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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
Windsor Capital Management, LLC14,690$2.33M0.61%+13713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp14,671$2.33M0.11%+1,05213F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC14,588$2.31M0.41%+30313F-HRTimeline
Wilson & Boucher Capital Management, LLC14,554$2.31M1.36%-45513F-HRTimeline
Encompass More Asset Management14,541$2.31M0.34%new13F-HRTimeline
Wealthspire Retirement, LLC14,535$2.31M0.13%-7813F-HRTimeline
GROUP ONE TRADING LLC14,494$2.3M0.07%new13F-HRTimeline
Chemistry Wealth Management LLC14,490$2.3M0.37%-6613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,450$2.29M0.04%-368,40913F-HRTimelineGroup
Wall Capital Group, Inc.14,448$2.29M1.88%new13F-HRTimeline
Berger Financial Group, Inc14,390$2.28M0.12%+1813F-HRTimeline
Crews Bank & Trust14,271$2.26M0.3%-17013F-HRTimeline
Relyea Zuckerberg Hanson LLC14,070$2.23M0.19%new13F-HR/ATimeline
Atlatl Advisers LLC14,012$2.22M0.53%new13F-HRTimeline
Fore Capital, LLC14,000$2.22M2.94%new13F-HRTimeline
ExodusPoint Capital Management, LP13,931$2.21M0.02%new13F-HRTimeline
STRAIGHTLINE GROUP LLC13,910$2.21M1.04%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,853$2.2M0.21%+20513F-HRTimelineGroup
Capital Investment Counsel, Inc13,767$2.18M0.24%-15013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,720$2.18M0.02%+65213F-HRTimeline
MIRAMONTES CAPITAL, LLC13,713$2.18M0.68%+89313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,667$2.17M1.59%+46813F-HRTimeline
First Bancorp, Inc /ME/13,660$2.17M0.86%013F-HRTimeline
Clarus Wealth Advisors13,315$2.16M0.83%+1,36113F-HRTimeline
SEEDS INVESTOR LLC13,558$2.15M0.22%new13F-HRTimeline
Advyzon Investment Management, LLC13,500$2.14M0.16%-1,35713F-HRTimeline
Narus Financial Partners, LLC13,498$2.14M0.55%+84213F-HRTimeline
CoreCap Advisors, LLC13,417$2.13M0.06%-3,12613F-HRTimeline
Activest Wealth Management13,317$2.11M0.41%-3,94513F-HRTimeline
Waterloo Capital, L.P.13,257$2.1M0.12%+7,73813F-HRTimeline
Maridea Wealth Management LLC13,154$2.09M0.23%+54213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC13,145$2.09M0.12%+8,71713F-HRTimeline
CENTRAL BANK & TRUST CO13,084$2.08M0.29%+12413F-HRTimeline
MONECO ADVISORS, LLC13,070$2.07M0.13%-40113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.12,966$2.06M0.18%-1,55913F-HR/ATimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,956$2.06M<0.01%+56613F-HRTimelineGroup
PFG Investments, LLC12,942$2.05M0.08%-53913F-HRTimeline
Legacy Advisors, LLC12,841$2.04M0.19%+4,03813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,811$2.03M0.02%-49213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC12,762$2.02M0.07%-5,44413F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV12,700$2.01M0.33%-4613F-HRTimeline
Royal Harbor Partners, LLC12,566$1.99M0.62%new13F-HRTimeline
Savvy Advisors, Inc.12,526$1.99M0.04%-37,86413F-HRTimeline
Helium Advisors LLC12,497$1.98M1.65%-3713F-HRTimeline
Matthew Goff Investment Advisor, LLC12,486$1.98M0.33%+26313F-HRTimeline
M3 Advisory Group, LLC12,477$1.98M1.03%+31513F-HRTimeline
Axiom Investment Management LLC12,435$1.97M1.32%+12,26513F-HRTimeline
Trifecta Capital Advisors, LLC12,328$1.96M0.25%+24113F-HRTimeline
Koshinski Asset Management, Inc.12,298$1.95M0.1%+4513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.12,266$1.94M1.18%-1,45113F-HRTimeline
Sanchez Gaunt Capital Management, LLC12,175$1.93M1.08%-29113F-HRTimeline
Argent Trust Co12,173$1.93M0.06%+8,00213F-HRTimeline
Kingstone Capital Partners Texas, LLC12,115$1.92M1.02%-36813F-HRTimeline
Aspire Capital Advisors LLC12,108$1.92M0.37%-2,89913F-HRTimeline
OpenArc Corporate Advisory, LLC12,048$1.91M0.02%-1,00913F-HRTimeline
Redwood Financial Network Corp12,037$1.91M1.06%+40313F-HRTimeline
LMCG INVESTMENTS, LLC11,982$1.9M0.1%-47613F-HRTimeline
UPTICK PARTNERS, LLC11,959$1.9M0.3%+1,25813F-HRTimeline
V2 Financial group LLC11,898$1.89M0.7%+86313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC11,867$1.88M0.3%-1013F-HRTimeline
Montecito Bank & Trust11,866$1.88M0.28%-44613F-HRTimeline
Dynamic Wealth Strategies, LLC11,809$1.87M1%+1,34213F-HRTimeline
Asset Allocation Strategies LLC11,804$1.87M0.29%+2413F-HRTimeline
Twin Tree Management, LP11,794$1.87M0.29%+11,76313F-HRTimeline
WP Advisors, LLC11,598$1.84M0.45%-95413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,582$1.84M<0.01%-1,97113F-HRTimelineGroup
Midwest Financial Group LLC11,567$1.84M0.64%+2,21113F-HRTimeline
Baker Avenue Asset Management, LP11,497$1.82M0.03%-50113F-HRTimeline
Comprehensive Wealth Management, LLC11,475$1.82M0.83%+1,54913F-HRTimeline
Curat Global, LLC11,478$1.81M1.48%+38213F-HRTimeline
Tidemark, LLC11,307$1.79M0.4%+62013F-HRTimeline
GC Wealth Management RIA, LLC11,270$1.79M0.1%-5,53913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC11,209$1.78M0.29%+2,56013F-HRTimeline
Wilmington Savings Fund Society, FSB11,119$1.76M0.04%-48113F-HRTimeline
AAFMAA Wealth Management & Trust LLC10,915$1.73M0.6%+51813F-HRTimeline
Palumbo Wealth Management LLC10,755$1.71M0.36%-72613F-HRTimeline
ALLIANCEBERNSTEIN L.P.11,623$1.7M<0.01%-90513F-HRTimeline
Signal Advisors Wealth, LLC10,721$1.7M0.09%-35,93113F-HRTimeline
Worth Asset Management, LLC10,691$1.7M0.54%new13F-HRTimeline
Per Stirling Capital Management, LLC.10,660$1.69M0.16%-57913F-HRTimeline
Point Windward Advisors Inc.10,618$1.68M0.74%+38213F-HRTimeline
DOLIVER ADVISORS, LP10,473$1.66M0.38%+77813F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,379$1.65M0.95%+99513F-HRTimeline
Moors & Cabot, Inc.10,370$1.65M0.06%+84513F-HRTimeline
Verition Fund Management LLC10,364$1.64M0.01%+8,30013F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,355$1.64M0.01%-1,01113F-HRTimelineGroup
PARAGON CAPITAL MANAGEMENT INC10,332$1.64M1.23%-11713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI10,321$1.64M0.14%+40313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,297$1.63M0.05%-52,74413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,239$1.63M0.1%-3,48913F-HRTimeline
AdvisorNet Financial, Inc10,172$1.61M0.07%+20913F-HRTimeline
Bramshill Investments, LLC10,169$1.61M0.12%+1,82713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,158$1.61M-99Timeline
LAVELLE CAPITAL LP10,088$1.6M0.81%013F-HRTimeline
Thomasville National Bank10,015$1.59M0.09%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,934$1.58M0.17%+73413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding9,925$1.57M-1,322Timeline
Caprock Group, LLC9,921$1.57M0.03%-18313F-HRTimeline
Betterment LLC9,911$1.57M<0.01%+1,43613F-HRTimeline
NIXON PEABODY TRUST CO9,880$1.57M0.11%+4,20013F-HRTimeline
INGALLS & SNYDER LLC9,879$1.57M0.04%+78513F-HRTimeline
DUNCKER STREETT & CO INC9,860$1.56M0.26%+3,41813F-HRTimeline
Purus Wealth Management, LLC9,843$1.56M0.43%-1,84413F-HRTimeline
CWA Asset Management Group, LLC9,835$1.56M0.05%-82313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC9,808$1.56M0.97%-25113F-HRTimeline
Rothschild Wealth LLC9,801$1.56M0.12%+2,65013F-HRTimeline
Roberts Wealth Advisors, LLC9,789$1.55M0.35%+76413F-HRTimeline
Lansing Street Advisors9,761$1.55M0.33%new13F-HRTimeline
Hudock, Inc.9,750$1.55M0.2%+14613F-HRTimeline
BRIGHTON JONES LLC9,745$1.55M0.03%-47913F-HRTimeline
1834 INVESTMENT ADVISORS CO9,590$1.52M0.17%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,552$1.52M0.13%+3,05813F-HRTimeline
WHITTIER TRUST CO9,247$1.5M0.01%+22013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,387$1.49M0.2%+1,26913F-HRTimeline
Global Financial Private Client, LLC9,369$1.49M0.4%+29513F-HRTimeline
BAILARD, INC.9,308$1.48M0.03%+52213F-HRTimeline
OPTIMAS CAPITAL Ltd9,300$1.48M2.27%new13F-HRTimeline
American Institute for Advanced Investm…9,267$1.47M0.85%-70813F-HRTimeline
4WEALTH ADVISORS, INC.9,142$1.47M1.13%+57213F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,094$1.47M0.35%+2413F-HRTimeline
PLIMOTH TRUST CO LLC9,237$1.47M0.29%-82213F-HRTimeline
Glenview Trust Co9,224$1.46M0.02%-9013F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,208$1.46M0.28%+5813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,200$1.46M0.02%-1,28013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT9,193$1.46M0.02%+4,66613F-HR/ATimeline
Pinnacle Family Advisors, LLC9,154$1.45M0.61%new13F-HRTimeline
OneDigital Investment Advisors LLC9,124$1.45M0.01%+2,04913F-HRTimeline
McAdam, LLC9,056$1.44M0.06%+42013F-HRTimeline
Pictet North America Advisors SA9,054$1.44M0.13%-2,65313F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.9,022$1.43M<0.01%+6,12013F-HRTimelineGroup
Wall Street Financial Group, Inc.8,993$1.43M0.76%+2,63013F-HRTimeline
IEQ CAPITAL, LLC8,989$1.43M0.01%-3,77113F-HRTimeline
Bright Futures Wealth Management, LLC.8,976$1.42M0.92%-13613F-HRTimeline
TSFG, LLC8,950$1.42M0.18%-29513F-HRTimeline
Abbot Financial Management, Inc.8,905$1.41M0.52%013F-HRTimeline
National Philanthropic Trust8,859$1.41M0.02%+3,81113F-HRTimeline
Smith Salley Wealth Management8,744$1.39M0.06%013F-HRTimeline
Crumly & Associates Inc.8,741$1.39M0.27%013F-HRTimeline
Circle Wealth Management, LLC8,730$1.39M0.02%-11,41113F-HRTimeline
Tempo Wealth, LLC8,630$1.37M0.2%-7313F-HRTimeline
Ally Invest Advisors Inc.8,627$1.37M0.08%+39613F-HRTimeline
TOEWS CORP /ADV8,600$1.36M0.2%new13F-HRTimeline
Pacific Sun Financial Corp8,600$1.36M0.56%+89713F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…8,600$1.36M0.4%new13F-HRTimelineGroup
Vanguard Capital Wealth Advisors8,590$1.36M0.92%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,540$1.35M0.26%013F-HRTimelineGroup
Heartwood Wealth Advisors LLC8,514$1.35M0.1%-1913F-HRTimeline
Soltis Investment Advisors LLC8,448$1.34M0.08%-46313F-HRTimeline
Murphy & Mullick Capital Management Corp8,443$1.34M0.83%+55513F-HRTimeline
SENTINEL TRUST CO LBA8,366$1.33M0.12%-10,38513F-HRTimeline
Financial & Tax Architects, LLC8,342$1.32M0.28%-8913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV8,335$1.32M1.11%013F-HRTimeline
Compass Financial Group, Inc. (Ohio)8,314$1.32M0.88%-3,39913F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,305$1.32M0.91%-2,72513F-HRTimeline
Geneos Wealth Management Inc.8,269$1.31M0.03%-19613F-HRTimeline
Richard W. Paul & Associates, LLC8,187$1.3M0.4%-5613F-HRTimeline
BIRINYI ASSOCIATES INC8,165$1.29M0.31%+113F-HRTimeline
Sand Hill Global Advisors, LLC8,153$1.29M0.04%-2,49613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,125$1.29M0.31%-61413F-HRTimeline
Gateway Wealth Partners, LLC8,067$1.28M0.08%-7,68813F-HRTimeline
Intrepid Financial Planning Group LLC8,038$1.28M0.43%-11113F-HRTimeline
Jacobs Equity LLC7,999$1.27M0.88%+39113F-HRTimeline
Everest Financial Group LLC7,991$1.27M0.17%-11913F-HRTimeline
Advisor Resource Council7,816$1.27M0.42%-43413F-HRTimeline
Modern Wealth Management, LLC7,954$1.26M0.02%+75313F-HRTimeline
SMITH, MOORE & CO.7,950$1.26M0.08%+11613F-HRTimeline
LANARK FINANCIAL, INC.7,944$1.26M0.09%-1,53813F-HRTimeline
Avior Wealth Management, LLC7,937$1.26M0.03%+62513F-HRTimeline
Objective Capital Management, LLC7,882$1.25M1.11%-19513F-HRTimeline
Diligent Investors, LLC7,874$1.25M0.28%-32413F-HRTimeline
Rehmann Capital Advisory Group7,861$1.25M0.06%+1113F-HRTimeline
Fulcrum Equity Management7,846$1.24M1.01%-2,00813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,827$1.24M0.18%-6813F-HRTimeline
Ipsen Advisor Group LLC7,823$1.24M0.8%+3413F-HRTimeline
Platform Technology Partners7,819$1.24M0.2%+59713F-HRTimeline
Cladis Investment Advisory, LLC7,805$1.24M0.58%+34513F-HRTimeline
WMS Group LLC7,800$1.24M1.6%013F-HRTimeline
O'ROURKE & COMPANY, Inc7,796$1.24M0.43%+6,19113F-HRTimeline
Phillips Wealth Planners LLC7,518$1.24M0.91%+65313F-HRTimeline
Certified Advisory Corp7,648$1.21M0.1%-15613F-HRTimeline
Main Street Financial Solutions, LLC7,635$1.21M0.08%-21713F-HRTimeline
OMNI 360 Wealth, Inc.7,625$1.21M0.56%+72013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,611$1.21M0.02%+2,95813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,593$1.2M0.08%-913F-HRTimelineGroup
BIRCHBROOK, INC.7,526$1.19M0.56%-1,81713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT7,500$1.19M0.01%013F-HRTimeline
Smartleaf Asset Management LLC7,395$1.19M0.04%013F-HRTimeline
Fullerton Fund Management Co Ltd.7,475$1.19M0.08%-62,51613F-HRTimeline
Flywheel Private Wealth LLC7,462$1.18M0.58%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,456$1.18M0.19%+2,58413F-HRTimeline
Global View Capital Management LLC7,412$1.18M0.24%+3,16713F-HRTimeline
B. Riley Wealth Advisors, Inc.7,305$1.17M0.06%-1,22713F-HRTimeline
S&A Financial Services, Inc.7,395$1.17M0.72%-6813F-HRTimeline
Dodds Wealth, LLC7,389$1.17M0.26%+3813F-HRTimeline
RMR Wealth Builders7,356$1.17M0.07%-90013F-HRTimeline
HBK Sorce Advisory LLC7,100$1.17M0.02%+73813F-HRTimeline
Modus Advisors, LLC7,331$1.16M0.29%-36013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,288$1.16M0.35%+45513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,238$1.15M0.04%-2,12813F-HRTimelineGroup
PROFFITT & GOODSON INC7,213$1.14M0.16%+7913F-HRTimeline