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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
First Command Advisory Services, Inc.1,718$252K<0.01%-26713F-HRTimeline
Empirical Asset Management, LLC1,716$252K0.07%+3713F-HRTimeline
Syntegra Private Wealth Group, LLC1,712$251K0.02%+15613F-HRTimeline
Richard P Slaughter Associates Inc1,708$250K0.05%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,708$250K0.01%-30013F-HRTimelineGroup
Councilmark Asset Management, LLC1,700$249K0.14%013F-HRTimeline
Berbice Capital Management LLC1,700$249K0.16%+50013F-HRTimeline
Ruggiero Investments, Inc.1,695$249K0.24%+25413F-HRTimeline
Wick Capital Partners, LLC1,690$248K0.05%new13F-HRTimeline
Southeast Asset Advisors, LLC1,690$248K0.03%-6613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,690$248K0.06%013F-HRTimeline
First Financial Bankshares Inc1,688$247K<0.01%013F-HRTimeline
Todd Wealth Management, LLC1,687$247K0.23%013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC1,682$247K0.03%-1,51013F-HRTimeline
Weaver Consulting Group1,678$246K0.06%013F-HRTimeline
Ballentine Partners, LLC1,675$246K<0.01%-2,19713F-HRTimeline
Severin Investments, LLC1,661$244K0.21%-21813F-HRTimeline
Wealth Architects, LLC1,661$244K0.02%+10013F-HRTimeline
Grey Ledge Advisors, LLC1,660$243K0.05%new13F-HRTimeline
Soundwatch Capital LLC1,660$243K0.03%-70113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,658$243K0.05%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,653$242K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,641$241K0.13%+45913F-HRTimeline
Hexagon Capital Partners LLC1,640$240K0.04%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,639$240K0.01%013F-HRTimelineGroup
Fragasso Financial Advisors Inc1,634$239K0.01%-25413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,629$239K<0.01%+29013F-HRTimelineGroup
Auxano Advisors, LLC1,626$238K0.05%013F-HRTimeline
Fund Advisors of America Inc/FL1,626$238K0.24%-8913F-HRTimeline
Aprio Wealth Management, LLC1,616$237K0.01%new13F-HRTimeline
IPG Investment Advisors LLC1,610$236K0.04%new13F-HRTimeline
FSM Wealth Advisors, LLC1,602$235K0.03%-28213F-HRTimeline
Trueblood Wealth Management, LLC1,601$235K0.09%+613F-HRTimeline
JM2 Capital Inc.1,597$234K0.19%+21513F-HRTimeline
Second Line Capital, LLC1,603$234K0.04%-32813F-HRTimeline
Corsicana & Co.1,600$234K0.15%+50013F-HRTimeline
Shulman DeMeo Asset Management LLC1,590$233K0.05%-11713F-HRTimeline
Patriot Financial Group Insurance Agenc…1,588$233K0.01%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,583$232K-27,321Timeline
BIP Wealth, LLC1,582$232K0.01%new13F-HRTimeline
First Long Island Investors, LLC1,579$231K0.02%013F-HRTimeline
Asset Dedication, LLC1,577$231K0.02%+9313F-HRTimeline
LEIGH BALDWIN & CO., LLC1,574$231K0.15%-23413F-HRTimeline
Innova Wealth Partners1,568$230K0.11%-24,98813F-HRTimeline
PW Nova Financial Services LLC1,561$229K0.06%new13F-HRTimeline
Flavin Financial Services, Inc.1,552$228K0.15%+15013F-HRTimeline
CVFG LLC1,548$227K0.03%new13F-HRTimeline
FinArc Investments, Inc.1,547$227K0.22%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,546$227K0.04%+513F-HRTimeline
Teamwork Financial Advisors, LLC1,546$227K0.03%new13F-HRTimeline
MainStreet Investment Advisors LLC1,545$227K0.03%013F-HRTimeline
Bulltick Wealth Management, LLC1,542$226K0.05%+14613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC1,543$226K<0.01%+24413F-HRTimeline
Eldridge Investment Advisors, Inc.1,540$226K0.05%+6013F-HRTimeline
Portland Financial Advisors Inc1,538$225K0.47%013F-HRTimeline
JNBA Financial Advisors1,537$225K0.02%-11413F-HRTimeline
Accel Wealth Management1,530$224K0.06%+5113F-HRTimeline
TOWER BRIDGE ADVISORS1,530$224K0.02%new13F-HRTimeline
Moment Partners, LLC1,528$224K0.04%-41213F-HRTimeline
WealthTrust Asset Management, LLC1,525$224K0.13%+8113F-HRTimeline
TruNorth Capital Management, LLC1,520$223K0.04%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,519$223K0.01%+513F-HRTimelineGroup
Cypress Wealth Services, LLC1,516$222K0.03%013F-HRTimeline
Gray Private Wealth, LLC1,516$222K0.11%013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,511$221K0.18%+413F-HRTimeline
STEVENS CAPITAL PARTNERS1,509$221K0.05%-2713F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,507$221K0.04%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,504$220K0.12%new13F-HRTimeline
SHP Wealth Management1,502$220K0.02%-513F-HRTimeline
Cranbrook Wealth Management, LLC1,499$220K0.04%-1313F-HRTimeline
Amplius Wealth Advisors, LLC1,499$220K0.02%-3313F-HRTimeline
Florida Trust Wealth Management Co1,498$220K0.01%013F-HRTimeline
StrongBox Wealth, LLC1,497$219K0.07%-31313F-HRTimeline
Madison Wealth Partners, Inc1,491$219K0.03%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,491$219K0.02%+14513F-HRTimeline
Chris Bulman Inc1,488$218K0.1%013F-HRTimeline
Crescent Grove Advisors, LLC1,483$217K0.02%-3,59113F-HRTimeline
TABLEAUX LLC1,482$217K0.11%013F-HRTimeline
DAVIS R M INC1,479$217K<0.01%+9713F-HRTimeline
Madison Park Capital Advisors, LLC1,475$216K0.17%-11113F-HRTimeline
Able Wealth Management LLC1,473$216K0.06%+113F-HRTimeline
Campion Asset Management1,472$216K0.15%013F-HRTimeline
MATHER GROUP, LLC.1,465$215K<0.01%+4613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,469$215K0.07%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL1,457$214K0.06%+14213F-HRTimeline
Samalin Investment Counsel, LLC1,453$213K0.08%-12113F-HRTimeline
Cordgrass Capital Advisors, LLC1,446$212K0.05%-2413F-HRTimeline
Serenity Investment Advisors1,411$211K0.1%-56913F-HRTimeline
Missouri Trust & Investment Co1,441$211K0.06%013F-HRTimeline
Freedom Investment Management, Inc.1,440$211K0.06%-1,08813F-HRTimeline
Oxler Private Wealth LLC1,440$211K0.07%+513F-HRTimeline
HTG Investment Advisors, Inc.1,438$211K0.06%013F-HRTimeline
NFSG Corp1,431$210K0.03%-26513F-HRTimeline
Straight Path Wealth Management1,422$209K0.06%+413F-HRTimeline
ALERUS FINANCIAL NA1,422$208K0.01%013F-HRTimeline
Invera Wealth Advisors, LLC1,418$208K0.13%+9813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,410$207K0.1%013F-HRTimeline
Edge Wealth Management LLC1,407$206K0.04%-1,39213F-HRTimeline
Schorn Wealth LLC1,399$205K0.06%-12813F-HRTimeline
USA FINANCIAL FORMULAS1,398$205K0.04%-36013F-HRTimeline
All Terrain Financial Advisors, LLC1,390$204K0.06%013F-HRTimeline
Capstone Financial Advisors, Inc.1,388$204K0.01%-16513F-HRTimeline
SACKS & ASSOCIATES, LLC1,386$203K0.15%+213F-HRTimeline
Gambit Capital Management, LLC1,376$202K0.14%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,367$200K0.02%-8913F-HRTimeline
Kingsbury Capital Investment Advisors L…1,367$200K0.19%13F-HRTimeline
Breakwater Capital Group1,365$200K0.03%-313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,356$199K-499Timeline
LOM Asset Management Ltd1,335$196K0.06%013F-HRTimeline
Claris Financial LLC1,295$190K0.1%-7713F-HRTimeline
Gold Investment Management Ltd.1,282$188K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC1,279$188K0.01%-3813F-HRTimeline
Smithfield Trust Co1,266$186K0.01%013F-HRTimeline
Stelac Advisory Services LLC1,252$184K0.04%+40013F-HRTimeline
Advanced Asset Management Advisors Inc1,238$182K0.05%+3913F-HRTimeline
Truvestments Capital LLC1,238$181K0.03%+513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,200$176K0.1%013F-HRTimeline
TD Capital Management LLC1,187$174K0.02%+113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,175$172K0.01%-36013F-HRTimeline
BOK Financial Private Wealth, Inc.1,175$172K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,170$172K0.02%-3313F-HRTimeline
Stone House Investment Management, LLC1,163$170K0.03%+6713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,147$168K0.01%013F-HRTimeline
Provident Wealth Management, LLC1,142$167K0.05%013F-HRTimeline
Arkos Global Advisors1,137$167K0.02%new13F-HRTimeline
Acropolis Investment Management, LLC1,136$167K0.01%-23013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,134$166K0.01%+313F-HRTimeline
Hamilton Point Investment Advisors, LLC1,128$165K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,111$163K0.01%013F-HRTimeline
Community Financial Services Group, LLC1,097$162K0.03%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,097$161K0.01%-813F-HRTimeline
SJS Investment Consulting Inc.1,096$161K0.02%-2813F-HRTimeline
Nemes Rush Group LLC1,095$161K0.02%-13113F-HRTimeline
Cheviot Value Management, LLC1,056$155K0.02%013F-HRTimeline
Signature Equity Partners, LLC1,044$153K0.08%-43613F-HRTimeline
WealthShield Partners, LLC1,041$153K0.02%-2,65113F-HRTimeline
Versant Capital Management, Inc1,038$152K0.01%+213F-HRTimeline
Clayton Financial Group LLC1,037$152K0.08%-1013F-HRTimeline
Hilton Head Capital Partners, LLC1,035$152K0.09%+113F-HRTimeline
Family Manage LLC1,031$151K0.02%013F-HRTimeline
Capitol Family Office, Inc.972$151K0.18%013F-HRTimeline
Morse Asset Management, Inc1,025$150K0.03%-2513F-HRTimeline
DAGCO, INC.975$143K0.03%013F-HRTimeline
Collier Financial973$143K0.11%-8013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.964$141K0.01%-9413F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV961$141K0.05%+95913F-HRTimeline
Plante Moran Financial Advisors, LLC952$140K0.01%-19513F-HRTimeline
Princeton Global Asset Management LLC952$140K0.02%+113F-HRTimeline
HHM Wealth Advisors, LLC945$139K0.02%013F-HRTimeline
Prosperity Bancshares Inc931$136K0.11%013F-HRTimeline
UNION SAVINGS BANK902$132K0.06%013F-HRTimeline
Align Financial, LLC893$131K0.07%-183,78313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC892$131K0.05%+213F-HRTimeline
Private Wealth Asset Management, LLC890$130K0.01%-1313F-HRTimeline
2UniFi Bank890$130K0.06%013F-HRTimeline
Trask Adam Roland883$129K0.12%13F-HRTimeline
Sage Mountain Advisors LLC880$129K0.01%-64513F-HRTimeline
Capital Advisor Network LLC875$128K0.18%13F-HR/ATimeline
PITTENGER & ANDERSON INC855$125K<0.01%013F-HRTimeline
SYM FINANCIAL Corp853$125K0.01%-12813F-HRTimeline
Root Financial Partners, LLC844$124K0.01%+17113F-HRTimeline
United Community Bankin group United Community Bank833$122K0.04%-81813F-HRTimelineGroup
Lloyd Advisory Services, LLC.803$118K0.03%+49613F-HRTimeline
Kingdom Financial Group LLC.803$118K0.03%+313F-HRTimeline
Bernard Wealth Management Corp.798$117K0.05%-3613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…777$114K<0.01%-2613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\776$114K<0.01%-40613F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN728$107K0.01%013F-HRTimeline
Investors Research Corp727$107K0.02%-16513F-HRTimeline
MidFirst Bank727$107K0.01%-30,10213F-HRTimeline
BARRETT & COMPANY, INC.719$105K0.04%013F-HRTimeline
CDKV HOLDINGS LLC708$104K0.09%013F-HRTimeline
Cherry Tree Wealth Management, LLC707$104K0.02%+3913F-HRTimeline
Grove Bank & Trust688$101K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.687$101K0.01%+3413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST676$99.1K0.01%-1013F-HRTimeline
Ulland Investment Advisors, LLC670$98K0.08%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding654$95.9KnewTimeline
Addison Advisors LLC653$95.7K0.02%-3513F-HRTimeline
Dunhill Financial, LLC647$94.9K0.02%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV643$94K0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC635$93.2K0.13%+213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC629$92.2K0.04%013F-HRTimeline
Anchor Investment Management, LLC628$92.1K0.01%+1613F-HRTimeline
Ashurst Perkins Coie Trust Co627$91.9K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC626$91.8K0.01%+8813F-HRTimeline
HM PAYSON & CO600$88K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/592$86.8K0.01%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.580$85K0.02%013F-HRTimelineGroup
Keating Financial Advisory Services, In…562$82.4K0.01%-3,15013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC611$82.4K0.04%+2513F-HRTimeline
Winch Advisory Services, LLC560$82.1K0.02%+4713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC553$81.1K0.01%new13F-HRTimeline
Bravera Wealth553$81.1K0.04%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV550$80K0.02%013F-HR/ATimeline
VESTOR CAPITAL, LLC523$77K0.01%-8,10013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC522$76.5K0.01%013F-HRTimeline
Forum Finance Group S.A.650$76K0.04%13F-HRTimeline
PlanVest Financial, Inc514$75.4K0.06%13F-HRTimeline
Indiana Trust & Investment Management Co509$74.6K0.02%013F-HRTimeline