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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
Center for Financial Planning, Inc.115$15.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.115$15.5K0.02%013F-HRTimeline
LGT Financial Advisors LLC113$15.2K0.04%-1113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC111$15K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$14.8K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$14.7K<0.01%013F-HRTimeline
Hurley Capital, LLC106$14.3K0.01%+113F-HRTimeline
Scarborough Advisors, LLC105$14.2K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$13.5K<0.01%-8513F-HRTimeline
PMV Capital Advisers, LLC100$13.5K0.03%new13F-HRTimeline
Ramirez Asset Management, Inc.100$13.5K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC100$13.5K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC96$13K0.01%013F-HRTimeline
BALLAST ADVISORS LLC95$12.8K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC95$12.8K0.01%013F-HRTimeline
Kilter Group LLC93$12.5K0.01%new13F-HRTimeline
Integrity Financial Corp /WA91$12.3K0.01%013F-HRTimeline
Covestor Ltd85$12K0.01%-5513F-HRTimeline
Front Row Advisors LLC84$11.3K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC81$10.9K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC79$10.6K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC75$10.1K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.73$9.84K0.01%013F-HRTimeline
HighMark Wealth Management LLC72$9.64K<0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC69$9.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.66$8.9K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC66$8.9K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…66$8.9K<0.01%-6313F-HRTimelineGroup
Christopher J. Hasenberg, Inc64$8.63K<0.01%013F-HRTimeline
New England Capital Financial Advisors …63$8.49K<0.01%013F-HRTimeline
Abound Wealth Management62$8.36K<0.01%-113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.60$8.09K0.02%013F-HRTimeline
Peterson Wealth Services58$7.82K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC53$7.1K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust52$7.01K<0.01%-2913F-HRTimeline
DecisionPoint Financial, LLC51$6.97K<0.01%013F-HRTimeline
City State Bank50$6.74K<0.01%013F-HRTimeline
Redwood Park Advisors LLC45$6.09K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC51$6K<0.01%-613F-HRTimeline
WPG Advisers, LLC39$5.26K<0.01%-5113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC38$5.12K<0.01%+3113F-HRTimeline
Orion Capital Management LLC35$4.76K<0.01%013F-HRTimeline
Clearstead Trust, LLC31$4.18K<0.01%-10,97713F-HRTimeline
HOEY INVESTMENTS, INC30$4.11K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$4.04K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.33$4K<0.01%-213F-HRTimelineGroup
Pingora Partners LLC25$3.37K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc25$3.37K<0.01%013F-HRTimeline
Compass Financial Services Inc24$3.24K<0.01%+1413F-HRTimeline
Aventura Private Wealth, LLC22$2.96K<0.01%-7113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC19$2.57K<0.01%013F-HRTimeline
Copia Wealth Management14$1.89K<0.01%new13F-HRTimeline
FSA Wealth Management LLC13$1.8K<0.01%013F-HRTimeline
Park Place Capital Corp12$1.64K<0.01%-8613F-HRTimeline
Man Group plcin group Man Group plc12$1.62K<0.01%-10513F-HRTimelineGroup
Legend Financial Advisors, Inc.12$1.62K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.11$1.48K<0.01%-4013F-HRTimeline
Sawyer & Company, Inc7$1.11K<0.01%-16313F-HR/ATimeline
West Oak Capital, LLC765$1.03K0.04%-42513F-HRTimeline
Navigoe, LLC12$1K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP8$1K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates7$944<0.01%-8013F-HRTimeline
Richard Bernstein Advisors LLC7$943<0.01%-4913F-HRTimeline
Principia Wealth Advisory, LLC3$404<0.01%-1813F-HRTimeline
Weaver Capital Management LLC2$270<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2$270<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%-10013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.