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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
Autumn Glory Partners, LLC1,723$273K0.08%+413F-HRTimeline
Paragon Capital Management Ltd1,723$273K0.05%013F-HRTimeline
Tiller Private Wealth, Inc.1,719$273K0.09%-37313F-HRTimeline
Syntegra Private Wealth Group, LLC1,712$272K0.02%013F-HRTimeline
KICKSTAND VENTURES, LLC.1,712$272K0.05%-37813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,701$270K0.03%-17813F-HRTimeline
Councilmark Asset Management, LLC1,700$270K0.14%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,658$270K0.05%013F-HRTimeline
Quotient Wealth Partners, LLC1,693$269K0.01%-67613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,693$269K0.05%+313F-HRTimeline
Southeast Asset Advisors, LLC1,690$268K0.03%013F-HRTimeline
Bensler, LLC1,689$268K0.02%-54813F-HRTimeline
First Financial Bankshares Inc1,688$268K0.01%013F-HRTimeline
NAVELLIER & ASSOCIATES INC1,688$268K0.02%new13F-HRTimeline
Todd Wealth Management, LLC1,687$268K0.2%013F-HRTimeline
Severin Investments, LLC1,686$268K0.2%+2513F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC1,682$267K0.03%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,678$266K0.03%new13F-HRTimeline
Weaver Consulting Group1,678$266K0.05%013F-HRTimeline
Ballentine Partners, LLC1,675$266K<0.01%013F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding1,674$266K-542Timeline
HUB Investment Partners, LLC1,666$264K<0.01%-3,39713F-HRTimeline
Purewater Capital LLC1,664$264K0.19%-23913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC1,663$264K0.06%new13F-HRTimeline
Grey Ledge Advisors, LLC1,660$263K0.05%013F-HRTimeline
Symphony Financial Services, Inc.1,653$262K0.12%-15213F-HRTimeline
ROMANO BROTHERS AND COMPANY1,653$262K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC1,646$261K0.05%+14713F-HRTimeline
Fragasso Financial Advisors Inc1,635$259K0.01%+113F-HRTimeline
Amplius Wealth Advisors, LLC1,634$259K0.02%+13513F-HRTimeline
First Pacific Financial1,634$259K0.03%-32113F-HRTimeline
Revisor Wealth Management LLC1,632$259K0.06%-13413F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,627$258K0.17%-59113F-HRTimelineGroup
Auxano Advisors, LLC1,626$258K0.05%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,623$257K0.03%new13F-HRTimeline
Two West Capital Advisors LLC1,614$257K0.13%-81313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,606$255K0.01%-29213F-HRTimelineGroup
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,605$255K0.07%+13613F-HRTimeline
Destiny Wealth Partners, LLC1,565$254K0.04%-34713F-HRTimeline
FSM Wealth Advisors, LLC1,602$254K0.03%013F-HRTimeline
Mizuho Markets Cayman LPin group MIZUHO FINANCIAL GROUP INC1,600$254K0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,599$254K<0.01%-4013F-HRTimelineGroup
Bulltick Wealth Management, LLC1,598$254K0.05%+5613F-HRTimeline
JM2 Capital Inc.1,597$253K0.17%013F-HRTimeline
InTrack Investment Management Inc1,589$252K0.13%new13F-HRTimeline
Fund Advisors of America Inc/FL1,580$251K0.23%-4613F-HRTimeline
First Long Island Investors, LLC1,579$251K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,574$250K0.03%-18213F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,565$248K0.14%new13F-HRTimeline
SHP Wealth Management1,560$248K0.02%+5813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,552$246K0.04%+613F-HRTimeline
Invera Wealth Advisors, LLC1,550$246K0.13%+13213F-HRTimeline
FinArc Investments, Inc.1,547$245K0.22%013F-HRTimeline
MainStreet Investment Advisors LLC1,545$245K0.03%013F-HRTimeline
Logan Stone Capital, LLC1,541$244K0.05%-5,56513F-HRTimeline
Eldridge Investment Advisors, Inc.1,540$244K0.05%013F-HRTimeline
Portland Financial Advisors Inc1,538$244K0.45%013F-HRTimeline
PW Nova Financial Services LLC1,538$244K0.05%-2313F-HRTimeline
JNBA Financial Advisors1,537$244K0.02%013F-HRTimeline
Madison Park Capital Advisors, LLC1,930$244K0.17%+45513F-HRTimeline
Grant Private Wealth Management Inc1,534$243K0.1%new13F-HRTimeline
Accel Wealth Management1,534$243K0.05%+413F-HRTimeline
TOWER BRIDGE ADVISORS1,530$243K0.02%013F-HRTimeline
Moment Partners, LLC1,528$242K0.04%013F-HRTimeline
Second Line Capital, LLC1,526$242K0.05%-7713F-HR/ATimeline
TruNorth Capital Management, LLC1,520$241K0.04%013F-HRTimeline
Asset Dedication, LLC1,519$241K0.02%-5813F-HRTimeline
Gray Private Wealth, LLC1,516$241K0.1%013F-HRTimeline
CVFG LLC1,515$240K0.03%-3313F-HRTimeline
WealthTrust Asset Management, LLC1,515$240K0.13%-1013F-HRTimeline
Argyle Capital Partners, LLC1,514$240K0.15%new13F-HRTimeline
SIGNATUREFD, LLC1,512$240K<0.01%-48613F-HRTimeline
Serenity Investment Advisors1,389$239K0.1%-2213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,503$238K<0.01%-12613F-HRTimelineGroup
StrongBox Wealth, LLC1,499$238K0.07%+213F-HRTimeline
Flavin Financial Services, Inc.1,490$236K0.13%-6213F-HRTimeline
Cyndeo Wealth Partners, LLC1,489$236K0.01%new13F-HRTimeline
Chris Bulman Inc1,488$236K0.09%013F-HRTimeline
TABLEAUX LLC1,482$235K0.1%013F-HRTimeline
Shulman DeMeo Asset Management LLC1,481$235K0.04%-10913F-HRTimeline
Chancellor Financial Group WB LP1,481$235K0.15%new13F-HRTimeline
Missouri Trust & Investment Co1,441$234K0.06%013F-HRTimeline
Edge Wealth Management LLC1,474$234K0.04%+6713F-HRTimeline
Campion Asset Management1,472$234K0.14%013F-HRTimeline
Capstone Financial Advisors, Inc.1,472$233K0.01%+8413F-HRTimeline
LEIGH BALDWIN & CO., LLC1,463$232K0.13%-11113F-HRTimeline
USA FINANCIAL FORMULAS1,460$232K0.04%13F-HRTimeline
Samalin Investment Counsel, LLC1,459$231K0.07%+613F-HRTimeline
Vienna Asset Management LLC1,446$229K0.16%new13F-HRTimeline
Crescent Grove Advisors, LLC1,441$229K0.02%-4213F-HRTimeline
HTG Investment Advisors, Inc.1,438$228K0.06%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,433$227K0.11%-7113F-HRTimeline
Pinnacle Financial Group, LLC / IL1,433$227K0.06%-2413F-HRTimeline
COWA, LLC1,429$227K0.06%-5,13213F-HRTimeline
Cypress Wealth Services, LLC1,429$227K0.03%-8713F-HRTimeline
Cape Investment Advisory, Inc.1,425$226K0.06%-1,79113F-HRTimeline
Stack Financial Management, Inc1,423$226K0.02%-34713F-HRTimeline
ALERUS FINANCIAL NA1,422$226K0.01%013F-HRTimeline
Hexagon Capital Partners LLC1,421$225K0.03%-21913F-HRTimeline
Rockwood Wealth Management, LLC1,420$225K0.01%new13F-HRTimeline
Edgestream Partners, L.P.1,418$225K0.01%-15,55713F-HRTimeline
NFSG Corp1,416$225K0.03%-1513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.1,410$224K0.17%new13F-HRTimeline
Summit Financial Strategies, Inc.1,407$223K0.02%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,402$222K<0.01%-1,32213F-HRTimeline
Spartan Planning & Wealth Management1,400$222K0.15%new13F-HRTimeline
Almanack Investment Partners, LLC.1,398$222K0.03%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,390$221K0.02%new13F-HRTimeline
Root Financial Partners, LLC1,388$220K0.01%+54413F-HRTimeline
DV Trading LLC1,377$218K0.02%-17,54313F-HRTimeline
Kingsbury Capital Investment Advisors L…1,372$218K0.18%+513F-HRTimeline
KMT WEALTH MANAGEMENT, LLC1,372$218K0.18%new13F-HRTimeline
Breakwater Capital Group1,370$217K0.03%+513F-HRTimeline
Prairie Wealth Advisors, Inc.0$217K0.05%new13F-HRTimelineAmount filed as zero, left out of ratios.
Paradigm, Strategies in Wealth Manageme…1,368$217K0.13%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,367$217K0.02%013F-HRTimeline
All Terrain Financial Advisors, LLC1,360$216K0.05%-3013F-HRTimeline
LJI Wealth Management, LLC1,360$216K0.03%new13F-HRTimeline
LEE DANNER & BASS INC1,357$215K0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC1,356$215K0.05%new13F-HRTimeline
KINTRA WEALTH, LLC1,274$214K0.01%new13F-HRTimeline
Evernest Financial Advisors, LLC1,351$214K0.04%new13F-HRTimeline
Nikulski Financial, Inc.1,333$211K0.05%new13F-HRTimeline
Balefire, LLC1,324$210K0.03%-2,33313F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,324$210K0.02%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,319$209K0.07%new13F-HRTimeline
Oxler Private Wealth LLC1,316$209K0.06%-12413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,315$209K0.01%-2,47613F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO1,314$209K0.02%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,314$208K0.16%-19713F-HRTimeline
LOM Asset Management Ltd1,313$208K0.05%-2213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,310$208K0.09%-10013F-HRTimeline
Schorn Wealth LLC1,309$208K0.05%-9013F-HRTimeline
James J. Burns & Company, LLC1,309$208K0.02%new13F-HRTimeline
Richwood Investment Advisors, LLC1,307$207K0.15%new13F-HRTimeline
Sherry Group, Inc.1,290$207K0.2%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,306$207K-50Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,306$207K0.01%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,300$206K0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,299$206K0.01%+12413F-HRTimeline
Mathes Company, Inc.1,300$206K0.06%new13F-HRTimeline
Tudor Financial Inc.1,297$206K0.09%new13F-HR/ATimeline
Accredited Investors Inc.1,297$206K0.01%-80013F-HRTimeline
SageView Advisory Group, LLC1,294$205K0.01%new13F-HRTimeline
Continuum Advisory, LLC1,293$205K0.02%new13F-HRTimeline
Clark Capital Management Group, Inc.1,286$204K<0.01%new13F-HRTimeline
Resolute Wealth Strategies, LLC1,282$203K0.08%new13F-HRTimeline
Gold Investment Management Ltd.1,282$203K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC1,279$203K0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,275$202K0.05%+3713F-HRTimeline
Soundwatch Capital LLC1,274$202K0.02%-38613F-HRTimeline
YHB Investment Advisors, Inc.1,263$200K0.01%new13F-HRTimeline
Stelac Advisory Services LLC1,252$199K0.04%013F-HRTimeline
Truvestments Capital LLC1,242$197K0.03%+413F-HRTimeline
Smithfield Trust Co1,236$197K0.01%-3013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,200$190K0.1%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,199$190K0.09%-44213F-HRTimeline
TD Capital Management LLC1,188$189K0.02%+113F-HRTimeline
BOK Financial Private Wealth, Inc.1,175$186K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,170$186K0.02%013F-HRTimeline
SYM FINANCIAL Corp1,149$182K0.01%+29613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,147$182K0.01%013F-HRTimeline
Provident Wealth Management, LLC1,142$181K0.05%013F-HRTimeline
Acropolis Investment Management, LLC1,136$180K0.01%013F-HR/ATimeline
Hamilton Point Investment Advisors, LLC1,128$179K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,111$176K0.01%013F-HRTimeline
Community Financial Services Group, LLC1,097$175K0.03%013F-HRTimeline
Corsicana & Co.1,100$175K0.08%-50013F-HRTimeline
Nemes Rush Group LLC1,099$174K0.01%+413F-HRTimeline
SJS Investment Consulting Inc.1,096$174K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,095$174K0.01%-213F-HRTimeline
PITTENGER & ANDERSON INC1,090$173K0.01%+23513F-HRTimeline
Cheviot Value Management, LLC1,056$168K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,039$165K0.01%+8713F-HRTimeline
Family Manage LLC1,031$164K0.02%013F-HRTimeline
Morse Asset Management, Inc1,025$163K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.986$156K0.01%+2213F-HRTimelineGroup
NBH Bank986$156K0.07%13F-HRTimeline
Collier Financial973$154K0.11%013F-HRTimeline
Princeton Global Asset Management LLC953$151K0.02%+113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC948$150K0.02%-13,69713F-HRTimeline
Brooklyn FI, LLC941$150K0.03%new13F-HRTimeline
First Command Advisory Services, Inc.925$147K<0.01%-79313F-HRTimeline
Man Group plcin group Man Group plc922$146K<0.01%-8,03113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC917$145K0.01%-21713F-HRTimeline
Stone House Investment Management, LLC916$145K0.02%-24713F-HRTimeline
WealthShield Partners, LLC915$145K0.02%-12613F-HRTimeline
Hilton Head Capital Partners, LLC909$144K0.07%-12613F-HRTimeline
UNION SAVINGS BANK902$143K0.06%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$142K0.04%+213F-HRTimeline
Align Financial, LLC893$142K0.07%013F-HRTimeline
Private Wealth Asset Management, LLC890$141K0.01%013F-HRTimeline
Burnham & Co LLC883$140K0.11%13F-HRTimeline
Sage Mountain Advisors LLC880$140K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC870$138K0.03%+85513F-HRTimeline
Highland Investment Advisors LLC864$137K0.06%13F-HRTimeline
Family Legacy Financial Solutions, LLC852$135K0.08%new13F-HRTimeline
MidFirst Bank842$134K0.01%+11513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding838$133K-9,159Timeline
Kingdom Financial Group LLC.835$132K0.03%+3213F-HRTimeline