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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
FPC INVESTMENT ADVISORY, INC.26,010$4.19M1.98%+2,04913F-HRTimeline
Adams Wealth Management26,357$4.18M0.8%+65513F-HRTimeline
AE Wealth Management LLC26,330$4.18M0.02%+10,94113F-HRTimeline
Mutual Advisors, LLC26,286$4.17M0.08%+3,08313F-HRTimeline
Biondo Investment Advisors, LLC26,217$4.16M0.51%+1,00713F-HRTimeline
Sepio Capital, LP26,202$4.16M0.21%-1,11613F-HRTimeline
Empowered Funds, LLC26,139$4.15M0.02%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd26,113$4.14M0.03%+7,10413F-HRTimelineGroup
Darwin Wealth Management, LLC26,069$4.14M1.13%+95913F-HRTimeline
MSH Capital Advisors LLC25,780$4.09M0.71%+7,43413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,735$4.08M0.33%+21013F-HRTimelineGroup
SYON CAPITAL LLC25,563$4.06M0.18%+1,84613F-HRTimeline
Jacobi Capital Management LLC25,256$4.01M0.2%+1,16313F-HRTimeline
CHOREO, LLC25,252$4.01M0.04%+1,14613F-HRTimeline
LightSquare Wealth Management, LLC25,226$4M2.76%-1,59613F-HRTimeline
GeoWealth Management, LLC25,150$3.99M0.13%-5,26713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC25,150$3.99M0.02%new13F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC25,135$3.99M0.96%new13F-HRTimeline
Telos Capital Management, Inc.25,108$3.98M0.35%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC25,041$3.97M0.96%+75413F-HRTimeline
Massachusetts Wealth Management24,809$3.94M1.5%+89013F-HRTimeline
One Day In July LLC24,807$3.94M0.27%+1,31913F-HRTimeline
Clear Creek Financial Management, LLC24,721$3.92M0.25%+17,17913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …24,632$3.91M0.19%+3,22013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP24,533$3.89M0.18%-183,73713F-HRTimeline
VestGen Advisors, LLC24,517$3.89M0.11%+57613F-HRTimeline
Innova Wealth Partners24,516$3.89M1.61%+22,94813F-HRTimeline
Corecam AG24,425$3.88M3.31%new13F-HRTimeline
Arch Global Advisors, LLC24,215$3.84M1.7%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC24,158$3.83M1.05%+6,71613F-HR/ATimeline
Orion Porfolio Solutions, LLC24,122$3.83M0.03%-6,71113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.24,067$3.82M1.19%-3513F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP24,041$3.81M3.26%+6,33213F-HRTimelineGroup
Prospect Financial Services LLC23,956$3.8M1.93%+5,30613F-HRTimeline
Connecticut Wealth Management, LLC23,669$3.76M0.14%+80213F-HRTimeline
Tandem Investment Partners LLC23,650$3.75M2.89%+1,71513F-HRTimeline
AMG National Trust Bank23,597$3.74M0.08%-9,67613F-HRTimeline
Manhattan West Asset Management, LLC23,431$3.72M0.62%+3,71413F-HRTimeline
Spinnaker Investment Group, LLC23,425$3.72M0.6%+2,21213F-HRTimeline
Dynamic Advisor Solutions LLC23,302$3.7M0.11%-3,06413F-HRTimeline
New England Private Wealth Advisors LLC22,696$3.69M0.36%-1,72513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC23,172$3.68M0.2%+9,18013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC23,166$3.68M1.68%+21,07313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC23,128$3.67M0.28%-1,15313F-HRTimeline
MTM Investment Management, LLC23,006$3.65M1.04%+26113F-HRTimeline
DELTEC ASSET MANAGEMENT LLC23,000$3.65M0.54%-12,50013F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,778$3.61M0.11%+7,69913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A22,755$3.61M0.01%+28313F-HRTimelineGroup
Focus Financial Network, Inc.22,706$3.6M0.11%-1,74313F-HRTimeline
Embree Financial Group22,670$3.6M0.36%-1,76413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,094$3.6M0.01%+14,96613F-HRTimelineGroup
IFG Advisory, LLC22,615$3.59M0.13%new13F-HRTimeline
LM Advisors LLC22,350$3.56M0.41%+18,79413F-HRTimeline
Laraway Financial Advisors Inc22,377$3.55M2.16%-5713F-HRTimeline
HOWE & RUSLING INC22,321$3.54M0.21%+5,06713F-HRTimeline
Kovack Advisors, Inc.22,216$3.54M0.17%-1,74613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,193$3.52M0.04%+7113F-HRTimeline
BFSG, LLC22,157$3.52M0.31%-1,28313F-HRTimeline
NWAM LLC22,154$3.51M0.18%+12,40813F-HRTimeline
Maxele Advisors, LLC22,132$3.51M2.45%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,106$3.51M0.03%+77013F-HRTimeline
Apella Capital, LLC21,312$3.5M0.05%-68913F-HRTimeline
Global Retirement Partners, LLC22,074$3.5M0.05%13F-HRTimeline
Belpointe Asset Management LLC21,971$3.49M0.11%+29013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,972$3.49M0.02%-6,98213F-HRTimelineGroup
Cresta Advisors, Ltd.21,929$3.48M1.25%+2,04613F-HRTimeline
Flagship Private Wealth, LLC21,919$3.48M1.23%+27813F-HRTimeline
Pettinga Financial Advisors LLC21,894$3.47M0.56%+13,35513F-HRTimeline
Allworth Financial LP21,775$3.45M0.01%-2,73013F-HRTimeline
Sender Co & Partners, Inc.21,613$3.43M1.44%-54,58813F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC21,568$3.42M0.85%+1,02413F-HRTimeline
RPg Family Wealth Advisory, LLC21,526$3.42M0.57%+3,22413F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,496$3.41M+11,395Timeline
JAMES INVESTMENT RESEARCH, INC.21,252$3.37M0.34%+1,00613F-HRTimeline
HBW ADVISORY SERVICES LLC21,244$3.37M0.3%+2,43013F-HRTimeline
Sequoia Financial Advisors, LLC21,213$3.37M0.02%-7,37213F-HRTimeline
Pine Valley Investments Ltd Liability Co21,178$3.36M0.14%+1,08613F-HRTimeline
Marion Wealth Management21,151$3.36M0.68%+49313F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…21,134$3.35M2.02%13F-HRTimelineGroup
Elk River Wealth Management LLC21,131$3.35M0.53%+16,87213F-HRTimeline
Odyssey Capital Advisors, Inc.21,082$3.34M2.4%+61513F-HRTimeline
FIRST HORIZON CORP21,016$3.33M0.13%-4,97613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC20,971$3.33M1.28%+1,52613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…20,932$3.32M0.84%+23713F-HRTimeline
PCG ASSET MANAGEMENT, LLC20,849$3.31M2.37%-3013F-HRTimeline
NTV Asset Management LLC20,845$3.31M0.32%-2,22513F-HRTimeline
LEUTHOLD GROUP, LLC20,834$3.31M0.33%-53713F-HRTimeline
PFG Advisors20,814$3.3M0.17%-1,79913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.20,788$3.3M0.36%-6,38513F-HR/ATimeline
TIAAgroup of 4 filers holding20,777$3.3M-23,766Timeline
CWC Advisors, LLC.20,702$3.28M1.46%-65813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20,670$3.28M0.04%013F-HRTimeline
One Charles Private Wealth Services, LLC20,638$3.27M0.75%+3513F-HRTimeline
Risk Paradigm Group, LLC20,629$3.27M2.57%+3,31213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,623$3.27M0.28%-8,42313F-HRTimelineGroup
CLARK FINANCIAL SERVICES GROUP INC …20,521$3.26M1.54%+8313F-HRTimeline
Sierra Capital LLC20,441$3.24M0.31%+2,53013F-HRTimeline
BOCHK Asset Management Ltd20,440$3.24M0.51%new13F-HRTimeline
Zullo Investment Group, Inc.20,430$3.24M1.11%-55413F-HRTimeline
Joseph P. Lucia & Associates, LLC20,408$3.24M0.97%-12713F-HRTimeline
Snowden Capital Advisors LLC20,407$3.24M0.08%+2,45713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC20,362$3.23M<0.01%-2,84113F-HRTimelineGroup
Canton Hathaway, LLC20,246$3.21M0.62%+1,09313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,533$3.21M0.06%013F-HRTimeline
Boltwood Capital Management20,178$3.2M0.73%+75613F-HRTimeline
D.A. DAVIDSON & CO.20,103$3.19M0.02%-55513F-HRTimeline
JFS WEALTH ADVISORS, LLC20,004$3.17M0.16%+28713F-HRTimeline
Haverford Trust Co19,954$3.17M0.03%-25613F-HRTimeline
Bank of Marin19,872$3.15M2.2%013F-HRTimeline
Juno Financial Group LLC19,848$3.15M1.12%+28313F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC19,832$3.15M0.68%-45313F-HRTimeline
Cushing Capital Partners, LLC19,808$3.14M2.16%+3,37713F-HRTimeline
Marble Wealth, LLC19,782$3.14M0.48%+17,53413F-HRTimeline
Principle Wealth Partners LLC19,682$3.12M0.15%+13213F-HRTimeline
Regal Investment Advisors LLC19,602$3.11M0.16%-60413F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,556$3.1M0.05%-14413F-HRTimeline
Pinnacle Wealth Management Group, Inc.19,464$3.09M1.44%+31113F-HRTimeline
CMG Global Holdings, LLC19,412$3.08M1.31%+24813F-HRTimeline
MontVue Capital Management, Inc.19,325$3.07M1.76%-87813F-HRTimeline
Rockingstone Advisors LLC19,305$3.06M1.23%-4,03913F-HRTimeline
ROCKLAND TRUST CO19,304$3.06M0.12%+2,55813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC19,290$3.06M0.01%+14,29013F-HRTimelineGroup
MGO ONE SEVEN LLC19,290$3.06M0.05%-3,54413F-HRTimeline
Perennial Investment Advisors, LLC19,243$3.05M0.2%+1,64413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,237$3.05M0.05%-2,20313F-HRTimelineGroup
SageGuard Financial Group, LLC19,233$3.05M0.43%-1,05113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,231$3.05M0.07%-60213F-HRTimelineGroup
Future Financial Wealth Managment LLC18,833$3.04M1.89%+85013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …19,041$3.04M<0.01%+3,63013F-HRTimelineGroup
Weil Company, Inc.19,127$3.03M0.53%new13F-HRTimeline
Chesapeake Wealth Management19,061$3.02M0.85%+96013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC19,003$3.02M0.64%-2,95813F-HRTimeline
Knollwood Investment Advisory, LLC18,830$2.99M0.27%013F-HRTimeline
Mechanics Bank Trust Department18,829$2.99M0.37%-1,65413F-HRTimeline
NewEdge Wealth, LLC18,680$2.96M0.03%+17913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,652$2.96M0.14%-47213F-HRTimeline
Performance Wealth Partners, LLC18,611$2.95M0.07%-2,69413F-HRTimeline
FINANCIAL DISCOVERY GROUP INC18,508$2.94M6.26%+73913F-HRTimeline
FIL Ltdin group FIL Ltd18,471$2.93M<0.01%-27913F-HRTimelineGroup
McGuire Investment Group, LLC18,400$2.92M0.26%+43713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.18,205$2.89M0.62%-10013F-HRTimeline
TWO SIGMA SECURITIES, LLC18,174$2.88M0.25%-2,22113F-HRTimeline
Next Capital Management LLC17,990$2.85M0.77%-1113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,958$2.85M0.05%+64613F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC17,882$2.84M0.13%-1,55113F-HRTimeline
CHANNEL WEALTH LLC17,878$2.84M0.64%-3,31013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC17,682$2.81M1.85%new13F-HRTimeline
WEDBUSH SECURITIES INC17,685$2.81M0.07%-9913F-HRTimeline
WealthCare Investment Partners, LLC17,528$2.78M0.68%-2,26313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC17,489$2.78M<0.01%-57,88813F-HRTimelineGroup
DRW Securities, LLC17,388$2.76M0.16%new13F-HRTimeline
Avalon Trust Co17,383$2.76M0.17%013F-HRTimeline
ARS Investment Partners, LLC17,107$2.71M0.12%+24313F-HRTimeline
Crestwood Advisors Group, LLC17,096$2.71M0.04%-1,01913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…17,046$2.7M0.01%-5,14413F-HRTimelineGroup
Retireful, LLC17,039$2.7M2.52%new13F-HRTimeline
SANDLER CAPITAL MANAGEMENT17,034$2.7M1.6%+9,90013F-HRTimeline
SMI Advisory Services, LLC16,450$2.66M0.43%+8,71313F-HRTimeline
Summit Trail Advisors, LLC16,723$2.65M0.03%-1,75813F-HRTimeline
Stegent Equity Advisors, Inc.16,644$2.64M1.89%new13F-HRTimeline
Arete Wealth Advisors, LLC16,576$2.63M0.17%+4,66913F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.16,532$2.62M0.05%-14,79713F-HRTimelineGroup
Aventus Investment Advisors, Inc.16,513$2.62M1.92%-7113F-HRTimeline
Hartford Financial Management Inc.16,460$2.61M0.58%+16,16013F-HRTimeline
Columbus Macro, LLC16,431$2.61M0.25%+10713F-HRTimeline
Capital Investment Advisory Services, L…16,315$2.59M0.16%-8,50313F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.16,251$2.58M0.18%-1,23413F-HRTimeline
RiverGlades Family Offices LLC16,104$2.56M1.17%+18513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/16,068$2.55M0.82%+2,83613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC16,025$2.54M0.02%+6,82213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,012$2.54M0.04%-22613F-HRTimelineGroup
Flagship Capital Management Inc.15,996$2.54M1.6%+2013F-HRTimeline
January Capital Advisors LLC15,937$2.53M2.11%+8,79113F-HRTimeline
United Asset Strategies, Inc.15,912$2.52M0.18%+74313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,869$2.52M0.06%-18513F-HRTimeline
SBI Okasan Asset Management Co.Ltd.15,620$2.51M0.08%new13F-HRTimeline
Cornerstone National Bank & Trust Co15,706$2.51M0.85%-67613F-HRTimeline
WealthPLAN Partners, LLC15,770$2.5M0.48%+27713F-HRTimeline
EPG Wealth Management LLC15,760$2.5M0.6%-5813F-HRTimeline
Intellectus Partners, LLC15,686$2.49M0.43%+3,68413F-HRTimeline
Trust Co15,602$2.48M0.22%-61713F-HRTimeline
SFMG, LLC15,514$2.46M0.15%+18813F-HRTimeline
Fairvoy Private Wealth, LLC15,482$2.46M0.5%-43,61413F-HRTimeline
Cabana LLC15,451$2.45M18.48%-24613F-HRTimeline
Realta Investment Advisors15,390$2.44M0.76%+2,94113F-HRTimeline
Colony Family Offices, LLC15,318$2.43M0.53%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,238$2.42M0.02%-3,29113F-HRTimelineGroup
Ball & Co Wealth Management Inc.15,235$2.42M1.71%new13F-HRTimeline
Sequent Planning LLC15,233$2.42M0.52%+1,33213F-HRTimeline
Trivium Point Advisory, LLC15,209$2.41M0.22%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,208$2.41M0.16%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,197$2.41M0.16%+1,17513F-HRTimeline
NorthRock Partners, LLC15,193$2.41M0.04%-23,49713F-HRTimeline
St. Johns Investment Management Company…15,169$2.41M0.91%+1,33413F-HRTimeline
MORTON COMMUNITY BANK15,159$2.41M0.49%-2913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,310$2.4M0.1%+6,23913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.15,118$2.4M0.02%+2,56413F-HRTimeline
Hansen & Associates Financial Group, In…14,730$2.39M1.37%+2,31713F-HRTimeline
CALTON & ASSOCIATES, INC.14,920$2.37M0.35%-12,95013F-HRTimeline
Strategic Blueprint, LLC14,846$2.36M0.12%+99113F-HRTimeline