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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
WT Wealth Management2,637$418K0.12%-49813F-HRTimeline
Polaris Investment Advisors, LLC2,635$418K0.27%-13313F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,630$417K0.06%+7513F-HRTimeline
Heritage Wealth Advisors2,624$416K0.01%013F-HRTimeline
Madison Wealth Partners, Inc2,623$416K0.05%+1,13213F-HRTimeline
Brookwood Investment Group LLC2,622$416K0.05%+44013F-HRTimeline
Curi Capital, LLC2,621$416K0.01%-18913F-HRTimeline
Southland Equity Partners LLC2,618$415K0.07%new13F-HRTimeline
United Bank2,617$415K0.13%-5,17513F-HRTimeline
Triumph Capital Management2,617$415K0.08%+2813F-HRTimeline
White Lighthouse Investment Management …2,613$415K0.05%+5613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,610$414K0.03%-40013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC2,603$413K0.33%+3813F-HRTimeline
Summa Corp.2,600$413K0.13%013F-HRTimeline
WEBSTER BANK, N. A.2,599$412K0.04%+64013F-HRTimeline
Z3 Capital Partners, LLC2,596$412K0.09%-23813F-HRTimeline
NovaPoint Capital, LLC2,592$411K0.09%new13F-HRTimeline
SHUFRO ROSE & CO LLC2,574$408K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,567$407K0.01%-1,42913F-HRTimeline
Disciplined Investors, L.L.C.2,560$406K0.2%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,552$405K0.06%013F-HRTimeline
LVW Advisors, LLC2,551$405K0.03%013F-HRTimeline
BURNS J W & CO INC/NY2,549$404K0.04%-5513F-HRTimeline
Total Wealth Planning & Management, Inc.2,548$404K0.29%+5813F-HRTimeline
Reliant Investment Partners, LLC2,538$403K0.27%-2113F-HRTimeline
Acorn Wealth Advisors, LLC2,535$402K0.1%-72813F-HRTimeline
Blue Fin Capital, Inc.2,526$401K0.06%+11613F-HRTimeline
Xcelsior Advisor Partners LLC2,524$400K0.05%new13F-HRTimeline
Red Door Wealth Management, LLC2,514$399K0.04%+25813F-HRTimeline
IPG Investment Advisors LLC2,498$396K0.06%+88813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,495$396K0.12%-113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,495$396K0.12%+15113F-HRTimeline
CENTRAL TRUST Co2,488$395K0.01%+513F-HRTimeline
Medallion Wealth Advisors, LLC2,481$394K0.12%-34813F-HRTimeline
Inscription Capital, LLC2,478$393K0.03%-14913F-HRTimeline
Saxony Capital Management, LLC2,476$393K0.18%new13F-HRTimeline
Fiduciary Alliance LLC2,475$393K0.03%-34713F-HRTimeline
Darden Wealth Group Inc2,473$392K0.16%-613F-HRTimeline
Key Financial Inc2,470$392K0.06%+32913F-HRTimeline
Brindle & Bay Financial Advisors, LLC2,469$392K0.2%-1,55113F-HRTimeline
My Personal CFO, LLC2,466$391K0.15%+713F-HRTimeline
Anchor Bay Capital, Inc.2,322$391K0.21%13F-HRTimeline
Focused Wealth Management, Inc2,464$391K0.03%-18013F-HRTimeline
HMV Wealth Advisors, LLC2,458$390K0.15%+1413F-HRTimeline
Successful Portfolios LLC2,397$386K0.18%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,400$381K0.03%013F-HRTimeline
BlueSky Wealth Advisors, LLC2,394$380K0.04%013F-HRTimeline
GAMMA Investing LLC2,392$380K0.01%+25913F-HRTimeline
Bryant Woods Investment Advisors, LLC2,375$377K0.1%new13F-HRTimeline
Stonebrook Private Inc.2,332$370K0.07%-2,70013F-HRTimeline
GWN SECURITIES INC.2,328$369K0.06%-1,57613F-HRTimeline
Raab & Moskowitz Asset Management LLC2,321$368K0.07%-2413F-HRTimeline
REBALANCE, LLC2,316$367K0.02%-18913F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC2,316$367K0.08%-10913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,311$367K0.05%013F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV2,306$366K0.01%-169,44413F-HRTimeline
Arista Wealth Management, LLC2,303$365K0.04%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,292$364K0.01%+30613F-HRTimeline
Heritage Wealth Management, Inc.2,290$363K0.09%013F-HRTimeline
Tennessee Valley Asset Management Partn…2,283$362K0.04%+22613F-HRTimeline
Register Financial Advisors LLC2,283$362K0.11%+213F-HRTimeline
Sharkey, Howes & Javer2,278$361K0.04%013F-HRTimeline
Capital Management Associates, Inc2,276$361K0.07%+813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,265$359K0.03%-12913F-HRTimeline
1ST SOURCE BANK2,261$359K0.02%+19213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,257$358K0.05%+14013F-HRTimeline
CVA Family Office, LLC2,255$358K0.03%-53513F-HRTimeline
Elevated Capital Advisors, LLC2,253$357K0.1%-10813F-HRTimeline
Garden State Investment Advisory Servic…2,252$357K0.07%-51213F-HRTimeline
Tranquility Partners, LLC2,249$357K0.12%+36013F-HRTimeline
Clear Retirement Advice LLC2,236$355K0.24%013F-HRTimeline
CITY HOLDING CO2,235$355K0.04%-24013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,222$353K0.07%-1,94313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,218$352K0.04%013F-HRTimeline
River Street Advisors LLC2,217$352K0.1%013F-HRTimeline
Red Mountain Financial, LLC2,217$352K0.3%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,217$352K0.02%-13013F-HRTimeline
One Capital Management, LLC2,396$351K0.01%013F-HRTimeline
Coyle Financial Counsel LLC2,207$350K0.06%013F-HRTimeline
SmartHarvest Portfolios, LLC2,206$350K0.11%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,202$349K0.01%-5013F-HRTimeline
Aurora Private Wealth, Inc.2,189$347K0.22%-3013F-HRTimeline
ARS Wealth Advisors Group, LLC2,184$346K0.03%+7913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,175$345K0.02%+7313F-HRTimeline
FIRST AMERICAN TRUST, FSB2,174$345K0.02%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,171$344K0.1%-8013F-HRTimeline
180 WEALTH ADVISORS, LLC2,166$344K0.03%+26813F-HRTimeline
Geometric Wealth Advisors2,163$343K0.04%-63913F-HRTimeline
Boreal Capital Management LLC2,156$342K0.25%013F-HRTimeline
New Republic Capital, LLC2,155$342K0.08%+613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,150$341K0.04%+7013F-HRTimeline
Private Wealth Partners, LLC2,139$339K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC2,136$339K0.18%-5013F-HRTimeline
Scharf Investments, LLC2,135$339K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,129$338K0.02%+1013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,118$336K0.12%+32313F-HRTimeline
C2C Wealth Management, LLC2,118$336K0.26%013F-HRTimeline
Daiichi Life International Holdings LLCin group Daiichi Life Insurance Co., L…2,118$336K10.65%new13F-HRTimelineGroup
SWMG, LLC2,112$334K0.08%-3913F-HRTimeline
Alteri Wealth LLC2,107$334K0.09%+37813F-HRTimeline
BlueCrest Capital Management Ltd2,107$334K0.01%new13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,105$334K0.19%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,104$334K<0.01%-13113F-HRTimeline
BIP Wealth, LLC2,102$333K0.01%+52013F-HRTimeline
Collaborative Capital Advisors LLC2,100$333K0.21%13F-HRTimeline
EASTERN BANK2,093$332K0.01%-3913F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…2,089$331K0.07%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,085$331K0.02%-5313F-HRTimeline
Kuhn & Co Investment Counsel2,073$329K0.19%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,073$329K0.05%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,073$329K0.01%-7713F-HRTimeline
WealthTrust Axiom LLC2,072$329K0.07%013F-HRTimeline
KG Capital Management2,066$328K0.2%-22413F-HRTimeline
Wealth Architects, LLC2,061$327K0.03%+40013F-HRTimeline
TrueWealth Advisors, LLC2,061$327K0.07%-6613F-HRTimeline
Huntleigh Advisors, Inc.2,060$327K0.05%-47013F-HRTimeline
Blue Trust, Inc.2,057$326K<0.01%+10913F-HRTimeline
AlphaStar Capital Management, LLC2,054$326K0.02%-67,57213F-HRTimeline
Marathon Wealth Advisors LLC2,045$324K0.11%+313F-HRTimeline
Jordan Park Trust Co LLC2,042$324K0.23%013F-HRTimeline
BLB&B Advisors, LLC2,036$323K0.01%+21913F-HRTimeline
Texas Yale Capital Corp.2,035$323K0.01%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd1,730$323K<0.01%13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC2,032$322K0.01%+9613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,027$322K0.08%+28413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,025$321K0.15%+10013F-HRTimeline
Finley Financial, LLC2,020$320K0.13%013F-HRTimeline
Straight Path Wealth Management2,019$320K0.07%+59713F-HRTimeline
CAXTON ASSOCIATES LLP2,018$320K0.01%new13F-HRTimeline
Astra Wealth Partners LLC2,012$319K0.18%+1313F-HRTimeline
Mission Financial Group, LLC2,008$319K0.26%13F-HRTimeline
Solstein Capital, LLC2,006$318K0.11%-113F-HRTimeline
Purkiss Capital Advisors LLC2,005$318K0.12%+12913F-HRTimeline
LS Investment Advisors, LLC2,000$317K0.04%013F-HRTimeline
Iowa State Bank2,000$317K0.05%013F-HRTimeline
Jupiter Topco LLCin group Janus Henderson1,985$315K<0.01%13F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd1,974$313K0.02%-11813F-HRTimeline
SilverOak Wealth Management LLC1,974$313K0.04%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,964$312K<0.01%-11,52513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Vinland Capital Management Gestora de R…550$311K3.06%new13F-HRTimeline
D.B. Root & Company, LLC1,957$311K0.07%-30013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,947$309K0.07%+2813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,945$309K0.16%-3513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,939$308K0.02%+44813F-HRTimeline
Tannin Capital LLC1,937$307K0.2%-13813F-HRTimeline
Investment Planning Advisors, Inc.1,937$307K0.07%-1,15613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,924$305K<0.01%013F-HRTimeline
Bank of New Hampshire1,920$305K0.06%013F-HRTimeline
FCG Investment Co1,918$304K0.11%013F-HRTimeline
Waterfront Wealth Inc.1,892$304K0.05%-713F-HRTimeline
Barnett & Company, Inc.1,916$304K0.23%+8013F-HRTimeline
Grantvest Financial Group LLC1,911$303K0.18%+1213F-HRTimeline
Byrne Asset Management LLC1,909$303K0.16%+14613F-HRTimeline
Bridgewater Advisors Inc.1,865$303K0.02%-9513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,903$302K0.05%-95913F-HRTimeline
Williams Jones Wealth Management, LLC.1,903$302K<0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,901$301K0.01%-5813F-HRTimeline
BRADY FAMILY WEALTH, LLC1,895$301K0.09%-113F-HRTimeline
Castle Rock Wealth Management, LLC1,885$301K0.06%+113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,889$300K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC1,880$298K0.02%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,875$297K0.02%-1,97013F-HRTimeline
Maltin Wealth Management, Inc.1,871$297K0.1%+10613F-HRTimeline
Iron Gate Global Advisors LLC1,869$297K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC1,839$292K0.03%-25813F-HRTimeline
Traynor Capital Management, Inc.1,836$291K0.01%+5013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,986$291K0.17%013F-HRTimeline
HCR Wealth Advisors1,834$291K0.03%013F-HRTimeline
Snider Financial Group1,833$291K0.07%013F-HRTimeline
Florida Trust Wealth Management Co1,830$290K0.01%+33213F-HRTimeline
Valor Advisors LLC1,829$290K0.21%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,820$289K0.06%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,820$289K0.04%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,818$288K0.01%new13F-HRTimeline
Entelevest, LLC1,814$288K0.25%-16413F-HRTimeline
Farmers National Bank1,812$287K0.06%-3313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,810$287K0.02%-20013F-HRTimeline
Arvest Bank Trust Division1,801$286K0.01%new13F-HRTimeline
Coastwise Capital Group, LLC1,801$286K0.17%-32713F-HRTimeline
Beutel, Goodman & Co Ltd.1,802$285K<0.01%-50013F-HRTimeline
Black Diamond Financial, LLC1,792$284K0.03%+313F-HRTimeline
Jefferson Bridge Capital, LLC1,784$283K0.25%-913F-HRTimeline
STAR Financial Bank1,784$283K0.12%013F-HRTimeline
Sincerus Advisory, LLC1,783$283K0.19%-8913F-HRTimeline
Penobscot Investment Management Company…1,781$283K0.02%-3113F-HRTimeline
REDW Wealth LLC1,781$283K0.1%013F-HRTimeline
Talisman Wealth Advisors LLC2,401$282K0.21%-3,43213F-HRTimeline
Trueblood Wealth Management, LLC1,768$280K0.1%+16713F-HRTimeline
Axim Planning & Wealth1,759$279K0.39%-8213F-HRTimeline
Christensen, King & Associates Investme…1,755$278K0.11%013F-HRTimeline
Rockbridge Investment Management, LCC1,754$278K0.02%013F-HRTimeline
DSG Capital Advisors, LLC1,755$278K0.04%-18013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,750$278K0.01%-14513F-HRTimeline
MBE Wealth Management, LLC1,749$277K0.1%-80913F-HRTimeline
Seven Springs Wealth Group, LLC1,745$277K0.06%-12013F-HRTimeline
LeClair Wealth Partners LLC1,742$276K0.14%new13F-HRTimeline
Peregrine Asset Advisers, Inc.1,739$276K0.06%013F-HRTimeline
Gryphon Financial Partners LLC1,736$275K0.02%013F-HRTimeline
Bollard Group LLC1,731$275K0.01%-26713F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,725$274K0.04%+21813F-HRTimeline