Skip to content
Disclosery

XLV SELECT SECTOR SPDR TR

Follow

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
San Luis Wealth Advisors LLC4,176$612K0.1%+3213F-HRTimeline
Argent Trust Co4,171$612K0.02%-68413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,165$611K0.13%-1,01313F-HRTimeline
Tenzing Financial LLC4,127$611K0.46%new13F-HRTimeline
Strategic Advisors LLC4,159$610K0.1%-11813F-HRTimeline
F/m Investments LLC4,151$609K0.04%+34113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,150$608K<0.01%013F-HRTimelineGroup
Smith Asset Management Co., LLC4,137$607K0.52%+17113F-HRTimeline
FLOW TRADERS U.S. LLC4,121$604K0.02%-26,92413F-HRTimeline
SFG Wealth Management, LLC.4,119$604K0.25%-1,17313F-HRTimeline
Stone Wealth Partners4,113$603K0.54%+2,74813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,110$603K0.01%+28513F-HR/ATimeline
Core Wealth Partners LLC4,105$602K0.28%+1,70613F-HRTimeline
Collaborative Wealth Managment Inc.4,094$600K0.28%+513F-HRTimeline
Brindle & Bay Financial Advisors, LLC4,020$589K0.36%+1,35113F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,997$586K0.09%-2613F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,996$586K0.02%+1,31713F-HRTimeline
Paragon Private Wealth Management, LLC3,986$584K0.18%+58713F-HRTimeline
Karnit Road Accident Victims Compensati…3,962$581K0.34%013F-HRTimeline
FLP Wealth Management, LLC3,961$581K1.2%new13F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,936$580K0.01%013F-HRTimeline
Investment Partners Asset Management, I…3,944$578K0.36%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,943$578K0.01%013F-HRTimelineGroup
Wealth Advisory Solutions, LLC3,939$578K0.13%+6413F-HRTimeline
Vertex Planning Partners, LLC3,927$576K0.11%+89613F-HRTimeline
Napier Financial, LLC3,919$575K0.13%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,918$574K0.01%+2,26213F-HRTimeline
GWN SECURITIES INC.3,904$573K0.11%+19013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.3,892$571K0.55%-50013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,874$568K0.3%+1613F-HRTimeline
Key Client Fiduciary Advisors, LLC3,870$567K0.19%+713F-HRTimeline
RPG Investment Advisory, LLC3,852$565K0.07%-9613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,845$564K0.05%-41113F-HRTimeline
Verdence Capital Advisors LLC3,838$563K0.03%-71113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…3,833$562K0.18%-3613F-HRTimeline
Clay Northam Wealth Management, LLC3,831$562K0.32%-2313F-HRTimeline
NWF Advisory Services Inc.3,806$558K0.06%+613F-HRTimeline
Allen Capital Group, LLC3,805$558K0.05%+5813F-HRTimeline
Sankala Group LLC3,853$558K0.46%-9413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,800$557K0.03%-18,00313F-HRTimeline
MCF Advisors LLC3,799$557K0.02%-25013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV3,791$556K0.26%+36313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,791$556K0.04%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO3,788$555K0.02%+44613F-HRTimeline
Crewe Advisors LLC3,785$555K0.05%-2113F-HRTimeline
Cascades Capital Asset Management, LLC3,785$555K0.23%013F-HRTimeline
Stirlingshire Investments, Inc.3,782$555K0.49%+5613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,764$552K0.16%+11213F-HRTimeline
LYNCH & ASSOCIATES/IN3,744$549K0.1%013F-HRTimeline
Beaton Management Co. Inc.3,729$547K0.24%013F-HRTimeline
Meridian Financial Advisors, LLC3,720$545K0.3%-21313F-HRTimeline
RTD Financial Advisors, Inc.3,706$543K0.07%+15313F-HRTimeline
TruWealth Advisors, LLC3,701$543K0.03%-10013F-HRTimeline
Sovran Advisors, LLC3,699$540K0.04%-5613F-HRTimeline
Advisors Capital Management, LLC3,673$538K0.01%+60513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,672$538K0.15%+16813F-HRTimeline
tru Independence LLC3,660$537K0.27%-46313F-HRTimeline
Balefire, LLC3,657$536K0.1%+1,65913F-HRTimeline
Granite Bay Wealth Management, LLC3,652$535K0.11%-613F-HRTimeline
Cannell & Spears LLC3,633$533K0.01%+58813F-HR/ATimeline
Fortis Advisors, LLC3,621$531K0.27%-62913F-HRTimeline
TRUST POINT INC.3,620$531K0.05%-7213F-HRTimeline
KPP Advisory Services LLC3,615$530K0.08%+5613F-HRTimeline
VCI Wealth Management LLC3,605$529K0.15%+7713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,603$528K0.01%-32013F-HRTimeline
Grant Street Asset Management, Inc.3,584$525K0.1%-9313F-HRTimeline
Clearview Wealth Management LLC3,583$525K0.37%13F-HRTimeline
UMB Bank, n.a.3,581$525K0.01%-3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS TRUST CO3,568$523K0.08%013F-HRTimeline
Wood Tarver Financial Group, LLC3,571$523K0.14%-6113F-HRTimeline
Bricktown Capital, LLC3,558$522K0.1%013F-HRTimeline
WJ Financial Advisors LLC3,532$518K0.42%-2013F-HRTimeline
Slow Capital, Inc.3,529$517K0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,524$517K0.02%-21413F-HRTimeline
Bragg Financial Advisors, Inc3,517$516K0.02%+513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,508$514K0.07%+1,12113F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,500$513K0.31%013F-HRTimeline
Forefront Wealth Partners, LLC3,476$510K0.21%-94713F-HRTimeline
Eley Financial Management, Inc3,476$510K0.18%013F-HR/ATimeline
CPWA, LLC3,532$505K0.6%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,443$505K0.04%-2,43713F-HRTimeline
United Advisor Group, LLC3,434$503K0.06%+14513F-HRTimeline
North Star Investment Management Corp.3,408$500K0.03%+57913F-HRTimeline
Private Capital Management, LLC3,391$497K0.05%-6913F-HRTimeline
Pure Financial Advisors, LLC3,386$496K0.01%-4413F-HRTimeline
Ballast Rock Private Wealth LLC3,377$495K0.27%-2713F-HRTimeline
Regent Peak Wealth Advisors LLC3,377$495K0.1%-46913F-HRTimeline
Clare Market Investments LLC3,366$494K0.1%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,363$493K0.4%+16113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,359$493K0.02%+11713F-HRTimelineGroup
Directional Asset Management3,356$492K0.45%+23013F-HRTimeline
SeaCrest Wealth Management, LLC3,354$492K0.05%-14213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,332$489K0.05%-42813F-HRTimeline
CX Institutional3,311$485K0.01%-1113F-HRTimeline
SOA Wealth Advisors, LLC.81,594$485K0.09%-4013F-HRTimeline
Milestone Investment Advisors LLC3,305$485K0.12%+2,30013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC3,298$484K0.19%+713F-HRTimeline
Sound Income Strategies, LLC3,262$482K0.02%-23013F-HRTimeline
JBR Co Financial Management Inc3,105$481K0.2%013F-HRTimeline
Costello Asset Management, INC3,278$481K0.17%-1013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,274$480K0.02%-60013F-HRTimeline
Acorn Wealth Advisors, LLC3,263$478K0.14%-73213F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,255$477K0.2%013F-HRTimeline
Alpha Wealth Funds, LLC3,251$477K0.34%-16713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,248$476K0.04%-1,62313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,226$473K0.02%-4213F-HRTimeline
Kaydan Wealth Management, Inc.3,222$472K0.16%+21413F-HRTimeline
Cape Investment Advisory, Inc.3,216$471K0.16%+11413F-HRTimeline
AA Financial Advisors, LLC3,202$469K0.07%+1013F-HRTimeline
ADIRONDACK TRUST CO3,177$466K0.16%-35413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,142$461K0.01%+55813F-HRTimelineGroup
WT Wealth Management3,135$460K0.14%-25,12613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,130$459K0.07%-3913F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,124$458K0.02%new13F-HRTimeline
SAPIENT CAPITAL LLC3,108$456K0.01%-57113F-HR/ATimeline
SkyOak Wealth, LLC3,107$455K0.08%013F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC3,101$455K0.14%-3,29313F-HRTimeline
Legacy Capital Group California, Inc.3,097$454K0.17%+8613F-HRTimeline
Millstone Evans Group, LLC3,094$454K0.27%013F-HRTimeline
Investment Planning Advisors, Inc.3,093$453K0.12%+43613F-HRTimeline
Strategic Investment Advisors / MI3,087$453K0.03%new13F-HRTimeline
Wedmont Private Capital3,019$452K0.01%-90513F-HRTimeline
Goelzer Investment Management, Inc.3,078$451K0.02%-18413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,075$451K0.02%new13F-HRTimeline
IFC Advisors LLC3,061$449K0.06%+113F-HRTimeline
WESCAP Management Group, Inc.3,057$448K0.09%-30113F-HRTimeline
Modera Wealth Management, LLC3,027$444K0.01%+2913F-HRTimeline
Arax Advisory Partners3,014$441K0.01%-3,42813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,010$441K0.03%+42313F-HRTimeline
HORAN Wealth, LLC2,880$441K0.04%013F-HRTimeline
Bison Wealth, LLC2,999$440K0.04%+50313F-HRTimeline
Fulcrum Capital LLC3,000$440K0.1%-9313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,000$440K<0.01%-80013F-HRTimeline
MEMBERS WEALTH LLC3,001$439K0.26%+22613F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,985$439K0.14%+313F-HRTimeline
Mesirow Financial Investment Management…2,991$438K0.01%+63513F-HRTimeline
Compagnie Lombard Odier SCmA2,980$437K0.01%013F-HRTimeline
Whitener Capital Management, Inc.2,970$435K0.1%-9513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd2,960$434K0.01%new13F-HRTimelineGroup
Summit Wealth Partners, LLC2,950$433K0.07%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,950$432K0.1%013F-HRTimeline
Carr Financial Group Corp2,950$432K0.11%+25513F-HRTimeline
CHAPIN DAVIS, INC.2,914$427K0.1%+20913F-HRTimeline
VICUS CAPITAL2,905$426K0.03%-15513F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.2,902$425K<0.01%-4,20513F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC2,900$425K<0.01%013F-HRTimeline
Keel Point, LLC2,886$423K0.03%-1,98513F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,883$423K0.42%+1313F-HRTimeline
Avestar Capital, LLC2,876$422K0.03%-1813F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,863$420K0.27%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,862$420K0.07%-42213F-HRTimeline
Insight Advisors, LLC/ PA2,858$419K0.08%+613F-HRTimeline
SBI Securities Co., Ltd.2,854$418K0.01%-61213F-HRTimeline
Fiduciary Alliance LLC2,822$417K0.03%+59713F-HRTimeline
Z3 Capital Partners, LLC2,834$416K0.11%-38813F-HRTimeline
Medallion Wealth Advisors, LLC2,829$415K0.14%-3,47613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,820$413K0.01%-19,87213F-HRTimelineGroup
DDD Partners, LLC2,816$413K0.03%-30013F-HRTimeline
Curi Capital, LLC2,810$412K0.01%-6313F-HRTimeline
Hardy Reed LLC2,808$412K0.03%013F-HRTimeline
Geometric Wealth Advisors2,802$411K0.05%013F-HRTimeline
Pasadena Private Wealth, LLC2,799$410K0.06%013F-HRTimeline
SAXON INTERESTS, INC.2,796$410K0.14%+113F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,792$409K0.01%new13F-HRTimeline
CVA Family Office, LLC2,790$409K0.04%+8013F-HRTimeline
Keudell/Morrison Wealth Management2,787$409K0.08%-5013F-HRTimeline
Bolthouse Investments, LLC2,770$406K0.37%013F-HRTimeline
Garden State Investment Advisory Servic…2,764$406K0.1%+8613F-HRTimeline
Polaris Investment Advisors, LLC2,768$406K0.3%013F-HRTimeline
First Heartland Consultants, Inc.2,769$405K0.03%-12113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,758$404K0.03%+19013F-HRTimeline
Peak Financial Management, Inc.2,756$404K0.1%-27613F-HRTimeline
ArchPoint Investors2,750$403K0.1%013F-HRTimeline
Lodestone Wealth Management LLC2,734$401K0.16%+15113F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT2,724$399K<0.01%+1,02713F-HRTimeline
CRA Financial Services, LLC2,720$399K0.05%-21213F-HRTimeline
Sovereign Financial Group, Inc.2,711$397K0.07%+61613F-HRTimeline
LexAurum Advisors, LLC2,707$397K0.05%13F-HRTimeline
Leo Wealth, LLC2,701$396K0.03%+98313F-HRTimeline
Stone Summit Wealth LLC2,700$396K0.11%+6013F-HRTimeline
Valeo Financial Advisors, LLC2,691$395K0.01%+20113F-HRTimeline
Joel Isaacson & Co., LLC2,684$394K0.01%new13F-HRTimeline
NCM Capital Management, LLC2,683$393K0.14%013F-HRTimeline
National Wealth Management Group, LLC2,678$393K0.15%+14613F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…2,670$391K0.12%+58613F-HRTimelineGroup
Empire Financial Management Company, LLC2,661$390K0.09%-2313F-HRTimeline
Measured Risk Portfolios, Inc.2,657$390K0.43%+26213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,656$389K0.01%-19613F-HRTimeline
Quantbot Technologies LP2,651$389K0.02%-55913F-HRTimeline
Cedar Wealth Management, LLC2,647$388K0.11%013F-HRTimeline
Community Bank, N.A.2,647$388K0.05%-4813F-HRTimeline
EVERETT HARRIS & CO /CA/2,645$388K<0.01%-2,85713F-HRTimeline
Focused Wealth Management, Inc2,644$388K0.04%-62813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,642$387K0.15%+413F-HRTimeline
Inscription Capital, LLC2,627$385K0.04%-32313F-HRTimeline
Heritage Wealth Advisors2,624$385K0.02%-4,39813F-HRTimeline
Lifeworks Advisors, LLC2,613$383K0.05%-24013F-HRTimeline
Samara Investment Management, LLC2,604$382K0.4%13F-HRTimeline
BURNS J W & CO INC/NY2,604$382K0.04%-15013F-HRTimeline
Summa Corp.2,600$381K0.16%new13F-HRTimeline