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Disclosery

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,301,127$3.94B0.3%-4,925,22513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,810,675$1.92B0.12%+998,85613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,600,442$1.48B0.09%-2,628,24613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,218,606$1B0.15%+1,455,43513F-HRTimelineGroup
LPL Financial LLC6,435,441$896M0.26%-398,52813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,986,800$833M0.17%+311,73613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,892,752$681M0.22%-755,00713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,753,956$662M-1,077,557Timeline
UBS Group AGin group UBS Group AG3,743,958$521M0.1%+470,81213F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN3,517,825$490M2.7%013F-HRTimeline
Main Management ETF Advisors, LLCgroup of 3 filers holding3,397,965$473M+1,656,252Timeline
Caisse de depot et placement du Quebec3,354,440$467M0.84%-503,98613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,242,916$451M0.08%+473,46713F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,148,378$438M3.94%+1,091,65713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,772,054$386M0.09%-88,69713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,744,529$382M+1,800,074Timeline
Janney Montgomery Scott LLC2,575,061$358M0.85%-714,52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,388,993$332M0.45%-698,47313F-HRTimelineGroup
WestEnd Advisors, LLC2,041,262$284M6.64%-583,22813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,875,616$261M0.2%+1,046,52813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,657,341$231M0.16%+860,20713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,509,641$210M0.01%+184,01813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,418,516$197M0.23%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,193,538$165M0.23%+559,03113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,135,000$158M0.29%+135,00013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,095,291$152M2.01%+47,36213F-HRTimelineGroup
CIBC WORLD MARKET INC.1,078,200$150M0.31%+25,26813F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,025,882$143M0.72%+6,00013F-HRTimelineGroup
Elo Mutual Pension Insurance Co979,291$136M2.24%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.966,324$134M1.64%-43713F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC930,062$129M1.95%-210,62613F-HRTimelineGroup
Cetera Investment Advisers838,516$117M0.14%-91,23613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD784,977$109M0.48%+122,67313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC784,436$109M0.08%-7,30213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.761,502$106M<0.01%+55,06713F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.724,851$101M2.14%+603,31613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC700,008$97.4M0.06%-203,69613F-HRTimeline
Capital Investment Advisors, LLC686,381$95.5M1.57%+39,16713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP669,405$93.2M0.09%-77,29613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …669,000$93.1M1%-32,56913F-HRTimelineGroup
Qube Research & Technologies Ltd631,668$87.9M0.12%-635,35513F-HRTimeline
HighTower Advisors, LLC619,929$86.3M0.1%-61,13513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC596,663$83M0.03%+408,58513F-HR/ATimelineGroup
SRB CORPin group SRB CORP556,818$77.5M4.44%013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co535,888$74.6M0.01%-124,23913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…519,667$72.3M0.14%+5,17113F-HRTimelineGroup
RiverFront Investment Group, LLC514,790$71.6M1.26%+5,16313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC502,697$70M0.06%-19,34613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP502,626$70M0.01%-50,19813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC500,384$69.6M0.09%-167,91213F-HRTimeline
SIMPLEX TRADING, LLC494,956$68.9M1.52%+161,37613F-HRTimeline
Conservest Capital Advisors, Inc.483,785$67.3M6.23%-6,90613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.480,080$66.8M0.05%+308,54413F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding457,267$63.5M+165,700Timeline
GREENWOOD GEARHART LLC439,001$61.1M3.52%+14,70613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\428,488$59.6M0.07%+7,03813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP422,091$58.7M0.09%-398,20913F-HRTimelineGroup
J.Safra Asset Management Corp414,892$57.7M3.51%+14,98013F-HRTimeline
Advisory Alpha, LLC381,763$54.7M1.52%-55,78013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…383,063$53.3M1.83%+61,60513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP379,593$51.6M0.04%+346,73113F-HRTimeline
FIL Ltdin group FIL Ltd363,963$50.7M0.04%+51313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…359,176$50M1.07%+11,68113F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM354,888$49.4M0.24%-5,70013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC345,603$48.1M0.27%-9,81313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC341,900$47.6M0.06%+51,90013F-HRTimeline
KCM INVESTMENT ADVISORS LLC339,841$47.3M1.52%-22,01113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC302,501$42.1M0.09%-196,73513F-HRTimelineGroup
BW Gestao de Investimentos Ltda.301,000$41.9M3.17%+72,00013F-HRTimeline
MML INVESTORS SERVICES, LLC296,026$41.2M0.11%-8,54513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV291,031$40.5M0.07%+245,09113F-HRTimeline
Cambridge Investment Research Advisors,…271,974$37.9M0.1%-13,20713F-HRTimeline
1832 Asset Management L.P.268,942$37.4M0.06%-4,20513F-HRTimeline
Wellspring Financial Advisors, LLC265,222$36.9M3.4%new13F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.260,000$36.2M0.71%-513F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding257,374$35.8M+16,742Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/256,296$35.7M0.01%-305,60713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC250,000$34.5M0.02%-14,89813F-HRTimelineGroup
TD Waterhouse Canada Inc.238,612$34.2M0.22%-16,77013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC245,213$34.1M1.51%-39,76413F-HRTimelineGroup
Private Advisor Group, LLC241,405$33.6M0.17%-19,75313F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC235,409$32.8M3.38%+11,25113F-HRTimeline
Wharton Business Group, LLC233,923$32.6M1.42%+44013F-HRTimeline
Kingsview Wealth Management, LLC233,518$32.5M0.5%-44,66513F-HRTimeline
Krilogy Financial LLC220,756$32.2M1.21%+56,20713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.226,875$31.6M0.23%+59,04113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…218,051$30.3M0.02%-41,50313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/216,772$30.2M0.03%+117,53813F-HRTimelineGroup
Balance Wealth Partners LLC214,617$29.9M7.38%new13F-HRTimeline
MAI Capital Management214,180$29.8M0.19%+14,44913F-HRTimeline
NewEdge Advisors, LLC208,387$29M0.13%+23,95313F-HRTimeline
Farther Finance Advisors, LLC206,209$28.7M0.43%+178,43113F-HRTimeline
Sanctuary Advisors, LLC205,912$28.7M0.16%-14,87813F-HR/ATimeline
MMBG INVESTMENT ADVISORS CO.199,494$27.8M2.46%+64013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP198,698$27.7M0.36%-1,99513F-HRTimeline
Trek Financial, LLC194,554$27.1M1.61%+3,48513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC190,022$26.4M0.06%+88,05813F-HRTimelineGroup
SPINNAKER TRUST183,911$25.6M1.42%-13213F-HRTimeline
Full Sail Capital, LLC181,119$25.2M1.39%-11,69013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding180,846$25.2M-37,820Timeline
Financial Advisory Corp179,268$24.9M3.67%+14,21313F-HRTimeline
FMR LLCin group FMR LLC179,088$24.9M<0.01%+3,45513F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …176,800$24.6M3.59%-38,50013F-HRTimelineGroup
Biltmore Wealth Management, LLC176,090$24.5M9.35%+12,08113F-HRTimeline
SP Asset Management LLC174,507$24.3M1.93%+26713F-HRTimeline
Mariner, LLCin group Mariner, LLC173,643$24.2M0.03%-4,78413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP178,008$24.2M0.02%+26,22313F-HRTimelineGroup
Perbak Capital Partners LLP173,368$24.1M4.25%+56,36913F-HRTimeline
MEANS INVESTMENT CO., INC.165,495$23M1.99%+22,94313F-HRTimeline
American Financial Advisors, LLC165,005$23M2.96%+19,65113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…156,319$22.5M0.03%-4,15813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC161,319$22.5M0.55%+16,92513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS159,306$22.2M0.05%-5,32313F-HRTimeline
Miller Investment Management, LP154,305$21.5M2.16%+16,08913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding153,907$21.4M-17,062Timeline
McKinley Carter Wealth Services, Inc.152,156$21.2M1.11%+6,90813F-HRTimeline
Bouchey Financial Group, Ltd.146,957$20.5M1.58%+2,42613F-HRTimeline
Jain Global LLC146,522$20.4M0.26%+114,17513F-HRTimeline
SG Americas Securities, LLC145,287$20.2M0.07%+23,54713F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…144,300$20.1M0.68%+10,30013F-HRTimelineGroup
Clarity Financial LLC142,695$19.9M1.97%-1,02213F-HRTimeline
Graves Light Lenhart Wealth, Inc.141,751$19.7M2.19%+78613F-HRTimeline
Ayalon Insurance Comp Ltd.138,069$19.2M4.86%013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.137,168$19.1M0.19%+40,66513F-HRTimeline
DAVENPORT & Co LLC136,901$19.1M0.1%-9,62013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP148,028$19M0.03%-11,22513F-HRTimelineGroup
Concentric Capital Strategies, LP136,499$19M0.91%+117,82213F-HRTimeline
Passaic Partners LLC134,790$18.8M2.26%+34,36913F-HRTimeline
Maven Securities LTDin group Maven Securities LTD132,841$18.5M3.54%+93,08813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC131,264$18.3M0.47%+4,69513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT128,854$17.9M1.08%-6,65613F-HRTimelineGroup
Creative Planningin group Creative Planning128,766$17.9M0.01%+18,13013F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …126,994$17.7M2.84%-91113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA123,511$17.2M0.03%+105,99213F-HRTimelineGroup
IMZ Advisory Inc122,564$17.1M6.35%-7,96213F-HRTimeline
IHT Wealth Management, LLC122,263$17M0.43%-1,98713F-HRTimeline
Measured Wealth Private Client Group, L…122,098$17M4.58%+4,76513F-HRTimeline
Trilogy Capital Inc.120,744$16.8M0.78%-88,60913F-HRTimeline
KWMG, LLC119,927$16.7M1.46%+9,33513F-HRTimeline
First Interstate Bank119,613$16.6M0.92%-2,21013F-HRTimeline
COMERICA BANK118,785$16.5M0.06%-11,61813F-HRTimeline
Valmark Advisers, Inc.117,270$16.3M0.21%-5,44013F-HRTimeline
BLAIR WILLIAM & CO/IL114,122$15.9M0.04%-6,67113F-HRTimeline
Employees Retirement System of Texas114,100$15.9M0.13%new13F-HRTimeline
Rothschild Capital Partners, LLC113,283$15.8M3.72%-1,98213F-HRTimeline
Fisher Asset Management, LLC112,488$15.7M0.01%+20,22113F-HRTimeline
Evolution Wealth Advisors, LLC111,156$15.5M2.08%-15,46513F-HRTimeline
Long Run Wealth Advisors, LLC110,360$15.4M3.01%+7,88313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC109,779$15.3M0.12%-43,19113F-HRTimelineGroup
Atom Investors LP105,991$14.8M1.12%-14,74913F-HRTimeline
Salomon & Ludwin, LLC100,840$14.6M1.31%+5,52713F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…104,326$14.5M0.45%-50513F-HRTimelineGroup
Steward Partners Investment Advisory, L…101,753$14.2M0.08%+80613F-HRTimeline
Estate Counselors, LLC100,935$14M1.21%+7,52513F-HRTimeline
Round Rock Advisors LLC99,958$13.9M2.2%+8,52813F-HRTimeline
Perigon Wealth Management, LLC99,469$13.8M0.28%-10,03613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …101,570$13.7M1.61%+24,63113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.97,862$13.6M0.02%+3,53913F-HRTimelineGroup
SAVA PENZISKO DRUSHTVO A.D. SKOPJE95,574$13.3M4.36%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC95,555$13.3M0.08%+77,74613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…94,971$13.2M0.1%-2,69713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.93,808$13.1M0.25%+83813F-HRTimeline
Asset Advisors Investment Management, L…93,492$13M1.23%-6,05213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC93,017$12.9M6.75%+7,96413F-HRTimeline
Arvest Bank Trust Division92,527$12.9M0.71%+12,82513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management92,474$12.9M0.44%-55,65113F-HRTimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP92,285$12.8M1.12%+84,89413F-HRTimelineGroup
CWM, LLCin group CWM, LLC92,103$12.8M0.04%+6,76313F-HRTimelineGroup
COUNTRY TRUST BANK90,717$12.6M0.28%-112,01613F-HRTimeline
Point72 Europe (London) LLP89,663$12.5M0.68%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…89,053$12.4M0.02%+59,93313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC86,821$12.1M0.05%+2,78313F-HRTimelineGroup
Dakota Wealth Management86,727$12.1M0.24%-8,39613F-HR/ATimeline
Tamar Securities, LLC86,122$12M1.36%+4,36113F-HRTimeline
Gratus Wealth Advisors, LLC85,317$11.9M1.67%+4,39513F-HRTimeline
Carnegie Investment Counsel85,144$11.8M0.22%-4,26413F-HRTimeline
BRAVE ASSET MANAGEMENT INC85,156$11.8M2.89%+21213F-HRTimeline
Insight Wealth Strategies, LLC84,306$11.7M1.38%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/84,218$11.7M0.2%-6,59613F-HRTimeline
Prosperity Consulting Group, LLC83,599$11.6M0.57%-10,01013F-HRTimeline
Modern Wealth Management, LLC83,431$11.6M0.23%+75,23013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,242$11.6M0.2%-41,82913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC82,905$11.5M0.52%+65913F-HRTimeline
Stillwater Capital Advisors, LLC81,054$11.3M1.27%-413F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.79,983$11.1M2.73%+4,01013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…79,860$11.1M0.04%+16,10713F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC76,870$10.7M0.55%+4,81313F-HRTimeline
Parkside Investments, LLC76,392$10.6M1.33%-13,96013F-HRTimeline
WBH ADVISORY INC74,957$10.4M0.8%-1,84813F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC74,627$10.4M0.83%+1,21213F-HRTimeline
Vickerman Investment Advisors, Inc.74,598$10.4M2.1%+2,06913F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding74,113$10.3M-1,641Timeline
J. Goldman & Co LP73,664$10.3M0.39%new13F-HRTimeline
CMH Wealth Management LLC72,144$10M2.14%+26,07213F-HRTimeline
AlphaCore Capital LLC72,046$10M0.34%-1,70613F-HRTimeline
Frisch Financial Group, Inc.71,466$9.95M2.31%-1,31313F-HRTimeline
Integrated Wealth Concepts LLC70,628$9.83M0.09%+4,46413F-HRTimeline
Heirloom Wealth Management70,549$9.82M2.37%new13F-HRTimeline
Integrated Advisors Network LLC70,515$9.81M0.41%+1,97813F-HRTimeline
Arkadios Wealth Advisors69,557$9.68M0.24%+9113F-HRTimeline