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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
Ranch Capital Advisors Inc.6,858$1.01M0.37%+1,43113F-HRTimeline
Beaumont Financial Advisors, LLC6,839$1M0.07%-37013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,833$1M0.36%+213F-HR/ATimelineGroup
MARCO INVESTMENT MANAGEMENT LLC6,816$999K0.08%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,974$999K0.1%+21713F-HRTimelineGroup
Compound Planning, Inc.6,785$995K0.03%-6,62413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,773$993K0.25%+913F-HRTimeline
Keystone Financial Group6,774$992K0.07%+1213F-HRTimeline
MKT Advisors LLC6,768$992K0.33%+2213F-HRTimeline
MMA ASSET MANAGEMENT LLC6,764$992K0.35%+3413F-HRTimeline
Interchange Capital Partners, LLC6,772$989K0.31%+1,03013F-HRTimeline
GenTrust, LLC6,728$986K0.04%+94213F-HRTimeline
Ledyard National Bank6,704$983K0.09%-7513F-HRTimeline
Phillips Wealth Planners LLC6,865$982K0.74%-23713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC6,671$978K0.35%new13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,650$975K0.72%+15513F-HRTimeline
Cypress Capital Management LLC (WY)6,627$972K0.9%013F-HRTimeline
Golden State Wealth Management, LLC6,595$967K0.11%-35213F-HRTimeline
Horizon Family Wealth, Inc.6,576$964K0.51%+2613F-HRTimeline
KFA Private Wealth Group, LLC6,572$964K0.23%+2213F-HRTimeline
COWA, LLC6,561$962K0.26%+1,14713F-HRTimeline
Cove Private Wealth, LLC6,554$961K0.22%+3,02413F-HRTimeline
LPWM LLC6,539$959K0.24%+37813F-HRTimeline
Asset One Wealth Management LLC6,566$958K0.11%-113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,494$952K0.09%-42113F-HRTimeline
DUNCKER STREETT & CO INC6,442$944K0.18%+2,23413F-HRTimeline
NOVEM GROUP6,414$940K0.11%-28813F-HRTimeline
Legacy Financial Strategies, LLC6,396$938K0.17%-53913F-HRTimeline
Quadrant Private Wealth Management, LLC6,375$935K0.14%-2213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,364$933K0.04%+90313F-HRTimelineGroup
Wall Street Financial Group, Inc.6,363$933K0.55%+1,96413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,326$927K0.13%+6213F-HRTimeline
McHugh Group, LLC6,322$927K0.55%013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,280$921K0.05%+26913F-HRTimeline
E&G Advisors, LLC6,275$920K0.2%+15013F-HRTimeline
Legacy Private Trust Co.6,240$915K0.06%+54013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,224$913K0.06%+2,28013F-HRTimeline
HBK Sorce Advisory LLC6,362$913K0.02%+1,76713F-HRTimeline
Providence Capital Advisors, LLC6,209$910K0.15%+26013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,201$909K0.05%013F-HRTimeline
Ethos Financial Group, LLC6,164$904K0.07%+26513F-HRTimeline
Mission Creek Capital Partners, Inc.6,163$904K0.18%013F-HRTimeline
Visionary Wealth Advisors6,096$894K0.04%+50713F-HRTimeline
Montis Financial, LLC6,089$893K0.18%-22613F-HRTimeline
Venture Visionary Partners LLC6,086$892K0.03%-64213F-HRTimeline
Cornerstone Wealth Management, LLC6,077$891K0.04%-1,12813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,038$885K0.55%+5,76213F-HRTimeline
Saiph Capital, LLC6,037$885K0.33%+54013F-HRTimeline
SCS Capital Management LLC6,021$883K0.01%-46013F-HRTimeline
III Capital Management6,000$880K0.36%new13F-HRTimeline
Chicago Partners Investment Group LLC5,950$871K0.02%+16813F-HRTimeline
WESBANCO BANK INC5,937$870K0.02%+15013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,933$870K0.17%013F-HRTimeline
BOKF, NAin group BOKF, NA5,918$868K0.01%-5013F-HRTimelineGroup
EQUITABLE TRUST CO5,909$866K0.04%-31813F-HRTimeline
Pines Wealth Management, LLC5,892$864K0.28%+1,07913F-HRTimeline
Tradition Wealth Management, LLC5,872$861K0.06%-37913F-HRTimeline
Affiance Financial, LLC5,862$859K0.14%013F-HRTimeline
PRIVATE TRUST CO NA5,860$859K0.08%-1,50813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,852$858K0.09%013F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC5,839$856K0.14%+22513F-HRTimeline
Talisman Wealth Advisors LLC5,833$855K0.69%+3313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,815$853K0.2%-9913F-HRTimeline
Laurel Wealth Advisors LLC5,939$852K0.08%013F-HRTimeline
First National Trust Co5,812$852K0.03%-1,31913F-HRTimeline
First Citizens Financial Corp5,806$851K0.4%-20913F-HRTimeline
Narwhal Capital Management5,805$851K0.06%-7513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,800$850K0.01%+2,50713F-HRTimelineGroup
Sunbelt Securities, Inc.5,792$849K0.05%-9913F-HRTimeline
Shum Financial Group, Inc.5,768$846K0.6%-1513F-HRTimeline
Cassaday & Co Wealth Management LLC5,740$842K0.02%+1913F-HRTimeline
SeaBridge Investment Advisors LLC5,731$840K0.14%-3813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…5,716$838K0.01%new13F-HRTimelineGroup
Oakmont Advisory Group, LLC5,700$836K0.85%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,687$834K0.05%013F-HRTimeline
Chicago Wealth Management, Inc.5,686$834K0.33%+79213F-HRTimeline
NIXON PEABODY TRUST CO5,680$833K0.07%+1,01413F-HRTimeline
Altura Wealth Advisors Inc.5,680$833K0.36%+10013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,656$829K0.03%-11613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,636$826K<0.01%+3313F-HRTimelineGroup
M.E. ALLISON & CO., INC.5,628$825K0.55%+113F-HRTimeline
Sage Investment Advisers LLC5,582$825K0.61%+19813F-HRTimeline
KELLY FINANCIAL GROUP LLC5,591$820K0.21%+4713F-HRTimeline
Navis Wealth Advisors, LLC5,584$819K0.42%+2313F-HRTimeline
Rise Advisors, LLC5,540$818K0.29%+813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,575$817K0.03%-20113F-HRTimeline
XY Planning Network, Inc.5,529$817K0.13%+19413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,535$811K0.12%013F-HRTimeline
Waterloo Capital, L.P.5,519$809K0.06%+1,53913F-HRTimeline
Agate Pass Investment Management, LLC5,495$806K0.32%013F-HRTimeline
Ellis Investment Partners, LLC5,491$805K0.14%+613F-HRTimeline
Invst, LLC5,473$802K0.09%-2,14113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,433$797K0.01%-27,57713F-HRTimelineGroup
Kagan Cocozza Asset Management5,421$795K0.56%+18213F-HRTimeline
JTC Employer Solutions Trustee Ltd5,400$792K0.07%013F-HRTimeline
Financial Engines Advisors L.L.C.5,373$788K<0.01%-15213F-HRTimeline
Coordinated Financial Services, Inc.5,343$783K0.45%-7813F-HRTimeline
WASHINGTON TRUST Co5,329$781K0.03%-22413F-HRTimeline
Roble, Belko & Company, Inc5,324$781K0.1%013F-HRTimeline
Financial Partners Group, Inc5,309$778K0.09%+1113F-HRTimeline
Vilga Financial Planning LLC5,286$775K0.69%+30613F-HRTimeline
FIRST MANHATTAN CO. LLC.5,277$774K<0.01%+11413F-HRTimeline
Aspen Investment Management Inc5,269$772K0.24%+2,34013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,256$771K0.04%-33213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,238$768K0.06%+6013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC5,228$766K0.24%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest5,224$766K0.46%+3,07313F-HRTimeline
GR FINANCIAL GROUP, LLC5,202$763K0.25%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,200$762K0.01%013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT5,172$758K0.06%-47213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,161$757K0.1%+32913F-HRTimeline
Osbon Capital Management LLC5,135$753K0.61%+54013F-HRTimeline
Cassady Wealth & Retirement Planning, L…5,142$751K0.39%-4913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC5,144$747K0.4%+62513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,077$744K0.07%+42813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,075$744K0.02%-16313F-HRTimeline
HUB Investment Partners, LLC5,063$742K0.02%+3,35913F-HRTimeline
SSA SWISS ADVISORS AG5,060$742K0.34%+2,01113F-HRTimeline
National Philanthropic Trust5,048$740K0.01%-2,48713F-HRTimeline
Advocate Investing Services LLC5,040$739K0.63%013F-HRTimeline
DT Investment Partners, LLC5,039$739K0.06%-21213F-HRTimeline
Stonebrook Private Inc.5,032$738K0.16%-2913F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC4,962$734K0.32%+4313F-HRTimeline
LMR Partners LLPin group LMR Partners LLP5,000$733K0.01%013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC5,000$733K<0.01%new13F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC5,000$733K0.3%013F-HRTimeline
Broyhill Asset Management, LLC5,000$733K0.72%013F-HRTimeline
Insight Wealth Partners, LLC4,996$732K0.3%-3613F-HRTimeline
Acorns Advisers, LLC4,975$729K0.01%+58913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,951$726K0.13%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,910$719K0.22%-1213F-HRTimeline
DEARBORN PARTNERS LLC4,883$716K0.04%+52013F-HRTimeline
Clearstead Advisors, LLC4,878$715K0.01%+1,60913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,872$714K0.13%-1,67313F-HRTimeline
Lynx Investment Advisory4,861$713K0.34%-53913F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…4,823$707K0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,819$706K0.01%-17613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,811$705K0.14%+1,17013F-HRTimeline
Balboa Wealth Partners4,807$705K0.12%+13413F-HRTimeline
Ring Mountain Capital, LLC4,804$704K0.39%-21713F-HRTimeline
Spartan Wealth Advisory Services LLC4,799$704K0.06%13F-HRTimeline
Archford Capital Strategies, LLC4,766$699K0.08%-16,09913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,758$698K0.09%+21013F-HRTimeline
17 CAPITAL PARTNERS, LLC4,744$696K0.36%-3,33213F-HRTimeline
APS Management Group, Inc.4,744$695K0.6%-14813F-HRTimeline
STABLEFORD CAPITAL II LLC4,742$695K0.26%+2,98013F-HRTimeline
BAYBAN4,742$695K0.6%-9613F-HRTimeline
RDA Financial Network4,741$695K0.17%-16313F-HRTimeline
Arrowroot Family Office, LLC4,739$695K0.23%-5313F-HR/ATimeline
First National Bank of Hutchinson4,735$694K0.44%-3,48213F-HRTimeline
Biltmore Family Office, LLC4,708$690K0.1%-33913F-HRTimeline
Patten Group, Inc.4,700$689K0.12%+8513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,684$687K0.1%+74313F-HRTimeline
Independence Bank of Kentucky4,680$686K0.09%+1,99613F-HRTimeline
Cavalier Investments, LLC4,673$685K0.18%new13F-HRTimeline
Pilgrim Partners Asia Pte Ltd4,670$685K0.29%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,653$682K0.01%-67413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,644$681K0.06%+2913F-HRTimeline
Alta Wealth Advisors LLC4,643$681K0.22%-7213F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,631$679K0.23%new13F-HRTimeline
Elmwood Wealth Management, Inc.4,629$679K0.19%+74913F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC4,612$676K0.08%new13F-HRTimeline
Pacific Center for Financial Services4,609$676K0.17%-85113F-HRTimeline
Tyche Wealth Partners LLC4,594$673K0.1%-69413F-HRTimeline
WealthBridge Capital Management, LLC4,560$669K0.15%-1,00313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,545$666K0.01%-25913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,543$666K0.01%+1,43813F-HRTimelineGroup
Greenwich Wealth Management LLC4,538$665K0.03%-3613F-HRTimeline
Elevation Advisory Partners LLC4,273$664K0.62%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,527$664K0.01%+79813F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO4,273$661K0.06%013F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,505$660K0.02%new13F-HRTimelineGroup
Sequent Asset Management, LLC4,492$659K0.32%-19513F-HRTimeline
Rossby Financial, LCC4,419$653K0.14%+3,71113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,452$653K<0.01%-24,99313F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT4,452$653K0.01%new13F-HRTimeline
Aries Wealth Management4,444$652K0.14%013F-HRTimeline
Founders Financial Alliance, LLC4,430$650K0.12%-8213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,428$649K0.05%-43913F-HRTimeline
WESPAC Advisors, LLC4,427$649K0.36%-6,60413F-HRTimeline
Caldwell Trust Co4,426$649K0.06%-7513F-HRTimeline
Gilliland Jeter Wealth Management LLC4,425$649K0.19%+113F-HRTimeline
TrustBankin group TrustBank4,400$645K0.25%-16113F-HRTimelineGroup
Glen Eagle Advisors, LLC4,386$643K0.09%+12513F-HRTimeline
Burford Brothers, Inc.4,382$642K0.26%-1613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,369$641K0.02%+17613F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co4,350$638K0.03%new13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,366$637K0.02%-10013F-HRTimelineGroup
Meridian Wealth Advisors, LLC4,325$634K0.08%-24013F-HRTimeline
Institute for Wealth Management, LLC.4,319$633K0.07%-57513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,317$633K0.18%-30213F-HRTimeline
Elm Partners Management LLC4,389$631K0.03%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.4,301$631K0.22%-55513F-HRTimeline
Elk River Wealth Management LLC4,259$624K0.1%-7,92913F-HRTimeline
Sun Group Wealth Partners4,248$623K0.49%-17713F-HRTimeline
Global View Capital Management LLC4,245$622K0.17%-90113F-HRTimeline
FLC Capital Advisors4,243$622K0.11%-10213F-HRTimeline
Strait & Sound Wealth Management LLC4,211$617K0.24%+52313F-HRTimeline
Bullock Wealth Management Group4,172$616K0.31%-11513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC4,199$616K0.4%+41113F-HRTimeline