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Public ownership evidence

State Street Health Care Select Sector SPDR ETF (XLV) Ownership Disclosures

Read XLV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-01621$96,136None
Provida Pension Fund Administrator2026-03-312026-08-2943,085$6,316,692None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2957,820$8,442,311None
Corient Private Wealth LP2026-06-302026-08-28146,945$23,314,828None
Corient Private Wealth LP2026-06-302026-08-283,304$524,196None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,027$321,536None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,743$255,581None
HORAN Wealth, LLC2026-06-302026-08-273,961$628,387None
Dakota Wealth Management2025-09-302026-08-2786,727$12,069,853None
Dakota Wealth Management2025-12-312026-08-27102,976$15,940,675None
Dakota Wealth Management2026-03-312026-08-27111,726$16,380,125None
Advus Financial Partners, LLC2025-06-302026-08-261,882$253,707None
Advus Financial Partners, LLC2025-03-312026-08-262,077$303,233None
Advus Financial Partners, LLC2024-12-312026-08-262,071$284,899None
Advus Financial Partners, LLC2024-09-302026-08-262,595$399,646None
Advus Financial Partners, LLC2024-06-302026-08-262,585$376,796None
Advus Financial Partners, LLC2024-03-312026-08-262,628$388,290None
Advus Financial Partners, LLC2023-12-312026-08-262,635$359,389None
Advus Financial Partners, LLC2023-09-302026-08-262,800$360,429None
Advus Financial Partners, LLC2023-06-302026-08-263,316$440,099None
Advus Financial Partners, LLC2023-03-312026-08-264,116$532,804None
Advus Financial Partners, LLC2022-12-312026-08-268,006$1,087,654None
Advus Financial Partners, LLC2022-09-302026-08-268,189$991,800None
Advus Financial Partners, LLC2022-06-302026-08-269,142$1,172,423None
Advus Financial Partners, LLC2022-03-312026-08-267,957$1,090,080None
January Capital Advisors LLC2026-06-302026-08-2615,937$2,528,564None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-261,367$200,370None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-261,372$217,744None
Serenity Investment Advisors2026-06-302026-08-251,389$239,450None
Bernard Wealth Management Corp.2026-06-302026-08-22793$125,818None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-222,942$466,778None
ATX Financial Planning, LLC2026-06-302026-08-213,092$490,566None
Forefront Wealth Partners, LLC2026-06-302026-08-212,680$425,216None
Rehmann Capital Advisory Group2026-06-302026-08-217,861$1,247,319None
Bullock Wealth Management Group2026-06-302026-08-204,388$700,071None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2014,554$2,309,138None
Financial Avengers, Inc.2026-06-302026-08-20153$24,212None
Kingsview Wealth Management, LLC2026-06-302026-08-2058,373$9,261,516None
Kingsview Wealth Management, LLC2026-06-302026-08-20170,926$27,119,119None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-201,986$291,168None
Archer Investment Corp2026-06-302026-08-20485$76,937None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,636$576,886None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20386,532$61,327,078None
Madrid Financial Services2024-12-312026-08-1926,283$3,615,813None
Sankala Group LLC2026-06-302026-08-193,492$594,155None
Beacon Pointe Advisors, LLC2026-06-302026-08-1947,304$7,505,221None
Copia Wealth Management2026-06-302026-08-1912$1,904None
Strait & Sound Wealth Management LLC2026-06-302026-08-194,448$705,786None
JDM Financial Group LLC2026-06-302026-08-19150$23,799None
Orion Capital Management LLC2026-06-302026-08-19179$28,406None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗HORAN Wealth, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.