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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
Lowe Wealth Advisors, LLC75$10.4K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.73$10.2K0.01%013F-HRTimeline
IMG Wealth Management, Inc.66$9.23K0.01%013F-HRTimeline
Orion Capital Management LLC63$8.83K<0.01%+2813F-HRTimeline
New England Capital Financial Advisors …63$8.77K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.60$8.35K<0.01%new13F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.60$8.35K0.02%013F-HRTimeline
Peterson Wealth Services2,083$8.07K<0.01%+2,02513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC53$7.36K<0.01%013F-HRTimeline
City State Bank50$6.96K<0.01%013F-HRTimeline
Redwood Park Advisors LLC45$6.29K<0.01%013F-HRTimeline
WPG Advisers, LLC39$5.43K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.38$5.29K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.33$5K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC30$4.24K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$4.17K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC27$3.76K<0.01%new13F-HRTimeline
Pingora Partners LLC25$3.48K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc25$3.48K<0.01%013F-HRTimeline
Compass Financial Services Inc24$3.35K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC22$3.06K<0.01%013F-HRTimeline
Sawyer & Company, Inc23$3K<0.01%+1613F-HRTimeline
Navigoe, LLC19$2K<0.01%+713F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$2K<0.01%-3513F-HRTimeline
Copia Wealth Management14$1.95K<0.01%013F-HRTimeline
FSA Wealth Management LLC13$1.87K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC13$1.81K<0.01%new13F-HRTimeline
Park Place Capital Corp12$1.67K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$1.53K<0.01%-3,70113F-HRTimelineGroup
West Oak Capital, LLC765$1.06K0.04%013F-HRTimeline
Weaver Capital Management LLC2$279<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2$278<0.01%-14113F-HRTimeline