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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

1,795 managers (1,821 13F filers) reported a position in XLV shares at 2026-03-31, 188,977,565 shares in all. 128 filers opened a position and 165 filers sold out during the quarter.

Managers
1,795
13F filers
1,821
New
128
Added
680
Reduced
695
Sold out
165
Shares held by filers
188,977,565

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Compass Wealth Management, LLC/GA73,872$10.8M4.63%+6,07013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC72,223$10.6M4.64%+1,37113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC72,008$10.6M0.04%-14,93913F-HRTimelineGroup
Vickerman Investment Advisors, Inc.71,623$10.5M2.21%-68413F-HRTimeline
CMH Wealth Management LLC71,211$10.4M1.79%+21613F-HRTimeline
Quantinno Capital Management LP71,070$10.4M0.02%+12,08113F-HRTimeline
Fullerton Fund Management Co Ltd.69,991$10.3M0.82%-101,58513F-HRTimeline
AlphaStar Capital Management, LLC69,626$10.2M0.75%+17,58013F-HRTimeline
Pachira Investments Inc.68,736$10.1M4.71%+6,23913F-HRTimeline
Advisory Services Network, LLC68,648$10.1M0.13%-5,48713F-HRTimeline
Howard Capital Management Group, LLC68,462$10M0.67%+95113F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…57,687$9.94M7.45%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC67,352$9.87M1.44%+57313F-HRTimelineGroup
IFP Advisors, Inc67,332$9.87M0.2%+13,54213F-HRTimeline
Hobart Private Capital, LLC66,868$9.8M1.93%+64813F-HRTimeline
MARTIN & CO INC /TN/66,339$9.73M1.66%+1,00313F-HRTimeline
Private Wealth Advisors, LLC66,324$9.72M2.73%+15,82713F-HRTimeline
WESPAC Advisors SoCal, LLC66,215$9.71M2.06%+4,75713F-HRTimeline
Keystone Global Partners, LLC65,723$9.64M4.28%+17,19513F-HRTimeline
Redhawk Wealth Advisors, Inc.64,967$9.52M1.05%+11,38813F-HRTimeline
Winthrop Capital Management, LLC63,960$9.38M2.41%-34313F-HRTimeline
Heirloom Wealth Management63,391$9.29M1.67%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC63,041$9.24M0.38%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC62,874$9.22M0.09%+5,66013F-HRTimelineGroup
Waverly Advisors, LLC62,581$9.18M0.07%+1,01113F-HRTimeline
High Note Wealth, LLC62,563$9.17M1.8%-1,13213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM61,817$9.06M1.39%-58913F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …61,592$9.03M1.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC61,192$8.97M1.76%-30713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP61,124$8.96M0.98%+4,06413F-HRTimeline
AlphaCore Capital LLC60,375$8.85M0.21%-9,88813F-HRTimeline
Constitution Capital LLC60,360$8.85M4.42%+2,05513F-HRTimeline
Capital Investment Counsel, LLC59,995$8.8M1.21%+49,15513F-HRTimeline
Atria Investments, Inc59,866$8.78M0.1%-3613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management59,563$8.73M0.1%+21,90813F-HRTimelineGroup
Sage Capital Advisors,llc59,422$8.71M2.02%-34313F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC59,194$8.68M6.83%+3,60213F-HRTimeline
Fairvoy Private Wealth, LLC59,096$8.66M2.07%+42,33013F-HRTimeline
Arta Finance Wealth Management LLC58,501$8.58M4.24%+2,00113F-HRTimeline
Perbak Capital Partners LLP58,330$8.55M2.1%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding58,327$8.55M+6,695Timeline
PRUDENT INVESTORS NETWORK, INC.57,886$8.49M1.85%-10,90713F-HRTimeline
FIRST MERCHANTS CORP57,781$8.47M0.32%-10,63513F-HRTimeline
Federation des caisses Desjardins du Qu…57,004$8.36M0.03%-54613F-HRTimeline
Parkside Investments, LLC56,954$8.35M1.01%-13,56213F-HRTimeline
Envision Financial Planning, LLC56,649$8.31M3%+1,74213F-HRTimeline
Western Wealth Management, LLC56,334$8.26M0.31%+4,53713F-HR/ATimeline
CASTLEARK MANAGEMENT LLC56,130$8.23M0.27%013F-HRTimeline
TCV Trust & Wealth Management, Inc.55,437$8.13M0.68%-1,18713F-HRTimeline
Allred Capital Management, LLC55,440$8.12M2.96%+2,37913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,012$8.07M0.03%-83513F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP54,732$8.02M0.59%+11,32213F-HRTimeline
McKinley Carter Wealth Services, Inc.54,632$8.01M0.46%-70,19813F-HRTimeline
Meridian Wealth Management, LLC54,541$8M0.28%+25,95213F-HRTimeline
Premier Path Wealth Partners, LLC54,470$7.99M1.04%-7,79813F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP54,342$7.97M1.93%+12,94213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,213$7.95M-51Timeline
FORBES J M & CO LLP54,169$7.94M0.67%013F-HRTimeline
Journey Advisory Group, LLC54,121$7.93M0.68%+7,84813F-HRTimeline
Sigma Planning Corp53,850$7.89M0.22%+1,17513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK53,760$7.88M0.04%+17,95913F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd53,501$7.81M2.55%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC52,509$7.7M<0.01%+31,70613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC51,831$7.6M0.18%+16,52313F-HRTimelineGroup
Integrated Advisors Network LLC51,594$7.56M0.4%-39,06813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …51,291$7.52M0.11%-18,80613F-HRTimelineGroup
HANCOCK WHITNEY CORP50,426$7.39M0.13%-38113F-HRTimeline
Orange Investment Advisors, Inc.50,398$7.39M0.96%-3,29913F-HR/ATimeline
Savvy Advisors, Inc.50,390$7.39M0.2%-3,12513F-HRTimeline
HRT FINANCIAL LP50,174$7.36M0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.49,910$7.32M0.35%+15213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.49,567$7.27M0.06%+6,12513F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD49,398$7.24M0.42%-58,86213F-HRTimelineGroup
Coastal Bridge Advisors, LLC49,089$7.2M0.51%+3,69013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd49,006$7.18M0.12%+47,11813F-HRTimelineGroup
Keebeck Wealth Management48,663$7.13M0.8%-1,44013F-HRTimeline
Robertson Stephens Wealth Management, L…48,568$7.12M0.2%-14513F-HRTimeline
Merit Financial Group, LLC48,502$7.11M0.05%+19,24613F-HRTimeline
Essex LLC48,330$7.09M1.25%+1,40513F-HRTimeline
FORONJY FINANCIAL LLC48,170$7.06M2.94%+3,24813F-HRTimeline
Marks Group Wealth Management, Inc48,108$7.05M0.68%+42,30913F-HRTimeline
Concentric Capital Strategies, LP47,840$7.01M0.61%-56,80313F-HRTimeline
Parallax Volatility Advisers, L.P.47,570$6.94M0.31%+2,87713F-HRTimeline
Signal Advisors Wealth, LLC46,652$6.84M0.47%+7,06513F-HRTimeline
Annex Advisory Services, LLC46,469$6.81M0.13%-11813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC46,124$6.76M0.72%-29613F-HRTimelineGroup
THOR TRADING ADVISORS, LLC45,987$6.74M2.79%+3,53613F-HRTimeline
PATTEN & PATTEN INC/TN45,162$6.62M0.4%-11513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,887$6.58M0.15%+7,32513F-HR/ATimeline
THEORY FINANCIAL LLC44,762$6.56M2.3%+17,52913F-HRTimeline
TIAAgroup of 3 filers holding44,543$6.53M+26,945Timeline
Baltimore-Washington Financial Advisors…44,117$6.47M0.28%-2,28613F-HRTimeline
Niles Investment Management, LLC44,112$6.47M5.81%new13F-HRTimeline
BigSur Wealth Management LLC43,789$6.42M1.8%-2,51013F-HRTimeline
Ameraudi Asset Management, Inc.43,280$6.35M3.45%+40,77513F-HRTimeline
Provida Pension Fund Administrator43,085$6.32M0.11%013F-HRTimeline
Evercore Wealth Management, LLC42,930$6.29M0.1%-3,79513F-HRTimeline
World Investment Advisors42,547$6.24M0.1%+1,59413F-HRTimeline
HARBOUR INVESTMENTS, INC.41,307$6.06M0.09%+12,87213F-HRTimeline
Gotham Asset Management, LLC41,192$6.04M0.02%+12,67313F-HRTimeline
Warren Street Wealth Advisors, LLC41,168$6.04M1.54%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC41,058$6.02M0.15%+1,23413F-HRTimeline
Busey Bank40,960$6.01M0.16%-21613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC40,800$5.98M2.2%+15,34513F-HRTimeline
Granite Harbor Advisors, Inc.40,398$5.92M2.59%-69513F-HRTimeline
PETERSON WEALTH MANAGEMENT40,241$5.9M3.42%+57713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC40,073$5.88M0.36%-14,10313F-HRTimeline
One Wealth Map LLC40,416$5.87M2.86%-1,52613F-HRTimeline
Talon Private Wealth, LLC39,774$5.83M0.77%13F-HRTimeline
Stockman Wealth Management, Inc.39,522$5.79M0.64%-88313F-HRTimeline
Black Swift Group, LLC39,022$5.72M1%-21413F-HRTimeline
NorthRock Partners, LLC38,690$5.67M0.09%+2,06613F-HRTimeline
NVWM, LLC38,611$5.66M1.26%-10213F-HRTimeline
Bonfire Financial38,492$5.64M4.25%-3,08213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,894$5.56M0.03%+3113F-HRTimelineGroup
Procyon Advisors, LLC37,611$5.51M0.27%-15,68113F-HRTimeline
Westside Investment Management, Inc.37,505$5.5M0.84%+3,94413F-HRTimeline
Algorithmic Investment Models, LLC37,458$5.49M6.78%+2,53213F-HRTimeline
5th Street Advisors, LLC37,393$5.48M2.38%+1,59713F-HRTimeline
TCP Asset Management, LLC37,295$5.47M0.7%new13F-HRTimeline
Econ Financial Services Corp37,272$5.46M2.54%+8,87413F-HRTimeline
Prime Capital Investment Advisors, LLC37,106$5.44M0.06%-2,91913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …36,813$5.4M0.04%+79613F-HRTimelineGroup
Fiduciary Group, LLC36,804$5.4M0.46%+80313F-HRTimeline
PINNACLE ASSOCIATES LTD36,670$5.38M0.07%-62613F-HRTimeline
Delos Wealth Advisors, LLC36,669$5.38M3.08%+3,92213F-HRTimeline
Financial Freedom, LLC36,621$5.37M2.67%-2,22513F-HRTimeline
Sharper & Granite LLC36,597$5.37M1.83%-3,26513F-HRTimeline
Cooksen Wealth, LLC36,119$5.3M3.85%+1,00013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC35,500$5.2M0.95%+2,89013F-HRTimeline
Intrua Financial, LLC35,399$5.19M0.55%-26,39513F-HRTimeline
CHEMUNG CANAL TRUST CO35,239$5.17M1.05%+12613F-HRTimeline
Simmons Bankin group Simmons Bank35,106$5.15M0.34%-3,54013F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL34,876$5.11M0.11%-10013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,555$5.07M0.16%+2,87113F-HRTimeline
Obermeyer Wealth Partners34,416$5.05M0.23%+11,58913F-HRTimeline
Midwest Trust Co34,096$5M0.06%+1,35113F-HRTimeline
Bleakley Financial Group, LLC33,931$4.97M0.08%+1,17013F-HRTimeline
Frisch Financial Group, Inc.33,913$4.97M1.04%-36,13213F-HRTimeline
Magnus Financial Group LLC33,811$4.96M0.4%-5,53813F-HRTimeline
10Elms LLP34,466$4.96M3.13%+7,37913F-HRTimeline
COURIER CAPITAL LLC33,735$4.95M0.28%+1,37513F-HR/ATimeline
HERBST GROUP, LLC33,585$4.92M3.04%-82913F-HRTimeline
CERTUITY, LLC33,504$4.91M0.32%+6,95313F-HRTimeline
Cornerstone Wealth Group, LLC33,529$4.89M0.32%new13F-HRTimeline
AMG National Trust Bank33,273$4.88M0.11%+10,67513F-HRTimeline
Wealthfront Advisers LLC33,181$4.86M0.01%-23513F-HRTimeline
Sowell Financial Services LLC33,119$4.86M0.18%-7713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC33,056$4.85M0.12%+28,69613F-HRTimeline
Summit Financial, LLC32,898$4.82M0.06%-8,94713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC32,681$4.79M2.62%-10,43213F-HRTimeline
Cresset Asset Management, LLC32,480$4.76M0.02%-14,67813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC32,269$4.73M0.54%-22613F-HRTimeline
Fourth Dimension Wealth, LLC32,117$4.71M1.79%+39613F-HRTimeline
Choate Investment Advisors32,107$4.71M0.09%-1,05613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,010$4.69M<0.01%-6,54013F-HRTimelineGroup
Gladstone Institutional Advisory LLC31,832$4.67M0.17%-24,86613F-HRTimeline
3EDGE Asset Management, LP32,299$4.65M0.22%-5,75613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,634$4.64M0.06%+1,22113F-HRTimelineGroup
HB Wealth Management, LLC31,540$4.62M0.03%+1,84613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.31,329$4.6M0.1%+15,80213F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC31,282$4.59M0.31%-1,30513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,142$4.57M0.15%+63013F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.31,200$4.53M0.03%+3,79213F-HRTimeline
Orion Porfolio Solutions, LLC30,833$4.52M0.04%-10,46613F-HRTimeline
GeoWealth Management, LLC30,417$4.46M0.16%+1,23513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …30,060$4.41M0.24%-1,86413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC29,733$4.36M0.2%+24,70113F-HRTimeline
Foundations Investment Advisors, LLC29,388$4.31M0.05%-8,89613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp29,372$4.31M0.01%-1,70013F-HR/ATimelineGroup
Pallas Capital Advisors LLC29,302$4.3M0.16%-3,40713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…29,046$4.26M0.36%+3,13013F-HRTimelineGroup
Crew Capital Management, Ltd29,040$4.26M2.82%-50613F-HRTimeline
ES4, LLC29,016$4.25M2.75%+8,43113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA28,954$4.24M0.02%+1,48513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,735$4.21M<0.01%+16,03713F-HRTimelineGroup
Sequoia Financial Advisors, LLC28,585$4.19M0.02%-30513F-HRTimeline
CALTON & ASSOCIATES, INC.27,870$4.09M0.59%new13F-HRTimeline
Rockport Wealth LLC27,861$4.08M0.74%+7,58413F-HRTimeline
Venturi Wealth Management, LLC27,809$4.08M0.18%-5,88613F-HRTimeline
INNEALTA CAPITAL, LLC27,675$4.06M2.52%-39,19513F-HRTimeline
Advisory Resource Group27,536$4.04M0.69%+7,40913F-HRTimeline
Sepio Capital, LP27,318$4.01M0.22%-2,10913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.27,173$3.98M0.46%+4,24413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC27,148$3.98M0.83%-26813F-HRTimeline
Graham Capital Management, L.P.27,100$3.97M0.13%-22,40013F-HRTimeline
Dorsey & Whitney Trust CO LLC27,077$3.97M0.22%013F-HRTimeline
LightSquare Wealth Management, LLC26,822$3.93M2.95%13F-HRTimeline
Riverpoint Wealth Management Holdings, …26,739$3.92M0.83%+7413F-HRTimeline
Prospera Financial Services Inc26,644$3.91M0.06%+1,33813F-HRTimeline
Silver Coast Investments LLC26,604$3.9M1.24%+1,98413F-HRTimeline
Bay Rivers Group26,456$3.88M1.62%+49313F-HRTimeline
Stonebridge Financial Group, LLC26,452$3.88M0.32%-166,88913F-HRTimeline
Dynamic Advisor Solutions LLC26,366$3.87M0.12%+55913F-HRTimeline
Nelson Capital Management, LLC26,249$3.85M0.47%-9413F-HRTimeline
PeakShares LLC26,011$3.81M3.5%+84013F-HRTimeline
FIRST HORIZON CORP25,992$3.81M0.16%-20313F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd25,895$3.8M1.44%+4,92013F-HRTimelineGroup
Adams Wealth Management25,702$3.77M0.83%+33713F-HRTimeline
CacheTech Inc.25,702$3.77M0.73%+33713F-HRTimeline