XLV SELECT SECTOR SPDR TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Interchange Capital Partners, LLC	4,183	$664K	0.12%	-2,589	13F-HR Timeline
Chicago Wealth Management, Inc.	4,177	$663K	0.24%	-1,509	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	4,157	$660K	0.37%	-42	13F-HR Timeline
Quantbot Technologies LP	4,145	$658K	0.03%	+1,494	13F-HR Timeline
FLC Capital Advisors	4,140	$657K	0.11%	-103	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	4,135	$656K	0.01%	+217	13F-HR/A Timeline
ENDEAVOR PRIVATE WEALTH, INC.	4,130	$655K	0.16%	-187	13F-HR Timeline
Caldwell Trust Co	4,109	$652K	0.05%	-317	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	4,102	$651K	0.02%	+1,282	13F-HR Timeline Group
Founders Financial Alliance, LLC	4,100	$651K	0.09%	-330	13F-HR Timeline
Waldron Private Wealth LLC	4,097	$650K	0.02%	-5,720	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	4,088	$649K	0.16%	+416	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	4,065	$645K	0.17%	+301	13F-HR Timeline
Investment Partners Asset Management, I…	4,044	$642K	0.36%	+100	13F-HR Timeline
FLP Wealth Management, LLC	4,031	$640K	1.14%	+70	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	4,026	$639K	0.18%	+193	13F-HR Timeline
Cornerstone Capital, Inc.	4,025	$639K	0.06%	new	13F-HR Timeline
Wealth Advisory Solutions, LLC	4,019	$638K	0.13%	+80	13F-HR Timeline
Napier Financial, LLC	3,982	$632K	0.13%	+63	13F-HR Timeline
LYNX CAPITAL GROUP LTD /ADV	3,975	$631K	0.25%	+184	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	3,974	$631K	0.08%	-23	13F-HR Timeline
MFA WEALTH ADVISORS, LLC	3,968	$630K	0.11%	-70,240	13F-HR Timeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	3,964	$629K	0.02%	-541	13F-HR Timeline Group
Karnit Road Accident Victims Compensati…	3,962	$629K	0.36%	0	13F-HR Timeline
HORAN Wealth, LLC	3,961	$628K	0.08%	+1,081	13F-HR/A Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	3,960	$628K	0.02%	+1,304	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	3,950	$627K	0.03%	+826	13F-HR Timeline
WealthBridge Capital Management, LLC	3,946	$626K	0.12%	-614	13F-HR Timeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC	3,943	$626K	0.01%	0	13F-HR Timeline Group
NWF Advisory Services Inc.	3,898	$619K	0.06%	+92	13F-HR Timeline
CDM FINANCIAL COUNSELING SERVICES, INC.	3,893	$618K	0.53%	+1	13F-HR Timeline
Crewe Advisors LLC	3,889	$617K	0.04%	+104	13F-HR Timeline
RPG Investment Advisory, LLC	3,882	$616K	0.06%	+30	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	3,877	$615K	0.18%	+7	13F-HR Timeline
Cascades Capital Asset Management, LLC	3,861	$613K	0.23%	+76	13F-HR Timeline
Clay Northam Wealth Management, LLC	3,831	$608K	0.3%	0	13F-HR Timeline
Allen Capital Group, LLC	3,805	$604K	0.05%	0	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	3,759	$596K	0.21%	+504	13F-HR Timeline
Lifeworks Advisors, LLC	3,755	$596K	0.06%	+1,142	13F-HR Timeline
VCI Wealth Management LLC	3,754	$596K	0.15%	+149	13F-HR Timeline
Sankala Group LLC	3,492	$594K	0.4%	-361	13F-HR Timeline
LYNCH & ASSOCIATES/IN	3,744	$594K	0.1%	0	13F-HR Timeline
Quadcap Wealth Management, LLC	3,744	$594K	0.06%	+1,426	13F-HR Timeline
Beaton Management Co. Inc.	3,729	$592K	0.24%	0	13F-HR Timeline
Lynx Investment Advisory	3,725	$591K	0.19%	-1,136	13F-HR Timeline
Osbon Capital Management LLC	3,718	$590K	0.46%	-1,417	13F-HR Timeline
RTD Financial Advisors, Inc.	3,706	$588K	0.06%	0	13F-HR Timeline
INVICTUS PRIVATE WEALTH, LLC	3,696	$586K	0.03%	new	13F-HR Timeline
Patten Group, Inc.	3,678	$584K	0.09%	-1,022	13F-HR Timeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO	3,675	$583K	0.06%	-598	13F-HR Timeline Group
Meridian Financial Advisors, LLC	3,658	$580K	0.28%	-62	13F-HR Timeline
Granite Bay Wealth Management, LLC	3,647	$579K	0.05%	-5	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	3,642	$578K	<0.01%	-1,791	13F-HR Timeline Group
STOCK YARDS BANK & TRUST CO	3,636	$577K	0.02%	-152	13F-HR/A Timeline
Cannell & Spears LLC	3,633	$576K	0.01%	0	13F-HR Timeline
Compagnie Lombard Odier SCmA	3,624	$575K	0.01%	+644	13F-HR Timeline
TRUST POINT INC.	3,620	$574K	0.05%	0	13F-HR Timeline
Hyundai Investments Co., Ltd.	3,566	$573K	0.62%	+1,512	13F-HR Timeline
ELCO Management Co., LLC	3,611	$573K	0.25%	+1,200	13F-HR Timeline
Clearview Wealth Management LLC	3,583	$568K	0.37%	0	13F-HR Timeline
UMB Bank, n.a.	3,581	$568K	0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Sage Investment Advisers LLC	3,576	$567K	0.38%	-2,006	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	3,574	$567K	0.02%	-795	13F-HR Timeline Group
KPP Advisory Services LLC	3,559	$565K	0.07%	-56	13F-HR Timeline
Bricktown Capital, LLC	3,558	$565K	0.1%	0	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	3,553	$563K	0.02%	-813	13F-HR Timeline Group
Kaydan Wealth Management, Inc.	3,549	$563K	0.17%	+327	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	3,543	$562K	0.05%	-1,101	13F-HR Timeline
Verdence Capital Advisors LLC	3,540	$562K	0.03%	-298	13F-HR Timeline
Strategic Advisors LLC	3,531	$560K	0.12%	-628	13F-HR Timeline
Wood Tarver Financial Group, LLC	3,531	$560K	0.13%	-40	13F-HR Timeline
Slow Capital, Inc.	3,529	$560K	0.07%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	3,529	$560K	0.02%	+5	13F-HR Timeline
FNY Investment Advisers, LLC	3,511	$557K	0.2%	-5,288	13F-HR Timeline
Paragon Private Wealth Management, LLC	3,510	$557K	0.15%	-476	13F-HR Timeline
Advisors Preferred, LLCin group Advisors Preferred, LLC	3,400	$557K	0.09%	new	13F-HR Timeline Group
DIMENSION CAPITAL MANAGEMENT LLC	3,508	$557K	0.07%	0	13F-HR Timeline
Praxis Capital Management LLC	3,500	$555K	0.88%	new	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	3,500	$555K	0.31%	0	13F-HR Timeline
Bison Wealth, LLC	3,426	$555K	0.05%	+427	13F-HR Timeline
Eley Financial Management, Inc	3,476	$552K	0.18%	0	13F-HR Timeline
WJ Financial Advisors LLC	3,452	$548K	0.4%	-80	13F-HR Timeline
HAMILTON CAPITAL PARTNERS, LLC	3,447	$547K	0.16%	+346	13F-HR Timeline
Global Assets Advisory, LLC	3,419	$544K	0.12%	new	13F-HR Timeline
WEALTHGARDEN F.S. LLC	3,425	$543K	0.31%	-3,781	13F-HR Timeline
United Advisor Group, LLC	3,415	$542K	0.06%	-19	13F-HR Timeline
Pure Financial Advisors, LLC	3,407	$540K	0.01%	+21	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	3,404	$540K	0.01%	+262	13F-HR Timeline Group
Fiduciary Trust Coin group Fiduciary Trust Co	3,366	$534K	0.01%	-1,177	13F-HR Timeline Group
Bryn Mawr Trust Advisors, LLC	3,349	$531K	0.02%	+75	13F-HR Timeline
GK Wealth Management LLC	3,325	$527K	0.32%	new	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	3,309	$525K	0.36%	-54	13F-HR Timeline
Marks Group Wealth Management, Inc	3,308	$525K	0.05%	-44,800	13F-HR Timeline
Cane Capital Partners, LLC	3,300	$524K	0.21%	new	13F-HR Timeline
Bragg Financial Advisors, Inc	3,285	$521K	0.01%	-232	13F-HR Timeline
GSA CAPITAL PARTNERS LLP	3,279	$520K	0.03%	-2,945	13F-HR Timeline
tru Independence LLC	3,277	$520K	0.23%	-383	13F-HR Timeline
Ballast Rock Private Wealth LLC	3,275	$520K	0.24%	-102	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	3,226	$512K	0.02%	0	13F-HR Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…	3,220	$511K	<0.01%	+1,269	13F-HR Timeline Group
GATEWAY INVESTMENT ADVISERS LLC	3,211	$509K	0.01%	+311	13F-HR Timeline
Bouchey Financial Group, Ltd.	3,198	$507K	0.03%	-4,254	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	3,193	$507K	0.04%	-250	13F-HR Timeline
Legacy Capital Group California, Inc.	3,191	$506K	0.15%	+94	13F-HR Timeline
Stirlingshire Investments, Inc.	3,182	$505K	0.37%	-600	13F-HR Timeline
Sound Income Strategies, LLC	3,180	$505K	0.02%	-82	13F-HR Timeline
QUANTUM FINANCIAL PARTNERS LLC	3,179	$504K	0.26%		13F-HR Timeline
Alpha Wealth Funds, LLC	3,178	$504K	0.31%	-73	13F-HR Timeline
Cedar Wealth Management, LLC	3,178	$504K	0.13%	+531	13F-HR Timeline
Advisory Solutions Group, LLC	3,174	$504K	0.17%		13F-HR Timeline
Vertex Planning Partners, LLC	3,165	$502K	0.07%	-762	13F-HR Timeline
Modera Wealth Management, LLC	3,162	$502K	0.01%	+135	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	3,161	$502K	0.01%	-442	13F-HR Timeline
Portfolio Resources Advisor Group, Inc.	3,143	$499K	0.42%	+260	13F-HR Timeline
Fortis Advisors, LLC	3,125	$496K	0.23%	-496	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	3,123	$496K	0.03%	+881	13F-HR Timeline
SAPIENT CAPITAL LLC	3,108	$493K	0.01%	0	13F-HR/A Timeline
SkyOak Wealth, LLC	3,107	$493K	0.08%	0	13F-HR Timeline
Stone Wealth Partners	3,097	$492K	0.36%	-1,016	13F-HR Timeline
SOA Wealth Advisors, LLC.	77,358	$491K	0.08%	-4,236	13F-HR Timeline
Millstone Evans Group, LLC	3,094	$491K	0.27%	0	13F-HR Timeline
ATX Financial Planning, LLC	3,092	$491K	0.32%	new	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,091	$490K	0.02%	+705	13F-HR Timeline Group
NOVARE CAPITAL MANAGEMENT LLC	3,088	$490K	0.03%	-160	13F-HR Timeline
Costello Asset Management, INC	3,087	$490K	0.15%	-191	13F-HR Timeline
Regent Peak Wealth Advisors LLC	3,084	$489K	0.09%	-293	13F-HR Timeline
Directional Asset Management	3,069	$487K	0.46%	-287	13F-HR Timeline
Whitener Capital Management, Inc.	3,067	$487K	0.1%	+97	13F-HR Timeline
IFC Advisors LLC	3,061	$486K	0.06%	0	13F-HR Timeline
Mesirow Financial Investment Management…	3,045	$483K	0.01%	+54	13F-HR Timeline
CPWA, LLC	3,030	$481K	0.56%	-502	13F-HR Timeline
Lodestone Wealth Management LLC	3,029	$481K	0.17%	+295	13F-HR Timeline
CX Institutional	3,023	$480K	0.01%	-288	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,022	$480K	0.05%	-332	13F-HR Timeline
AA Financial Advisors, LLC	3,015	$478K	0.06%	-187	13F-HR Timeline
Bank Julius Baer & Co. Ltd, Zurich	3,000	$476K	<0.01%	0	13F-HR Timeline
Fulcrum Capital LLC	3,000	$476K	0.1%	0	13F-HR Timeline
Facet Wealth, Inc.	2,995	$475K	0.01%	+661	13F-HR Timeline
MEMBERS WEALTH LLC	2,990	$474K	0.26%	-11	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	2,988	$474K	0.27%	new	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	2,988	$474K	0.13%	+3	13F-HR Timeline
ADIRONDACK TRUST CO	2,987	$474K	0.14%	-190	13F-HR Timeline
WESCAP Management Group, Inc.	2,981	$473K	0.09%	-76	13F-HR Timeline
Private Capital Management, LLC	2,978	$473K	0.04%	-413	13F-HR Timeline
Jump Financial, LLCin group Jump Financial, LLC	2,978	$472K	<0.01%	-10,695	13F-HR Timeline Group
First International Bank of Israel Ltd.in group First International Bank of I…	2,955	$469K	0.13%	+285	13F-HR Timeline Group
Summit Wealth Partners, LLC	2,952	$468K	0.07%	+2	13F-HR Timeline
SFG Wealth Management, LLC.	2,947	$468K	0.17%	-1,172	13F-HR Timeline
RDA Financial Network	2,947	$468K	0.1%	-1,794	13F-HR Timeline
Stone Summit Wealth LLC	2,945	$467K	0.12%	+245	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	2,942	$467K	0.09%	+1,179	13F-HR/A Timeline
Empirical Financial Services, LLC d.b.a…	2,936	$466K	0.01%	+467	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	2,934	$465K	0.11%	-940	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	2,923	$464K	0.02%	+960	13F-HR Timeline
Carr Financial Group Corp	2,918	$463K	0.11%	-32	13F-HR Timeline
CHAPIN DAVIS, INC.	2,914	$462K	0.08%	0	13F-HR Timeline
LexAurum Advisors, LLC	2,906	$461K	0.05%	+199	13F-HR Timeline
TrustBankin group TrustBank	2,900	$460K	0.16%	-1,500	13F-HR Timeline Group
HOLLENCREST CAPITAL MANAGEMENT	2,898	$460K	0.03%	-2,677	13F-HR Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD	2,893	$459K	0.06%	-237	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	2,886	$458K	0.16%	-412	13F-HR Timeline
Keel Point, LLC	2,886	$458K	0.03%	0	13F-HR Timeline
Avestar Capital, LLC	2,879	$457K	0.03%	+3	13F-HR Timeline
WASHINGTON GROWTH STRATEGIES LLC	2,863	$454K	0.25%	0	13F-HR Timeline
SBI Securities Co., Ltd.	2,859	$454K	0.01%	+5	13F-HR Timeline
Samara Investment Management, LLC	2,857	$453K	0.42%	+253	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	2,826	$448K	0.02%	+1,118	13F-HR Timeline Group
DDD Partners, LLC	2,816	$447K	0.03%	0	13F-HR Timeline
First Heartland Consultants, Inc.	2,810	$446K	0.03%	+41	13F-HR Timeline
Hardy Reed LLC	2,808	$446K	0.03%	0	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	2,807	$445K	0.01%	new	13F-HR Timeline Group
Joel Isaacson & Co., LLC	2,805	$445K	0.01%	+121	13F-HR Timeline
Insight Advisors, LLC/ PA	2,803	$445K	0.08%	-55	13F-HR Timeline
Goelzer Investment Management, Inc.	2,798	$444K	0.02%	-280	13F-HR Timeline
SAXON INTERESTS, INC.	2,797	$444K	0.12%	+1	13F-HR Timeline
North Star Investment Management Corp.	2,790	$443K	0.02%	-618	13F-HR Timeline
Milestone Investment Advisors LLC	2,785	$442K	0.1%	-520	13F-HR Timeline
Wedmont Private Capital	2,740	$441K	0.01%	-279	13F-HR Timeline
Bolthouse Investments, LLC	2,770	$439K	0.36%	0	13F-HR Timeline
Pasadena Private Wealth, LLC	2,764	$439K	0.06%	-35	13F-HR Timeline
Peak Financial Management, Inc.	2,756	$437K	0.1%	0	13F-HR Timeline
ArchPoint Investors	2,750	$436K	0.09%	0	13F-HR Timeline
VICUS CAPITAL	2,747	$436K	0.03%	-158	13F-HR Timeline
Resurgent Financial Advisors LLC	2,737	$434K	0.12%	+637	13F-HR Timeline
CRA Financial Services, LLC	2,722	$432K	0.05%	+2	13F-HR Timeline
WAYSTONE ADVISORS LLC	2,709	$430K	0.32%	+486	13F-HR Timeline
Valeo Financial Advisors, LLC	2,694	$427K	0.01%	+3	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	2,687	$426K	0.03%	-71	13F-HR Timeline
NCM Capital Management, LLC	2,683	$426K	0.13%	0	13F-HR Timeline
Forefront Wealth Partners, LLC	2,680	$425K	0.13%	-796	13F-HR Timeline
Ruggiero Investments, Inc.	2,672	$424K	0.36%	+977	13F-HR Timeline
Measured Risk Portfolios, Inc.	2,672	$424K	0.38%	+15	13F-HR Timeline
Highview Capital Management LLC/DE/	2,672	$424K	0.12%	new	13F-HR Timeline
Aspen Investment Management Inc	2,669	$423K	0.11%	-2,600	13F-HR Timeline
Empire Financial Management Company, LLC	2,661	$422K	0.17%	0	13F-HR Timeline
Collaborative Wealth Managment Inc.	2,659	$422K	0.18%	-1,435	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	2,651	$421K	0.15%	+9	13F-HR Timeline
EVERETT HARRIS & CO /CA/	2,645	$420K	0.01%	0	13F-HR Timeline
Community Bank, N.A.	2,642	$419K	0.05%	-5	13F-HR Timeline
Sovereign Financial Group, Inc.	2,640	$419K	0.06%	-71	13F-HR Timeline