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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
Rice Partnership, LLC315$43.3K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.311$42.8K<0.01%+113F-HRTimeline
PFG Private Wealth Management, LLC311$42.8K0.02%new13F-HRTimeline
Olistico Wealth, LLC310$42.6K0.02%+113F-HRTimeline
FLP Wealth Management, LLC308$42.4K0.11%13F-HRTimeline
Pacifica Partners Inc.305$42K0.02%013F-HRTimeline
Riggs Asset Managment Co. Inc.305$41.9K0.01%+2013F-HRTimeline
Hartford Financial Management Inc.300$41.3K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$41.3K0.01%013F-HRTimeline
Morse Asset Management, Inc300$41.3K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC300$41.3K<0.01%-1,10013F-HRTimelineGroup
Strengthening Families & Communities, L…291$40K0.02%+113F-HRTimeline
WealthCollab, LLC280$38.5K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton277$38.1K0.01%+16513F-HRTimeline
Armor Investment Advisors, LLC272$37.4K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…266$36.6K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …255$35.1K0.01%+2213F-HRTimelineGroup
Hara Capital LLC250$34.4K0.02%013F-HR/ATimeline
Gleason Group, Inc.247$34K0.01%+113F-HRTimeline
Morton Brown Family Wealth, LLC246$33.8K0.01%+113F-HRTimeline
Bangor Savings Bank242$33.3K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA228$31.4K0.02%013F-HRTimeline
DT Investment Partners, LLC226$31.1K<0.01%-28213F-HRTimeline
Covestor Ltd226$31K0.02%-12813F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd220$30.3K0.01%13F-HRTimelineGroup
Creative Capital Management Investments…219$30.1K0.01%new13F-HRTimeline
Roxbury Financial LLC199$29.5K0.03%13F-HRTimeline
Morling Financial Advisors, LLC213$29.3K0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.208$28.6K0.02%013F-HRTimeline
Financial Avengers, Inc.205$28.2K0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.204$28.1K0.01%-18213F-HRTimeline
PINNEY & SCOFIELD, INC.200$27.5K0.02%13F-HRTimeline
Parvin Asset Management, LLC200$27.5K0.03%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …197$27.1K<0.01%-71,51513F-HRTimelineGroup
Creekmur Asset Management LLC197$27.1K0.01%013F-HRTimeline
Human Investing LLC192$26.4K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA185$25.4K0.01%013F-HRTimeline
Davis Capital Management180$24.8K0.02%-713F-HRTimeline
Operose Advisors LLC178$24.5K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.175$24.1K0.01%013F-HRTimeline
STEPH & CO170$23.4K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…170$23.4K0.01%13F-HRTimeline
Sawyer & Company, Inc170$23K0.01%-9313F-HRTimeline
Rakuten Securities, Inc.166$22.8K0.01%+113F-HRTimeline
GODSEY & GIBB, INC163$22.4K<0.01%-15513F-HRTimeline
Elequin Capital, LP160$22K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.157$21.6K0.02%13F-HRTimeline
First PREMIER Bank155$21K0.01%+413F-HRTimeline
Luken Investment Analytics, LLC150$20.6K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP149$20.5K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC148$20.4K<0.01%013F-HRTimeline
PFS Partners, LLC143$19.7K0.01%+113F-HRTimeline
Investment Research & Advisory Group, I…142$19.5K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.142$19.5K0.01%-14213F-HRTimeline
WR Wealth Planners, LLC141$19.4K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC120$18.5K<0.01%new13F-HRTimelineGroup
Legacy Bridge, LLC132$18.2K0.01%013F-HRTimeline
Financial Perspectives, Inc130$17.8K0.01%+113F-HRTimeline
Mainstream Capital Management LLC127$17.5K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.124$17.1K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC124$17.1K<0.01%-48,80613F-HRTimeline
Eukles Asset Management122$16.8K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.120$16.5K0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…119$16.4K0.01%13F-HRTimeline
Synergy Investment Management, LLC117$16K0.01%13F-HRTimeline
Signature Resources Capital Management,…116$16K0.01%013F-HRTimeline
Center for Financial Planning, Inc.115$15.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.115$15.8K0.02%13F-HRTimeline
Wagner Wealth Management, LLC113$15.6K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$15.1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$15K<0.01%013F-HRTimeline
Hurley Capital, LLC105$14.6K0.01%13F-HRTimeline
CoreFirst Bank & Trust105$14.4K0.01%new13F-HRTimeline
Park Place Capital Corp104$14.3K<0.01%-5513F-HRTimeline
TRUST CO OF VERMONT100$13.8K<0.01%013F-HRTimeline
True Wealth Design, LLC100$13.8K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$13.8K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc97$13.3K<0.01%-4113F-HRTimeline
WOLFF WIESE MAGANA LLC96$13.2K0.01%013F-HRTimeline
BALLAST ADVISORS LLC95$13.1K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC94$12.9K<0.01%-24613F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…92$12.7K<0.01%-89013F-HRTimeline
Richard Bernstein Advisors LLC92$12.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.91$12.5K<0.01%013F-HRTimeline
Integrity Financial Corp /WA91$12.5K0.01%013F-HRTimeline
WPG Advisers, LLC89$12.3K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC89$12.2K0.01%-1013F-HRTimeline
McClarren Financial Advisors, Inc.91$12K0.03%013F-HRTimeline
Front Row Advisors LLC84$11.5K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC81$11.1K<0.01%-3213F-HRTimeline
Rialto Wealth Management, LLC79$10.9K<0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC75$10.3K<0.01%013F-HRTimeline
Brooklyn Investment Group74$10.2K<0.01%new13F-HRTimeline
Abound Wealth Management73$10K<0.01%-19213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.73$10K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC78$10K<0.01%+6213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC71$9.79K<0.01%013F-HRTimeline
HighMark Wealth Management LLC71$9.75K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC66$9.66K0.01%-15013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…66$9.66K0.01%-15013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC69$9.49K0.01%013F-HRTimeline
Bellwether Advisors, LLC66$9.08K<0.01%new13F-HRTimeline
REAP Financial Group, LLC66$9.08K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.65$9.01K0.01%13F-HRTimeline
West Branch Capital LLC64$8.8K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc64$8.8K<0.01%013F-HRTimeline
Balentine LLC63$8.67K<0.01%-4713F-HRTimeline
Peterson Wealth Services58$7.98K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC51$7.02K<0.01%013F-HRTimeline
City State Bank50$6.88K<0.01%-55313F-HRTimeline
Cassady Schiller Wealth Management, LLC48$6.6K<0.01%013F-HRTimeline
Atala Financial Inc45$6.19K<0.01%13F-HRTimeline
Redwood Park Advisors LLC45$6.19K0.01%13F-HRTimeline
LGT Financial Advisors LLC42$5.78K0.01%-4513F-HRTimeline
GHP Investment Advisors, Inc.39$5.37K<0.01%-1413F-HRTimeline
Legend Financial Advisors, Inc.32$4.4K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC30$4.2K<0.01%013F-HRTimeline
NCP Inc.29$3.99K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.28$3.85K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department28$3.85K<0.01%13F-HRTimelineGroup
GoalVest Advisory LLC27$3.71K<0.01%new13F-HRTimeline
Pingora Partners LLC25$3.44K<0.01%-2513F-HRTimeline
Gen-Wealth Partners Inc25$3.44K<0.01%013F-HRTimeline
LRI Investments, LLC22$3.03K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC22$3.03K<0.01%13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.21$3K<0.01%-1013F-HRTimelineGroup
CAPITAL & PLANNING, LLC17$2.39K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.16$2.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners17$2K<0.01%013F-HRTimeline
FSA Wealth Management LLC13$1.82K<0.01%013F-HRTimeline
West Oak Capital, LLC1,190$1.64K0.06%013F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.10$1.38K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.7$1.08K0.1%-7,49913F-HRTimeline
Navigoe, LLC12$1K<0.01%13F-HRTimeline
CKW FINANCIAL GROUP8$1K<0.01%new13F-HRTimeline
Greenline Partners, LLC7$963<0.01%-1,45413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7$963<0.01%013F-HRTimeline
Caitlin John, LLC6$843<0.01%013F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co6$825<0.01%-51,89113F-HRTimelineGroup
Compass Financial Services Inc6$825<0.01%13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4$550<0.01%new13F-HR/ATimelineGroup
Menard Financial Group LLC3$413<0.01%new13F-HRTimeline
Mattson Financial Services, LLC2$308<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2$275<0.01%13F-HRTimeline
Weaver Capital Management LLC1$138<0.01%013F-HRTimeline