Anchor Investment Management, LLC823$111K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise813$110K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC810$109K0.09%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…803$108K<0.01%013F-HRTimelineGroup
North Capital, Inc.787$106K0.09%+12013F-HRTimeline
Princeton Global Asset Management LLC783$106K0.02%+4513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …752$101K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN728$98.1K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.719$96.9K0.04%+2013F-HRTimeline
Bogart Wealth, LLC715$96.4K<0.01%-713F-HRTimeline
Tortoise Investment Management, LLC710$95.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank701$94.5K0.03%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV698$94K0.01%-5013F-HRTimeline
Archer Investment Corp672$90.6K0.02%+113F-HRTimeline
Ulland Investment Advisors, LLC670$90K0.07%013F-HRTimeline
Physician Wealth Advisors, Inc.653$88.1K0.01%+4013F-HRTimeline
Dunhill Financial, LLC647$87.2K0.03%+34713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC629$84.8K0.05%013F-HRTimeline
Ashurst Perkins Coie Trust Co627$84.5K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC611$82.4K0.03%013F-HRTimeline
Cornerstone Planning Group LLC617$81.8K0.02%-38913F-HRTimeline
HM PAYSON & CO600$80.9K<0.01%-1,33213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.594$80.1K0.04%013F-HRTimeline
Northwest Capital Management Inc590$79.5K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.578$78K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Washington Trust Advisors, Inc.577$77.8K0.01%-3813F-HRTimeline
Indiana Trust & Investment Management Co558$75.2K0.02%013F-HRTimeline
Breakwater Investment Management551$74.3K0.03%013F-HRTimeline
SIERRA OCEAN, LLC550$74.1K0.05%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS521$70.2K0.03%013F-HRTimeline
Provenance Wealth Advisors, LLC519$70K0.01%-6313F-HRTimeline
Winch Advisory Services, LLC510$68.8K0.02%+213F-HRTimeline
Manchester Capital Management LLC510$68.7K0.01%-9313F-HRTimeline
Glass Jacobson Investment Advisors llc500$67.4K0.03%-10,75913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC492$66.3K<0.01%-45813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…481$64.8K0.02%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC480$64.7K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.474$63.9K0.02%-34,22013F-HRTimeline
McIlrath & Eck, LLC458$61.7K0.01%-613F-HRTimeline
WealthShield Partners, LLC443$59.7K0.01%-15513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners434$58.4K0.01%+213F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC427$56K0.02%new13F-HRTimeline
IAG Wealth Partners, LLC415$55.9K0.01%-8513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.402$54.2K0.02%+6413F-HRTimeline
Citizens National Bank Trust Department400$53.9K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…400$53.9K0.06%+37313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC397$53.6K<0.01%+113F-HRTimeline
Rice Partnership, LLC396$53.4K0.01%+8113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC391$52.7K0.03%013F-HRTimeline
Hopwood Financial Services, Inc.391$52.6K0.04%-2213F-HRTimeline
Founders Capital Management384$51.8K0.03%+2913F-HRTimeline
Painted Porch Advisors LLC381$51.4K0.02%013F-HRTimeline
Pinnacle Holdings, LLC379$51.1K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC378$51K0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.375$50.5K0.01%013F-HRTimeline
Financial Perspectives, Inc373$50.3K0.02%+9213F-HRTimeline
Paladin Advisory Group, LLC373$50.3K0.04%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC370$49.9K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.368$48.6K0.03%+113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC360$48.5K<0.01%013F-HRTimeline
Team Financial Group, LLC355$47.8K0.02%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC352$47.4K<0.01%+5213F-HRTimelineGroup
Morton Brown Family Wealth, LLC338$45.5K0.01%+113F-HRTimeline
FIRST COMMUNITY TRUST NA324$43.7K0.04%013F-HRTimeline
Signature Resources Capital Management,…321$43.3K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.314$42.3K<0.01%+213F-HRTimeline
Olistico Wealth, LLC305$41.1K0.02%+113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.305$41K<0.01%new13F-HRTimeline
Pacifica Partners Inc.305$40.8K0.02%013F-HRTimeline
Transce3nd, LLC301$40.6K0.02%+3413F-HRTimeline
Hartford Financial Management Inc.300$40.4K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$40.4K0.01%013F-HRTimeline
Strengthening Families & Communities, L…294$39.6K0.02%+213F-HRTimeline
Knuff & Co LLC290$39.1K0.01%013F-HRTimeline
WealthCollab, LLC280$37.7K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton277$37.3K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.271$36.5K0.01%+16613F-HR/ATimelineGroup
Fairscale Capital, LLC277$36.1K0.03%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…266$35.9K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.265$35.8K0.02%+113F-HRTimeline
Rossby Financial, LCC257$34.6K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.255$34.4K0.04%13F-HRTimeline
Hanson & Doremus Investment Management251$34K<0.01%013F-HRTimeline
Morse Asset Management, Inc250$33.7K0.01%013F-HRTimeline
MASECO LLP249$33.6K<0.01%13F-HRTimeline
Gleason Group, Inc.249$33.6K<0.01%+113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/242$32.6K<0.01%new13F-HRTimeline
Bangor Savings Bank242$32.6K<0.01%013F-HRTimeline
RMG Wealth Management LLC240$31.8K<0.01%13F-HRTimeline
Armor Investment Advisors, LLC230$31K0.01%-4213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd220$29.7K0.01%013F-HR/ATimelineGroup
Bulwark Capital Corp220$29.7K0.02%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …214$29.3K<0.01%-8013F-HRTimelineGroup
Wagner Wealth Management, LLC214$28.9K0.01%+10013F-HRTimeline
Bellwether Advisors, LLC211$28.4K<0.01%-115,40613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC193$28K0.02%013F-HRTimeline
Financial Avengers, Inc.207$27.9K0.01%+113F-HRTimeline
Brooklyn Investment Group205$27.6K<0.01%+13113F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department203$27.4K0.01%+17513F-HRTimelineGroup
Roxbury Financial LLC203$27.3K0.03%+213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.201$27.1K0.01%-713F-HRTimeline
PINNEY & SCOFIELD, INC.200$27K0.02%013F-HRTimeline
Parvin Asset Management, LLC200$27K0.03%013F-HRTimeline
Creekmur Asset Management LLC192$25.9K<0.01%-513F-HRTimeline
Smallwood Wealth Investment Management,…186$25.1K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …178$24K<0.01%13F-HRTimelineGroup
Operose Advisors LLC178$24K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.175$23.6K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC175$23.6K0.02%013F-HRTimeline
TRUST CO OF VERMONT172$23.2K<0.01%-15513F-HRTimeline
STEPH & CO170$22.9K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC170$22.9K<0.01%+613F-HRTimeline
Evelyn Partners Investment Management (…170$22.9K0.01%013F-HR/ATimeline
GODSEY & GIBB, INC163$22K<0.01%-8913F-HRTimeline
Perritt Capital Management Inc158$21.3K0.01%new13F-HR/ATimeline
Friedenthal Financial157$21.2K0.01%new13F-HRTimeline
First PREMIER Bank155$21K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.153$20.6K0.01%-5113F-HRTimeline
OAKWORTH CAPITAL, INC.150$20.2K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC150$20.2K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC148$19.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC146$19.7K0.01%-1,31513F-HRTimeline
PFS Partners, LLC144$19.4K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV143$19.3K0.01%-48913F-HRTimeline
Investment Research & Advisory Group, I…142$19.2K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.135$18.2K<0.01%013F-HRTimeline
Legacy Bridge, LLC132$17.8K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management132$17.8K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…130$17.5K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC124$16.7K<0.01%-43,58913F-HRTimeline
Morling Financial Advisors, LLC123$16.6K0.01%new13F-HRTimeline
Eukles Asset Management122$16.4K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…119$16.1K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP115$15.5K<0.01%013F-HRTimelineGroup