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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
ALLIANCEBERNSTEIN L.P.12,528$1.94M<0.01%+88813F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,199$1.94M1.59%-43113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,068$1.92M0.01%+3,31413F-HRTimeline
OpenArc Corporate Advisory, LLC13,057$1.91M0.03%-31213F-HRTimeline
CENTRAL BANK & TRUST CO12,960$1.9M0.3%-2,45813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,873$1.89M0.14%+1,16513F-HRTimeline
MIRAMONTES CAPITAL, LLC12,820$1.88M0.65%+14813F-HRTimeline
Bedell Frazier Investment Counselling, …12,800$1.88M0.38%-32613F-HRTimeline
Gallacher Capital Management LLC12,777$1.87M0.72%+8,25213F-HRTimeline
IEQ CAPITAL, LLC12,760$1.87M0.01%-1,67213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV12,746$1.87M0.34%+27113F-HRTimeline
SYNTAX RESEARCH, INC.12,673$1.86M1.18%-89313F-HRTimeline
Narus Financial Partners, LLC12,656$1.86M0.49%+15413F-HRTimeline
Maridea Wealth Management LLC12,612$1.85M0.27%+90113F-HRTimeline
Symmetry Partners, LLC12,581$1.84M0.11%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.12,554$1.84M0.02%+8,19413F-HRTimeline
WP Advisors, LLC12,552$1.84M0.48%-713F-HRTimeline
Helium Advisors LLC12,534$1.84M1.75%-1,71313F-HRTimeline
Providence First Trust Co12,503$1.83M0.64%-3,93413F-HRTimeline
Kingstone Capital Partners Texas, LLC12,483$1.83M1.13%+513F-HRTimeline
Sanchez Gaunt Capital Management, LLC12,466$1.83M1.14%13F-HRTimeline
LMCG INVESTMENTS, LLC12,458$1.83M0.11%-18413F-HRTimeline
Realta Investment Advisors12,449$1.83M0.63%+42013F-HRTimeline
Hansen & Associates Financial Group, In…12,413$1.82M0.98%-3,99413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,390$1.82M<0.01%13F-HRTimelineGroup
GM Advisory Group, LLC12,366$1.81M0.07%+21113F-HRTimeline
Montecito Bank & Trust12,312$1.81M0.3%-5013F-HRTimeline
Koshinski Asset Management, Inc.12,253$1.8M0.11%+18013F-HRTimeline
Matthew Goff Investment Advisor, LLC12,223$1.79M0.3%+2,07813F-HRTimeline
M3 Advisory Group, LLC12,162$1.78M1.1%+11313F-HRTimeline
Trifecta Capital Advisors, LLC12,087$1.77M0.27%013F-HRTimeline
Intellectus Partners, LLC12,002$1.76M0.36%+2,22713F-HRTimeline
CVS HEALTH Corp12,000$1.76M0.83%new13F-HRTimeline
Baker Avenue Asset Management, LP11,998$1.76M0.04%-28613F-HRTimeline
Clarus Wealth Advisors11,954$1.75M0.75%+44813F-HRTimeline
Arete Wealth Advisors, LLC11,907$1.74M0.13%-21,43713F-HR/ATimeline
ELEMENT POINTE ADVISORS, LLC11,877$1.74M0.33%-28913F-HRTimeline
Asset Allocation Strategies LLC11,780$1.73M0.31%-98413F-HRTimeline
Compass Financial Group, Inc. (Ohio)11,713$1.72M1.26%-1,34513F-HRTimeline
Pictet North America Advisors SA11,707$1.72M0.17%-57213F-HRTimeline
Purus Wealth Management, LLC11,687$1.71M0.55%-99913F-HRTimeline
EVOKE WEALTH, LLC11,668$1.71M0.03%+79613F-HRTimeline
Redwood Financial Network Corp11,634$1.71M1.12%+1,18613F-HRTimeline
Wilmington Savings Fund Society, FSB11,600$1.7M0.04%013F-HRTimeline
Luminist Capital LLC11,562$1.7M2.25%+55913F-HRTimeline
Palumbo Wealth Management LLC11,481$1.68M0.41%-49113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,366$1.67M0.01%-613F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding11,247$1.65M+6,926Timeline
Per Stirling Capital Management, LLC.11,239$1.65M0.18%+11513F-HRTimeline
Fortis Group Advisors, LLC11,275$1.65M0.27%-1,82313F-HRTimeline
V2 Financial group LLC11,035$1.62M0.75%+113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD11,030$1.62M1.09%+1,76013F-HRTimeline
UPTICK PARTNERS, LLC10,701$1.57M0.31%+73113F-HRTimeline
Tidemark, LLC10,687$1.57M0.4%-8313F-HRTimeline
CWA Asset Management Group, LLC10,658$1.56M0.05%-19113F-HRTimeline
Sand Hill Global Advisors, LLC10,649$1.56M0.05%-1,58413F-HRTimeline
Curat Global, LLC11,096$1.56M1.54%+5,13113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding10,480$1.54M-25,959Timeline
Dynamic Wealth Strategies, LLC10,467$1.53M0.89%+1,71413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,449$1.53M1.3%-8713F-HRTimeline
AAFMAA Wealth Management & Trust LLC10,397$1.52M0.59%-66113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,257$1.5M-492Timeline
Point Windward Advisors Inc.10,236$1.5M0.75%-1013F-HRTimeline
BRIGHTON JONES LLC10,224$1.5M0.03%new13F-HR/ATimeline
SIG BROKERAGE, LP10,178$1.49M0.42%+6,59713F-HRTimeline
Caprock Group, LLC10,104$1.48M0.04%-23713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,101$1.48M+271Timeline
LAVELLE CAPITAL LP10,088$1.48M0.92%013F-HRTimeline
PLIMOTH TRUST CO LLC10,059$1.47M0.33%-1,30313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC10,059$1.47M1.03%-13413F-HRTimeline
SCP Investment, LP10,000$1.47M1.62%013F-HRTimeline
Encore Global Management, LP10,000$1.47M1.02%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,997$1.47M+3,222Timeline
American Institute for Advanced Investm…9,975$1.46M0.95%-15213F-HRTimeline
AdvisorNet Financial, Inc9,963$1.46M0.08%-40613F-HRTimeline
Comprehensive Wealth Management, LLC9,926$1.46M0.74%+41113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI9,918$1.45M0.14%+55613F-HRTimeline
Fulcrum Equity Management9,854$1.44M1.41%-86313F-HRTimeline
Waldron Private Wealth LLC9,817$1.44M0.06%-64113F-HRTimeline
NWAM LLC9,746$1.43M0.08%-13113F-HRTimeline
Thrive Capital Management, LLC9,704$1.42M0.31%+1,57713F-HRTimeline
DOLIVER ADVISORS, LP9,695$1.42M0.32%+1,14113F-HRTimeline
Hudock, Inc.9,604$1.41M0.21%+21313F-HRTimeline
1834 INVESTMENT ADVISORS CO9,590$1.41M0.18%+76613F-HRTimeline
Moors & Cabot, Inc.9,525$1.4M0.06%+60013F-HRTimeline
LANARK FINANCIAL, INC.9,482$1.39M0.1%+68313F-HRTimeline
Pacific Wealth Strategies Group, Inc.9,384$1.38M0.86%-28213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,366$1.37M0.04%-2613F-HR/ATimelineGroup
Midwest Financial Group LLC9,356$1.37M0.58%+12013F-HRTimeline
BIRCHBROOK, INC.9,343$1.37M0.67%+43113F-HRTimeline
Glenview Trust Co9,314$1.37M0.02%-5413F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,070$1.36M0.37%-4,64113F-HRTimeline
TSFG, LLC9,245$1.35M0.21%-55413F-HRTimeline
RWA WEALTH PARTNERS, LLC9,203$1.35M0.01%+19113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,200$1.35M0.16%+54013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,150$1.34M0.35%-37713F-HRTimeline
Bright Futures Wealth Management, LLC.9,112$1.34M0.91%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC9,105$1.33M0.11%new13F-HRTimeline
INGALLS & SNYDER LLC9,094$1.33M0.05%-25013F-HRTimeline
Global Financial Private Client, LLC9,074$1.33M0.44%+36113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,071$1.33M0.07%-4,81413F-HRTimelineGroup
Occidental Asset Management, LLC9,038$1.33M0.16%+67413F-HRTimeline
Roberts Wealth Advisors, LLC9,025$1.32M0.34%+22213F-HRTimeline
WHITTIER TRUST CO9,027$1.32M0.01%-74313F-HRTimeline
Man Group plcin group Man Group plc8,953$1.31M<0.01%new13F-HRTimelineGroup
Soltis Investment Advisors LLC8,911$1.31M0.08%-89913F-HRTimeline
Abbot Financial Management, Inc.8,905$1.31M0.55%+4013F-HRTimeline
Legacy Advisors, LLC8,803$1.29M0.15%-2,76313F-HRTimeline
FNY Investment Advisers, LLC8,799$1.29M0.57%+1,91313F-HRTimeline
BAILARD, INC.8,786$1.29M0.03%+28513F-HRTimeline
Smith Salley Wealth Management8,744$1.28M0.06%-20513F-HRTimeline
Crumly & Associates Inc.8,741$1.28M0.27%+13513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,739$1.28M0.35%-19713F-HRTimeline
Tempo Wealth, LLC8,703$1.28M0.22%+98813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,649$1.27M0.23%013F-HRTimeline
McAdam, LLC8,636$1.27M0.06%+1,09613F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,540$1.25M0.26%013F-HRTimelineGroup
Pettinga Financial Advisors LLC8,539$1.25M0.24%-3,19513F-HRTimeline
Heartwood Wealth Advisors LLC8,533$1.25M0.11%+66813F-HRTimeline
Blue Chip Partners, LLC8,481$1.24M0.09%+33213F-HRTimeline
Betterment LLC8,475$1.24M<0.01%+52113F-HRTimeline
Geneos Wealth Management Inc.8,465$1.24M0.03%-40813F-HRTimeline
Financial & Tax Architects, LLC8,431$1.24M0.28%-6413F-HRTimeline
4WEALTH ADVISORS, INC.8,570$1.23M1.05%+69613F-HRTimeline
B. Riley Wealth Advisors, Inc.8,532$1.23M0.08%-8,07513F-HRTimeline
Bramshill Investments, LLC8,342$1.22M0.11%-9,15813F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV8,335$1.22M1.17%013F-HRTimeline
Vise Technologies, Inc.7,870$1.22M0.02%013F-HRTimeline
RMR Wealth Builders8,256$1.21M0.1%-96413F-HRTimeline
Advisor Resource Council8,250$1.21M0.48%-1,72713F-HRTimeline
Richard W. Paul & Associates, LLC8,243$1.21M0.41%-9613F-HRTimeline
Ally Invest Advisors Inc.8,231$1.21M0.08%-3513F-HRTimeline
Diligent Investors, LLC8,198$1.2M0.3%-4813F-HRTimeline
BIRINYI ASSOCIATES INC8,164$1.2M0.33%+113F-HRTimeline
Intrepid Financial Planning Group LLC8,149$1.19M0.48%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,128$1.19M0.01%+2,44113F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…8,118$1.19M0.16%+59213F-HRTimeline
Everest Financial Group LLC8,110$1.19M0.2%+4,23313F-HRTimeline
Larson Financial Group LLC8,082$1.18M0.04%-29,68013F-HRTimeline
Objective Capital Management, LLC8,077$1.18M1.2%+513F-HRTimeline
Retirement Planning Group, LLC7,977$1.17M0.04%-10313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,183$1.17M-3,113Timeline
Calamos Advisors LLCgroup of 2 filers holding7,922$1.16M+3,961Timeline
ASHTON THOMAS SECURITIES, LLC7,895$1.16M0.15%-1,21613F-HRTimeline
Murphy & Mullick Capital Management Corp7,888$1.16M0.86%+2,07013F-HRTimeline
Main Street Financial Solutions, LLC7,852$1.15M0.08%+1,04813F-HRTimeline
Rehmann Capital Advisory Group7,850$1.15M0.06%+2,21613F-HRTimeline
WORLD EQUITY GROUP, INC.7,849$1.15M0.3%+3,20813F-HRTimeline
SMITH, MOORE & CO.7,834$1.15M0.08%+31013F-HRTimeline
Certified Advisory Corp7,804$1.14M0.1%-81513F-HRTimeline
WMS Group LLC7,800$1.14M1.66%013F-HRTimeline
United Bank7,792$1.14M0.38%-4,98213F-HRTimeline
Ipsen Advisor Group LLC7,789$1.14M0.8%+3113F-HRTimeline
Mezzasalma Advisors, LLC7,785$1.14M0.29%-11413F-HRTimeline
SMI Advisory Services, LLC7,737$1.13M0.19%+5,75513F-HRTimeline
Pacific Sun Financial Corp7,703$1.13M0.55%+76313F-HRTimeline
Modus Advisors, LLC7,691$1.13M0.31%-11,40113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC7,644$1.12M0.54%-12113F-HRTimeline
O'ROURKE & COMPANY, Inc1,605$1.11M0.44%-5,74413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,602$1.11M0.07%+32213F-HRTimelineGroup
Bouchey Financial Group, Ltd.7,452$1.11M0.08%-17613F-HRTimeline
Gratus Wealth Advisors, LLC7,585$1.11M0.16%-78,86513F-HRTimeline
Sage Capital Management, LLC7,547$1.11M0.52%+1613F-HRTimeline
Jacobs Equity LLC7,608$1.11M0.99%-42013F-HRTimeline
Clear Creek Financial Management, LLC7,542$1.11M0.08%+4813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT7,500$1.1M0.01%+2,20013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,498$1.1M0.25%-80913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,481$1.1M0.03%-80913F-HRTimeline
S&A Financial Services, Inc.7,463$1.09M0.75%13F-HRTimeline
Flywheel Private Wealth LLC7,462$1.09M0.62%013F-HRTimeline
Cladis Investment Advisory, LLC7,460$1.09M0.6%+12013F-HRTimeline
Cullen Capital Management, LLC7,380$1.08M0.01%-86,88913F-HRTimeline
Stonebridge Financial Planning Group, L…7,380$1.08M0.4%-94513F-HRTimeline
Dodds Wealth, LLC7,351$1.08M0.26%-3013F-HRTimeline
Avior Wealth Management, LLC7,312$1.07M0.03%-28013F-HRTimeline
Modern Wealth Management, LLC7,201$1.06M0.02%-4,50413F-HRTimeline
Smartleaf Asset Management LLC7,395$1.06M0.04%+6,17913F-HRTimeline
Milestone Asset Management Group, LLC7,237$1.06M0.62%-5113F-HRTimeline
Platform Technology Partners7,222$1.06M0.2%+2,10413F-HRTimeline
Sherman Asset Management, Inc.7,210$1.06M0.97%+38413F-HRTimeline
WEALTHGARDEN F.S. LLC7,206$1.06M0.72%-2413F-HRTimeline
Rothschild Wealth LLC7,151$1.05M0.09%new13F-HRTimeline
January Capital Advisors LLC7,146$1.05M1.41%13F-HRTimeline
SANDLER CAPITAL MANAGEMENT7,134$1.05M0.71%+3,00013F-HRTimeline
PROFFITT & GOODSON INC7,134$1.05M0.16%+4613F-HRTimeline
Composition Wealth, LLC7,127$1.04M0.01%-58113F-HRTimeline
Aberdeen Wealth Management LLC7,121$1.04M0.48%013F-HRTimeline
Strategic Financial Concepts, LLC7,109$1.04M0.26%+4,23813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,110$1.04M<0.01%+2,03813F-HRTimelineGroup
Logan Stone Capital, LLC7,106$1.04M0.29%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,092$1.04M0.15%+48113F-HRTimeline
OneDigital Investment Advisors LLC7,075$1.04M0.01%+613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,100$1.03M0.03%-7613F-HRTimelineGroup
Guardian Partners Inc.in group GUARDIAN CAPITAL LP7,000$1.03M0.09%-6,00013F-HRTimelineGroup
Connective Portfolio Management, LLC7,000$1.03M2.78%-6,00013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$1.03M0.56%013F-HRTimeline
Aptus Capital Advisors, LLC6,983$1.02M0.01%-44913F-HRTimeline
Parallel Advisors, LLC6,937$1.02M0.02%+1,97613F-HR/ATimeline
OMNI 360 Wealth, Inc.6,905$1.01M0.52%+26113F-HRTimeline
OPINICUS CAPITAL, INC.6,862$1.01M0.71%+81713F-HRTimeline