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Disclosery

XLV SELECT SECTOR SPDR TR

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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.

HolderSharesValue% of portfolioChangeSource
BARRETT & COMPANY, INC.719$111K0.04%013F-HRTimeline
CDKV HOLDINGS LLC708$110K0.09%13F-HRTimeline
Rossby Financial, LCC708$110K0.03%+45113F-HRTimeline
Commonwealth Retirement Investments LLC701$109K0.03%new13F-HRTimeline
Addison Advisors LLC688$107K0.02%013F-HRTimeline
Grove Bank & Trust688$107K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST686$106K0.01%013F-HRTimeline
Root Financial Partners, LLC673$104K0.01%+22013F-HRTimeline
Ulland Investment Advisors, LLC670$104K0.08%013F-HRTimeline
Cherry Tree Wealth Management, LLC668$103K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.653$101K0.01%013F-HRTimeline
Dunhill Financial, LLC647$100K0.02%-13013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV643$100K0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC633$98K0.14%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC629$97.4K0.05%013F-HRTimeline
Ashurst Perkins Coie Trust Co627$97.1K0.02%013F-HRTimeline
Arbor Wealth Management LLC\AZ621$96.1K0.07%13F-HRTimeline
Anchor Investment Management, LLC612$94.7K0.01%-21113F-HRTimeline
HM PAYSON & CO600$92.9K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/592$91.6K0.01%+35013F-HRTimeline
Archer Investment Corp588$90.9K0.02%-8513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC586$90.7K0.03%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.580$89.8K0.02%13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners576$89.2K0.01%+14113F-HRTimelineGroup
Cornerstone Planning Group LLC556$85.8K0.01%-12113F-HRTimeline
Bravera Wealth553$85.6K0.04%13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC552$85.5K0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV550$85K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC538$83.3K0.01%+1313F-HRTimeline
WealthCollab, LLC537$83.1K0.03%+25713F-HRTimeline
GPS Wealth Strategies Group, LLC530$82K0.07%-6,72813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC522$80.8K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC519$80.3K0.01%013F-HRTimeline
Ankerstar Wealth, LLC518$80.3K0.08%13F-HRTimeline
eCIO, Inc.518$80.2K0.04%new13F-HRTimeline
Winch Advisory Services, LLC513$79.5K0.02%+113F-HRTimeline
Indiana Trust & Investment Management Co509$78.8K0.02%-4913F-HRTimeline
Barnes Dennig Private Wealth Management…503$77.9K0.08%+10313F-HRTimeline
Pacifica Partners Inc.500$77.8K0.03%+19513F-HRTimeline
Glass Jacobson Investment Advisors llc500$77.4K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.496$76.8K0.01%013F-HRTimeline
Kozak & Associates, Inc.474$74.6K0.01%+213F-HRTimeline
CARDIFF PARK ADVISORS, LLC480$74.3K0.01%013F-HRTimeline
McIlrath & Eck, LLC458$70.9K0.01%013F-HRTimeline
Wellington Grp LLC454$70.3K0.02%13F-HR/ATimeline
OBSIDIAN CIO, LLC447$69.2K0.1%-6,80413F-HRTimeline
KERR FINANCIAL PLANNING Corp422$65.1K0.09%+21113F-HR/ATimeline
Sachetta, LLC406$62.9K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.402$62.2K0.03%013F-HRTimeline
Financial Perspectives, Inc402$62.2K0.02%+213F-HRTimeline
Citizens National Bank Trust Department400$61.9K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC391$60.5K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC389$60.2K0.01%new13F-HRTimeline
Founders Capital Management384$59.5K0.03%013F-HRTimeline
Strengthening Families & Communities, L…378$58.6K0.02%+8313F-HRTimeline
TRUST CO OF VERMONT378$58.5K<0.01%+13013F-HRTimeline
Cedar Mountain Advisors, LLC378$58.5K0.01%013F-HRTimeline
Paladin Advisory Group, LLC373$57.7K0.04%013F-HRTimeline
Keystone Financial Group, Inc.370$57.3K0.03%+113F-HRTimeline
Breakwater Investment Management369$57.1K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST362$56K0.02%-513F-HRTimeline
Nova Wealth Management, Inc.360$55.7K0.04%-1,30313F-HRTimeline
Team Financial Group, LLC358$55.4K0.03%+213F-HRTimeline
Coastline Trust Co345$53.4K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investment Research & Advisory Group, I…144$53.2K0.02%+113F-HRTimeline
Morton Brown Family Wealth, LLC340$52.6K0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.333$51.5K0.03%-12413F-HRTimeline
Global Wealth Strategies & Associates330$51.1K0.01%+16013F-HRTimeline
Olistico Wealth, LLC330$51.1K0.02%new13F-HRTimeline
Signature Resources Capital Management,…321$49.7K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.318$49.2K<0.01%+2413F-HRTimeline
Manchester Capital Management LLC312$48.3K0.01%-23613F-HRTimeline
Lloyd Advisory Services, LLC.307$47.5K0.02%new13F-HRTimeline
HEARTLAND ADVISORS INC300$46.4K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA300$46.4K0.03%-2413F-HRTimeline
Hartford Financial Management Inc.300$46.4K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$46.4K0.01%013F-HRTimeline
DV Trading LLC300$46.4K<0.01%13F-HRTimeline
MASECO LLP293$45.4K<0.01%+4413F-HRTimeline
Knuff & Co LLC290$44.9K0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.286$44.3K0.03%new13F-HRTimeline
Redwood Park Advisors LLC283$43.8K0.03%+23813F-HRTimeline
Quattro Advisors LLC283$43.8K0.04%13F-HRTimeline
Goodman Advisory Group, LLC281$43.5K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton277$42.9K0.01%013F-HRTimeline
Fairscale Capital, LLC277$42.9K0.03%013F-HRTimeline
one8zero8, LLC277$42.9K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC275$42.6K0.01%+12913F-HRTimeline
Operose Advisors LLC268$41.5K0.01%+9013F-HRTimeline
Caitlin John, LLC257$39.8K0.03%-1413F-HRTimeline
Avion Wealth256$39K0.01%-1,09913F-HRTimeline
Hanson & Doremus Investment Management251$39K<0.01%013F-HRTimeline
Gleason Group, Inc.251$38.9K<0.01%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.248$38.4K<0.01%new13F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…245$37.9K0.03%13F-HRTimeline
Clark Wealth Partners243$37.6K0.02%013F-HRTimeline
Bangor Savings Bank242$37.5K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.240$37K<0.01%-29713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rakuten Securities, Inc.in group Rakuten Group, Inc.232$35.9K0.01%+3113F-HRTimelineGroup
Armor Investment Advisors, LLC230$35.6K0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.228$35.3K<0.01%-64,40513F-HRTimeline
HighMark Wealth Management LLC221$34.3K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.220$34.1K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd220$34.1K0.01%013F-HRTimelineGroup
Bulwark Capital Corp220$34.1K0.02%013F-HRTimeline
NorthAvenue LLC220$34.1K0.03%13F-HRTimeline
Wagner Wealth Management, LLC215$33.4K0.01%013F-HRTimeline
IAG Wealth Partners, LLC215$33.3K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC215$33.3K0.03%13F-HRTimeline
Greykasell Wealth Strategies, Inc.212$32.8K0.01%+113F-HRTimeline
LOUISBOURG INVESTMENTS INC.210$32.5K0.01%013F-HRTimeline
Topsail Wealth Management, LLC210$32.5K<0.01%new13F-HRTimeline
Bogart Wealth, LLC210$32.4K<0.01%013F-HRTimeline
Roxbury Financial LLC204$31.6K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department203$31.4K0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC200$31K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.200$31K0.02%013F-HRTimeline
Parvin Asset Management, LLC200$31K0.03%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC193$30K0.02%013F-HRTimeline
Strategic Advocates LLC191$29.7K0.01%013F-HRTimeline
Aventura Private Wealth, LLC192$29.7K0.01%+17013F-HRTimeline
Financial Management Professionals, Inc.190$29.4K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.187$28.9K<0.01%013F-HRTimeline
Investors Portfolio Services LLC176$27.2K0.02%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.175$27.1K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC175$27.1K0.02%013F-HRTimeline
STEPH & CO170$26.3K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …167$25.9K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.166$25.8K0.01%+12813F-HRTimeline
Vermillion Wealth Management, Inc.165$25.5K0.01%+113F-HRTimeline
LM Advisors LLC3,931$25.4K0.49%-21,07413F-HRTimeline
Atomic Invest LLC161$25.1K0.01%13F-HRTimeline
RMG Wealth Management LLC155$24.6K<0.01%-78613F-HRTimeline
Pioneer Family Office, LLC159$24.6K0.02%13F-HRTimeline
CURIO WEALTH, LLC153$23.8K0.01%new13F-HRTimeline
Financial Avengers, Inc.151$23.4K0.01%-5713F-HR/ATimeline
OAKWORTH CAPITAL, INC.150$23.2K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC150$23.2K0.01%013F-HRTimeline
Davis Capital Management150$23.2K0.02%-1813F-HRTimeline
Eukles Asset Management149$23.1K0.01%+2713F-HRTimeline
Beaird Harris Wealth Management, LLC148$22.9K<0.01%013F-HRTimeline
PFS Partners, LLC145$22.5K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.276$21.3K0.01%-6,79713F-HRTimeline
DiNuzzo Private Wealth, Inc.135$20.9K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…135$20.9K<0.01%+2513F-HRTimeline
Piscataqua Savings Bank134$20.7K0.01%new13F-HRTimeline
Legacy Bridge, LLC132$20.4K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…130$20.1K<0.01%013F-HRTimeline
Covestor Ltd130$20K0.01%+4413F-HRTimeline
Miller Capital Partners, Inc.123$19K0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…120$18.6K0.01%013F-HRTimeline
Center for Financial Planning, Inc.115$17.8K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC110$17K0.01%-8513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$17K<0.01%013F-HRTimeline
Hurley Capital, LLC107$16.5K0.01%+113F-HRTimeline
Scarborough Advisors, LLC106$16.4K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.104$16.1K0.01%013F-HRTimeline
First PREMIER Bank104$16K<0.01%-5613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…102$15.8K<0.01%-1,08213F-HRTimelineGroup
New England Capital Financial Advisors …101$15.7K0.01%+3813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$15.5K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$15.5K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC100$15.5K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC97$15K0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.96$14.9K0.01%013F-HRTimeline
BALLAST ADVISORS LLC95$14.7K<0.01%013F-HRTimeline
Kilter Group LLC93$14.4K0.01%013F-HRTimeline
Integrity Financial Corp /WA91$14.1K0.01%013F-HRTimeline
Imprint Wealth LLC88$13.6K0.06%-37013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…86$13.3K0.01%-2213F-HRTimelineGroup
Front Row Advisors LLC84$12.9K<0.01%013F-HRTimeline
Rice Partnership, LLC81$12.5K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC79$12.2K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC75$11.6K<0.01%-5,53913F-HRTimelineGroup
Acumen Wealth Advisors, LLC74$11.5K<0.01%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC73$11.3K<0.01%-813F-HRTimeline
Wealth Watch Advisors, INC68$10.5K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.67$10.3K0.01%+113F-HRTimeline
DecisionPoint Financial, LLC66$10.2K<0.01%-3013F-HRTimeline
Balentine LLC63$9.75K<0.01%-23413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP62$9.6K<0.01%-5213F-HRTimelineGroup
Valued Wealth Advisors LLC61$9.44K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.60$9.29K0.03%013F-HRTimeline
OPTIMA CAPITAL LLC60$9.29K<0.01%new13F-HRTimeline
Peterson Wealth Services58$8.98K<0.01%-2,02513F-HRTimeline
Strive Financial Group ,LLC58$8.98K<0.01%13F-HR/ATimeline
Premier Financial Group54$8.4K<0.01%new13F-HRTimeline
Navalign, LLC53$8.2K<0.01%new13F-HRTimeline
City State Bank50$7.74K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC50$7.74K<0.01%-23,13013F-HRTimeline
IFC & Insurance Marketing, Inc.46$7K0.01%13F-HRTimeline
Monetary Solutions, Ltd42$6.5K0.01%13F-HRTimeline
WPG Advisers, LLC39$6.04K<0.01%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL36$5.57K<0.01%new13F-HRTimeline
Orion Capital Management LLC36$5.51K<0.01%-2713F-HRTimeline
HOEY INVESTMENTS, INC30$4.72K<0.01%013F-HRTimeline
SFAM, LLC30$4.64K<0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$4.64K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.30$4.64K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC29$4.49K<0.01%13F-HRTimeline