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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
Compass Wealth Management, LLC/GA76,350$12.1M4.83%+2,47813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC76,209$12.1M4.62%+3,98613F-HRTimeline
Pachira Investments Inc.75,669$12M4.53%+6,93313F-HRTimeline
Keystone Global Partners, LLC75,564$12M4.53%+9,84113F-HRTimeline
Quantinno Capital Management LP75,300$11.9M0.01%+4,23013F-HRTimeline
Prosperity Consulting Group, LLC75,277$11.9M0.45%-2,81913F-HRTimeline
Vickerman Investment Advisors, Inc.74,387$11.8M2.29%+2,76413F-HRTimeline
Hobart Private Capital, LLC74,022$11.7M2.01%+7,15413F-HRTimeline
Carnegie Investment Counsel73,301$11.6M0.23%-2,77913F-HRTimeline
CMH Wealth Management LLC72,630$11.5M1.76%+1,41913F-HRTimeline
Parkside Investments, LLC72,224$11.5M1.27%+15,27013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC70,487$11.2M0.05%-21,55713F-HRTimeline
Federation des caisses Desjardins du Qu…70,434$11.2M0.03%+13,43013F-HRTimeline
Intrua Financial, LLC70,388$11.2M1.06%+34,98913F-HRTimeline
Stonebridge Financial Group, LLC/CA69,664$11.1M1.53%13F-HRTimeline
WESPAC Advisors SoCal, LLC69,416$11M1.97%+3,20113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management68,779$10.9M0.11%+9,21613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC68,459$10.9M<0.01%+15,95013F-HRTimelineGroup
Howard Capital Management Group, LLC68,150$10.8M0.66%-31213F-HRTimeline
Measured Wealth Private Client Group, L…68,105$10.8M2.61%-54,38513F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP67,957$10.8M1.2%+13,61513F-HRTimelineGroup
WBH ADVISORY INC67,750$10.7M0.72%-11,23613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,655$10.7M0.01%-11,51513F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC67,285$10.7M1.44%-6713F-HRTimelineGroup
Arax Advisory Partners66,614$10.6M0.07%+63,60013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding66,259$10.5M-17,944Timeline
MARTIN & CO INC /TN/66,116$10.5M1.64%-22313F-HRTimeline
Winthrop Capital Management, LLC65,145$10.3M2.5%+1,18513F-HRTimeline
Ameraudi Asset Management, Inc.64,612$10.3M4.64%+21,33213F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC63,412$10.1M7.13%+4,21813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC63,237$10M0.06%-79,08013F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.63,088$10M1.94%+5,20213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP62,038$9.84M0.96%+91413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC61,544$9.76M0.02%-140,27213F-HRTimelineGroup
Prestige Wealth Management Group LLC61,524$9.76M1.77%+33213F-HRTimeline
IFP Advisors, Inc61,149$9.7M0.18%-6,18313F-HRTimeline
Capital Investment Counsel, LLC61,096$9.69M1.2%+1,10113F-HRTimeline
FLOW TRADERS U.S. LLC61,084$9.69M0.4%+56,96313F-HRTimeline
Atria Investments, Inc60,500$9.6M0.1%+63413F-HRTimeline
Cairn Investment Group, Inc.60,400$9.58M4.23%new13F-HRTimeline
Estate Counselors, LLC60,353$9.58M0.82%-38,40413F-HRTimeline
Waverly Advisors, LLC60,054$9.53M0.06%-2,52713F-HRTimeline
Meridian Wealth Management, LLC59,932$9.51M0.29%+5,39113F-HRTimeline
High Note Wealth, LLC59,664$9.47M1.61%-2,89913F-HRTimeline
Allred Capital Management, LLC59,394$9.43M3.1%+3,95413F-HRTimeline
Constitution Capital LLC59,280$9.41M4.83%-1,08013F-HRTimeline
Sage Capital Advisors,llc59,226$9.4M1.95%-19613F-HRTimeline
Journey Advisory Group, LLC57,962$9.2M0.7%+3,84113F-HRTimeline
Arta Finance Wealth Management LLC57,207$9.08M3.88%-1,29413F-HRTimeline
FIRST MERCHANTS CORP57,124$9.06M0.32%-65713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding57,122$9.06M-1,205Timeline
Advisory Services Network, LLC56,875$9.02M0.1%-11,77313F-HRTimeline
Corecam Pte. Ltd.56,550$8.97M3.4%new13F-HRTimeline
CASTLEARK MANAGEMENT LLC56,130$8.91M0.24%013F-HRTimeline
TCV Trust & Wealth Management, Inc.55,859$8.86M0.67%+42213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP55,725$8.84M0.54%+99313F-HRTimeline
FORBES J M & CO LLP54,169$8.59M0.68%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding53,805$8.54M-408Timeline
Independence Wealth Advisors, LLC53,394$8.47M4.25%+29,78513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK53,039$8.42M0.04%-72113F-HRTimelineGroup
Coastal Bridge Advisors, LLC52,966$8.4M0.52%+3,87713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding52,500$8.33M-43,377Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC52,330$8.3M0.1%new13F-HRTimelineGroup
Cullen Capital Management, LLC51,416$8.16M0.08%+44,03613F-HRTimeline
Premier Path Wealth Partners, LLC51,369$8.15M0.94%-3,10113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM50,796$8.06M0.54%-11,02113F-HRTimelineGroup
FORONJY FINANCIAL LLC50,354$7.99M2.94%+2,18413F-HRTimeline
Orange Investment Advisors, Inc.50,164$7.96M0.97%-23413F-HRTimeline
CENTAURUS FINANCIAL, INC.50,081$7.95M0.31%+17113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,079$7.95M0.17%-1,75213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.49,914$7.92M0.41%-4,71813F-HRTimeline
CHEMUNG CANAL TRUST CO49,795$7.9M1.46%+14,55613F-HRTimeline
Essex LLC49,769$7.9M1.2%+1,43913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC49,506$7.85M0.4%-46,63313F-HRTimeline
Talon Private Wealth, LLC49,094$7.79M0.91%+9,32013F-HRTimeline
J. Goldman & Co LP48,650$7.72M0.27%new13F-HRTimeline
BigSur Wealth Management LLC48,203$7.65M1.84%+4,41413F-HRTimeline
Western Wealth Management, LLC47,904$7.6M0.25%-8,43013F-HRTimeline
Horizon Investments, LLC47,495$7.54M0.08%-67,82713F-HRTimeline
Keebeck Wealth Management47,412$7.52M0.73%-1,25113F-HRTimeline
HARBOUR INVESTMENTS, INC.47,406$7.52M0.1%+6,09913F-HRTimeline
Beacon Pointe Advisors, LLC47,304$7.51M0.03%-54,25913F-HRTimeline
LARCH CAPITAL PARTNERS LLC46,903$7.44M1.06%new13F-HRTimeline
3EDGE Asset Management, LP46,628$7.4M0.33%+14,32913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.46,177$7.33M0.05%-3,39013F-HRTimelineGroup
Gladstone Institutional Advisory LLC45,869$7.28M0.23%+14,03713F-HRTimeline
One Wealth Map LLC43,386$7.21M3.36%+2,97013F-HRTimeline
PATTEN & PATTEN INC/TN45,450$7.21M0.38%+28813F-HRTimeline
Annex Advisory Services, LLC44,670$7.09M0.12%-1,79913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,496$7.06M0.13%-39113F-HRTimeline
Sigma Planning Corp44,434$7.05M0.18%-9,41613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …44,115$7M0.17%+23,66513F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …43,761$6.94M0.09%-7,53013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,721$6.94M0.05%+6,90813F-HRTimelineGroup
Summit Financial, LLC43,394$6.88M0.08%+10,49613F-HRTimeline
Procyon Advisors, LLC42,746$6.78M0.29%+5,13513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP42,480$6.74M0.01%new13F-HRTimelineGroup
Evercore Wealth Management, LLC42,267$6.71M0.09%-66313F-HRTimeline
HANCOCK WHITNEY CORP42,165$6.69M0.11%-8,26113F-HRTimeline
PETERSON WEALTH MANAGEMENT42,142$6.69M3.12%+1,90113F-HRTimeline
Baltimore-Washington Financial Advisors…42,120$6.68M0.25%-1,99713F-HRTimeline
Stockman Wealth Management, Inc.41,697$6.62M0.68%+2,17513F-HRTimeline
Granite Harbor Advisors, Inc.41,321$6.56M2.59%+92313F-HRTimeline
MATHER GROUP, LLC.41,086$6.52M0.06%+39,62113F-HRTimeline
Econ Financial Services Corp41,080$6.52M3.05%+3,80813F-HRTimeline
Warren Street Wealth Advisors, LLC41,050$6.51M1.47%-11813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC40,994$6.5M0.36%+92113F-HRTimeline
Busey Bank40,954$6.5M0.16%-613F-HRTimeline
Cornerstone Wealth Group, LLC40,928$6.49M0.39%+7,39913F-HRTimeline
Foundations Investment Advisors, LLC40,414$6.41M0.07%+11,02613F-HRTimeline
5th Street Advisors, LLC40,203$6.38M2.47%+2,81013F-HRTimeline
Bonfire Financial40,088$6.36M4.09%+1,59613F-HRTimeline
SCP Investment, LP40,000$6.35M5.85%+30,00013F-HRTimeline
Integrated Advisors Network LLC39,922$6.33M0.29%-11,67213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD39,753$6.31M0.43%-9,64513F-HRTimelineGroup
Cannon Advisors, Inc.39,356$6.23M3.79%new13F-HRTimeline
Westside Investment Management, Inc.39,260$6.23M0.82%+1,75513F-HRTimeline
Delos Wealth Advisors, LLC38,756$6.15M3.16%+2,08713F-HRTimeline
ES4, LLC38,218$6.06M3.18%+9,20213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,854$6.01M0.03%-4013F-HRTimelineGroup
Cooksen Wealth, LLC37,791$6M3.78%+1,67213F-HRTimeline
Larson Financial Group LLC37,542$5.96M0.16%+29,46013F-HRTimeline
NVWM, LLC37,469$5.94M1.2%-1,14213F-HRTimeline
Fiduciary Group, LLC37,333$5.92M0.46%+52913F-HRTimeline
Merit Financial Group, LLC37,289$5.92M0.04%-11,21313F-HR/ATimeline
Vise Technologies, Inc.37,150$5.89M0.07%+29,28013F-HRTimeline
Prospera Financial Services Inc36,908$5.86M0.09%+10,26413F-HRTimeline
Black Swift Group, LLC36,802$5.84M0.84%-2,22013F-HRTimeline
Sharper & Granite LLC36,275$5.76M1.78%-32213F-HRTimeline
PINNACLE ASSOCIATES LTD36,241$5.75M0.06%-42913F-HRTimeline
Fortis Group Advisors, LLC36,110$5.73M0.92%+24,83513F-HRTimeline
Union Bancaire Privee, UBP SA35,568$5.72M0.06%+12,00013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management35,892$5.69M0.01%new13F-HRTimelineGroup
Financial Freedom, LLC35,507$5.63M2.59%-1,11413F-HRTimeline
COURIER CAPITAL LLC35,505$5.63M0.28%+1,77013F-HRTimeline
Spahn Wealth & Retirement LLC35,452$5.62M3.62%new13F-HRTimeline
10Elms LLP35,447$5.62M2.38%+98113F-HRTimeline
Simplicity Wealth,LLC35,066$5.56M0.19%+20,95613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL34,992$5.55M0.11%+11613F-HRTimeline
Venturi Wealth Management, LLC34,682$5.5M0.21%+6,87313F-HRTimeline
TCP Asset Management, LLC34,604$5.49M0.62%-2,69113F-HRTimeline
Wealthfront Advisers LLC34,392$5.46M0.01%+1,21113F-HRTimeline
Prime Capital Investment Advisors, LLC34,223$5.43M0.05%-2,88313F-HRTimeline
Simmons Bankin group Simmons Bank34,182$5.42M0.31%-92413F-HRTimelineGroup
Magnus Financial Group LLC34,168$5.42M0.38%+35713F-HRTimeline
Obermeyer Wealth Partners33,946$5.39M0.22%-47013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC33,804$5.36M0.1%+74813F-HRTimeline
Occidental Asset Management, LLC33,676$5.34M0.53%+24,63813F-HRTimeline
HERBST GROUP, LLC33,587$5.33M2.9%+213F-HRTimeline
SURIENCE PRIVATE WEALTH LLC33,514$5.32M4.68%new13F-HRTimeline
CERTUITY, LLC33,453$5.31M0.26%-5113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,424$5.3M<0.01%+1,41413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,415$5.3M0.05%-29,45913F-HRTimelineGroup
Fourth Dimension Wealth, LLC32,911$5.22M1.65%+79413F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC32,889$5.22M2.42%+20813F-HRTimeline
HB Wealth Management, LLC32,869$5.22M0.03%+1,32913F-HRTimeline
Algorithmic Investment Models, LLC32,840$5.21M6.03%-4,61813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC32,790$5.2M1.77%-8,01013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC32,730$5.19M0.08%-1,82513F-HRTimeline
World Investment Advisors34,703$5.19M0.09%-7,84413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC32,269$5.12M0.52%013F-HRTimeline
Bleakley Financial Group, LLC32,169$5.1M0.07%-1,76213F-HRTimeline
Frisch Financial Group, Inc.32,117$5.1M0.87%-1,79613F-HRTimeline
Midwest Trust Co31,929$5.07M0.06%-2,16713F-HRTimeline
Ausdal Financial Partners, Inc.31,768$5.04M0.2%+10,79213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,722$5.03M0.14%+58013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC31,479$4.99M0.31%+19713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,358$4.98M0.06%-27613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd30,774$4.88M0.06%-18,23213F-HRTimelineGroup
Crew Capital Management, Ltd30,619$4.86M2.65%+1,57913F-HRTimeline
THEORY FINANCIAL LLC30,610$4.86M1.53%-14,15213F-HRTimeline
MONTAG A & ASSOCIATES INC30,534$4.84M0.2%+80113F-HRTimeline
Wealthspire Advisors, LLC30,502$4.84M0.03%+12,94613F-HRTimeline
Pallas Capital Advisors LLC30,235$4.8M0.15%+93313F-HRTimeline
Sowell Financial Services LLC30,090$4.77M0.16%-3,02913F-HRTimeline
Cresset Asset Management, LLC30,040$4.77M0.02%-2,44013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp29,861$4.74M0.01%+48913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,506$4.68M<0.01%+77113F-HRTimelineGroup
RFG Advisory, LLC29,484$4.68M0.07%+6,42213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…29,452$4.67M0.07%new13F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …29,068$4.61M0.23%-99213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC28,946$4.59M0.17%+9,89613F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd28,595$4.54M1.53%+2,70013F-HRTimelineGroup
Advisory Resource Group28,588$4.54M0.68%+1,05213F-HRTimeline
Stonebridge Financial Group, LLC28,355$4.5M0.34%+1,90313F-HRTimeline
Everstar Asset Management, LLC28,336$4.5M2.17%+10,73013F-HRTimeline
Cercano Management LLC28,280$4.49M0.6%-112,59613F-HR/ATimeline
Silver Coast Investments LLC27,842$4.42M1.32%+1,23813F-HRTimeline
CacheTech Inc.27,816$4.41M0.71%+2,11413F-HRTimeline
INNEALTA CAPITAL, LLC27,675$4.39M2.34%013F-HRTimeline
SteelPeak Wealth, LLC27,492$4.36M0.11%+13,96713F-HRTimeline
Bay Rivers Group27,434$4.35M1.49%+97813F-HRTimeline
Nelson Capital Management, LLC27,406$4.35M0.48%+1,15713F-HRTimeline
MBA Advisors LLC27,326$4.34M1.48%+3,20513F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC27,148$4.31M0.84%013F-HRTimeline
Choate Investment Advisors26,958$4.28M0.08%-5,14913F-HRTimeline
Trilogy Capital Inc.26,645$4.23M0.16%-190,25613F-HRTimeline
Dorsey & Whitney Trust CO LLC26,619$4.22M0.21%-45813F-HRTimeline
Riverpoint Wealth Management Holdings, …26,612$4.22M0.78%-12713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION26,415$4.19M0.3%+1,98213F-HRTimeline