XLV SELECT SECTOR SPDR TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Byrne Asset Management LLC	1,772	$274K	0.15%	new	13F-HR Timeline
STABLEFORD CAPITAL II LLC	1,762	$273K	0.1%	+271	13F-HR Timeline
Maltin Wealth Management, Inc.	1,759	$272K	0.11%	-511	13F-HR Timeline
USA FINANCIAL FORMULAS	1,758	$272K	0.05%	new	13F-HR Timeline
Southeast Asset Advisors, LLC	1,756	$272K	0.03%	+66	13F-HR Timeline
Christensen, King & Associates Investme…	1,755	$272K	0.12%	-8	13F-HR Timeline
Rockbridge Investment Management, LCC	1,754	$272K	0.03%	-65	13F-HR Timeline
LeClair Wealth Partners LLC	1,742	$270K	0.16%	-40	13F-HR Timeline
Peregrine Asset Advisers, Inc.	1,739	$269K	0.08%	0	13F-HR Timeline
Gryphon Financial Partners LLC	1,736	$269K	0.03%	0	13F-HR Timeline
Farmers National Bank	1,734	$268K	0.06%	new	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	1,720	$266K	0.04%	+54	13F-HR Timeline
Leo Wealth, LLC	1,718	$266K	0.02%	new	13F-HR Timeline
Fund Advisors of America Inc/FL	1,715	$265K	0.24%		13F-HR Timeline
Penobscot Investment Management Company…	1,712	$265K	0.02%	+55	13F-HR Timeline
Shulman DeMeo Asset Management LLC	1,707	$264K	0.06%	+115	13F-HR Timeline
HUB Investment Partners, LLC	1,704	$264K	0.01%	+66	13F-HR Timeline
Councilmark Asset Management, LLC	1,700	$263K	0.15%	0	13F-HR Timeline
COFG Advisors, LLC	1,699	$263K	0.06%		13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,697	$263K	<0.01%	new	13F-HR Timeline
NFSG Corp	1,696	$262K	0.04%	-4,514	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	1,690	$262K	0.07%	0	13F-HR Timeline
First Financial Bankshares Inc	1,688	$261K	0.01%	0	13F-HR Timeline
Todd Wealth Management, LLC	1,687	$261K	0.24%		13F-HR Timeline
Empirical Asset Management, LLC	1,679	$260K	0.07%	new	13F-HR Timeline
Weaver Consulting Group	1,678	$260K	0.06%	new	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	1,658	$257K	0.05%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	1,656	$256K	<0.01%	+155	13F-HR Timeline
Sincerus Advisory, LLC	1,654	$256K	0.21%	new	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	1,653	$256K	0.03%	-259	13F-HR Timeline
Axim Planning & Wealth	1,653	$256K	0.27%	-140	13F-HR Timeline
JNBA Financial Advisors	1,651	$256K	0.02%	0	13F-HR Timeline
United Community Bankin group United Community Bank	1,651	$256K	0.1%	+985	13F-HR Timeline Group
XML Financial, LLC	1,648	$255K	0.02%	new	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	1,639	$254K	0.01%	-35	13F-HR Timeline Group
CORRECT CAPITAL WEALTH MANAGEMENT	1,629	$252K	0.05%	-41	13F-HR Timeline
Auxano Advisors, LLC	1,626	$252K	0.05%	0	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	1,602	$248K	0.01%	new	13F-HR Timeline Group
Edgemoor Investment Advisors, Inc.	1,600	$248K	0.02%	0	13F-HR Timeline
Trueblood Wealth Management, LLC	1,595	$247K	0.1%	new	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	1,588	$246K	0.06%	-8	13F-HR Timeline
Madison Park Capital Advisors, LLC	1,586	$246K	0.2%	+2	13F-HR Timeline
Tennessee Valley Asset Management Partn…	1,586	$246K	0.03%	-48	13F-HR Timeline
First Long Island Investors, LLC	1,579	$244K	0.02%	-301	13F-HR Timeline
Samalin Investment Counsel, LLC	1,574	$244K	0.09%	+42	13F-HR Timeline
Wealth Architects, LLC	1,561	$242K	0.02%	-129	13F-HR Timeline
Syntegra Private Wealth Group, LLC	1,556	$241K	0.02%	0	13F-HR Timeline
Capstone Financial Advisors, Inc.	1,553	$240K	0.01%	+76	13F-HR Timeline
Revisor Wealth Management LLC	1,524	$240K	0.06%	new	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	1,548	$240K	0.01%	0	13F-HR Timeline
FinArc Investments, Inc.	1,547	$239K	0.21%		13F-HR Timeline
MainStreet Investment Advisors LLC	1,545	$239K	0.03%	0	13F-HR Timeline
MIdWestOne Financial Group, Inc.	1,544	$239K	0.03%	+99	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	1,541	$239K	0.04%	+1,432	13F-HR Timeline
Portland Financial Advisors Inc	1,538	$238K	0.51%	0	13F-HR Timeline
STEVENS CAPITAL PARTNERS	1,536	$238K	0.06%	+38	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,535	$238K	0.01%	+1,175	13F-HR Timeline
Amplius Wealth Advisors, LLC	1,532	$237K	0.02%	new	13F-HR Timeline
Schorn Wealth LLC	1,527	$236K	0.07%	-68	13F-HR Timeline
Sage Mountain Advisors LLC	1,525	$236K	0.01%	-221	13F-HR Timeline
TruNorth Capital Management, LLC	1,520	$235K	0.04%	0	13F-HR Timeline
Cypress Wealth Services, LLC	1,516	$235K	0.03%	new	13F-HR Timeline
Gray Private Wealth, LLC	1,516	$235K	0.11%	0	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	1,514	$234K	0.01%	+4	13F-HR Timeline Group
Cranbrook Wealth Management, LLC	1,512	$234K	0.05%	-224	13F-HR Timeline
KRAEMATON INVESTMENT ADVISORS, INC	1,507	$233K	0.19%	-89	13F-HR Timeline
SHP Wealth Management	1,507	$233K	0.02%		13F-HR Timeline
Florida Trust Wealth Management Co	1,498	$232K	0.01%	new	13F-HR Timeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.	1,494	$231K	0.01%		13F-HR Timeline Group
Atlas Private Wealth Advisors	1,493	$231K	0.05%	-1,056	13F-HR Timeline
Chris Bulman Inc	1,488	$230K	0.1%	+10	13F-HR Timeline
Asset Dedication, LLC	1,484	$230K	0.02%	-294	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,483	$230K	0.08%	new	13F-HR Timeline
TABLEAUX LLC	1,482	$229K	0.16%	-1,554	13F-HR/A Timeline
Signature Equity Partners, LLC	1,480	$229K	0.13%		13F-HR Timeline
Eldridge Investment Advisors, Inc.	1,480	$229K	0.05%	0	13F-HR Timeline
Accel Wealth Management	1,479	$229K	0.06%	-91	13F-HR Timeline
SageView Advisory Group, LLC	1,475	$228K	0.01%	-301	13F-HR Timeline
Campion Asset Management	1,472	$228K	0.16%	+32	13F-HR Timeline
Able Wealth Management LLC	1,472	$228K	0.07%	new	13F-HR Timeline
Cordgrass Capital Advisors, LLC	1,470	$228K	0.05%	+108	13F-HR Timeline
Trademark Financial Management, LLC	1,469	$227K	0.13%	new	13F-HR Timeline
One River Asset Management, LLC	1,460	$226K	0.2%	new	13F-HR Timeline
Madden Advisory Services, Inc.	1,458	$226K	0.09%	-345	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	1,456	$225K	0.02%	+3	13F-HR Timeline
Split Rock Private Trading & Wealth Man…	1,447	$224K	0.18%		13F-HR Timeline
Prostatis Group LLC	1,445	$224K	0.05%	0	13F-HR Timeline
WealthTrust Asset Management, LLC	1,444	$224K	0.16%	-29	13F-HR Timeline
Missouri Trust & Investment Co	1,441	$223K	0.07%	+100	13F-HR Timeline
Ruggiero Investments, Inc.	1,441	$223K	0.2%		13F-HR Timeline
Capital Management Associates, Inc	1,440	$223K	0.05%	new	13F-HR Timeline
HTG Investment Advisors, Inc.	1,438	$223K	0.07%	0	13F-HR Timeline
Oxler Private Wealth LLC	1,435	$222K	0.06%	-884	13F-HR Timeline
ALERUS FINANCIAL NA	1,422	$220K	0.01%	0	13F-HR Timeline
MATHER GROUP, LLC.	1,419	$220K	<0.01%	0	13F-HR Timeline
Straight Path Wealth Management	1,418	$220K	0.06%	new	13F-HR Timeline
New Millennium Group LLC	1,415	$219K	0.09%	new	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	1,410	$218K	0.1%	-103	13F-HR Timeline
Fort Sheridan Advisors LLC	1,405	$218K	0.03%	new	13F-HR Timeline
NorthCrest Asset Manangement, LLC	1,403	$217K	<0.01%	+1	13F-HR Timeline
Flavin Financial Services, Inc.	1,402	$217K	0.15%	new	13F-HR Timeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd	1,401	$217K	0.01%	new	13F-HR Timeline
Bulltick Wealth Management, LLC	1,396	$216K	0.05%	new	13F-HR Timeline
All Terrain Financial Advisors, LLC	1,390	$215K	0.07%	new	13F-HR Timeline
Seelaus Asset Management LLC	1,390	$215K	0.17%	new	13F-HR Timeline
Trivium Point Advisory, LLC	1,389	$215K	0.02%	-214	13F-HR Timeline
SACKS & ASSOCIATES, LLC	1,384	$214K	0.16%		13F-HR Timeline
Curtis Advisory Group, LLC	1,384	$214K	0.04%	-230	13F-HR Timeline
JM2 Capital Inc.	1,382	$214K	0.17%		13F-HR Timeline
DAVIS R M INC	1,382	$214K	<0.01%	new	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	1,382	$214K	0.12%	-870	13F-HR Timeline
Arcus Capital Partners, LLC	1,380	$214K	0.08%	new	13F-HR Timeline
Cyndeo Wealth Partners, LLC	1,374	$213K	0.01%	new	13F-HR Timeline
Seneca House Advisors	1,373	$213K	0.08%	new	13F-HR Timeline
American State Bank (Iowa)	1,373	$213K	0.1%	new	13F-HR Timeline
Claris Financial LLC	1,372	$212K	0.11%	-209	13F-HR Timeline
Breakwater Capital Group	1,368	$212K	0.03%	new	13F-HR Timeline
Acropolis Investment Management, LLC	1,366	$211K	0.01%	new	13F-HR Timeline
Stone Wealth Partners	1,365	$211K	0.19%		13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	1,357	$210K	0.14%	new	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	1,355	$210K	0.08%	-614	13F-HR Timeline
Summit Financial Strategies, Inc.	1,353	$209K	0.02%	new	13F-HR Timeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…	1,351	$209K	0.07%	new	13F-HR Timeline Group
NAPLES GLOBAL ADVISORS, LLC	1,346	$208K	0.02%	new	13F-HR Timeline
Evernest Financial Advisors, LLC	1,328	$208K	0.04%	new	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,339	$207K	<0.01%	-138	13F-HR Timeline Group
Almanack Investment Partners, LLC.	1,338	$207K	0.04%	new	13F-HR Timeline
LOM Asset Management Ltd	1,335	$207K	0.06%	0	13F-HR Timeline
Legacy Edge Advisors, LLC	1,323	$205K	0.02%	new	13F-HR Timeline
ASPIRIANT, LLC	1,321	$204K	0.01%	new	13F-HR Timeline
Invera Wealth Advisors, LLC	1,320	$204K	0.13%	new	13F-HR Timeline
Onyx Bridge Wealth Group LLC	1,320	$204K	0.02%	new	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	1,318	$204K	0.06%	+1,172	13F-HR Timeline
N.E.W. Advisory Services LLC	1,317	$204K	0.02%	+147	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,315	$204K	0.06%	-626	13F-HR Timeline
James J. Burns & Company, LLC	1,309	$203K	0.03%	new	13F-HR Timeline
SpringVest Wealth Management LLC	1,302	$202K	0.14%	new	13F-HR Timeline
PRECEDENT WEALTH PARTNERS, LLC	1,302	$202K	0.04%	new	13F-HR Timeline
Mathes Company, Inc.	1,300	$201K	0.07%	new	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	1,299	$201K	<0.01%	new	13F-HR Timeline
Accredited Investors Inc.	1,297	$201K	0.01%	new	13F-HR Timeline
Resolute Wealth Strategies, LLC	1,296	$201K	0.09%	-833	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,293	$200K	0.12%	new	13F-HR Timeline
Gold Investment Management Ltd.	1,282	$198K	0.06%	0	13F-HR Timeline
Smithfield Trust Co	1,266	$196K	0.01%	0	13F-HR Timeline
Truvestments Capital LLC	1,233	$191K	0.03%	-111	13F-HR Timeline
Nemes Rush Group LLC	1,226	$190K	0.02%	+82	13F-HR Timeline
Smartleaf Asset Management LLC	1,216	$189K	0.01%	+285	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	1,203	$186K	0.02%	+33	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	1,200	$186K	0.11%	0	13F-HR Timeline
Berbice Capital Management LLC	1,200	$186K	0.11%	new	13F-HR Timeline
Advanced Asset Management Advisors Inc	1,199	$186K	0.05%	-976	13F-HR Timeline
Align Financial, LLC	184,676	$185K	0.13%		13F-HR Timeline
TD Capital Management LLC	1,186	$184K	0.02%	0	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	1,181	$184K	<0.01%	+765	13F-HR Timeline Group
MPWM ADVISORY SOLUTIONS, LLC	1,182	$183K	0.1%	-759	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	1,182	$183K	<0.01%	+55	13F-HR Timeline Group
BOK Financial Private Wealth, Inc.	1,175	$182K	0.01%	new	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	1,147	$178K	0.01%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	1,147	$178K	0.01%	-56	13F-HR Timeline
ORG Partners LLC	1,145	$177K	0.03%	+145	13F-HR Timeline
Provident Wealth Management, LLC	1,142	$177K	0.05%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	1,131	$175K	0.01%	+62	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	1,128	$175K	0.03%	0	13F-HR Timeline
SJS Investment Consulting Inc.	1,124	$174K	0.02%	+28	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	1,111	$172K	0.01%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,105	$171K	0.01%	-136	13F-HR Timeline
Corsicana & Co.	1,100	$170K	0.1%	-500	13F-HR Timeline
Stone House Investment Management, LLC	1,096	$170K	0.03%	+253	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	1,058	$164K	0.01%	-140	13F-HR Timeline Group
Collier Financial	1,053	$163K	0.12%	-12,216	13F-HR Timeline
Cheviot Value Management, LLC	1,056	$163K	0.02%	0	13F-HR Timeline
Morse Asset Management, Inc	1,050	$163K	0.03%	+800	13F-HR Timeline
Clayton Financial Group LLC	1,047	$162K	0.08%	+747	13F-HR Timeline
Versant Capital Management, Inc	1,036	$160K	0.02%	+2	13F-HR Timeline
Hilton Head Capital Partners, LLC	1,034	$160K	0.09%		13F-HR Timeline
Family Manage LLC	1,031	$160K	0.02%	0	13F-HR Timeline
Tripletail Wealth Management, LLC	1,030	$159K	0.2%	0	13F-HR Timeline
Milestone Investment Advisors LLC	1,005	$156K	0.04%	0	13F-HR Timeline
SYM FINANCIAL Corp	981	$152K	0.02%	-480	13F-HR Timeline
DAGCO, INC.	975	$151K	0.03%	-50	13F-HR Timeline
Capitol Family Office, Inc.	972	$151K	0.18%	-496	13F-HR Timeline
Princeton Global Asset Management LLC	951	$147K	0.02%	+268	13F-HR Timeline
HHM Wealth Advisors, LLC	945	$146K	0.02%	+276	13F-HR Timeline
Prosperity Bancshares Inc	931	$144K	0.13%		13F-HR Timeline
Private Wealth Asset Management, LLC	903	$140K	0.02%	0	13F-HR Timeline
UNION SAVINGS BANK	902	$140K	0.06%		13F-HR Timeline
Advisors Preferred, LLCin group Advisors Preferred, LLC	895	$139K	0.02%	new	13F-HR Timeline Group
Global Trust Asset Management, LLC	895	$139K	0.05%	new	13F-HR Timeline
Investors Research Corp	892	$138K	0.03%	+19	13F-HR Timeline
2UniFi Bank	890	$138K	0.07%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	890	$138K	0.05%	-223	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	859	$133K	<0.01%	+151	13F-HR Timeline Group
PITTENGER & ANDERSON INC	855	$132K	0.01%	0	13F-HR Timeline
High Point Wealth Management, LLC	853	$132K	0.12%		13F-HR Timeline
Stelac Advisory Services LLC	852	$132K	0.05%	new	13F-HR Timeline
Bernard Wealth Management Corp.	834	$129K	0.05%	-11	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	803	$124K	<0.01%	0	13F-HR Timeline Group
Kingdom Financial Group LLC.	800	$124K	0.04%	new	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	728	$113K	0.01%	0	13F-HR Timeline