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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
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,595$380K<0.01%new13F-HRTimelineGroup
Richmond Investment Services, LLC2,590$380K0.06%-2213F-HRTimeline
Triumph Capital Management2,589$380K0.08%-2113F-HRTimeline
BCS Wealth Management2,586$379K0.08%-1,69413F-HRTimeline
SHUFRO ROSE & CO LLC2,574$377K0.03%013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC2,565$376K0.33%+9113F-HRTimeline
Disciplined Investors, L.L.C.2,560$375K0.22%new13F-HRTimeline
Reliant Investment Partners, LLC2,559$375K0.31%013F-HRTimeline
MBE Wealth Management, LLC2,558$375K0.16%+10713F-HRTimeline
White Lighthouse Investment Management …2,557$375K0.05%+413F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,555$375K0.08%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,552$374K0.08%+96413F-HRTimeline
LVW Advisors, LLC2,551$374K0.04%new13F-HRTimeline
Huntleigh Advisors, Inc.2,530$371K0.06%+20513F-HRTimeline
Turning Point Benefit Group, Inc.2,518$368K0.23%new13F-HRTimeline
REBALANCE, LLC2,505$367K0.02%+913F-HRTimeline
MACKENZIE FINANCIAL CORP2,501$367K<0.01%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,496$366K0.16%+14513F-HRTimeline
Total Wealth Planning & Management, Inc.2,490$365K0.29%-1,44313F-HRTimeline
CENTRAL TRUST Co2,483$364K0.01%-10613F-HRTimeline
Darden Wealth Group Inc2,479$363K0.19%new13F-HRTimeline
CITY HOLDING CO2,475$363K0.05%-61013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,469$362K0.01%+5913F-HRTimeline
My Personal CFO, LLC2,459$360K0.16%+713F-HRTimeline
Verity Asset Management, Inc.2,459$360K0.15%+1213F-HRTimeline
HMV Wealth Advisors, LLC2,444$358K0.17%+21713F-HRTimeline
Triton Financial Group Inc2,376$358K0.62%new13F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC2,425$356K0.09%13F-HRTimeline
ELCO Management Co., LLC2,411$353K0.17%013F-HRTimeline
Blue Fin Capital, Inc.2,410$353K0.06%+23813F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,400$352K0.03%013F-HR/ATimeline
One Capital Management, LLC2,396$351K0.01%-18213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,394$351K0.03%-6913F-HRTimeline
BlueSky Wealth Advisors, LLC2,394$351K0.05%013F-HRTimeline
Successful Portfolios LLC2,397$350K0.19%-1613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,386$350K0.01%+78413F-HRTimelineGroup
SVB WEALTH LLC2,385$350K0.02%-3013F-HRTimeline
Quotient Wealth Partners, LLC2,369$347K0.01%-14513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,367$347K0.07%-37913F-HRTimeline
Two West Capital Advisors LLC2,427$347K0.18%-19113F-HRTimeline
Elevated Capital Advisors, LLC2,361$346K0.09%+213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,347$344K0.02%-1,45813F-HRTimeline
Aurora Private Wealth, Inc.2,219$344K0.24%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,345$344K0.08%-49913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,344$344K0.11%-76313F-HRTimeline
Facet Wealth, Inc.2,334$342K0.01%+26613F-HRTimeline
Quadcap Wealth Management, LLC2,318$340K0.04%+7813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,311$339K0.05%013F-HRTimelineGroup
Arista Wealth Management, LLC2,303$338K0.04%013F-HRTimeline
Beutel, Goodman & Co Ltd.2,302$337K<0.01%-54013F-HRTimeline
KG Capital Management2,290$336K0.24%-1,15513F-HRTimeline
Heritage Wealth Management, Inc.2,290$336K0.17%+34013F-HRTimeline
Register Financial Advisors LLC2,281$334K0.12%+313F-HRTimeline
Sharkey, Howes & Javer2,278$334K0.04%-20613F-HRTimeline
Capital Management Associates, Inc2,268$332K0.08%+82813F-HRTimeline
L & S Advisors Inc2,267$332K0.04%-2,20013F-HRTimeline
D.B. Root & Company, LLC2,257$331K0.08%-61213F-HRTimeline
Red Door Wealth Management, LLC2,256$331K0.03%-6313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,252$330K0.01%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,251$330K0.11%-24013F-HRTimeline
Marble Wealth, LLC2,248$330K0.06%+12813F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,242$329K0.02%+26413F-HRTimeline
Bensler, LLC2,237$328K0.03%-2913F-HRTimeline
Clear Retirement Advice LLC2,236$328K0.26%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,235$328K<0.01%-14913F-HRTimeline
BANQUE PICTET & CIE SA2,230$327K<0.01%new13F-HRTimeline
WAYSTONE ADVISORS LLC2,223$326K0.29%-2113F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,218$325K0.21%-50713F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT2,218$325K0.04%+113F-HRTimeline
River Street Advisors LLC2,217$325K0.11%-5013F-HRTimeline
Red Mountain Financial, LLC2,217$325K0.31%013F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding2,216$325K-1,075Timeline
Coyle Financial Counsel LLC2,207$324K0.07%013F-HRTimeline
SmartHarvest Portfolios, LLC2,206$323K0.13%013F-HRTimeline
Millennium Capital Advisors, LLC2,186$320K0.2%013F-HRTimeline
Brookwood Investment Group LLC2,182$320K0.04%-6,92713F-HRTimeline
FIRST AMERICAN TRUST, FSB2,174$319K0.02%013F-HRTimeline
Boreal Capital Management LLC2,156$316K0.27%013F-HRTimeline
COFG Advisors, LLC2,153$316K0.08%+45413F-HRTimeline
SWMG, LLC2,151$315K0.09%-25413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,150$315K0.01%+1713F-HRTimeline
New Republic Capital, LLC2,149$315K0.11%-29413F-HRTimeline
Key Financial Inc2,141$314K0.06%+213F-HRTimeline
Private Wealth Partners, LLC2,139$314K0.02%-12513F-HRTimeline
COZAD ASSET MANAGEMENT INC2,138$313K0.02%+17513F-HRTimeline
GAMMA Investing LLC2,133$313K0.01%+23813F-HRTimeline
EASTERN BANK2,132$313K0.01%-60013F-HRTimeline
Coastwise Capital Group, LLC2,128$312K0.17%-213F-HRTimeline
TrueWealth Advisors, LLC2,127$312K0.08%-27113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,119$311K0.03%new13F-HRTimeline
C2C Wealth Management, LLC2,118$311K0.26%+3313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,117$310K0.05%+10713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,105$309K0.2%013F-HRTimeline
ARS Wealth Advisors Group, LLC2,105$309K0.03%-21513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,102$308K0.02%+7413F-HRTimeline
Resurgent Financial Advisors LLC2,100$308K0.11%new13F-HRTimeline
Accredited Investors Inc.2,097$307K0.02%+80013F-HRTimeline
Capital Advisors, Ltd. LLC2,097$307K0.03%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,093$307K0.21%-11913F-HRTimeline
Tiller Private Wealth, Inc.2,092$307K0.11%-3513F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,092$307K0.02%+69113F-HRTimeline
KICKSTAND VENTURES, LLC.2,090$306K0.06%+10813F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…2,089$306K0.07%013F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC2,080$305K0.05%new13F-HRTimeline
Tannin Capital LLC2,075$304K0.22%-59313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,073$304K0.05%013F-HRTimeline
Kuhn & Co Investment Counsel2,073$304K0.2%013F-HRTimeline
WealthTrust Axiom LLC2,072$304K0.07%013F-HRTimeline
1ST SOURCE BANK2,069$303K0.02%+14013F-HRTimeline
Verition Fund Management LLC2,064$303K<0.01%-1,76113F-HRTimeline
Tennessee Valley Asset Management Partn…2,057$302K0.04%+47113F-HRTimeline
Banco BTG Pactual S.A.2,042$299K0.06%-25,37813F-HRTimeline
Jordan Park Trust Co LLC2,042$299K0.23%013F-HRTimeline
Marathon Wealth Advisors LLC2,042$299K0.12%+413F-HRTimeline
Texas Yale Capital Corp.2,035$298K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,027$297K<0.01%new13F-HRTimelineGroup
Finley Financial, LLC2,020$296K0.14%013F-HRTimeline
Hyundai Investments Co., Ltd.2,054$295K0.33%-98213F-HRTimeline
THOMPSON DAVIS & CO., INC.2,014$295K0.2%-32013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,010$295K0.02%-26413F-HRTimeline
Solstein Capital, LLC2,007$294K0.12%+3913F-HRTimeline
LS Investment Advisors, LLC2,000$293K0.04%new13F-HRTimeline
Iowa State Bank2,000$293K0.05%013F-HRTimeline
Beta Wealth Group, Inc.2,000$293K0.12%new13F-HRTimeline
Astra Wealth Partners LLC1,999$293K0.18%+11613F-HRTimeline
Bollard Group LLC1,998$293K0.01%+713F-HRTimeline
SIGNATUREFD, LLC1,998$293K<0.01%+19113F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,986$291K0.17%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,986$291K0.01%+6913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,980$290K0.2%-2513F-HRTimeline
Entelevest, LLC1,978$290K0.3%-22113F-HRTimeline
TRUST CO OF OKLAHOMA1,977$290K0.08%+4413F-HRTimeline
SilverOak Wealth Management LLC1,974$289K0.05%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,963$288K0.01%+4513F-HRTimeline
Bridgewater Advisors Inc.1,960$288K0.02%+4713F-HRTimeline
WEBSTER BANK, N. A.1,959$287K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,959$287K0.02%013F-HRTimeline
First Pacific Financial1,955$287K0.04%+813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,951$286K<0.01%-1,35713F-HRTimelineGroup
Blue Trust, Inc.1,948$286K<0.01%-53513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,936$284K0.01%013F-HRTimeline
DSG Capital Advisors, LLC1,935$284K0.05%-5013F-HRTimeline
Valor Advisors LLC1,829$283K0.24%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,931$283K<0.01%013F-HR/ATimelineGroup
Bluespring Wealth Management, LLC1,926$282K0.02%-12013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,925$282K0.15%+12513F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,924$282K<0.01%013F-HRTimeline
WNY Asset Management, LLC1,921$282K0.03%13F-HRTimeline
Bank of New Hampshire1,920$281K0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,919$281K0.07%013F-HRTimeline
FCG Investment Co1,918$281K0.12%13F-HRTimeline
Destiny Wealth Partners, LLC1,912$280K0.03%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,903$279K<0.01%013F-HRTimeline
Purewater Capital LLC1,903$279K0.27%13F-HRTimeline
Grantvest Financial Group LLC1,899$278K0.18%-2513F-HRTimeline
Waterfront Wealth Inc.1,899$278K0.05%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,898$278K0.02%-9913F-HRTimelineGroup
180 WEALTH ADVISORS, LLC1,898$278K0.03%-22013F-HRTimeline
BRADY FAMILY WEALTH, LLC1,896$278K0.09%-713F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,895$278K0.02%-19,39113F-HRTimeline
Tranquility Partners, LLC1,889$277K0.1%-54513F-HRTimeline
Castle Rock Wealth Management, LLC1,884$277K0.06%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,879$275K0.04%-40813F-HRTimeline
Purkiss Capital Advisors LLC1,876$275K0.12%-12513F-HRTimeline
Sincerus Advisory, LLC1,872$274K0.21%+21813F-HRTimeline
Iron Gate Global Advisors LLC1,869$274K0.03%-2013F-HRTimeline
Seven Springs Wealth Group, LLC1,865$273K0.06%-1,31213F-HRTimeline
FRG Family Wealth Advisors LLC1,860$273K0.04%013F-HRTimeline
Farmers National Bank1,845$270K0.06%+11113F-HRTimeline
Axim Planning & Wealth1,841$270K0.33%+18813F-HRTimeline
Barnett & Company, Inc.1,836$269K0.21%+5013F-HRTimeline
HCR Wealth Advisors1,834$269K0.03%013F-HRTimeline
Snider Financial Group1,833$269K0.08%-11013F-HRTimeline
Icon Wealth Advisors, LLC1,880$269K0.02%013F-HRTimeline
B&D White Capital Company, LLC1,829$268K0.03%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,820$267K0.06%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,820$267K0.04%013F-HRTimeline
BLB&B Advisors, LLC1,817$266K0.01%-16,79413F-HRTimeline
Penobscot Investment Management Company…1,812$266K0.02%+10013F-HRTimeline
Symphony Financial Services, Inc.1,805$265K0.14%-1113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,795$263K0.11%-1,71113F-HRTimeline
Jefferson Bridge Capital, LLC1,793$263K0.26%-1,06013F-HRTimeline
Black Diamond Financial, LLC1,789$262K0.03%+313F-HRTimeline
STAR Financial Bank1,784$262K0.12%-1513F-HRTimeline
REDW Wealth LLC1,781$261K0.1%+113F-HRTimeline
Stack Financial Management, Inc1,770$260K0.02%-49513F-HRTimeline
Revisor Wealth Management LLC1,766$259K0.07%+24213F-HRTimeline
Maltin Wealth Management, Inc.1,765$259K0.1%+613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,763$258K0.06%new13F-HRTimeline
Byrne Asset Management LLC1,763$258K0.15%-913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,756$257K0.03%+3613F-HRTimeline
Christensen, King & Associates Investme…1,755$257K0.11%013F-HRTimeline
Rockbridge Investment Management, LCC1,754$257K0.02%013F-HRTimeline
Traynor Capital Management, Inc.1,786$257K0.02%-22613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,743$256K0.08%+42513F-HRTimeline
Peregrine Asset Advisers, Inc.1,739$255K0.07%013F-HRTimeline
Gryphon Financial Partners LLC1,736$255K0.03%013F-HRTimeline
Alteri Wealth LLC1,729$254K0.08%-18613F-HRTimeline
Paragon Capital Management Ltd1,723$253K0.05%-6813F-HRTimeline
Autumn Glory Partners, LLC1,719$252K0.09%-18313F-HRTimeline