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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
OXFORD FINANCIAL GROUP, LTD. LLC360$52.6K<0.01%013F-HRTimeline
Founders Capital Management355$51.8K0.03%-2013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.338$49.4K0.02%013F-HRTimeline
Keystone Financial Group, Inc.367$49.3K0.03%+113F-HRTimeline
Morton Brown Family Wealth, LLC337$49.2K0.02%+9113F-HRTimeline
TRUST CO OF VERMONT327$47.7K<0.01%+22713F-HRTimeline
FIRST COMMUNITY TRUST NA324$47.3K0.04%013F-HRTimeline
Signature Resources Capital Management,…321$46.9K0.04%+20513F-HRTimeline
BOK Financial Private Wealth, Inc.320$46.7K<0.01%-1813F-HRTimeline
Rice Partnership, LLC315$46K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.312$45.6K<0.01%+113F-HRTimeline
Olistico Wealth, LLC304$44.5K0.03%-613F-HRTimeline
Hartford Financial Management Inc.300$43.8K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$43.8K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC300$43.8K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC300$43.8K0.02%-30013F-HRTimeline
Pacifica Partners Inc.305$43.7K0.02%013F-HRTimeline
Strengthening Families & Communities, L…292$42.7K0.03%+113F-HRTimeline
Knuff & Co LLC290$42.3K0.01%-6013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …294$42.1K<0.01%+9713F-HRTimelineGroup
Financial Perspectives, Inc281$41K0.01%+15113F-HRTimeline
WealthCollab, LLC280$40.9K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton277$40.4K0.01%013F-HRTimeline
Armor Investment Advisors, LLC272$39.7K0.02%013F-HRTimeline
Transce3nd, LLC267$39K0.02%-1,11913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…266$38.8K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.264$38.5K0.01%new13F-HRTimeline
Creative Capital Management Investments…260$38K0.01%+4113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …255$37.2K0.01%13F-HRTimelineGroup
Hanson & Doremus Investment Management251$37K0.01%new13F-HRTimeline
GODSEY & GIBB, INC252$36.8K<0.01%+8913F-HRTimeline
Morse Asset Management, Inc250$36.5K0.01%-5013F-HRTimeline
Hara Capital LLC250$36.5K0.02%013F-HRTimeline
Gleason Group, Inc.248$36.2K0.01%+113F-HRTimeline
Rossby Financial, LCC257$35.5K0.02%new13F-HRTimeline
Bangor Savings Bank242$35.3K<0.01%013F-HRTimeline
Keener Financial Planning LLC238$34K0.02%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.220$32.1K0.02%+10013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd220$32.1K0.01%013F-HR/ATimelineGroup
Cloud Capital Management, LLC216$31K0.02%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.208$30.4K0.02%013F-HRTimeline
Financial Avengers, Inc.206$30K0.02%+113F-HR/ATimeline
Roxbury Financial LLC201$29.9K0.03%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.204$29.8K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.200$29.2K0.02%013F-HRTimeline
Parvin Asset Management, LLC200$29.2K0.03%013F-HRTimeline
Creekmur Asset Management LLC197$28.8K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC193$28K0.02%-50113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA185$27K0.01%013F-HRTimeline
Davis Capital Management178$26K0.02%-213F-HRTimeline
Operose Advisors LLC178$26K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.175$25.6K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC175$25.6K0.02%13F-HRTimeline
Sawyer & Company, Inc170$25K0.01%013F-HRTimeline
STEPH & CO170$24.8K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…170$24.8K0.01%013F-HR/ATimeline
DUNCKER STREETT & CO INC164$23.9K<0.01%+7013F-HRTimeline
QUADRANT CAPITAL GROUP LLC164$23.9K<0.01%-77013F-HRTimeline
Reyes Financial Architecture, Inc.157$22.9K0.02%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD153$22.3K<0.01%new13F-HR/ATimelineGroup
First PREMIER Bank155$22K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.150$21.9K<0.01%new13F-HRTimeline
Luken Investment Analytics, LLC150$21.9K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC148$21.6K<0.01%013F-HRTimeline
Covestor Ltd140$21K0.01%-8613F-HRTimeline
PFS Partners, LLC144$21K0.01%+113F-HRTimeline
Investment Research & Advisory Group, I…142$20.7K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.142$20.7K0.02%013F-HRTimeline
DiNuzzo Private Wealth, Inc.135$19.7K<0.01%new13F-HRTimeline
Legacy Bridge, LLC132$19.3K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…130$19K<0.01%-50013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…129$18.8K0.01%+6313F-HRTimelineGroup
LGT Financial Advisors LLC124$18.1K0.06%+8213F-HRTimeline
Eukles Asset Management122$17.8K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…119$17.4K0.02%013F-HRTimeline
Man Group plcin group Man Group plc117$17.1K<0.01%-11,27013F-HRTimelineGroup
Synergy Investment Management, LLC116$17K0.01%-113F-HRTimeline
Center for Financial Planning, Inc.115$16.8K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP115$16.8K<0.01%-3413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.115$16.8K0.02%013F-HRTimeline
Wagner Wealth Management, LLC114$16.6K<0.01%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC111$16.2K<0.01%-5,04913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$16.1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$15.9K<0.01%013F-HRTimeline
Hurley Capital, LLC105$15.4K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.105$15.3K0.01%-6113F-HRTimelineGroup
McClarren Financial Advisors, Inc.102$15K0.01%+1113F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC100$14.6K0.02%new13F-HRTimeline
Compagnie Lombard Odier SCmA100$14.6K<0.01%-7,10013F-HRTimeline
Ramirez Asset Management, Inc.100$14.6K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC100$14.6K0.01%new13F-HRTimeline
Park Place Capital Corp98$14.3K<0.01%-613F-HRTimeline
WOLFF WIESE MAGANA LLC96$14K0.01%013F-HRTimeline
BALLAST ADVISORS LLC95$13.9K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC95$13.9K0.01%-86313F-HRTimeline
Aventura Private Wealth, LLC93$13.6K0.01%+7113F-HRTimeline
Integrity Financial Corp /WA91$13.3K0.01%013F-HRTimeline
WPG Advisers, LLC90$13.1K0.01%+113F-HRTimeline
Global Wealth Strategies & Associates87$12.7K<0.01%new13F-HRTimeline
Front Row Advisors LLC84$12.2K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC81$11.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust81$11.8K<0.01%-27113F-HRTimeline
Rialto Wealth Management, LLC79$11.5K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC75$11K<0.01%013F-HRTimeline
Brooklyn Investment Group74$10.8K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.73$10.7K0.01%013F-HRTimeline
HighMark Wealth Management LLC71$10.4K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC69$10.1K0.01%013F-HRTimeline
IMG Wealth Management, Inc.66$9.6K0.01%+113F-HRTimeline
Valued Wealth Advisors LLC65$9.49K0.01%new13F-HRTimeline
Balentine LLC63$9.2K<0.01%013F-HRTimeline
Abound Wealth Management63$9.2K<0.01%-1013F-HRTimeline
New England Capital Financial Advisors …63$9.2K<0.01%-1,29513F-HRTimeline
Christopher J. Hasenberg, Inc64$9.17K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.60$8.76K0.03%new13F-HRTimeline
Peterson Wealth Services58$8.47K<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC56$8.18K<0.01%-3613F-HRTimeline
VALLEY NATIONAL ADVISERS INC57$8K<0.01%-2113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC52$7.65K<0.01%-1913F-HRTimeline
SJS Investment Consulting Inc.51$7.45K<0.01%-4013F-HRTimeline
DecisionPoint Financial, LLC51$7.45K<0.01%013F-HRTimeline
City State Bank50$7.3K<0.01%013F-HRTimeline
Redwood Park Advisors LLC45$6.57K0.01%013F-HRTimeline
Atala Financial Inc45$6.57K<0.01%013F-HRTimeline
Orion Capital Management LLC35$5.13K<0.01%new13F-HRTimeline
Asset Management One Co., Ltd.35$5.11K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.35$5K<0.01%+1413F-HRTimelineGroup
GRAYBILL WEALTH MANAGEMENT, LTD.32$4.74K<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC30$4.45K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$4.38K<0.01%-1,06113F-HRTimeline
NCP Inc.29$4.23K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department28$4.09K<0.01%013F-HRTimelineGroup
Richardson Capital Management LLC27$3.94K<0.01%new13F-HRTimeline
GoalVest Advisory LLC27$3.94K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…27$3.94K0.01%13F-HRTimeline
Pingora Partners LLC25$3.65K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc25$3.65K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC23$3.36K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC21$2.91K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC19$2.77K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners17$2K<0.01%013F-HRTimeline
FSA Wealth Management LLC13$1.94K<0.01%013F-HRTimeline
West Oak Capital, LLC1,190$1.74K0.07%013F-HRTimeline
Private Wealth Management Group, LLC11$1.61K<0.01%new13F-HRTimeline
Compass Financial Services Inc10$1.47K<0.01%+413F-HRTimeline
Anderson Financial Strategies, LLC9$1.31K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7$1.02K<0.01%013F-HRTimeline
Navigoe, LLC12$1K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP8$1K<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC146$5500.5%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2$292<0.01%013F-HRTimeline
Weaver Capital Management LLC1$147<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$146<0.01%-220,06613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-75,15113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.