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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
Composition Wealth, LLC7,203$1.14M0.01%+7613F-HRTimeline
Gratus Wealth Advisors, LLC7,183$1.14M0.15%-40213F-HRTimeline
Luminist Capital LLC7,387$1.14M1.28%-4,17513F-HRTimeline
Ledyard National Bank7,134$1.13M0.09%+43013F-HRTimeline
Parallel Advisors, LLC7,115$1.13M0.02%+17813F-HRTimeline
Mezzasalma Advisors, LLC7,098$1.13M0.23%-68713F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$1.11M0.51%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP7,000$1.11M0.1%013F-HRTimelineGroup
Greenland Capital Management LP7,000$1.11M0.21%new13F-HRTimeline
Connective Portfolio Management, LLC7,000$1.11M1.85%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC6,952$1.1M0.22%-54613F-HRTimeline
Keystone Financial Group6,944$1.1M0.07%+17013F-HRTimeline
Clare Market Investments LLC6,938$1.1M0.2%+3,57213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,914$1.1M0.19%+2,10313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA6,810$1.09M0.03%-29013F-HRTimelineGroup
Sage Capital Management, LLC6,857$1.09M0.42%-69013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,852$1.09M0.07%+3613F-HRTimeline
Asset One Wealth Management LLC6,868$1.09M0.11%+30213F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,836$1.08M0.13%+2,22413F-HRTimeline
Milestone Asset Management Group, LLC6,822$1.08M0.55%-41513F-HRTimeline
MKT Advisors LLC6,561$1.08M0.34%-20713F-HRTimeline
E&G Advisors, LLC6,780$1.08M0.21%+50513F-HRTimeline
MMA ASSET MANAGEMENT LLC6,774$1.07M0.34%+1013F-HRTimeline
Cox Capital Mgt LLC6,762$1.07M0.6%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,747$1.07M0.24%-2613F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co6,700$1.06M0.06%new13F-HRTimeline
Stonebridge Financial Planning Group, L…6,645$1.05M0.34%-73513F-HRTimeline
Providence Capital Advisors, LLC6,644$1.05M0.16%+43513F-HRTimeline
Milestones Private Investment Advisors …6,624$1.05M0.84%-12,85613F-HRTimeline
Cypress Capital Management LLC (WY)6,612$1.05M0.88%-1513F-HRTimeline
Horizon Family Wealth, Inc.6,603$1.05M0.48%+2713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,585$1.04M0.09%+1,50813F-HRTimeline
Sherman Asset Management, Inc.6,571$1.04M0.81%-63913F-HRTimeline
Providence First Trust Co6,571$1.04M0.29%-5,93213F-HRTimeline
XY Planning Network, Inc.6,564$1.04M0.13%+1,03513F-HRTimeline
Independent Advisor Alliance6,528$1.04M0.02%-70,18713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,524$1.04M0.11%-18,87713F-HRTimeline
Ethos Financial Group, LLC6,224$1.03M0.07%+6013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,463$1.03M<0.01%-64713F-HRTimelineGroup
Retirement Planning Group, LLC6,427$1.02M0.03%-1,55013F-HRTimeline
LPWM LLC6,421$1.02M0.23%-11813F-HRTimeline
First Citizens Financial Corp6,410$1.02M0.43%+60413F-HRTimeline
Thrive Capital Management, LLC6,386$1.01M0.19%-3,31813F-HRTimeline
Fearless Solutions, LLC dba Best Invest6,353$1.01M0.53%+1,12913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,353$1.01M0.39%-1,29113F-HRTimeline
Quadrant Private Wealth Management, LLC6,331$1M0.22%-4413F-HRTimeline
McHugh Group, LLC6,322$1M0.51%013F-HRTimeline
Venture Visionary Partners LLC6,298$999K0.03%+21213F-HRTimeline
OPINICUS CAPITAL, INC.6,284$997K0.53%-57813F-HRTimeline
Pines Wealth Management, LLC6,257$993K0.29%+36513F-HRTimeline
Financial Partners Group, Inc6,208$985K0.1%+89913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,201$984K0.05%013F-HRTimeline
NOVEM GROUP6,170$979K0.1%-24413F-HRTimeline
Mission Creek Capital Partners, Inc.6,163$978K0.17%013F-HRTimeline
Legacy Financial Strategies, LLC6,154$976K0.15%-24213F-HRTimeline
Cambria Investment Management, L.P.6,147$975K0.05%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,139$974K0.11%-95313F-HRTimeline
WESBANCO BANK INC6,101$968K0.02%+16413F-HRTimeline
Aptus Capital Advisors, LLC6,078$964K0.01%-90513F-HRTimeline
Montis Financial, LLC6,064$962K0.2%-2513F-HRTimeline
Visionary Wealth Advisors6,047$959K0.04%-4913F-HRTimeline
Oakmont Advisory Group, LLC6,044$959K0.81%+34413F-HRTimeline
Laurel Wealth Advisors LLC6,039$958K0.09%+10013F-HRTimeline
Cornerstone Wealth Management, LLC6,035$958K0.04%-4213F-HRTimeline
SCS Capital Management LLC6,021$955K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,012$954K0.04%-35213F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC6,006$953K0.16%+3,63913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC6,000$952K0.34%+1,00013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,975$948K0.14%-35113F-HRTimeline
Spartan Wealth Advisory Services LLC5,955$945K0.08%+1,15613F-HRTimeline
Compound Planning, Inc.5,953$945K0.02%-83213F-HRTimeline
Tyche Wealth Partners LLC5,936$942K0.13%+1,34213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,933$941K0.16%013F-HRTimeline
Golden State Wealth Management, LLC5,926$940K0.09%-66913F-HRTimeline
EQUITABLE TRUST CO5,909$938K0.04%013F-HRTimeline
JBR Co Financial Management Inc5,893$935K0.34%+2,78813F-HRTimeline
Tradition Wealth Management, LLC5,877$932K0.06%+513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,867$931K0.06%-7,00613F-HRTimeline
L & S Advisors Inc5,865$930K0.1%+3,59813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,829$925K0.13%-1013F-HRTimeline
Shum Financial Group, Inc.5,814$922K0.56%+4613F-HRTimeline
Beaumont Financial Advisors, LLC5,807$921K0.06%-1,03213F-HRTimeline
Affiance Financial, LLC5,721$908K0.13%-14113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,712$906K0.08%-14013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC5,708$906K0.02%-3213F-HRTimeline
Legacy Private Trust Co.5,695$904K0.05%-54513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,692$903K0.04%+1,89213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,691$903K0.04%+43513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,687$902K0.05%013F-HRTimeline
M.E. ALLISON & CO., INC.5,686$902K0.52%+5813F-HRTimeline
BOKF, NAin group BOKF, NA5,678$901K0.01%-24013F-HRTimelineGroup
Altura Wealth Advisors Inc.5,668$899K0.3%-1213F-HRTimeline
GenTrust, LLC5,634$894K0.03%-1,09413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC5,548$892K0.08%-1,42613F-HRTimelineGroup
Rise Advisors, LLC5,611$890K0.25%+7113F-HRTimeline
Navis Wealth Advisors, LLC5,607$890K0.34%+2313F-HRTimeline
Chicago Partners Investment Group LLC5,510$890K0.02%-44013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,597$888K0.01%-20313F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC5,549$880K0.2%-4213F-HRTimeline
First National Trust Co5,538$879K0.03%-27413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,530$877K<0.01%-11,06513F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC5,488$871K0.15%-32713F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC5,374$866K0.11%13F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC5,455$866K0.33%+49313F-HRTimeline
Vilga Financial Planning LLC5,454$865K0.66%+16813F-HRTimeline
Acorns Advisers, LLC5,450$865K0.01%+47513F-HRTimeline
PRIVATE TRUST CO NA5,451$865K0.07%-40913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,450$865K<0.01%-18613F-HRTimelineGroup
Meridian Wealth Advisors, LLC5,449$865K0.1%+1,12413F-HRTimeline
17 CAPITAL PARTNERS, LLC5,405$858K0.39%+66113F-HRTimeline
JTC Employer Solutions Trustee Ltd5,400$857K0.07%013F-HRTimeline
Financial Engines Advisors L.L.C.5,335$846K<0.01%-3813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.5,326$845K0.58%-1,32413F-HRTimeline
Roble, Belko & Company, Inc5,324$845K0.09%013F-HRTimeline
Narwhal Capital Management5,315$843K0.06%-49013F-HRTimeline
WORLD EQUITY GROUP, INC.5,301$841K0.19%-2,54813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,300$841K0.01%+1,19013F-HRTimeline
Clearstead Advisors, LLC5,293$840K0.01%+41513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC5,228$829K0.24%013F-HRTimeline
KFA Private Wealth Group, LLC5,223$829K0.2%-1,34913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,210$827K0.11%+52613F-HRTimeline
Agate Pass Investment Management, LLC5,180$822K0.3%-31513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,160$819K0.1%-37513F-HRTimeline
FIRST MANHATTAN CO. LLC.5,158$818K<0.01%-11913F-HRTimeline
IMA Advisory Services, Inc.5,153$818K0.05%+4,96613F-HRTimeline
Ellis Investment Partners, LLC5,101$809K0.12%-39013F-HRTimeline
Insight Wealth Partners, LLC5,101$809K0.11%+10513F-HRTimeline
STABLEFORD CAPITAL II LLC5,090$808K0.28%+34813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,078$806K0.01%+25913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,077$806K0.03%+72713F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO5,075$805K0.01%013F-HRTimeline
BCS Wealth Management5,060$803K0.14%+2,47413F-HRTimeline
Advocate Investing Services LLC5,040$800K0.62%013F-HRTimeline
Aberdeen Wealth Management LLC5,026$797K0.38%-2,09513F-HRTimeline
Kagan Cocozza Asset Management5,019$796K0.5%-40213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,000$793K0.01%-20013F-HRTimelineGroup
Broyhill Asset Management, LLC5,000$793K0.71%013F-HR/ATimeline
Quarry LP4,985$791K0.12%new13F-HRTimeline
COFG Advisors, LLC4,977$790K0.14%+2,82413F-HRTimeline
Blue Chip Partners, LLC4,935$783K0.05%-3,54613F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,917$780K0.06%-25513F-HRTimeline
First National Bank of Hutchinson4,912$779K0.43%+17713F-HRTimeline
Rossby Financial, LCC4,936$777K0.14%+51713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC4,894$776K0.41%-25013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,866$772K0.12%-8513F-HRTimeline
DT Investment Partners, LLC4,848$769K0.06%-19113F-HRTimeline
DLK Investment Management, LLC5,259$766K0.33%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,808$763K0.09%+5013F-HRTimeline
Institute for Wealth Management, LLC.4,808$763K0.07%+48913F-HRTimeline
Glen Eagle Advisors, LLC4,797$761K0.1%+41113F-HRTimeline
Biltmore Family Office, LLC4,781$759K0.1%+7313F-HRTimeline
Curbstone Financial Management Corp4,780$758K0.13%new13F-HRTimeline
Arrowroot Family Office, LLC4,778$758K0.22%+3913F-HRTimeline
Asset Management One Co., Ltd.4,771$757K<0.01%new13F-HRTimeline
RATIONAL ADVISORS, INC.4,758$755K0.07%new13F-HRTimeline
Cassady Wealth & Retirement Planning, L…4,756$755K0.35%-38613F-HRTimeline
Archford Capital Strategies, LLC4,727$750K0.08%-3913F-HRTimeline
APS Management Group, Inc.4,705$747K0.57%-3913F-HRTimeline
Core Wealth Partners LLC4,697$745K0.32%+59213F-HRTimeline
Pilgrim Partners Asia Pte Ltd4,670$741K0.33%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,666$740K<0.01%+21413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC4,633$735K0.05%-60513F-HRTimeline
Elmwood Wealth Management, Inc.4,629$734K0.18%013F-HRTimeline
WASHINGTON TRUST Co4,625$734K0.02%-70413F-HRTimeline
Independence Bank of Kentucky4,620$733K0.08%-6013F-HRTimeline
BAYBAN4,604$730K0.56%-13813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding4,600$730K-3,322Timeline
TRUST CO OF OKLAHOMA4,591$728K0.19%+2,61413F-HRTimeline
Ring Mountain Capital, LLC4,589$728K0.31%-21513F-HRTimeline
MCF Advisors LLC4,583$727K0.03%+78413F-HRTimeline
Kessler Investment Group, LLC4,578$726K0.31%new13F-HRTimeline
F/m Investments LLC4,562$724K0.04%+41113F-HRTimeline
Alta Wealth Advisors LLC4,537$720K0.2%-10613F-HRTimeline
Buck Wealth Strategies, LLC4,527$718K0.08%new13F-HRTimeline
Pacific Center for Financial Services4,482$711K0.16%-12713F-HRTimeline
Sovran Advisors, LLC4,247$710K0.05%+54813F-HRTimeline
Tenzing Financial LLC4,368$708K0.49%+24113F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,450$706K0.15%+1,50013F-HRTimeline
Strait & Sound Wealth Management LLC4,448$706K0.25%+23713F-HRTimeline
Advisors Capital Management, LLC4,445$705K0.01%+77213F-HRTimeline
Gilliland Jeter Wealth Management LLC4,426$702K0.18%+113F-HRTimeline
Bullock Wealth Management Group4,388$700K0.3%+21613F-HRTimeline
Strategic Financial Concepts, LLC4,398$698K0.21%-2,71113F-HRTimeline
Aries Wealth Management4,394$697K0.14%-5013F-HRTimeline
Keudell/Morrison Wealth Management4,372$694K0.13%+1,58513F-HRTimeline
Balboa Wealth Partners4,353$691K0.09%-45413F-HRTimeline
Burford Brothers, Inc.4,342$689K0.25%-4013F-HRTimeline
DEARBORN PARTNERS LLC4,333$687K0.04%-55013F-HR/ATimeline
Second Half Financial Partners, LLC4,330$687K0.28%new13F-HRTimeline
WESPAC Advisors, LLC4,299$682K0.33%-12813F-HRTimeline
Greenwich Wealth Management LLC4,280$679K0.02%-25813F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.4,269$677K0.22%-3213F-HRTimeline
SeaBridge Investment Advisors LLC4,256$675K0.1%-1,47513F-HRTimeline
Sun Group Wealth Partners4,248$674K0.46%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,239$672K0.23%-67113F-HRTimeline
Cove Private Wealth, LLC4,233$672K0.13%-2,32113F-HRTimeline
San Luis Wealth Advisors LLC4,224$670K0.1%+4813F-HRTimeline
Sequent Asset Management, LLC4,215$669K0.28%-27713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,199$666K0.01%-34613F-HRTimeline
Verity Asset Management, Inc.4,190$665K0.25%+1,73113F-HRTimeline