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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,121,943$4.98B0.44%-2,473,67013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,681,479$1.85B0.14%+1,750,22313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,120,071$1.77B0.13%+1,242,21713F-HRTimelineGroup
LPL Financial LLC6,935,385$1.01B0.39%+191,91913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,533,519$954M+533,152Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,040,006$882M0.33%+20,35813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,836,233$852M0.21%-22,33313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,021,842$733M0.14%-711,17913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG4,039,539$590M0.13%+564,00513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,421,288$524M0.14%+339,82513F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN3,517,825$514M3.34%-447,34313F-HRTimeline
Janney Montgomery Scott LLC3,452,734$504M1.43%+18,79713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,125,405$456M0.73%+32,05613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,120,800$456M0.1%+98,56013F-HR/ATimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,910,865$425M5.56%+2,75613F-HRTimelineGroup
WestEnd Advisors, LLC2,750,662$402M10.66%+56,52513F-HRTimeline
CHURCHILL MANAGEMENT Corp2,690,451$393M4.98%+734,54613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,962,281$286M5.28%+389,32513F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,918,932$280M1.82%+450,15013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,559,500$228M0.5%-811,85713F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,460,000$213M0.47%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,451,507$212M0.1%+824,56413F-HR/ATimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,363,686$199M3.05%+70,27713F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,267,682$185M4.42%+119,96813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding1,192,242$174M+1,186,125Timeline
CITIGROUP INCin group CITIGROUP INC1,140,712$167M0.13%+414,94913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,088,028$159M0.12%+1,014,74013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,044,610$153M<0.01%+321,32313F-HRTimelineGroup
CIBC WORLD MARKET INC.1,033,590$151M0.34%+996,10213F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding799,946$141M-27,209Timeline
Cetera Investment Advisers945,594$138M0.27%+103,78613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC933,887$136M0.14%+25,79113F-HRTimeline
Cercano Management LLC892,458$130M3.83%+307,70213F-HRTimeline
TD Asset Management Inc887,121$130M0.12%-13,61113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding867,759$127M-17,864Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC787,772$115M0.1%+367,96213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP743,024$108M0.12%-104,17213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC688,005$100M0.14%+9,28313F-HRTimeline
HighTower Advisors, LLC674,249$98.4M0.13%-34,98813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.619,620$90.5M0.2%+16,04113F-HRTimelineGroup
Capital Investment Advisors, LLC614,436$89.7M1.76%+53,16813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA560,285$81.8M0.18%-1,44913F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP554,683$81M0.01%-18,18713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/549,983$80.3M0.04%+352,32913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co538,254$78.6M0.01%-38,17613F-HR/ATimelineGroup
RiverFront Investment Group, LLC522,942$76.4M1.7%+16,97113F-HRTimeline
Caisse de depot et placement du Quebec520,632$76M0.16%-2,912,39613F-HRTimeline
Conservest Capital Advisors, Inc.504,178$73.6M7.73%-8,40313F-HRTimeline
CW Advisors, LLC496,404$72.5M0.87%+154,77213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…488,071$71.3M0.18%+26,25513F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD485,894$70.9M0.37%-453,64713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\449,440$65.6M0.09%-23,20813F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.433,402$63.4M0.64%+412,73913F-HRTimeline
MML INVESTORS SERVICES, LLC425,066$62.1M0.21%+86,79713F-HRTimeline
Advisory Alpha, LLC424,221$61.9M2.11%+35,40713F-HR/ATimeline
J.Safra Asset Management Corp393,072$57.4M4.67%-7,05013F-HR/ATimeline
Cambridge Investment Research Advisors,…383,047$55.9M0.19%+40,38313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…364,977$53.3M1.4%+327,34313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC363,664$53.1M0.15%-7,94213F-HRTimelineGroup
Alaska Permanent Fund Corp363,906$51.1M0.72%-106,00013F-HRTimeline
KCM INVESTMENT ADVISORS LLC338,414$49.4M1.77%+17,57713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…334,287$48.8M2.19%+16,72013F-HRTimeline
GREENWOOD GEARHART LLC328,706$48M3.32%+2,83413F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC310,347$45.3M2.3%-24,54513F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC306,788$44.8M0.26%+40,58213F-HRTimelineGroup
Private Advisor Group, LLC303,624$44.3M0.27%-31,28613F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM295,988$43.2M0.25%+21,40013F-HRTimeline
TD Waterhouse Canada Inc.297,268$42.6M0.35%-12,69813F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding291,567$42.5M0Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC282,995$41.3M1.28%+223,62013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding270,006$39.4M-11,302Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…266,554$38.9M0.02%-15,39013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC266,834$38.6M0.03%+100,49113F-HRTimelineGroup
1832 Asset Management L.P.263,882$38.5M0.07%+122,04013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.260,005$38M1.42%+100,00513F-HRTimelineGroup
Twin Tree Management, LP246,878$36M0.79%-284,83913F-HRTimeline
Wharton Business Group, LLC235,889$34.4M1.55%+38013F-HRTimeline
Baltimore-Washington Financial Advisors…233,982$34.2M1.81%+2,18413F-HRTimeline
Sanctuary Advisors, LLC227,323$33.2M0.23%-1,69813F-HRTimeline
Composition Wealth, LLC226,319$33M0.66%-2,76013F-HRTimeline
VESTOR CAPITAL, LLC218,079$31.8M2.62%+217,10913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding203,976$29.8M-20,690Timeline
Graypoint LLC200,792$29.3M1.83%-8,13813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP198,656$29M0.43%-1,75213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.197,134$28.8M3.25%-32,72013F-HRTimeline
MAI Capital Management191,311$27.9M0.21%-2,09213F-HRTimeline
Mariner, LLCin group Mariner, LLC190,799$27.9M0.05%-24,45513F-HRTimelineGroup
Full Sail Capital, LLC190,578$27.8M1.8%-9,92713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …189,275$27.6M0.39%-183,85013F-HRTimelineGroup
Trek Financial, LLC188,760$27.6M1.99%-9,24413F-HRTimeline
SPINNAKER TRUST185,977$27.2M1.77%-8,09613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management183,862$26.8M0.86%-1,19013F-HRTimelineGroup
Kingsview Wealth Management, LLC183,595$26.8M0.51%-10,48513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding182,743$26.7M+14,740Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …180,300$26.3M4.35%-69,00013F-HRTimelineGroup
FMR LLCin group FMR LLC179,892$26.3M<0.01%+2,19913F-HRTimelineGroup
MAKENA CAPITAL MANAGEMENT LLC178,487$26.1M2.69%+68,60013F-HRTimeline
SP Asset Management LLC178,374$26M2.3%+83113F-HRTimeline
Stonebridge Financial Group, LLC178,081$26M2.77%+167,70013F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…175,129$25.6M4.94%-51013F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM174,775$25.5M3.7%+91,70013F-HRTimelineGroup
NewEdge Advisors, LLC166,240$24.3M0.14%-25,01013F-HRTimeline
Clarity Financial LLC163,780$23.9M2.75%+29,78813F-HRTimeline
Financial Advisory Corp163,312$23.8M3.95%+3,06813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS162,384$23.7M0.06%+44113F-HRTimeline
Biltmore Wealth Management, LLC155,721$22.7M9.59%+1,36813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC155,622$22.7M0.28%+37,02413F-HRTimelineGroup
DAVENPORT & Co LLC152,226$22.2M0.13%+3,28013F-HRTimeline
Krilogy Financial LLC152,109$22.2M1.44%+1,91513F-HRTimeline
Steward Partners Investment Advisory, L…152,051$22.2M0.2%+44,48013F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.150,910$22M0.95%new13F-HRTimeline
Atria Wealth Solutions, Inc.150,557$22M0.26%-13,26413F-HRTimeline
TIFF ADVISORY SERVICES, LLC149,621$21.8M5.2%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…148,215$21.6M0.53%+31,71013F-HRTimelineGroup
Prestige Wealth Management Group LLC147,880$21.6M4.62%+99,75813F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.147,576$21.5M0.2%+1,73113F-HRTimelineGroup
American Financial Advisors, LLC147,273$21.5M3.12%-3,70013F-HRTimeline
Graves Light Lenhart Wealth, Inc.143,624$21M2.57%-1,06613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT141,559$20.7M1.37%-2,97913F-HRTimelineGroup
Bouchey Financial Group, Ltd.140,556$20.5M1.85%+3,42113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC140,484$20.5M0.09%+65,76913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP139,984$20.4M0.03%-36,33913F-HRTimelineGroup
Ayalon Insurance Comp Ltd.137,899$20.1M6.5%-83513F-HRTimeline
COMERICA BANK137,877$20.1M0.08%+7,49513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …133,986$19.6M2.99%+1,66113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC133,980$19.6M0.35%-83,41613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP132,876$19.4M<0.01%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management131,129$19.1M0.05%-131,48713F-HRTimelineGroup
Teamwork Financial Advisors, LLC130,756$19.1M2.63%new13F-HRTimeline
Provida Pension Fund Administrator128,730$18.8M0.38%+34,31013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC127,318$18.6M0.02%+77,42813F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC128,961$18.5M2.48%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC126,603$18.5M0.97%+93,57513F-HRTimeline
Evolution Wealth Advisors, LLC125,990$18.4M3.07%+46,26513F-HRTimeline
Miller Investment Management, LP125,037$18.3M2.02%+1113F-HRTimeline
McKinley Carter Wealth Services, Inc.124,836$18.2M1.12%+1,12513F-HRTimeline
IHT Wealth Management, LLC123,855$18.1M0.56%+4,29813F-HRTimeline
THOR TRADING ADVISORS, LLC123,403$18M7.28%new13F-HRTimeline
First Interstate Bank123,280$18M1.07%-14,82113F-HRTimeline
BLAIR WILLIAM & CO/IL122,830$17.9M0.05%+1,68213F-HRTimeline
Nan Shan Life Insurance Co., Ltd.121,535$17.7M0.42%+8,00013F-HRTimeline
Creative Planningin group Creative Planning120,914$17.7M0.02%+20,60113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…120,687$17.6M0.03%-2,48713F-HRTimeline
IMZ Advisory Inc119,116$17.4M7.89%-24,11413F-HRTimeline
Bellwether Advisors, LLC115,617$16.9M3.53%+115,55113F-HRTimeline
Rothschild Capital Partners, LLC115,255$16.8M4.4%+8,40313F-HRTimeline
Measured Wealth Private Client Group, L…114,032$16.6M5.34%+17,46213F-HRTimeline
Valmark Advisers, Inc.112,721$16.5M0.25%+18,93313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP113,688$16.4M0.01%+40,41213F-HR/ATimelineGroup
Summit Trail Advisors, LLC111,139$16.2M0.54%-119,44813F-HRTimeline
Perigon Wealth Management, LLC110,311$16.1M0.41%-71113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.108,901$15.9M0.03%+18,09313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC108,700$15.9M0.02%-111,40013F-HRTimeline
MEANS INVESTMENT CO., INC.107,181$15.6M1.66%+59,56313F-HRTimeline
THEORY FINANCIAL LLC106,100$15.5M6.53%new13F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…104,600$15.3M0.61%new13F-HRTimelineGroup
Asset Advisors Investment Management, L…104,082$15.2M1.6%+3,47813F-HRTimeline
Atria Investments, Inc104,008$15.2M0.19%+27,00813F-HRTimeline
WESPAC Advisors SoCal, LLC103,925$15.2M3.95%+11,63013F-HRTimeline
Kozak & Associates, Inc.109,021$15.1M3.77%+3,44313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC103,030$15M3.66%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/101,847$14.9M0.39%-4,79413F-HRTimeline
Passaic Partners LLC101,438$14.8M2.25%-19,34613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…100,040$14.6M0.57%-21013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…98,834$14.4M0.12%-3,49013F-HRTimelineGroup
KWMG, LLC98,010$14.3M1.46%+39,86613F-HRTimeline
Dakota Wealth Management97,355$14.2M0.33%+4,41613F-HRTimeline
Prosperity Consulting Group, LLC94,696$13.8M1.07%-5,77313F-HRTimeline
Salomon & Ludwin, LLC94,159$13.8M1.47%+5,40013F-HRTimeline
Qube Research & Technologies Ltd93,701$13.7M0.02%+56,85113F-HRTimeline
SCOTIA CAPITAL INC.93,311$13.6M0.07%-71,13913F-HRTimeline
Robertson Stephens Wealth Management, L…93,271$13.6M0.51%+56,72713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…91,013$13.6M0.03%-20,27213F-HR/ATimelineGroup
Nicholas Investment Partners, LP91,756$13.4M1.38%new13F-HRTimeline
Round Rock Advisors LLC89,254$13M2.42%+12,59213F-HRTimeline
Long Run Wealth Advisors, LLC88,319$12.9M2.92%-2,24913F-HRTimeline
WBH ADVISORY INC86,533$12.6M1.18%+8,41613F-HRTimeline
CWM, LLCin group CWM, LLC85,693$12.5M0.05%-12,66913F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC85,191$12.4M3.91%-40,57813F-HRTimeline
Cresset Asset Management, LLC83,717$12.2M0.06%-19,97213F-HRTimeline
Carnegie Investment Counsel89,693$12.1M0.29%+3,95313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC82,643$12.1M0.07%+11,04313F-HRTimelineGroup
Parkside Investments, LLC82,143$12M1.77%+1,39013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.81,584$11.9M0.07%+7,96513F-HRTimeline
CHEMUNG CANAL TRUST CO81,116$11.8M2.6%+17,01013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding81,373$11.8M+6,498Timeline
J.W. COLE ADVISORS, INC.80,791$11.8M0.37%-5,09213F-HRTimeline
Stillwater Capital Advisors, LLC80,526$11.8M1.64%-21,46013F-HRTimeline
Gratus Wealth Advisors, LLC79,820$11.7M1.91%-22,69413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC79,330$11.6M6.54%+4,45813F-HRTimeline
Tamar Securities, LLC78,247$11.4M1.55%+4,74313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …77,818$11.4M1.47%+43,55113F-HRTimelineGroup
SFG Wealth Management, LLC.77,514$11.3M5.53%+2,97213F-HRTimeline
LOWE BROCKENBROUGH & CO INC77,419$11.3M0.74%+5,83013F-HRTimeline
Silverleafe Capital Partners, LLC77,286$11.3M3.88%-2,19413F-HRTimeline
Proquility Private Wealth Partners, LLC76,950$11.2M3.46%+5,00713F-HRTimeline
Arvest Bank Trust Division76,789$11.2M0.71%+26313F-HRTimeline
High Note Wealth, LLC76,205$11.1M2.76%-2,85213F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.75,391$11M3.14%-27,41413F-HRTimeline
Private Wealth Advisors, LLC74,153$10.8M4.55%-6,73313F-HRTimeline