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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,841 managers (1,868 13F filers) reported a position in XLV shares at 2026-06-30, 186,564,005 shares in all. 167 filers opened a position and 119 filers sold out during the quarter.

Managers
1,841
13F filers
1,868
New
167
Added
684
Reduced
694
Sold out
119
Shares held by filers
186,564,005

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
New England Capital Financial Advisors …63$10K<0.01%-3813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP62$9.84K<0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC61$9.68K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.60$9.52K0.02%013F-HRTimeline
Peterson Wealth Services58$9.2K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC54$8.57K0.01%-20713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …50$7.93K<0.01%-26713F-HRTimelineGroup
City State Bank50$7.93K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC50$7.93K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC56$7.69K0.01%new13F-HRTimeline
Philadelphia Investment Partners, LLC48$7.59K<0.01%013F-HRTimeline
Redwood Park Advisors LLC45$7.17K0.01%-23813F-HRTimeline
Monetary Solutions, Ltd42$6.66K0.01%013F-HRTimeline
Joseph Group Capital Management36$5.71K<0.01%013F-HRTimeline
Blume Capital Management, Inc.35$5.55K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC30$4.84K<0.01%013F-HRTimeline
SFAM, LLC30$4.76K<0.01%013F-HRTimeline
Vision Retirement, LLC30$4.76K<0.01%-5813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC29$4.6K<0.01%013F-HRTimeline
Mosley Wealth Management29$4.6K<0.01%new13F-HRTimeline
NCP Inc.29$4.6K0.01%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL28$4.44K<0.01%-3113F-HRTimeline
Gen-Wealth Partners Inc25$3.97K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.24$3.81K<0.01%new13F-HRTimeline
Mechanics Financial Corp18$2.86K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC17$2.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$2.54K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15$2.38K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC13$2.12K<0.01%new13F-HRTimeline
Go Invest LLC13$2.02K<0.01%+113F-HRTimeline
Copia Wealth Management12$1.9K<0.01%013F-HRTimeline
Capital Advisor Network LLC10$1.59K<0.01%-86513F-HRTimeline
SYNTAX RESEARCH, INC.9$1.43K<0.01%-12,66413F-HRTimeline
Sawyer & Company, Inc7$1.11K<0.01%-1113F-HRTimeline
Nova Wealth Management, Inc.6$892<0.01%-5213F-HRTimeline
Quent Capital, LLC4$635<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1$225<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$159<0.01%-47,56913F-HRTimeline
Freestone Grove Partners LP1$159<0.01%-20,45713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC0$25<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
PeakShares LLC28,491$4.52B+2,48013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.