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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,830 managers (1,857 13F filers) reported a position in XLV shares at 2026-06-30, 186,416,622 shares in all. 165 filers opened a position and 117 filers sold out during the quarter.

Managers
1,830
13F filers
1,857
New
165
Added
679
Reduced
692
Sold out
117
Shares held by filers
186,416,622

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/32,283,419$5.12B0.33%+1,261,86013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,036,140$2.1B0.12%-2,757,92313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,713,248$1.86B0.1%+281,16913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,613,797$1.21B0.13%+433,38013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,778,028$1.08B0.19%+394,06613F-HRTimelineGroup
LPL Financial LLC5,862,907$930M0.21%-470,18513F-HRTimeline
UBS Group AGgroup of 2 filers holding5,166,941$820M+434,509Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,974,409$789M0.21%+187,28113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,248,615$674M-951,364Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,634,449$577M2.8%+795,90013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,122,016$495M0.08%+476,01213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,030,331$481M-65,203Timeline
BARCLAYS PLCin group BARCLAYS PLC2,697,716$428M0.14%+749,81013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,654,030$421M0.09%-73,78313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,371,350$376M0.45%+48,29113F-HRTimelineGroup
Janney Montgomery Scott LLC2,319,229$368M0.71%-41,95413F-HRTimeline
WestEnd Advisors, LLC1,949,867$309M6.9%+71,75313F-HRTimeline
Caisse de depot et placement du Quebec1,693,225$269M0.38%-450,83313F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,669,613$265M1.03%-64,60013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,465,522$233M0.27%-76,22213F-HRTimelineGroup
Jordan Park Group LLC1,415,160$225M11.39%+44,62413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,219,207$193M1.3%-367,59013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,148,086$182M2.28%+186,83713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,105,268$175M0.08%+497,66313F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 3 filers holding1,091,767$173M-1,887,932Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,033,549$164M1.05%+353,40013F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,004,740$159M1.09%-524,83713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co999,240$159M0.02%-4,37113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL983,436$156M0.64%+884,13713F-HRTimeline
Jain Global LLC910,460$144M1.7%new13F-HRTimeline
Cetera Investment Advisers819,649$130M0.12%-48,29013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA796,960$126M0.19%+117,22013F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN750,640$119M0.5%-1,952,25413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD722,959$115M0.45%-3,09113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP713,602$113M0.09%-56,74613F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC694,506$110M0.06%+42,33213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC686,781$109M0.07%-53,56213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS640,098$102M0.05%-751,69413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC628,300$99.7M0.14%+536,60013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…618,590$98.1M0.15%+33,66913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.581,605$92.3M<0.01%-88,56613F-HRTimelineGroup
NWI MANAGEMENT LP565,000$89.6M5.73%+540,00013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP562,031$89.2M0.07%+416,56913F-HRTimelineGroup
SRB CORPin group SRB CORP556,818$88.3M4.75%013F-HRTimelineGroup
HighTower Advisors, LLC548,802$87.1M0.08%+21,88013F-HRTimeline
RiverFront Investment Group, LLC526,676$83.6M1.1%+5,56413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC515,327$81.8M0.05%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP485,006$77M0.01%-1,16213F-HRTimelineGroup
GREENWOOD GEARHART LLC479,226$76M3.54%+16,72213F-HRTimeline
Conservest Capital Advisors, Inc.468,151$74.3M5.91%-3,38613F-HRTimeline
J.Safra Asset Management Corp454,218$72.1M3.32%+7,59113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.445,151$70.6M0.44%+413,95113F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding441,663$70.1M+15,920Timeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…440,900$70M0.1%+140,90013F-HRTimeline
Qube Research & Technologies Ltd434,744$69M0.08%-130,46613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…417,803$66.3M1.77%+29,97913F-HRTimeline
Farther Finance Advisors, LLC407,509$64.7M0.51%+80,57413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\405,297$64.3M0.07%-53,88813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV386,532$61.3M0.08%+97,12913F-HR/ATimeline
Advisory Alpha, LLC379,833$60.3M1.48%+3,36013F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding368,581$58.5M0Timeline
TD Waterhouse Canada Inc.359,087$57.3M0.15%+66,76413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC357,584$56.7M0.07%-11,30113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding339,332$55.4M+331,149Timeline
KCM INVESTMENT ADVISORS LLC349,376$55.4M1.65%+22,76113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC340,013$53.9M1.17%+27,97613F-HRTimeline
Caption Management, LLC338,498$53.7M1.89%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/337,628$53.6M0.02%-143,26513F-HRTimelineGroup
Capital Investment Advisors, LLC335,320$53.2M0.7%-10,43913F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…318,000$50.5M0.23%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…295,654$46.9M0.11%-22,14513F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP277,455$44.5M0.02%+33,06413F-HRTimelineGroup
Wellspring Financial Advisors, LLC275,344$43.7M2.89%+3,13313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC275,041$43.6M0.05%+4,58813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding264,213$41.9M-4,890Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.263,560$41.8M0.06%+26,85213F-HRTimelineGroup
MAI Capital Management263,099$41.7M0.16%+26,17013F-HRTimeline
Quantitative Investment Management, LLC254,518$40.4M4.4%+177,62213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC248,542$39.4M0.07%-50,61113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS248,509$39.4M0.06%+82,58113F-HRTimeline
University of Illinois Foundation244,920$38.9M6.94%new13F-HRTimeline
Krilogy Financial LLC243,713$38.7M1.14%-3,20913F-HRTimeline
Sanctuary Advisors, LLC235,348$37.3M0.17%+22,22313F-HRTimeline
Bluespring Wealth Management, LLC233,494$37M0.71%+231,56813F-HRTimeline
Wharton Business Group, LLC232,139$36.8M1.23%-42413F-HRTimeline
Kingsview Wealth Management, LLC229,299$36.4M0.44%+7,70013F-HRTimeline
Private Advisor Group, LLC228,811$36.3M0.17%-49,95213F-HRTimeline
Volterra Technologies LP227,969$36.2M23.26%+105,97013F-HRTimeline
SG Americas Securities, LLC227,796$36.1M0.02%+124,55813F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE177,500$36M9.6%+73,98613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…213,270$33.8M0.02%-7,54513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC211,065$33.5M0.07%-152,62513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC205,926$32.7M0.02%+4,79613F-HRTimelineGroup
Ayalon Insurance Comp Ltd.204,009$32.4M3.97%+24,50013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.202,434$32.1M0.63%new13F-HRTimelineGroup
CSM Advisors, LLC202,041$32.1M0.68%new13F-HRTimeline
BW Gestao de Investimentos Ltda.201,000$31.9M0.77%013F-HRTimeline
FMR LLCin group FMR LLC200,648$31.8M<0.01%+1,64113F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.197,847$31.4M0.22%-69,88713F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC197,201$31.3M3.29%+23,32813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.195,277$31M0.97%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP194,090$30.8M0.35%-2,60513F-HRTimeline
Miller Investment Management, LP192,381$30.5M2.79%-10,53013F-HRTimeline
NewEdge Advisors, LLC192,131$30.5M0.09%-3,27513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding188,887$30M-40,363Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC182,757$29M0.02%-398,41013F-HRTimelineGroup
Biltmore Wealth Management, LLC181,609$28.8M8.99%+6,80913F-HRTimeline
SPINNAKER TRUST178,802$28.4M1.38%-4,87113F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …177,800$28.2M3.72%-68,00013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding177,544$28.2M-41,276Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC175,306$27.8M0.21%new13F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.173,104$27.5M2.17%+2,50413F-HRTimeline
SP Asset Management LLC171,889$27.3M2.19%+4413F-HRTimeline
MEANS INVESTMENT CO., INC.170,810$27.1M2.05%+9,29713F-HRTimeline
KWMG, LLC168,085$26.7M1.93%+29,22113F-HRTimeline
Rothschild Capital Partners, LLC167,229$26.5M5.71%-3,77513F-HRTimeline
Financial Advisory Corp166,691$26.4M3.51%-7,16413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…164,960$26.2M0.22%+15,86713F-HRTimelineGroup
American Financial Advisors, LLC164,162$26M3.13%+3,66213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.162,794$25.8M0.15%-38,24713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/161,620$25.6M0.02%+65,60513F-HRTimelineGroup
Tamar Securities, LLC155,324$24.6M2.3%+38,06613F-HRTimeline
Graham Capital Management, L.P.155,000$24.6M0.66%+127,90013F-HRTimeline
IMZ Advisory Inc152,784$24.2M7.68%+10,81813F-HRTimeline
Rockport Wealth LLC152,748$24.2M4.07%+124,88713F-HRTimeline
Fisher Asset Management, LLC152,137$24.1M0.01%+9,25713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.150,963$24M0.22%+26,83313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP150,249$23.8M0.03%-68,59413F-HR/ATimelineGroup
EP Wealth Advisors, LLC148,494$23.6M0.09%-33,33213F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC147,836$23.5M1.07%+33913F-HRTimelineGroup
LIGHTHOUSE FINANCIAL SERVICES INC /ADV145,176$23.2M4.87%+1,88413F-HRTimeline
Creative Planningin group Creative Planning145,102$23M0.01%+3,30013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC144,201$22.9M0.48%-2213F-HRTimeline
Bellwether Advisors, LLC142,132$22.6M3.34%+47,49313F-HRTimeline
Graves Light Lenhart Wealth, Inc.141,334$22.4M2.09%-1,24813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…137,706$21.8M0.04%-35,08613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…136,619$21.7M0.02%+35,84913F-HRTimelineGroup
Integrated Wealth Concepts LLC136,398$21.6M0.11%+32,53613F-HRTimeline
GTS SECURITIES LLC135,225$21.5M0.45%+16,95213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…130,994$21.1M0.04%+15,10413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …132,006$20.9M2.47%-98113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.128,822$20.4M0.03%-42,65313F-HRTimelineGroup
Trek Financial, LLC127,631$20.2M1.01%-55,37213F-HRTimeline
DAVENPORT & Co LLC126,203$20M0.1%+5,49513F-HRTimeline
IHT Wealth Management, LLC125,999$20M0.43%+18,66113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC124,861$19.8M0.1%-2,36913F-HR/ATimeline
Steward Partners Investment Advisory, L…124,604$19.8M0.1%-89013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…123,423$19.6M0.11%-1,27913F-HRTimelineGroup
Gotham Asset Management, LLC123,460$19.6M0.05%+82,26813F-HRTimeline
Passaic Partners LLC120,076$19.1M1.82%+1,46313F-HRTimeline
Mariner, LLCin group Mariner, LLC119,974$19M0.02%-38,84813F-HRTimelineGroup
HighPoint Advisor Group LLC116,525$18.5M0.65%+1,44513F-HRTimeline
Peak Retirement Planning, Inc.116,103$18.4M2.92%+30,88413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …115,762$18.4M1.37%+24,04013F-HRTimelineGroup
Round Rock Advisors LLC114,998$18.2M2.35%+7,08013F-HRTimeline
SCOTIA CAPITAL INC.114,880$18.2M0.07%+14,49913F-HRTimeline
BLAIR WILLIAM & CO/IL113,200$18M0.05%-39,76313F-HRTimeline
Dakota Wealth Management113,091$17.9M0.34%+1,36513F-HRTimeline
Concentric Capital Strategies, LP113,079$17.9M1.1%+65,23913F-HRTimeline
First Interstate Bank112,753$17.9M0.93%-2,21713F-HRTimeline
Clarity Financial LLC110,053$17.5M1.49%+24,74813F-HRTimeline
COUNTRY TRUST BANK108,168$17.2M0.3%-2113F-HRTimeline
Cavalier Investments, LLC107,957$17.1M6.3%+103,28413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …106,500$16.9M0.01%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP105,561$16.7M<0.01%-1,017,25513F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC105,190$16.7M8.35%+8,70913F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…104,131$16.5M0.38%-3013F-HRTimelineGroup
ALLEN WEALTH MANAGEMENT, LLC102,979$16.3M7.96%+7,02513F-HRTimeline
J.W. COLE ADVISORS, INC.101,960$16.2M0.28%-1,60113F-HRTimeline
Salomon & Ludwin, LLC99,600$15.9M1.31%-95013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT98,551$15.6M0.84%-23,24813F-HRTimelineGroup
Perigon Wealth Management, LLC95,670$15.2M0.24%-2,51113F-HRTimeline
CIBC WORLD MARKET INC.95,439$15.1M0.03%-457,72013F-HRTimeline
Private Wealth Advisors, LLC94,801$15M4.49%+28,47713F-HRTimeline
Valence8 US LP93,378$14.8M4.93%new13F-HRTimeline
Valmark Advisers, Inc.93,043$14.8M0.16%-27,03013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC92,437$14.7M0.56%+69,32913F-HRTimeline
BRAVE ASSET MANAGEMENT INC90,815$14.4M3.08%+3,30013F-HRTimeline
Galvin, Gaustad & Stein, LLC90,677$14.4M1.06%+81,57213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…90,436$14.3M0.05%+1,70013F-HRTimelineGroup
Balance Wealth Partners LLC89,514$14.2M3.78%-2,90313F-HRTimeline
Robertson Stephens Wealth Management, L…88,280$14M0.34%+39,71213F-HRTimeline
LOWE BROCKENBROUGH & CO INC87,807$13.9M0.62%+3,60313F-HRTimeline
SIMON QUICK ADVISORS, LLC87,291$13.8M0.56%-1,72113F-HRTimeline
Asset Advisors Investment Management, L…86,271$13.7M1.26%-18,27113F-HRTimeline
Evolution Wealth Advisors, LLC85,624$13.6M1.59%-29,55213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding82,637$13.1M+36,513Timeline
OLD NATIONAL BANCORP /IN/82,366$13.1M0.26%+2,39113F-HRTimeline
Csenge Advisory Group82,255$13.1M0.53%+3,52313F-HRTimeline
Stillwater Capital Advisors, LLC81,153$12.9M1.31%+2513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC80,275$12.7M0.04%+25,26313F-HRTimelineGroup
Archon Partners LLC80,000$12.7M1.35%new13F-HRTimeline
Arkadios Wealth Advisors79,762$12.7M0.19%+3,02913F-HRTimeline
AlphaCore Capital LLC79,761$12.7M0.23%+19,38613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC79,669$12.6M0.05%+7,66113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management79,000$12.5M0.38%-2,62813F-HRTimelineGroup
&PARTNERS78,813$12.5M0.05%+1,15813F-HRTimeline
WealthCare Asset Management, LLC76,906$12.2M5.1%new13F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC76,536$12.1M0.82%+25113F-HRTimeline
Compass Wealth Management, LLC/GA76,350$12.1M4.83%+2,47813F-HRTimeline