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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
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,525$3.74M0.34%-20,92613F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC25,401$3.72M0.46%-2,87913F-HRTimeline
Biondo Investment Advisors, LLC25,210$3.7M0.47%new13F-HRTimeline
West Financial Advisors, LLC25,165$3.69M0.63%new13F-HRTimeline
Darwin Wealth Management, LLC25,110$3.68M1.15%+1,95413F-HRTimeline
NWI MANAGEMENT LP25,000$3.67M0.22%-381,30013F-HR/ATimeline
Capital Investment Advisory Services, L…24,818$3.64M0.27%+1,73413F-HRTimeline
Allworth Financial LP24,505$3.59M0.01%-82213F-HRTimeline
Focus Financial Network, Inc.24,449$3.58M0.13%-1,05013F-HRTimeline
Embree Financial Group24,434$3.58M0.42%-53413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION24,433$3.58M0.29%+1,02813F-HRTimeline
New England Private Wealth Advisors LLC24,421$3.58M0.41%+5513F-HRTimeline
Mill Creek Capital Advisors, LLC24,361$3.57M0.07%+16513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC24,287$3.56M1.01%-1,75013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC24,281$3.56M0.3%-1,50013F-HRTimeline
MBA Advisors LLC24,121$3.54M1.36%+2,17313F-HRTimeline
CHOREO, LLC24,106$3.53M0.04%+1,28313F-HRTimeline
Kovack Advisors, Inc.23,962$3.53M0.19%-5,74913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.24,102$3.53M1.18%-10813F-HRTimeline
Jacobi Capital Management LLC24,093$3.53M0.2%+1,90813F-HRTimeline
Massachusetts Wealth Management23,919$3.51M1.52%+62113F-HRTimeline
VestGen Advisors, LLC23,941$3.49M0.1%+8,20213F-HRTimeline
SYON CAPITAL LLC23,717$3.48M0.17%-13013F-HRTimeline
Independence Wealth Advisors, LLC23,609$3.46M1.84%-28,48213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.23,961$3.45M1.72%-7,49613F-HRTimeline
One Day In July LLC23,488$3.44M0.28%+2,90313F-HRTimeline
BFSG, LLC23,440$3.44M0.33%-79513F-HRTimeline
Rockingstone Advisors LLC23,344$3.42M1.57%+12513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,203$3.4M0.01%+1,08813F-HRTimelineGroup
Mutual Advisors, LLC23,203$3.4M0.07%-4,16313F-HRTimeline
Union Bancaire Privee, UBP SA23,568$3.39M0.05%+20,25513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,108$3.39M0.15%-67,95813F-HRTimeline
NTV Asset Management LLC23,070$3.38M0.37%+1,77613F-HRTimeline
RFG Advisory, LLC23,062$3.38M0.06%+14013F-HRTimeline
Connecticut Wealth Management, LLC22,867$3.35M0.14%+6,05613F-HRTimeline
MGO ONE SEVEN LLC22,834$3.35M0.07%+4,53913F-HRTimeline
Alphadyne Asset Management LP22,773$3.34M0.44%new13F-HRTimeline
MTM Investment Management, LLC22,745$3.33M1.06%+19413F-HRTimeline
PFG Advisors22,613$3.32M0.16%-31713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A22,472$3.29M0.01%-13,71313F-HRTimelineGroup
Laraway Financial Advisors Inc22,434$3.29M2.31%-87313F-HRTimeline
Apella Capital, LLC22,001$3.27M0.05%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…22,190$3.25M0.01%+2,52813F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,122$3.24M0.04%-17213F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC21,961$3.22M0.98%+5,24813F-HRTimeline
Tandem Investment Partners LLC21,935$3.22M2.73%+67013F-HRTimeline
Belpointe Asset Management LLC21,681$3.18M0.12%-3,20913F-HRTimeline
Flagship Private Wealth, LLC21,641$3.17M1.29%-25613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp21,440$3.14M0.06%-1,61413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …21,412$3.14M0.18%+8,57513F-HRTimeline
LEUTHOLD GROUP, LLC21,371$3.13M0.33%-2,13213F-HRTimeline
CWC Advisors, LLC.21,360$3.13M1.49%-13413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,336$3.13M0.03%-1,81813F-HRTimeline
Performance Wealth Partners, LLC21,305$3.12M0.09%+15,39913F-HRTimeline
Spinnaker Investment Group, LLC21,213$3.11M0.63%+3,96513F-HRTimeline
CHANNEL WEALTH LLC21,188$3.11M0.75%+3,85413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…21,123$3.1M1.91%-50413F-HRTimelineGroup
Zullo Investment Group, Inc.20,984$3.08M1.17%+1,00713F-HRTimeline
Ausdal Financial Partners, Inc.20,976$3.08M0.14%+2,21013F-HRTimeline
PCG ASSET MANAGEMENT, LLC20,879$3.06M2.45%+1,19713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…20,695$3.03M0.83%-1,07313F-HR/ATimeline
D.A. DAVIDSON & CO.20,658$3.03M0.02%-2,87113F-HRTimeline
Marion Wealth Management20,658$3.03M0.67%+14913F-HRTimeline
One Charles Private Wealth Services, LLC20,603$3.02M0.76%-32513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC20,544$3.01M0.79%+17213F-HRTimeline
Joseph P. Lucia & Associates, LLC20,535$3.01M1.08%+59913F-HRTimeline
Mechanics Bank Trust Department20,483$3M0.42%-1,80013F-HRTimeline
Odyssey Capital Advisors, Inc.20,467$3M2.69%+1,37813F-HRTimeline
Freestone Grove Partners LP20,458$3M0.02%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,450$3M0.09%+5,66013F-HRTimelineGroup
CLARK FINANCIAL SERVICES GROUP INC …20,438$3M1.65%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20,670$2.99M0.04%-6313F-HRTimeline
TWO SIGMA SECURITIES, LLC20,395$2.99M0.35%+15,87913F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC20,285$2.97M0.71%-2,06413F-HRTimeline
SageGuard Financial Group, LLC20,284$2.97M0.46%+1,44313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.20,246$2.97M0.33%-44313F-HRTimeline
Haverford Trust Co20,210$2.96M0.03%-1,13313F-HRTimeline
Regal Investment Advisors LLC20,206$2.96M0.17%+79113F-HRTimeline
MontVue Capital Management, Inc.20,203$2.96M2.02%-36113F-HRTimeline
Circle Wealth Management, LLC20,141$2.95M0.04%+713F-HRTimeline
Pine Valley Investments Ltd Liability Co20,092$2.95M0.14%-1,39313F-HRTimeline
Cresta Advisors, Ltd.19,883$2.92M1.19%+39013F-HRTimeline
Bank of Marin19,872$2.91M2.13%+39213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,833$2.91M0.08%-5313F-HRTimelineGroup
WealthCare Investment Partners, LLC19,791$2.89M0.8%+1,40613F-HRTimeline
Manhattan West Asset Management, LLC19,717$2.89M0.57%-5,36813F-HRTimeline
JFS WEALTH ADVISORS, LLC19,717$2.89M0.16%+43613F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,700$2.89M0.06%-22813F-HRTimeline
Juno Financial Group LLC19,565$2.87M1.12%-1613F-HRTimeline
Principle Wealth Partners LLC19,550$2.87M0.16%-93913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,533$2.86M0.06%-1,45513F-HRTimeline
Milestones Private Investment Advisors …19,480$2.86M2.52%-1,25513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC19,445$2.85M1.26%+75313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC19,433$2.85M0.15%+43513F-HRTimeline
Boltwood Capital Management19,422$2.85M0.73%+64613F-HRTimeline
CMG Global Holdings, LLC19,164$2.81M1.34%+8513F-HRTimeline
Canton Hathaway, LLC19,153$2.81M0.57%+2,14713F-HRTimeline
Pinnacle Wealth Management Group, Inc.19,153$2.81M1.38%+93213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,124$2.8M0.14%+313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,050$2.79M0.2%-1,73213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd19,009$2.79M0.03%+25813F-HRTimelineGroup
DV Trading LLC18,920$2.77M0.25%+18,62013F-HRTimeline
Knollwood Investment Advisory, LLC18,830$2.76M0.28%013F-HRTimeline
HBW ADVISORY SERVICES LLC18,814$2.76M0.29%-40413F-HRTimeline
SENTINEL TRUST CO LBA18,751$2.75M0.27%-39713F-HRTimeline
FIL Ltdin group FIL Ltd18,750$2.75M<0.01%-538,87013F-HRTimelineGroup
Prospect Financial Services LLC18,650$2.73M1.67%-2,50313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,529$2.72M0.03%-1,15713F-HRTimelineGroup
NewEdge Wealth, LLC18,501$2.71M0.03%+1,68113F-HRTimeline
Summit Trail Advisors, LLC18,481$2.71M0.04%-3,77513F-HRTimeline
MSH Capital Advisors LLC18,346$2.69M0.57%+3713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.18,305$2.68M0.64%+5013F-HRTimeline
RPg Family Wealth Advisory, LLC18,302$2.68M0.56%-1,17913F-HRTimeline
Tepp RIA, LLC18,296$2.68M2.1%-71413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18,206$2.67M0.11%-85513F-HRTimelineGroup
Diametric Capital, LP18,181$2.67M0.7%new13F-HRTimeline
Future Financial Wealth Managment LLC17,983$2.66M1.71%+59313F-HRTimeline
Crestwood Advisors Group, LLC18,115$2.66M0.04%-56313F-HRTimeline
Chesapeake Wealth Management18,101$2.65M0.81%-82013F-HRTimeline
Next Capital Management LLC18,001$2.64M0.8%+3613F-HRTimeline
McGuire Investment Group, LLC17,963$2.63M0.3%+88713F-HRTimeline
Snowden Capital Advisors LLC17,950$2.63M0.07%+77713F-HRTimeline
Sierra Capital LLC17,911$2.63M0.29%013F-HRTimeline
WEDBUSH SECURITIES INC17,784$2.61M0.08%-1,41713F-HRTimeline
FINANCIAL DISCOVERY GROUP INC17,769$2.61M6.09%13F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP17,709$2.6M2.85%+2,22113F-HRTimelineGroup
Everstar Asset Management, LLC17,606$2.58M1.37%-1,48413F-HRTimeline
Perennial Investment Advisors, LLC17,599$2.58M0.21%+1,94213F-HRTimeline
Wealthspire Advisors, LLC17,556$2.57M0.02%-36513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.17,485$2.56M0.21%-1513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC17,442$2.56M0.89%-4,57713F-HRTimeline
Avalon Trust Co17,383$2.55M0.18%+31013F-HRTimeline
Risk Paradigm Group, LLC17,317$2.54M2.17%-1,65813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,312$2.54M0.05%-43313F-HRTimelineGroup
Activest Wealth Management17,262$2.53M0.44%+9,24213F-HRTimeline
HOWE & RUSLING INC17,254$2.53M0.17%+12,22713F-HRTimeline
AdvisorShares Investments LLC17,125$2.51M0.46%new13F-HRTimeline
Edgestream Partners, L.P.16,975$2.49M0.08%+1,53013F-HRTimeline
ARS Investment Partners, LLC16,864$2.47M0.13%-3,24913F-HRTimeline
GC Wealth Management RIA, LLC16,809$2.46M0.1%+14,82413F-HRTimeline
ROCKLAND TRUST CO16,746$2.46M0.1%+6,98813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD16,595$2.43M0.01%-3,20413F-HRTimelineGroup
Aventus Investment Advisors, Inc.16,584$2.43M2.06%-3513F-HRTimeline
CoreCap Advisors, LLC16,543$2.43M0.08%-4,15313F-HRTimeline
Cornerstone National Bank & Trust Co16,382$2.42M0.89%+9,34513F-HRTimeline
Cushing Capital Partners, LLC16,431$2.41M1.85%-53813F-HRTimeline
Columbus Macro, LLC16,324$2.39M0.26%-10213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,238$2.38M0.04%+1,59113F-HRTimelineGroup
Trust Co16,219$2.38M0.22%-58413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC16,054$2.35M0.07%-1213F-HR/ATimeline
Flagship Capital Management Inc.15,976$2.34M1.72%+18513F-HRTimeline
RiverGlades Family Offices LLC15,919$2.33M1.37%13F-HRTimeline
EPG Wealth Management LLC15,818$2.32M0.63%-2313F-HRTimeline
Gateway Wealth Partners, LLC15,755$2.31M0.09%-10,37113F-HRTimeline
Cabana LLC15,697$2.3M18.06%013F-HRTimeline
SkyView Investment Advisors, LLC15,613$2.29M0.31%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …15,411$2.28M<0.01%+14,23013F-HRTimelineGroup
WealthPLAN Partners, LLC15,493$2.27M0.44%+26813F-HRTimeline
AE Wealth Management LLC15,389$2.26M0.01%-3,21713F-HRTimeline
SFMG, LLC15,326$2.25M0.15%-2813F-HRTimeline
Colony Family Offices, LLC15,318$2.25M0.55%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,208$2.23M0.16%-8513F-HRTimeline
MORTON COMMUNITY BANK15,188$2.23M0.48%+66813F-HRTimeline
United Asset Strategies, Inc.15,169$2.22M0.18%-3,45413F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,079$2.21M0.08%+1,65113F-HRTimeline
Wilson & Boucher Capital Management, LLC15,009$2.2M1.46%-40513F-HRTimeline
Aspire Capital Advisors LLC15,007$2.2M0.5%new13F-HRTimeline
City Center Advisors, LLC15,005$2.2M2.03%+59413F-HRTimeline
Advyzon Investment Management, LLC14,857$2.18M0.2%-2,27913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC14,645$2.15M0.22%-16,70613F-HRTimeline
Wealthspire Retirement, LLC14,613$2.14M0.13%-15413F-HRTimeline
Chemistry Wealth Management LLC14,556$2.13M0.38%+45613F-HRTimeline
Windsor Capital Management, LLC14,553$2.13M0.6%-61913F-HRTimeline
J. Team Financial, Inc.14,549$2.13M2.39%+3813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,525$2.13M0.21%-63813F-HRTimeline
Fluent Financial, LLC14,373$2.13M0.78%-29613F-HRTimeline
Crews Bank & Trust14,441$2.12M0.31%-60513F-HRTimeline
Berger Financial Group, Inc14,372$2.11M0.12%+9913F-HRTimeline
OKABENA INVESTMENT SERVICES INC14,285$2.09M0.4%+33413F-HRTimeline
Jackson Hole Capital Partners, LLC14,175$2.08M0.34%+513F-HRTimeline
Simplicity Wealth,LLC14,110$2.07M0.12%+2,43213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,022$2.06M0.17%-1,97613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,992$2.05M0.14%+8013F-HRTimeline
Capital Investment Counsel, Inc13,917$2.04M0.25%-40013F-HRTimeline
Sequent Planning LLC13,901$2.04M0.49%+95013F-HRTimeline
Strategic Blueprint, LLC13,855$2.03M0.12%+2,33413F-HRTimeline
St. Johns Investment Management Company…13,835$2.03M0.85%-10113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,728$2.03M0.14%-2,78313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.13,717$2.01M1.32%-25613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,673$2M0.03%-6,76513F-HRTimelineGroup
First Bancorp, Inc /ME/13,660$2M1%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,648$2M0.23%-17013F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp13,619$2M0.11%-44,44413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC13,553$1.99M<0.01%+3813F-HRTimelineGroup
SteelPeak Wealth, LLC13,525$1.98M0.06%+94713F-HRTimeline
Capula Management Ltdin group Capula Management Ltd13,489$1.98M0.02%+2,50813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
PFG Investments, LLC13,481$1.98M0.09%+54113F-HRTimeline
MONECO ADVISORS, LLC13,471$1.97M0.15%-90713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,303$1.95M0.03%-37813F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/13,232$1.94M0.7%+2,28713F-HRTimelineGroup