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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,818 managers (1,844 13F filers) reported a position in XLV shares at 2025-12-31, 192,119,964 shares in all. 205 filers opened a position and 93 filers sold out during the quarter.

Managers
1,818
13F filers
1,844
New
205
Added
719
Reduced
580
Sold out
93
Shares held by filers
192,119,964

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,761,602$4.3B0.31%-539,52513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,768,323$2.6B0.17%+2,957,64813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,486,551$1.78B0.11%+886,10913F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,775,392$1.05B0.15%-443,21413F-HR/ATimelineGroup
LPL Financial LLC6,563,313$1.02B0.28%+127,87213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,359,820$985M0.19%+373,02013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,168,703$800M+414,747Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,974,099$770M0.24%+81,34713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,777,479$740M+1,033,521Timeline
Main Management ETF Advisors, LLCgroup of 3 filers holding4,250,095$658M+852,130Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…4,224,401$654M5.66%+1,076,02313F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN3,114,164$482M2.51%-403,66113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,109,386$481M+364,857Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,848,726$441M0.1%+76,67213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,833,116$439M0.08%-409,80013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,502,563$387M0.25%+626,94713F-HRTimelineGroup
Janney Montgomery Scott LLC2,379,303$368M0.84%-195,75813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,279,806$353M0.47%-109,18713F-HRTimelineGroup
WestEnd Advisors, LLC1,846,668$286M6.66%-194,59413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,787,478$277M0.19%+130,13713F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,745,213$270M1.27%+719,33113F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,697,210$263M3.03%+601,91913F-HRTimelineGroup
Rokos Capital Management LLPin group Rokos Capital Management LLP1,657,495$257M3.76%new13F-HRTimelineGroup
Caisse de depot et placement du Quebec1,478,334$229M0.39%-1,876,10613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,418,516$221M0.27%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,335,820$207M0.3%+142,28213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,181,339$183M1.98%+215,01513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,135,000$176M0.3%013F-HRTimeline
CIBC WORLD MARKET INC.1,087,319$168M0.3%+9,11913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,031,165$160M0.01%-478,47613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,022,257$158M2.34%+92,19513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC959,994$149M0.06%+363,33113F-HRTimelineGroup
Cetera Investment Advisers934,869$145M0.16%+96,35313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co917,707$142M0.02%+381,81913F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD852,861$132M0.57%+67,88413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC779,946$121M0.09%-4,49013F-HRTimelineGroup
Capital Investment Advisors, LLC755,290$117M1.78%+68,90913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP690,726$107M0.1%+21,32113F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC645,781$100M0.06%-54,22713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…576,599$89.3M0.16%+56,93213F-HR/ATimelineGroup
FIL Ltdin group FIL Ltd557,620$86.3M0.06%+193,65713F-HRTimelineGroup
SRB CORPin group SRB CORP556,818$86.2M4.73%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/535,922$83M0.03%+279,62613F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.520,868$80.6M0.76%+383,70013F-HRTimeline
RiverFront Investment Group, LLC517,598$80.1M1.32%+2,80813F-HRTimeline
HighTower Advisors, LLC514,902$79.7M0.09%-105,02713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA498,856$77.2M0.11%+375,34513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP485,186$75.1M0.01%-17,44013F-HRTimelineGroup
Conservest Capital Advisors, Inc.477,221$73.9M6.66%-6,56413F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding457,267$70.8M0Timeline
GREENWOOD GEARHART LLC448,436$69.4M3.82%+9,43513F-HRTimeline
MML INVESTORS SERVICES, LLC443,753$68.7M0.17%+147,72713F-HRTimeline
J.Safra Asset Management Corp435,331$67.4M3.53%+20,43913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.434,865$67.3M<0.01%-326,63713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\422,040$65.3M0.08%-6,44813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC410,298$63.5M0.08%-90,08613F-HRTimeline
NWI MANAGEMENT LP406,300$62.9M3.84%+381,30013F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC399,881$61.9M1.48%+238,56213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…395,704$61.3M2.14%+12,64113F-HRTimeline
Advisory Alpha, LLC374,757$58M1.58%-7,00613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…366,040$56.7M1.14%+6,86413F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM364,188$56.4M0.27%+9,30013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC341,368$52.8M0.31%-4,23513F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC331,326$51.3M1.64%-8,51513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …320,504$49.6M0.43%-348,49613F-HRTimelineGroup
Private Advisor Group, LLC315,051$48.8M0.23%+73,64613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC304,466$47.1M0.07%+240,13113F-HRTimelineGroup
Cambridge Investment Research Advisors,…295,824$45.8M0.12%+23,85013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC282,927$44M0.02%+32,92713F-HR/ATimelineGroup
Wellspring Financial Advisors, LLC281,718$43.6M3.46%+16,49613F-HRTimeline
TD Waterhouse Canada Inc.270,604$41.9M0.26%+31,99213F-HRTimeline
BW Gestao de Investimentos Ltda.266,000$41.2M1.45%-35,00013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV266,132$40.5M0.06%-24,89913F-HRTimeline
1832 Asset Management L.P.260,673$40.4M0.05%-8,26913F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.260,000$40.2M1.2%013F-HRTimelineGroup
Farther Finance Advisors, LLC258,666$40M0.43%+52,45713F-HRTimeline
Elo Mutual Pension Insurance Co257,540$39.9M0.61%-721,75113F-HRTimeline
Steward Partners Investment Advisory, L…253,314$39.2M0.22%+151,56113F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …245,800$38M5.27%+69,00013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC239,703$37.1M0.08%-62,79813F-HRTimelineGroup
Wharton Business Group, LLC233,963$36.2M1.38%+4013F-HRTimeline
Krilogy Financial LLC228,333$36.1M1.23%+7,57713F-HRTimeline
MAI Capital Management232,822$36M0.21%+18,64213F-HRTimeline
Kingsview Wealth Management, LLC226,282$35M0.5%-7,23613F-HRTimeline
NewEdge Advisors, LLC214,013$33.1M0.12%+5,62613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…212,392$32.9M0.02%-5,65913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP211,247$32.7M0.02%+33,23913F-HRTimelineGroup
Sanctuary Advisors, LLC208,275$32.2M0.18%+2,36313F-HRTimeline
Mariner, LLCin group Mariner, LLC206,456$32M0.04%+32,81313F-HRTimelineGroup
Miller Investment Management, LP198,322$30.7M3%+44,01713F-HRTimeline
Rothschild Capital Partners, LLC198,138$30.7M7.24%+84,85513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP197,281$30.5M0.38%-1,41713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding194,302$30.1M-63,072Timeline
Stonebridge Financial Group, LLC193,341$29.9M2.56%new13F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC190,351$29.5M1.4%-54,86213F-HRTimelineGroup
FMR LLCin group FMR LLC189,130$29.3M<0.01%+10,04213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.185,665$28.7M0.2%-41,21013F-HRTimelineGroup
SPINNAKER TRUST184,367$28.5M1.53%+45613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP183,486$28.4M0.04%+35,45813F-HR/ATimelineGroup
MAKENA CAPITAL MANAGEMENT LLC182,397$28.2M3.38%-53,01213F-HRTimeline
Ashton Thomas Private Wealth, LLC181,592$28.1M0.69%+50,32813F-HRTimeline
Trek Financial, LLC181,170$28M1.63%-13,38413F-HRTimeline
Biltmore Wealth Management, LLC176,560$27.3M10.32%+47013F-HRTimeline
SP Asset Management LLC175,209$27.1M2.14%+70213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding174,637$27M+20,730Timeline
Trilogy Capital Inc.174,128$27M1.2%+53,38413F-HRTimeline
Financial Advisory Corp173,415$26.8M3.9%-5,85313F-HRTimeline
Fullerton Fund Management Co Ltd.171,576$26.6M1.16%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding171,283$26.5M-9,563Timeline
MMBG INVESTMENT ADVISORS CO.171,009$26.5M2.23%-28,48513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…166,161$26.3M0.04%+9,84213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…167,799$26.1M0.05%+78,74613F-HRTimelineGroup
American Financial Advisors, LLC164,284$25.4M3.28%-72113F-HRTimeline
University of Illinois Foundation162,410$25.1M8.63%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.160,128$24.8M0.02%-319,95213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS159,639$24.7M0.05%+33313F-HRTimeline
MEANS INVESTMENT CO., INC.158,157$24.5M2.06%-7,33813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC153,044$23.7M0.2%+108,04413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC151,218$23.4M0.2%+41,43913F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV150,858$23.4M0.86%+148,77413F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV144,488$22.4M5.14%13F-HRTimeline
IHT Wealth Management, LLC144,020$22.3M0.54%+21,75713F-HRTimeline
Graves Light Lenhart Wealth, Inc.143,345$22.2M2.35%+1,59413F-HRTimeline
Creative Planningin group Creative Planning136,889$21.2M0.02%+8,12313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…136,467$21.1M0.24%+53,22513F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …134,367$20.9M2.32%+32,79713F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …134,247$20.8M2.79%+7,25313F-HRTimeline
BLAIR WILLIAM & CO/IL133,987$20.7M0.06%+19,86513F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…133,200$20.6M0.69%-11,10013F-HRTimelineGroup
IMZ Advisory Inc133,055$20.6M7.54%+10,49113F-HRTimeline
KWMG, LLC130,246$20.2M1.74%+10,31913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT130,073$20.1M1.16%+1,21913F-HRTimelineGroup
Fisher Asset Management, LLC129,942$20.1M0.01%+17,45413F-HRTimeline
Ayalon Insurance Comp Ltd.129,169$20M4.85%-8,90013F-HRTimeline
Passaic Partners LLC128,613$19.9M2.06%-6,17713F-HRTimeline
Measured Wealth Private Client Group, L…127,527$19.7M5.22%+5,42913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…126,552$19.6M0.12%+31,58113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.124,830$19.3M1.08%-27,32613F-HRTimeline
CWM, LLCin group CWM, LLC122,409$18.9M0.05%+30,30613F-HRTimelineGroup
HighPoint Advisor Group LLC119,251$18.5M0.41%new13F-HRTimeline
Valmark Advisers, Inc.118,514$18.3M0.23%+1,24413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.117,186$18.1M0.03%+19,32413F-HRTimelineGroup
First Interstate Bank117,006$18.1M0.97%-2,60713F-HRTimeline
DAVENPORT & Co LLC116,644$18.1M0.1%-20,25713F-HRTimeline
Perigon Wealth Management, LLC113,028$17.5M0.31%+13,55913F-HRTimeline
Long Run Wealth Advisors, LLC112,814$17.5M3.29%+2,45413F-HRTimeline
Evolution Wealth Advisors, LLC112,462$17.4M1.75%+1,30613F-HRTimeline
EP Wealth Advisors, LLC110,181$17.1M0.09%13F-HRTimeline
COMERICA BANK109,128$16.9M0.07%-9,65713F-HRTimeline
Tamar Securities, LLC108,623$16.8M1.78%+22,50113F-HRTimeline
SG Americas Securities, LLC108,397$16.8M0.02%-36,89013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD108,260$16.8M2.13%-24,58113F-HRTimelineGroup
Balance Wealth Partners LLC107,695$16.7M5.35%-106,92213F-HRTimeline
Bellwether Advisors, LLC107,545$16.6M2.66%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL107,296$16.6M0.09%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.106,964$16.6M0.03%+103,95213F-HRTimelineGroup
Estate Counselors, LLC105,633$16.4M1.37%+4,69813F-HRTimeline
COUNTRY TRUST BANK104,888$16.2M0.29%+14,17113F-HRTimeline
Concentric Capital Strategies, LP104,643$16.2M0.84%-31,85613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…104,369$16.2M0.47%+4313F-HRTimelineGroup
Round Rock Advisors LLC103,227$16M2.4%+3,26913F-HR/ATimeline
Dakota Wealth Management102,976$15.9M0.28%+16,24913F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC102,542$15.9M0.03%-87,48013F-HRTimelineGroup
Salomon & Ludwin, LLC98,760$15.3M1.35%-2,08013F-HRTimeline
Asset Advisors Investment Management, L…98,733$15.3M1.41%+5,24113F-HRTimeline
New Harbor Financial Group, LLC96,368$14.9M2.73%new13F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE95,574$14.8M4.78%013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC95,432$14.8M7.42%+2,41513F-HRTimeline
Cullen Capital Management, LLC94,269$14.6M0.16%+85,65913F-HRTimeline
J. Goldman & Co LP93,546$14.5M0.56%+19,88213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC91,066$14.1M0.67%+60,92713F-HRTimeline
Integrated Advisors Network LLC90,662$14M0.62%+20,14713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding90,083$13.9M+22,842Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…89,453$13.8M0.05%+9,59313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/88,578$13.7M0.01%-128,19413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management87,483$13.5M0.45%-4,99113F-HRTimelineGroup
Clarity Financial LLC86,788$13.4M1.24%-55,90713F-HRTimeline
Gratus Wealth Advisors, LLC86,450$13.4M1.86%+1,13313F-HRTimeline
BRAVE ASSET MANAGEMENT INC86,137$13.3M3.15%+98113F-HRTimeline
OLD NATIONAL BANCORP /IN/85,499$13.2M0.22%+1,28113F-HRTimeline
SCOTIA CAPITAL INC.84,226$13M0.05%+31,97213F-HRTimeline
Insight Wealth Strategies, LLC84,067$13M1.49%-23913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC86,947$12.8M0.05%+12613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC82,867$12.8M0.56%-3813F-HRTimeline
J.W. COLE ADVISORS, INC.101,560$12.8M0.31%+7,75213F-HRTimeline
LOWE BROCKENBROUGH & CO INC82,001$12.7M0.62%+5,13113F-HRTimeline
WBH ADVISORY INC81,630$12.6M0.94%+6,67313F-HRTimeline
Carnegie Investment Counsel81,181$12.6M0.23%-3,96313F-HRTimeline
Nan Shan Life Insurance Co., Ltd.81,000$12.5M0.39%-643,85113F-HRTimeline
Prosperity Consulting Group, LLC80,740$12.5M0.56%-2,85913F-HRTimeline
Stillwater Capital Advisors, LLC80,191$12.4M1.33%-86313F-HRTimeline
Titan Investment Solutions Ltdgroup of 2 filers holding76,648$11.9MnewTimeline
PINNBROOK CAPITAL MANAGEMENT LP76,294$11.8M3.05%new13F-HRTimeline
Arkadios Wealth Advisors75,067$11.6M0.23%+5,51013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC74,617$11.6M0.91%-1013F-HRTimeline
Advisory Services Network, LLC74,135$11.5M0.16%+19,64013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding74,119$11.5M+6Timeline
&PARTNERS74,142$11.5M0.06%+12,14013F-HRTimeline
Vickerman Investment Advisors, Inc.72,307$11.2M2.24%-2,29113F-HRTimeline
Atom Investors LP71,941$11.1M0.88%-34,05013F-HRTimeline