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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
United Community Bankin group United Community Bank833$132K0.04%013F-HRTimelineGroup
Bernard Wealth Management Corp.793$126K0.05%-513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC767$122K0.01%+14113F-HRTimeline
Strategic Investment Advisors / MI762$121K0.01%-2,32513F-HRTimeline
REYL & Cie S.A.795$117K0.13%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC730$116K0.01%+53013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN728$116K0.01%013F-HRTimeline
Investors Research Corp727$115K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.719$114K0.03%013F-HRTimeline
CDKV HOLDINGS LLC708$112K0.09%013F-HRTimeline
Cherry Tree Wealth Management, LLC707$112K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…701$111K<0.01%-7613F-HRTimelineGroup
Commonwealth Retirement Investments LLC701$111K0.03%new13F-HRTimeline
Grove Bank & Trust688$109K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.688$109K0.01%+113F-HRTimeline
Ulland Investment Advisors, LLC670$106K0.08%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise654$104K0.01%-2,70513F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding654$104K0Timeline
Global Trust Asset Management, LLC654$104K0.03%+24413F-HRTimeline
Dunhill Financial, LLC647$103K0.02%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC637$101K0.13%+213F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.630$100K<0.01%+59113F-HRTimelineGroup
Signature Equity Partners, LLC627$99.5K0.05%-41713F-HRTimeline
Perkins Coie Trust Co627$99.5K0.02%013F-HRTimeline
VESTOR CAPITAL, LLC1,500$98K0.01%+97713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co600$97.5K0.02%new13F-HRTimeline
Anchor Investment Management, LLC612$97.1K0.01%-1613F-HRTimeline
HHM Wealth Advisors, LLC605$96K0.01%-34013F-HRTimeline
HM PAYSON & CO600$95.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC595$94.9K0.01%+8213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/592$93.9K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC586$93K0.02%-2513F-HRTimeline
FIRST UNITED BANK & TRUST581$92.2K0.03%+10013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.580$92K0.02%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\576$91.4K<0.01%-20013F-HRTimelineGroup
Glassman Wealth Services566$89.8K0.01%new13F-HRTimeline
Winch Advisory Services, LLC562$89.2K0.02%+213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.554$87.9K0.05%new13F-HRTimeline
Bravera Wealth553$87.7K0.03%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC552$87.6K0.01%new13F-HRTimeline
WealthCollab, LLC549$87.1K0.03%+26913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV550$87K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC545$86.5K0.02%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners538$85.4K0.01%new13F-HRTimelineGroup
Capitol Family Office, Inc.532$84.5K0.09%-44013F-HRTimeline
Keating Financial Advisory Services, In…532$84.4K0.01%-3013F-HRTimeline
Financial Management Professionals, Inc.526$83.5K0.01%new13F-HRTimeline
Forum Finance Group S.A.650$83K0.03%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC522$82.8K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST520$82.5K0.01%-15613F-HRTimeline
EFG International AGin group EFG International AG514$81.6K<0.01%+40013F-HRTimelineGroup
Indiana Trust & Investment Management Co509$80.8K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…508$80.6K0.06%+613F-HRTimeline
Glass Jacobson Investment Advisors llc500$79.3K0.02%013F-HRTimeline
Ramirez Asset Management, Inc.500$79.3K0.01%+40013F-HRTimeline
Caitlin John, LLC497$78.9K0.04%+48813F-HRTimeline
Pacifica Partners Inc.480$78.6K0.02%013F-HRTimeline
Archer Investment Corp485$76.9K0.01%+3013F-HR/ATimeline
Kozak & Associates, Inc.478$76.3K0.01%+213F-HRTimeline
CARDIFF PARK ADVISORS, LLC480$76.2K0.01%013F-HRTimeline
BALLAST ADVISORS LLC477$75.8K0.02%+38213F-HRTimeline
Seneschal Advisors, LLC475$75.4K0.05%new13F-HRTimeline
Financial Perspectives, Inc466$74K0.02%+6313F-HRTimeline
Harbor Asset Planning, Inc.454$72.1K0.05%new13F-HRTimeline
Innovative Asset Advisors Group, LLC441$70K0.03%+213F-HRTimeline
TRUST CO OF VERMONT417$66.2K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.410$65K<0.01%+3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Burk Holdings LLC407$64.6K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.402$63.8K0.02%013F-HRTimeline
Citizens National Bank Trust Department400$63.5K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC392$62.3K0.05%-6313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC391$62K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC389$61.7K0.01%013F-HRTimeline
Founders Capital Management384$61K0.03%013F-HRTimeline
Versant Capital Management, Inc381$60.4K0.01%-65713F-HRTimeline
Allied Private Wealth LLC371$60.3K0.04%13F-HRTimeline
Paladin Advisory Group, LLC373$59.2K0.04%013F-HRTimeline
Keystone Financial Group, Inc.372$59K0.03%+113F-HRTimeline
Breakwater Investment Management369$58.5K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC365$57.9K0.01%013F-HRTimeline
Key Capital Management, INC365$57.9K0.03%013F-HRTimeline
Avion Wealth365$57K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…145$56.5K0.02%013F-HRTimeline
Lloyd Advisory Services, LLC.351$55.7K0.02%-45213F-HRTimeline
Prosperity Bancshares Inc351$55.7K0.04%-58013F-HRTimeline
Coastline Trust Co345$54.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BEACON INVESTMENT ADVISORY SERVICES, IN…345$54.7K<0.01%+14513F-HRTimeline
LOUISBOURG INVESTMENTS INC.345$54.7K0.01%+1013F-HRTimeline
Morton Brown Family Wealth, LLC342$54.3K0.01%+113F-HRTimeline
Tripletail Wealth Management, LLC330$54K0.06%013F-HRTimeline
one8zero8, LLC340$53.9K0.01%+6313F-HRTimeline
AMERIFLEX GROUP, INC.334$52.9K0.02%+113F-HRTimeline
FAS Wealth Partners, Inc.333$52.8K<0.01%-2113F-HRTimeline
Olistico Wealth, LLC330$52.3K0.02%013F-HRTimeline
Financial Life Planners327$51.9K0.03%+113F-HRTimeline
Signature Resources Capital Management,…321$50.9K0.02%013F-HRTimeline
Markowski Investments313$49.7K0.01%13F-HRTimeline
Manchester Capital Management LLC312$49.5K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA300$47.6K0.02%-5413F-HRTimeline
Pinnacle Bancorp, Inc.300$47.6K0.01%013F-HRTimeline
Strengthening Families & Communities, L…299$47.4K0.01%+113F-HRTimeline
Addison Advisors LLC298$47.3K0.02%-35513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV296$47K0.02%-66513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…277$44K<0.01%-1,24213F-HRTimelineGroup
Fairscale Capital, LLC277$43.9K0.03%013F-HRTimeline
ABOUND FINANCIAL, LLC276$43.8K0.02%+27513F-HRTimeline
Center for Financial Planning, Inc.273$43.3K<0.01%013F-HRTimeline
SSA SWISS ADVISORS AG272$43.2K0.02%-4,78813F-HRTimeline
KERR FINANCIAL PLANNING Corp272$43.1K0.05%+113F-HRTimeline
Cedar Mountain Advisors, LLC270$42.8K0.01%-10813F-HRTimeline
Regatta Research & Money Management266$42K0.04%13F-HRTimeline
Gleason Group, Inc.253$40.2K<0.01%+113F-HRTimeline
Covestor Ltd253$40K0.02%+14513F-HRTimeline
Hanson & Doremus Investment Management251$40K<0.01%013F-HRTimeline
Knuff & Co LLC250$39.7K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.244$38.7K<0.01%-11213F-HRTimeline
Clark Wealth Partners243$38.6K0.02%013F-HRTimeline
Ankerstar Wealth, LLC233$37K0.03%-10513F-HRTimeline
Armor Investment Advisors, LLC230$36.5K0.01%013F-HRTimeline
Fairway Wealth LLC226$35.9K0.01%013F-HRTimeline
HighMark Wealth Management LLC223$35.4K0.01%+113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.220$34.9K0.01%013F-HRTimeline
Bulwark Capital Corp220$34.9K0.02%013F-HRTimeline
Acumen Wealth Advisors, LLC219$34.7K0.01%013F-HRTimeline
Wagner Wealth Management, LLC216$34.3K0.01%013F-HRTimeline
IAG Wealth Partners, LLC215$34.1K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC215$34.1K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.213$33.8K0.02%-5,82513F-HRTimeline
Topsail Wealth Management, LLC210$33.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC210$33.3K<0.01%013F-HRTimeline
Bangor Savings Bank208$33K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC208$33K0.01%+10313F-HRTimeline
Roxbury Financial LLC206$32.7K0.03%+113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department203$32.2K0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.200$31.7K0.02%013F-HRTimeline
Parvin Asset Management, LLC200$31.7K0.03%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC193$31K0.02%013F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC192$30.5K0.01%-43713F-HRTimeline
Aventura Private Wealth, LLC192$30.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC186$29.5K0.01%013F-HRTimeline
PlanVest Financial, Inc179$28.4K0.02%-33513F-HRTimeline
Orion Capital Management LLC179$28.4K0.01%+14313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …178$28.2K<0.01%13F-HRTimelineGroup
Operose Advisors LLC178$28.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.175$27.8K0.01%013F-HRTimeline
STEPH & CO170$27K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…170$27K0.02%-7513F-HRTimeline
Rosenberg Matthew Hamilton165$26.2K<0.01%-11213F-HRTimeline
RMG Wealth Management LLC155$26.1K<0.01%013F-HRTimeline
Park Square Financial Group, LLC164$26K0.23%-11913F-HRTimeline
Pioneer Family Office, LLC163$25.9K0.01%+413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.162$25.7K0.01%-27913F-HRTimelineGroup
Virginia Estate & Retirement Planning A…276$25.2K0.03%+15113F-HRTimeline
Strive Financial Group ,LLC157$24.9K0.01%+9913F-HR/ATimeline
Eukles Asset Management155$24.6K0.01%-3313F-HRTimeline
Financial Avengers, Inc.153$24.2K0.01%+113F-HRTimeline
Investors Portfolio Services LLC153$24.2K0.02%+113F-HRTimeline
OAKWORTH CAPITAL, INC.150$23.8K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC150$23.8K0.01%013F-HRTimeline
Davis Capital Management150$23.8K0.01%013F-HRTimeline
JDM Financial Group LLC150$23.8K0.01%new13F-HRTimeline
VIMA LLC150$23.8K0.02%13F-HRTimeline
Beaird Harris Wealth Management, LLC148$23.5K<0.01%013F-HRTimeline
PFS Partners, LLC147$23.3K0.01%+113F-HRTimeline
Atomic Invest LLC138$22.2K<0.01%-2313F-HRTimeline
Game Plan Financial Advisors, LLC139$22.1K0.01%new13F-HRTimeline
WPG Advisers, LLC139$22.1K0.01%+10013F-HRTimeline
DiNuzzo Private Wealth, Inc.135$21.4K<0.01%013F-HRTimeline
Piscataqua Savings Bank134$21.3K0.01%013F-HRTimeline
Legacy Bridge, LLC132$20.9K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.131$20.7K0.01%+12013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…130$20.6K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC128$20.3K<0.01%new13F-HRTimeline
Abound Wealth Management126$20K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.123$19.5K0.01%013F-HRTimeline
Synergy Investment Management, LLC116$18.5K<0.01%-10713F-HRTimeline
First PREMIER Bank111$18K<0.01%+713F-HRTimeline
NorthAvenue LLC106$16.8K0.01%-11413F-HRTimeline
DHJJ Financial Advisors, Ltd.104$16.5K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.102$16.2K<0.01%013F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA100$15.9K<0.01%013F-HRTimeline
True Wealth Design, LLC100$15.9K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.100$15.9K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC97$15.4K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.96$15.2K0.01%013F-HRTimeline
Integrity Financial Corp /WA91$14.4K0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD90$14.3K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC84$14K<0.01%013F-HRTimeline
Imprint Wealth LLC88$14K0.06%013F-HRTimeline
Vermillion Wealth Management, Inc.84$13.4K<0.01%-613F-HRTimeline
ARVEST INVESTMENTS, INC.84$13.3K<0.01%013F-HRTimeline
Rice Partnership, LLC81$12.9K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC79$12.5K<0.01%-3113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC75$11.9K<0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC73$11.6K<0.01%-7513F-HRTimeline
Comprehensive Financial Planning, Inc./…73$11.5K0.01%-4713F-HRTimeline
High Point Wealth Management, LLC70$11.1K0.01%-13013F-HRTimeline
IMG Wealth Management, Inc.67$10.7K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC65$10.3K0.01%013F-HRTimeline
Balentine LLC63$10K<0.01%013F-HRTimeline