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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
Hamilton Point Investment Advisors, LLC1,128$157K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,127$157K<0.01%-30013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,113$155K0.06%+213F-HR/ATimeline
ALBION FINANCIAL GROUP /UT1,111$155K0.01%013F-HRTimeline
Cheviot Value Management, LLC1,056$154K0.02%013F-HRTimeline
SJS Investment Consulting Inc.1,096$153K0.02%+1,08513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,069$149K0.01%+3213F-HRTimeline
Tripletail Wealth Management, LLC1,030$148K0.18%new13F-HRTimeline
Versant Capital Management, Inc1,034$144K0.02%+313F-HRTimeline
Family Manage LLC1,031$143K0.02%-1,00213F-HRTimeline
DAGCO, INC.1,025$143K0.04%-15013F-HRTimeline
Milestone Investment Advisors LLC1,005$140K0.03%013F-HRTimeline
ORG Partners LLC1,000$139K0.03%+6813F-HRTimeline
Hopwood Financial Services, Inc.957$133K0.09%+56613F-HRTimeline
Smartleaf Asset Management LLC931$127K0.01%-213F-HRTimeline
Private Wealth Asset Management, LLC903$126K0.01%-48813F-HRTimeline
WFA Asset Management Corp805$124K0.07%+313F-HRTimeline
2UniFi Bank890$124K0.06%-30013F-HRTimeline
Investors Research Corp873$121K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC855$119K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC850$118K0.09%+113F-HRTimeline
Bernard Wealth Management Corp.845$118K0.05%-19513F-HRTimeline
Stone House Investment Management, LLC843$117K0.02%+413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…838$117K0.02%013F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC834$116K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC823$115K0.01%013F-HRTimeline
Tortoise Investment Management, LLC811$113K0.01%+10113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise802$112K<0.01%-1113F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…803$112K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC777$108K0.03%+13013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN728$101K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.719$100K0.03%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …708$98.5K<0.01%-4413F-HRTimelineGroup
Cornerstone Planning Group LLC677$97.7K0.02%+6013F-HRTimeline
Gunma Bank,Ltd.697$97K0.03%new13F-HRTimeline
Addison Advisors LLC688$95.8K0.02%-87513F-HRTimeline
Grove Bank & Trust688$95.7K0.01%-13613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST686$95.5K0.01%-4,00013F-HRTimeline
Princeton Global Asset Management LLC683$95.1K0.02%-10013F-HRTimeline
Grey Fox Wealth Advisors, LLC677$94.2K0.02%new13F-HRTimeline
Archer Investment Corp673$93.7K0.02%+113F-HRTimeline
HHM Wealth Advisors, LLC669$93.1K0.01%-40213F-HRTimeline
Ulland Investment Advisors, LLC670$93K0.07%013F-HRTimeline
Cherry Tree Wealth Management, LLC668$93K0.02%-18713F-HRTimeline
United Community Bankin group United Community Bank666$92.7K0.03%-3513F-HRTimelineGroup
Physician Wealth Advisors, Inc.653$90.9K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV643$89K0.01%-5513F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC629$87.5K0.05%013F-HRTimeline
Ashurst Perkins Coie Trust Co627$87.3K0.02%013F-HRTimeline
HM PAYSON & CO600$83.5K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.594$82.7K0.04%013F-HRTimeline
Northwest Capital Management Inc590$82.1K0.09%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC586$81.6K0.03%-2513F-HRTimeline
Guerra Advisors Inc577$80.4K0.03%new13F-HRTimeline
Indiana Trust & Investment Management Co558$77.7K0.02%013F-HRTimeline
VESTOR CAPITAL, LLC551$77K<0.01%-1,42713F-HRTimeline
Manchester Capital Management LLC548$76.3K0.01%+3813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV550$76K0.02%+55013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.537$75K<0.01%-4113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARMSTRONG ADVISORY GROUP, INC525$73K0.01%+12813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC522$72.6K0.01%-41913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS521$72.5K0.03%013F-HRTimeline
Provenance Wealth Advisors, LLC519$72.2K0.01%013F-HRTimeline
Kozak & Associates, Inc.472$71.7K0.01%-122,56713F-HRTimeline
Winch Advisory Services, LLC512$71.2K0.02%+213F-HRTimeline
Glass Jacobson Investment Advisors llc500$69.6K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.496$69K0.01%-8113F-HRTimeline
CARDIFF PARK ADVISORS, LLC480$66.8K0.01%013F-HRTimeline
WealthShield Partners, LLC472$65.7K0.01%+2913F-HRTimeline
McIlrath & Eck, LLC458$63.7K0.01%013F-HRTimeline
Imprint Wealth LLC458$63.7K0.2%13F-HRTimeline
AMERIFLEX GROUP, INC.457$63.6K0.02%-2,33313F-HRTimeline
Root Financial Partners, LLC453$63.1K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners435$60.5K0.01%+113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …416$59.7K<0.01%+20213F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…428$59.6K0.12%-6,27213F-HRTimeline
Painted Porch Advisors LLC415$57.8K0.02%+3413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.407$57K<0.01%+10213F-HRTimeline
Sachetta, LLC406$56.6K0.02%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.402$55.9K0.02%013F-HRTimeline
Financial Perspectives, Inc400$55.7K0.02%+2713F-HRTimeline
Citizens National Bank Trust Department400$55.7K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…400$55.7K0.06%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC391$54.4K0.03%013F-HRTimeline
Founders Capital Management384$53.5K0.03%013F-HRTimeline
Pinnacle Holdings, LLC379$52.7K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC378$52.6K0.01%013F-HRTimeline
Paladin Advisory Group, LLC373$51.9K0.04%013F-HRTimeline
Keystone Financial Group, Inc.369$51.4K0.03%+113F-HRTimeline
Breakwater Investment Management369$51.4K0.02%-18213F-HRTimeline
FIRST UNITED BANK & TRUST367$51.1K0.02%-90313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC360$50.1K<0.01%013F-HRTimeline
Team Financial Group, LLC356$49.6K0.02%+113F-HRTimeline
RMG Wealth Management LLC941$49.4K0.01%+70113F-HRTimeline
Morton Brown Family Wealth, LLC339$47.2K0.01%+113F-HRTimeline
FIRST COMMUNITY TRUST NA324$45.1K0.03%013F-HRTimeline
Financial Life Planners323$45K0.03%new13F-HRTimeline
Signature Resources Capital Management,…321$44.7K0.02%013F-HRTimeline
Pacifica Partners Inc.305$43.7K0.02%013F-HRTimeline
HEARTLAND ADVISORS INC300$41.8K<0.01%-98213F-HRTimeline
Hartford Financial Management Inc.300$41.8K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$41.8K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC300$41.8K<0.01%-5213F-HRTimelineGroup
Clayton Financial Group LLC300$41.8K0.03%new13F-HRTimeline
Balentine LLC297$41.3K<0.01%-1,65913F-HRTimeline
Strengthening Families & Communities, L…295$41.1K0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.294$41K<0.01%-2013F-HRTimeline
Knuff & Co LLC290$40.4K0.01%013F-HRTimeline
WealthCollab, LLC280$39K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton277$38.5K0.01%013F-HRTimeline
Fairscale Capital, LLC277$38.5K0.03%013F-HRTimeline
Investment Research & Advisory Group, I…143$38.5K0.01%+113F-HRTimeline
Caitlin John, LLC271$37.8K0.03%new13F-HRTimeline
Clark Wealth Partners243$37.6K0.02%new13F-HRTimeline
Rossby Financial, LCC257$36.9K0.01%013F-HRTimeline
Hanson & Doremus Investment Management251$35K<0.01%013F-HRTimeline
Gleason Group, Inc.250$34.8K<0.01%+113F-HRTimeline
Morse Asset Management, Inc250$34.8K0.01%013F-HRTimeline
MASECO LLP249$34.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT248$34.5K<0.01%+7613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…248$34.5K0.01%-1813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/242$33.7K<0.01%013F-HRTimeline
Bangor Savings Bank242$33.7K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp211$32.3K0.05%13F-HR/ATimeline
Armor Investment Advisors, LLC230$32K0.01%013F-HRTimeline
HighMark Wealth Management LLC221$30.7K0.01%+14913F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd220$30.6K0.01%013F-HRTimelineGroup
Bulwark Capital Corp220$30.6K0.02%013F-HRTimeline
IAG Wealth Partners, LLC215$29.9K<0.01%-20013F-HRTimeline
Wagner Wealth Management, LLC215$29.9K0.01%+113F-HRTimeline
Greykasell Wealth Strategies, Inc.211$29.4K0.01%new13F-HRTimeline
LOUISBOURG INVESTMENTS INC.210$29.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC210$29.2K<0.01%-50513F-HRTimeline
Financial Avengers, Inc.208$28.9K0.01%+113F-HRTimeline
Roxbury Financial LLC204$28.3K0.03%+113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department203$28.3K0.01%013F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.201$28K0.01%-7013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC200$27.8K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.200$27.8K0.02%013F-HRTimeline
Parvin Asset Management, LLC200$27.8K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC195$27.1K0.01%-18,36513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC193$26.9K0.02%013F-HRTimeline
Creekmur Asset Management LLC192$26.7K<0.01%013F-HRTimeline
Strategic Advocates LLC191$26.6K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.187$26K<0.01%-95613F-HRTimeline
DUNCKER STREETT & CO INC178$24.8K<0.01%+813F-HRTimeline
Operose Advisors LLC178$24.8K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.175$24.4K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC175$24.4K0.02%013F-HRTimeline
STEPH & CO170$23.7K0.01%013F-HRTimeline
Global Wealth Strategies & Associates170$23.7K0.01%+16313F-HRTimeline
Davis Capital Management168$23.4K0.02%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …167$23.2K<0.01%13F-HRTimelineGroup
Vermillion Wealth Management, Inc.164$22.8K0.01%-10113F-HRTimeline
First PREMIER Bank160$22K<0.01%+513F-HRTimeline
Perritt Capital Management Inc158$22K0.01%013F-HRTimeline
Friedenthal Financial157$21.9K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.150$20.9K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC150$20.9K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC148$20.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC146$20.3K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC146$20.3K0.01%+10813F-HRTimeline
PFS Partners, LLC145$20.2K0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.135$18.6K<0.01%013F-HRTimeline
Legacy Bridge, LLC132$18.4K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management132$18.4K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…130$18.1K<0.01%013F-HRTimeline
Palisade Asset Management, LLC125$17.4K<0.01%new13F-HRTimeline
Eukles Asset Management122$17K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…120$16.7K0.01%+113F-HRTimeline
LGT Financial Advisors LLC116$16.1K0.03%+313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.116$16.1K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.115$16K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP114$15.9K<0.01%-113F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC111$15.4K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$15.3K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…110$15.3K<0.01%-37113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$15.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…108$15K0.01%+4213F-HRTimelineGroup
Hurley Capital, LLC106$14.8K0.01%013F-HRTimeline
Scarborough Advisors, LLC106$14.7K<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.104$14.5K<0.01%-4913F-HRTimeline
GODSEY & GIBB, INC103$14.3K<0.01%-6013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$13.9K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$13.9K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC96$13.8K<0.01%+4513F-HRTimeline
WOLFF WIESE MAGANA LLC96$13.4K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.96$13.4K0.01%-1913F-HRTimeline
BALLAST ADVISORS LLC95$13.2K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC95$13.2K0.01%013F-HRTimeline
Kilter Group LLC93$12.9K0.01%013F-HRTimeline
Silicon Valley Capital Partners92$12.8K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA91$12.7K0.01%013F-HRTimeline
Abich Financial Wealth Management LLC90$12.5K<0.01%13F-HRTimeline
Covestor Ltd86$12K0.01%+113F-HRTimeline
Front Row Advisors LLC84$11.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC81$11.3K<0.01%013F-HRTimeline
Rice Partnership, LLC81$11.3K<0.01%-31513F-HRTimeline
Rialto Wealth Management, LLC79$11K<0.01%013F-HRTimeline
Abound Wealth Management76$10.6K<0.01%+1413F-HRTimeline