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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
Cornerstone Planning Group LLC513$74.5K0.01%-4313F-HRTimeline
Barnes Dennig Private Wealth Management…502$73.6K0.07%-113F-HRTimeline
Glass Jacobson Investment Advisors llc500$73.3K0.03%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.495$72.6K0.04%+20913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC486$71.3K0.02%new13F-HRTimeline
FIRST UNITED BANK & TRUST481$70.5K0.02%+11913F-HRTimeline
Kozak & Associates, Inc.476$70.4K0.01%+213F-HRTimeline
Pacifica Partners Inc.480$70.4K0.02%-2013F-HRTimeline
CARDIFF PARK ADVISORS, LLC480$70.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC458$67.1K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC455$66.7K0.06%+813F-HRTimeline
Archer Investment Corp455$66.7K0.01%-13313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.441$64.7K0.03%+20913F-HRTimelineGroup
Innovative Asset Advisors Group, LLC439$64.4K0.04%13F-HRTimeline
Global Trust Asset Management, LLC410$60.1K0.02%-48513F-HRTimeline
Burk Holdings LLC407$59.7K0.03%new13F-HRTimeline
Sachetta, LLC406$59.6K0.03%013F-HRTimeline
Financial Perspectives, Inc403$59K0.02%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.402$58.9K0.02%013F-HRTimeline
Citizens National Bank Trust Department400$58.6K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC391$57.3K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC389$57K0.01%013F-HRTimeline
Founders Capital Management384$56.4K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.380$56K<0.01%+14013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cedar Mountain Advisors, LLC378$55.4K0.01%013F-HRTimeline
Paladin Advisory Group, LLC373$54.7K0.04%013F-HRTimeline
Keystone Financial Group, Inc.371$54.4K0.03%+113F-HRTimeline
Breakwater Investment Management369$54.1K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC365$53.5K0.01%-15413F-HRTimeline
Key Capital Management, INC365$53.5K0.04%new13F-HRTimeline
Avion Wealth365$53K0.01%+10913F-HRTimeline
Team Financial Group, LLC359$52.7K0.02%+113F-HRTimeline
Washington Trust Advisors, Inc.356$52.2K<0.01%-14013F-HRTimeline
FIRST COMMUNITY TRUST NA354$51.9K0.04%+5413F-HRTimeline
FAS Wealth Partners, Inc.354$51.9K<0.01%+3613F-HRTimeline
Coastline Trust Co345$50.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investment Research & Advisory Group, I…145$50.5K0.02%+113F-HRTimeline
Morton Brown Family Wealth, LLC341$50K0.01%+113F-HRTimeline
Ankerstar Wealth, LLC338$49.7K0.05%-18013F-HRTimeline
LOUISBOURG INVESTMENTS INC.335$49.1K0.01%+12513F-HRTimeline
AMERIFLEX GROUP, INC.333$48.9K0.02%013F-HRTimeline
Tripletail Wealth Management, LLC330$48.4K0.07%-70013F-HRTimeline
Olistico Wealth, LLC330$48.4K0.02%013F-HRTimeline
Financial Life Planners326$47.8K0.04%new13F-HRTimeline
Signature Resources Capital Management,…321$47.1K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …317$46.5K<0.01%-54213F-HRTimelineGroup
Wellington Grp LLC317$46.5K0.01%-13713F-HRTimeline
Manchester Capital Management LLC312$45.7K0.01%013F-HRTimeline
Global Wealth Strategies & Associates302$44.3K0.01%-2813F-HRTimeline
Hartford Financial Management Inc.300$44K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$44K0.01%013F-HRTimeline
Strengthening Families & Communities, L…298$43.6K0.01%-8013F-HRTimeline
Merkkuri Wealth Advisors LLC287$42.1K0.03%new13F-HRTimeline
Redwood Park Advisors LLC283$41.5K0.03%013F-HRTimeline
Park Square Financial Group, LLC283$41.5K0.32%new13F-HRTimeline
WealthCollab, LLC280$41.1K0.02%-25713F-HRTimeline
Rosenberg Matthew Hamilton277$40.6K0.01%013F-HRTimeline
Fairscale Capital, LLC277$40.6K0.03%013F-HRTimeline
one8zero8, LLC277$40.6K0.01%013F-HRTimeline
Center for Financial Planning, Inc.273$40K<0.01%+15813F-HRTimeline
KERR FINANCIAL PLANNING Corp271$38.8K0.03%-15113F-HR/ATimeline
Windsor Advisory Group, LLC261$38.3K0.03%new13F-HRTimeline
Hanson & Doremus Investment Management251$37K<0.01%013F-HRTimeline
Gleason Group, Inc.252$37K<0.01%+113F-HRTimeline
Knuff & Co LLC250$36.7K0.01%-4013F-HRTimeline
MASECO LLP249$36.5K<0.01%-4413F-HRTimeline
Greykasell Wealth Strategies, Inc.247$36.2K0.01%+3513F-HRTimeline
Gunpowder Capital Management, LLC dba O…245$35.9K0.03%013F-HRTimeline
Clark Wealth Partners243$35.6K0.02%013F-HRTimeline
Armor Investment Advisors, LLC230$33.7K0.01%013F-HRTimeline
Fairway Wealth LLC226$33.1K0.01%new13F-HRTimeline
Synergy Investment Management, LLC223$32.7K0.01%new13F-HRTimeline
HighMark Wealth Management LLC222$32.6K0.01%+113F-HRTimeline
NorthAvenue LLC220$32.3K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.220$32.3K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd220$32.3K0.01%013F-HRTimelineGroup
Bulwark Capital Corp220$32.3K0.02%013F-HRTimeline
Acumen Wealth Advisors, LLC219$32.1K0.01%+14513F-HRTimeline
Wagner Wealth Management, LLC216$31.7K0.01%+113F-HRTimeline
IAG Wealth Partners, LLC215$31.5K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC215$31.5K0.03%013F-HRTimeline
Topsail Wealth Management, LLC210$30.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC210$30.7K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC209$30.6K0.01%-7213F-HRTimeline
Bangor Savings Bank208$30.5K<0.01%-3413F-HRTimeline
Roxbury Financial LLC205$30.1K0.03%+113F-HRTimeline
True Link Financial Advisors, LLC203$29.8K<0.01%new13F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department203$29.8K0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC200$29.3K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…200$29.3K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.200$29.3K0.02%013F-HRTimeline
Parvin Asset Management, LLC200$29.3K0.02%013F-HRTimeline
High Point Wealth Management, LLC200$29.3K0.03%-65313F-HRTimeline
Aventura Private Wealth, LLC192$28.1K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC193$28K0.02%013F-HRTimeline
Eukles Asset Management188$27.6K0.01%+3913F-HRTimeline
IMA Advisory Services, Inc.187$27.4K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC186$27.3K0.01%+10713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …178$26.1K<0.01%+1113F-HRTimelineGroup
Operose Advisors LLC178$26.1K0.01%-9013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.175$25.7K0.01%013F-HRTimeline
Axiom Investment Management LLC170$24.9K0.02%13F-HRTimeline
STEPH & CO170$24.9K0.01%013F-HRTimeline
LM Advisors LLC3,556$24.3K0.4%-37513F-HRTimeline
Pioneer Family Office, LLC159$23.3K0.01%013F-HRTimeline
Atomic Invest LLC161$23.1K0.01%013F-HRTimeline
Investors Portfolio Services LLC152$22.3K0.02%-2413F-HRTimeline
Financial Avengers, Inc.152$22.3K0.01%+113F-HRTimeline
RMG Wealth Management LLC155$22.2K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.150$22K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC150$22K0.01%013F-HRTimeline
Davis Capital Management150$22K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC148$21.7K<0.01%+7513F-HRTimeline
Beaird Harris Wealth Management, LLC148$21.7K<0.01%013F-HRTimeline
PFS Partners, LLC146$21.4K0.01%+113F-HRTimeline
Virginia Estate & Retirement Planning A…125$20.2K0.04%13F-HRTimeline
DiNuzzo Private Wealth, Inc.135$19.8K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…135$19.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank134$19.6K0.01%013F-HRTimeline
Legacy Bridge, LLC132$19.4K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…130$19.1K<0.01%013F-HRTimeline
Abound Wealth Management126$18.5K<0.01%+11213F-HRTimeline
Miller Capital Partners, Inc.123$18K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…120$17.6K0.01%013F-HRTimeline
EFG International AGin group EFG International AG114$16.7K<0.01%-3,11613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC110$16.1K<0.01%013F-HRTimeline
Covestor Ltd108$16K0.01%-2213F-HRTimeline
Hurley Capital, LLC107$15.7K0.01%013F-HRTimeline
Scarborough Advisors, LLC106$15.6K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC105$15.4K0.01%-513F-HRTimeline
DHJJ Financial Advisors, Ltd.104$15.2K0.01%013F-HRTimeline
First PREMIER Bank104$15K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…102$15K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.102$15K<0.01%-2,19113F-HRTimeline
New England Capital Financial Advisors …101$14.9K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$14.7K<0.01%013F-HRTimeline
True Wealth Design, LLC100$14.7K<0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.100$14.7K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC100$14.7K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC97$14.2K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.96$14.1K0.01%013F-HRTimeline
BALLAST ADVISORS LLC95$13.9K<0.01%013F-HR/ATimeline
Kilter Group LLC93$13.6K0.01%013F-HRTimeline
Integrity Financial Corp /WA91$13.3K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.90$13.2K0.01%-7513F-HRTimeline
Imprint Wealth LLC88$12.9K0.06%013F-HRTimeline
Vision Retirement, LLC88$12.9K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.84$12.3K<0.01%-14413F-HRTimeline
Front Row Advisors LLC84$12.2K<0.01%013F-HRTimeline
Rice Partnership, LLC81$11.9K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.67$9.81K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…66$9.68K<0.01%-2013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC65$9.53K0.01%new13F-HRTimeline
Balentine LLC63$9.24K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP62$9.09K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC58$9K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC61$8.94K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.60$8.8K0.03%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL59$8.65K<0.01%+2313F-HRTimeline
CURIO WEALTH, LLC59$8.65K<0.01%-9413F-HRTimeline
Peterson Wealth Services58$8.5K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.58$8.45K0.01%-30213F-HRTimeline
DecisionPoint Financial, LLC51$7.48K<0.01%-1513F-HRTimeline
City State Bank50$7.33K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC50$7.33K<0.01%013F-HRTimeline
Philadelphia Investment Partners, LLC48$6.98K<0.01%13F-HRTimeline
Deane Retirement Strategies, Inc.42$6.16K<0.01%-52,41713F-HRTimeline
Monetary Solutions, Ltd42$6.16K0.01%013F-HRTimeline
WPG Advisers, LLC39$5.72K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.39$5.72K<0.01%-1,45513F-HRTimelineGroup
Joseph Group Capital Management36$5.28K<0.01%new13F-HRTimeline
Orion Capital Management LLC36$5.24K<0.01%013F-HRTimeline
Blume Capital Management, Inc.35$5.13K<0.01%new13F-HRTimeline
Twin Tree Management, LP31$4.54K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC30$4.47K<0.01%013F-HRTimeline
SFAM, LLC30$4.4K<0.01%013F-HRTimeline
NCP Inc.29$4.25K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC29$4.25K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.28$4.11K<0.01%+913F-HRTimelineGroup
Gen-Wealth Partners Inc25$3.67K<0.01%013F-HRTimeline
Hickory Point Bank & Trust23$3.37K<0.01%new13F-HRTimeline
Strategic Advocates LLC21$3.08K0.01%-17013F-HRTimeline
Sawyer & Company, Inc18$2.64K<0.01%013F-HRTimeline
Park Place Capital Corp18$2.64K<0.01%-713F-HRTimeline
CAPITAL & PLANNING, LLC18$2.6K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC17$2.49K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC15$2.22K<0.01%-26013F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$2K<0.01%013F-HRTimeline
Go Invest LLC12$1.82K<0.01%013F-HRTimeline
Copia Wealth Management12$1.76K<0.01%-213F-HRTimeline
Silver Grove Financial Group, Inc.11$1.54K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.10$1.47K<0.01%new13F-HRTimeline
Caitlin John, LLC9$1.36K<0.01%-24813F-HRTimeline
ABOUND FINANCIAL, LLC1$147<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1$147<0.01%new13F-HRTimeline