Skip to content
Disclosery

XLV SELECT SECTOR SPDR TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,226,352$4.48B0.36%-895,59113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,228,688$1.78B0.12%+1,108,61713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,811,819$1.73B0.12%+130,34013F-HRTimelineGroup
LPL Financial LLC6,833,969$921M0.31%-101,41613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,831,513$786M-702,006Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,763,171$777M0.13%+741,32913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,675,064$765M0.17%-161,16913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,647,759$761M0.26%-392,24713F-HRTimelineGroup
Caisse de depot et placement du Quebec3,858,426$520M1.11%+3,337,79413F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN3,517,825$474M2.78%013F-HRTimeline
Janney Montgomery Scott LLC3,289,584$443M1.16%-163,15013F-HRTimeline
UBS Group AGin group UBS Group AG3,273,146$441M0.09%-766,39313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,087,466$416M0.61%-37,93913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,860,751$386M0.1%-560,53713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,769,449$373M0.07%-351,35113F-HR/ATimelineGroup
WestEnd Advisors, LLC2,624,490$354M8.77%-126,17213F-HRTimeline
CHURCHILL MANAGEMENT Corp2,305,920$311M3.37%-384,53113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,056,721$277M3.17%-854,14413F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding1,741,713$235M+941,767Timeline
STATE STREET CORPin group STATE STREET CORP1,325,623$179M0.01%+1,192,74713F-HRTimelineGroup
Qube Research & Technologies Ltd1,267,023$171M0.24%+1,173,32213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,140,688$154M3.17%-126,99413F-HRTimelineGroup
CIBC WORLD MARKET INC.1,052,932$142M0.31%+19,34213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,047,929$141M1.9%-914,35213F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,019,882$137M0.79%-899,05013F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,000,000$135M0.27%-460,00013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.966,761$130M1.72%-396,92513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding944,455$127M+76,696Timeline
Cetera Investment Advisers929,752$125M0.21%-15,84213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC903,704$122M0.08%-30,18313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS829,088$112M0.09%-258,94013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP820,300$111M0.2%-739,20013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC797,134$107M0.07%-343,57813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC791,738$107M0.08%+3,96613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP746,701$101M0.1%+3,67713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.706,435$95.2M<0.01%-338,17513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …701,569$94.6M1.12%+512,29413F-HR/ATimelineGroup
HighTower Advisors, LLC681,064$91.8M0.12%+6,81513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC668,296$90.1M0.12%-19,70913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD662,304$89.3M0.4%+176,41013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co660,127$89M0.02%+121,87313F-HRTimelineGroup
Capital Investment Advisors, LLC647,214$87.2M1.56%+32,77813F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.634,507$86.1M0.15%+14,88713F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/561,903$75.7M0.04%+11,92013F-HRTimelineGroup
SRB CORPin group SRB CORP556,818$75.1M4.5%+498,22713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP552,824$74.5M0.01%-1,85913F-HRTimelineGroup
CW Advisors, LLC535,405$72.2M0.7%+39,00113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC522,043$70.4M0.06%+481,40613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…514,496$69.8M0.15%+26,42513F-HR/ATimelineGroup
RiverFront Investment Group, LLC509,627$68.7M1.34%-13,31513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC499,236$67.3M0.16%+135,57213F-HRTimelineGroup
Conservest Capital Advisors, Inc.490,691$66.1M6.53%-13,48713F-HRTimeline
Advisory Alpha, LLC437,543$59M1.84%+13,32213F-HRTimeline
GREENWOOD GEARHART LLC424,295$57.2M3.57%+95,58913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\421,450$56.8M0.07%-27,99013F-HRTimelineGroup
J.Safra Asset Management Corp399,912$53.9M3.75%+6,84013F-HR/ATimeline
FIL Ltdin group FIL Ltd363,450$49M0.04%+345,67013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC361,852$48.8M1.64%+23,43813F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM360,588$48.6M0.25%+64,60013F-HRTimeline
Cercano Management LLC358,568$48.3M1.38%-533,89013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC355,416$47.9M0.28%+48,62813F-HRTimelineGroup
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP350,000$47.1M4.55%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…347,495$46.8M1.08%-17,48213F-HRTimelineGroup
SIMPLEX TRADING, LLC333,580$45M1.21%+306,13013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…321,458$43.3M1.67%-12,82913F-HRTimeline
MML INVESTORS SERVICES, LLC304,571$41.1M0.12%-120,49513F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding291,567$39.3M0Timeline
RENAISSANCE TECHNOLOGIES LLC290,000$39.1M0.05%+181,30013F-HRTimeline
Cambridge Investment Research Advisors,…285,181$38.4M0.12%-97,86613F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC284,977$38.4M1.78%-25,37013F-HRTimelineGroup
Kingsview Wealth Management, LLC278,183$37.5M0.63%+94,58813F-HRTimeline
1832 Asset Management L.P.273,147$36.8M0.06%+9,26513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC264,898$35.6M0.02%-1,93613F-HRTimelineGroup
Private Advisor Group, LLC261,158$35.2M0.19%-42,46613F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.260,005$35M0.86%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…259,554$35M0.02%-7,00013F-HRTimelineGroup
TD Waterhouse Canada Inc.255,382$34.9M0.25%-41,88613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding240,632$32.4M+36,656Timeline
Wharton Business Group, LLC233,483$31.6M1.33%-2,40613F-HRTimeline
BW Gestao de Investimentos Ltda.229,000$30.9M2.93%+217,70813F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC224,158$30.2M3.03%+45,67113F-HRTimeline
Sanctuary Advisors, LLC220,790$29.8M0.18%-6,53313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding218,666$29.5M-51,340Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …215,300$29M4.47%+35,00013F-HRTimelineGroup
Trilogy Capital Inc.209,353$28.2M1.37%+202,08513F-HRTimeline
COUNTRY TRUST BANK202,733$27.3M0.61%+193,88213F-HRTimeline
Graypoint LLC201,949$27.2M1.53%+1,15713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP200,693$27.1M0.38%+2,03713F-HRTimeline
MAI Capital Management199,731$26.9M0.19%+8,42013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.198,854$26.8M2.67%+1,72013F-HRTimeline
Full Sail Capital, LLC192,809$26M1.5%+2,23113F-HRTimeline
Trek Financial, LLC191,069$25.8M1.73%+2,30913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC188,078$25.4M0.01%-1,263,42913F-HR/ATimelineGroup
NewEdge Advisors, LLC184,434$24.9M0.13%+18,19413F-HRTimeline
SPINNAKER TRUST184,043$24.8M1.49%-1,93413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…180,511$24.3M0.04%+129,65413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC178,427$24.1M0.03%-12,37213F-HRTimelineGroup
FMR LLCin group FMR LLC175,633$23.7M<0.01%-4,25913F-HRTimelineGroup
SP Asset Management LLC174,240$23.5M1.94%-4,13413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM165,369$23.3M3.19%-9,40613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.171,536$23.1M0.02%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding170,969$23M-11,774Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.167,834$22.6M0.19%+20,25813F-HRTimelineGroup
Financial Advisory Corp165,055$22.2M3.41%+1,74313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS164,629$22.2M0.05%+2,24513F-HRTimeline
Krilogy Financial LLC164,549$22.2M1.27%+12,44013F-HRTimeline
Biltmore Wealth Management, LLC164,009$22.1M8.95%+8,28813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…160,477$21.7M0.04%+39,79013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP159,253$21.5M0.03%+19,26913F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC152,970$20.6M0.19%-2,65213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management151,710$20.4M0.05%+20,58113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP151,785$20.3M0.02%+38,09713F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…150,225$20.2M0.13%new13F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management148,125$19.9M0.72%-35,73713F-HRTimelineGroup
DAVENPORT & Co LLC146,521$19.7M0.11%-5,70513F-HRTimeline
American Financial Advisors, LLC145,354$19.6M2.74%-1,91913F-HRTimeline
McKinley Carter Wealth Services, Inc.145,248$19.6M1.09%+20,41213F-HRTimeline
Bouchey Financial Group, Ltd.144,531$19.5M1.62%+3,97513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC144,394$19.5M0.53%-138,60113F-HRTimeline
Clarity Financial LLC143,717$19.4M2.09%-20,06313F-HRTimeline
Cullen Capital Management, LLC143,463$19.3M0.22%+138,64813F-HRTimeline
MEANS INVESTMENT CO., INC.142,552$19.2M1.82%+35,37113F-HRTimeline
Graves Light Lenhart Wealth, Inc.140,965$19M2.26%-2,65913F-HRTimeline
Miller Investment Management, LP138,216$18.6M1.96%+13,17913F-HRTimeline
Ayalon Insurance Comp Ltd.138,069$18.6M5.37%+17013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT135,510$18.3M1.17%-6,04913F-HRTimelineGroup
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…134,000$18.1M0.65%+29,40013F-HRTimelineGroup
EP Wealth Advisors, LLC133,390$18M0.12%+68,99513F-HRTimeline
COMERICA BANK130,403$17.6M0.07%-7,47413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …127,905$17.2M2.97%-6,08113F-HRTimeline
IMZ Advisory Inc130,526$17.2M6.89%+11,41013F-HRTimeline
Evolution Wealth Advisors, LLC126,621$17.1M2.5%+63113F-HRTimeline
Ashton Thomas Private Wealth, LLC126,569$17.1M0.6%+53,05813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…125,071$16.9M0.33%-23,14413F-HRTimelineGroup
IHT Wealth Management, LLC124,250$16.7M0.46%+39513F-HRTimeline
Kozak & Associates, Inc.123,039$16.7M3.4%+14,01813F-HRTimeline
Valmark Advisers, Inc.122,710$16.5M0.23%+9,98913F-HRTimeline
First Interstate Bank121,823$16.4M0.96%-1,45713F-HRTimeline
SG Americas Securities, LLC121,740$16.4M0.07%+60,35813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.121,535$16.4M0.36%013F-HRTimeline
BLAIR WILLIAM & CO/IL120,793$16.3M0.05%-2,03713F-HRTimeline
Atom Investors LP120,740$16.3M1.44%+74,86113F-HRTimeline
Quantitative Investment Management, LLC118,677$16M2.14%new13F-HRTimeline
Measured Wealth Private Client Group, L…117,333$15.8M4.73%+3,30113F-HRTimeline
Perbak Capital Partners LLP116,999$15.8M3.57%+90,54913F-HRTimeline
Rothschild Capital Partners, LLC115,265$15.5M4.08%+1013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC111,472$15M0.18%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning110,636$14.9M0.01%-10,27813F-HRTimelineGroup
KWMG, LLC110,592$14.9M1.4%+12,58213F-HRTimeline
Perigon Wealth Management, LLC109,505$14.8M0.34%-80613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…104,831$14.1M0.48%+4,79113F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC104,755$14.1M3.42%+1,72513F-HRTimeline
Baltimore-Washington Financial Advisors…104,178$14M0.65%-129,80413F-HRTimeline
Long Run Wealth Advisors, LLC102,477$13.8M2.9%+14,15813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC101,964$13.7M0.03%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…100,947$13.6M0.11%-51,10413F-HRTimeline
Atria Investments, Inc100,632$13.6M0.16%-3,37613F-HRTimeline
Passaic Partners LLC100,421$13.5M1.64%-1,01713F-HRTimeline
Asset Advisors Investment Management, L…99,544$13.4M1.33%-4,53813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/99,234$13.4M0.01%+39,87213F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…97,668$13.2M0.11%-1,16613F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.96,503$13M0.14%new13F-HRTimeline
Salomon & Ludwin, LLC95,313$12.9M1.28%+1,15413F-HRTimeline
Dakota Wealth Management95,123$12.8M0.27%-2,23213F-HRTimeline
SCOTIA CAPITAL INC.95,061$12.8M0.06%+1,75013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.94,323$12.7M0.02%-14,57813F-HRTimelineGroup
Prosperity Consulting Group, LLC93,609$12.6M0.92%-1,08713F-HRTimeline
Estate Counselors, LLC93,410$12.6M1.24%+90,68013F-HRTimeline
J.W. COLE ADVISORS, INC.92,970$12.5M0.27%+12,17913F-HRTimeline
Fisher Asset Management, LLC92,267$12.4M<0.01%+44,78313F-HRTimeline
Round Rock Advisors LLC91,430$12.3M2.13%+2,17613F-HRTimeline
OLD NATIONAL BANCORP /IN/90,814$12.2M0.22%-11,03313F-HRTimeline
Lake Hills Wealth Management, LLC90,806$12.2M7.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.90,623$12.2M0.07%+9,03913F-HRTimeline
Parkside Investments, LLC90,352$12.2M1.65%+8,20913F-HRTimeline
Carnegie Investment Counsel89,408$12.1M0.24%-28513F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…88,936$12M<0.01%+77,82213F-HRTimelineGroup
CWM, LLCin group CWM, LLC85,340$11.5M0.04%-35313F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC84,944$11.5M3.12%-24713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC85,053$11.5M6.44%+5,72313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC84,038$11.3M0.06%+1,39513F-HRTimelineGroup
Provida Pension Fund Administrator83,980$11.3M0.2%-44,75013F-HRTimeline
SIMON QUICK ADVISORS, LLC82,246$11.1M0.56%+79,44613F-HR/ATimeline
Tamar Securities, LLC81,761$11M1.34%+3,51413F-HRTimeline
WESPAC Advisors SoCal, LLC81,539$11M2.45%-22,38613F-HRTimeline
Stillwater Capital Advisors, LLC81,058$10.9M1.39%+53213F-HRTimeline
Gratus Wealth Advisors, LLC80,922$10.9M1.65%+1,10213F-HRTimeline
111 Capital80,245$10.8M1.86%new13F-HRTimeline
Arvest Bank Trust Division79,702$10.7M0.63%+2,91313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …76,939$10.4M1.4%-87913F-HRTimelineGroup
WBH ADVISORY INC76,805$10.4M0.88%-9,72813F-HRTimeline
DRW Securities, LLC76,039$10.2M0.72%new13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.75,973$10.2M2.76%+58213F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding75,754$10.2M-5,619Timeline
High Note Wealth, LLC74,199$10M2.29%-2,00613F-HRTimeline
AlphaCore Capital LLC73,752$9.94M0.38%+71,20513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC73,415$9.9M0.87%+2,19813F-HRTimeline
SFG Wealth Management, LLC.72,973$9.84M5.94%-4,54113F-HRTimeline
Frisch Financial Group, Inc.72,779$9.81M2.4%+32813F-HRTimeline
Vickerman Investment Advisors, Inc.72,529$9.78M2.1%+2,94913F-HRTimeline