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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,021,559$4.55B0.33%+3,259,95713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,794,063$2.27B0.15%-974,26013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,432,079$1.68B0.1%-54,47213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,180,417$1.05B0.14%+405,02513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,383,962$936M0.19%+24,14213F-HR/ATimelineGroup
LPL Financial LLC6,333,092$928M0.25%-230,22113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,199,979$762M+31,276Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,787,128$702M0.22%-186,97113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,732,432$694M-45,047Timeline
Focus Partners Wealthgroup of 2 filers holding3,095,534$454M-13,852Timeline
Main Management ETF Advisors, LLCgroup of 3 filers holding2,979,699$437M-1,270,396Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,838,549$416M2.82%-1,385,85213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,727,813$411M0.1%-120,91313F-HR/ATimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN2,702,894$396M2.1%-411,27013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,646,004$388M0.07%-187,11213F-HRTimelineGroup
Janney Montgomery Scott LLC2,361,183$346M0.86%-18,12013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,323,059$341M0.46%+43,25313F-HRTimelineGroup
Caisse de depot et placement du Quebec2,144,058$314M0.5%+665,72413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,947,906$286M0.1%+987,91213F-HRTimelineGroup
WestEnd Advisors, LLC1,878,114$275M6.65%+31,44613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,734,213$254M1.2%-11,00013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,586,797$233M2.55%-110,41313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,541,744$226M0.33%+205,92413F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,529,577$224M2.13%+348,23813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,391,792$204M0.13%-1,110,77113F-HRTimelineGroup
Jordan Park Group LLC1,370,536$201M10.7%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,122,816$165M0.01%+91,65113F-HRTimelineGroup
Rokos Capital Management LLPin group Rokos Capital Management LLP1,036,116$152M2.7%-621,37913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,003,611$147M0.02%+85,90413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC961,249$141M2.2%-61,00813F-HRTimelineGroup
Cetera Investment Advisers867,939$127M0.14%-66,93013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP770,348$113M0.1%+79,62213F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC740,343$109M0.08%-39,60313F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD726,050$106M0.48%-126,81113F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …680,149$99.7M0.87%+359,64513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA679,740$99.7M0.17%+180,88413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.670,171$98.3M<0.01%+235,30613F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC652,174$95.6M0.06%+6,39313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC607,605$89.1M0.06%-1,179,87313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…584,921$85.8M0.15%+8,32213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC581,167$85.2M0.06%+540,90613F-HRTimelineGroup
Qube Research & Technologies Ltd565,210$82.9M0.12%new13F-HRTimeline
SRB CORPin group SRB CORP556,818$81.6M5.01%013F-HRTimelineGroup
CIBC WORLD MARKET INC.553,159$81.1M0.14%-534,16013F-HRTimeline
HighTower Advisors, LLC526,922$77.3M0.08%+12,02013F-HRTimeline
RiverFront Investment Group, LLC521,112$76.4M1.18%+3,51413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP486,168$71.3M0.01%+98213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/480,893$70.5M0.03%-55,02913F-HRTimelineGroup
Conservest Capital Advisors, Inc.471,537$69.1M6.27%-5,68413F-HRTimeline
GREENWOOD GEARHART LLC462,504$67.8M3.67%+14,06813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\459,185$67.3M0.08%+37,14513F-HRTimelineGroup
J.Safra Asset Management Corp446,627$65.5M3.53%+11,29613F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding425,743$62.4M+351,624Timeline
STATE OF MICHIGAN RETIREMENT SYSTEM404,788$59.3M0.31%+40,60013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC398,570$58.4M0.27%+57,20213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…387,824$56.9M1.81%-7,88013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…382,859$56.1M1.14%+16,81913F-HRTimelineGroup
Advisory Alpha, LLC376,473$55.2M1.51%+1,71613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC368,885$54.1M0.08%-41,41313F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding368,581$54M-88,686Timeline
MML INVESTORS SERVICES, LLC363,690$53.3M0.15%-80,06313F-HRTimeline
Capital Investment Advisors, LLC345,759$50.7M0.74%-409,53113F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP335,996$48.3M0.04%new13F-HRTimeline
Farther Finance Advisors, LLC326,935$48.3M0.46%+68,26913F-HRTimeline
KCM INVESTMENT ADVISORS LLC326,615$47.9M1.59%-4,71113F-HRTimeline
Cambridge Investment Research Advisors,…317,799$46.6M0.12%+21,97513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC312,037$45.7M1.27%-87,84413F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…300,000$44M0.07%-835,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC299,153$43.9M0.09%+59,45013F-HRTimelineGroup
TD Waterhouse Canada Inc.292,323$43.2M0.13%+21,71913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV289,403$42.4M0.06%+23,27113F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…285,000$41.8M1.47%+151,80013F-HRTimelineGroup
Private Advisor Group, LLC278,763$40.9M0.19%-36,28813F-HRTimeline
Wellspring Financial Advisors, LLC272,211$39.9M3%-9,50713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC270,453$39.7M0.06%-34,01313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding269,103$39.5M+97,820Timeline
CAPITAL FUND MANAGEMENT S.A.267,734$39.3M0.35%-253,13413F-HRTimeline
Krilogy Financial LLC246,922$36.2M1.17%+18,58913F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …245,800$36M4.57%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP244,391$35M0.02%+33,14413F-HRTimelineGroup
MAI Capital Management236,929$34.7M0.2%+4,10713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.236,708$34.7M0.05%+119,52213F-HRTimelineGroup
Wharton Business Group, LLC232,563$34.1M1.29%-1,40013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding229,250$33.6M+34,948Timeline
Kingsview Wealth Management, LLC221,599$32.5M0.44%-4,68313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…220,815$32.4M0.02%+8,42313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding218,820$32.1M+44,183Timeline
Trilogy Capital Inc.216,901$31.8M1.42%+42,77313F-HRTimeline
Sanctuary Advisors, LLC213,125$31.2M0.17%+4,85013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.201,041$31M0.2%+15,37613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP218,843$30.9M0.04%+35,35713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP208,270$30.5M1.69%+191,65613F-HRTimeline
Miller Investment Management, LP202,911$29.7M2.95%+4,58913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC201,816$29.6M0.06%+99,27413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC201,130$29.5M0.03%new13F-HRTimelineGroup
BW Gestao de Investimentos Ltda.201,000$29.5M1.31%-65,00013F-HRTimeline
FMR LLCin group FMR LLC199,007$29.2M<0.01%+9,87713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP196,695$28.8M0.37%-58613F-HRTimeline
NewEdge Advisors, LLC195,406$28.6M0.1%-18,60713F-HR/ATimeline
Nan Shan Life Insurance Co., Ltd.195,277$28.6M1.04%+114,27713F-HRTimeline
SPINNAKER TRUST183,673$26.9M1.49%-69413F-HRTimeline
Trek Financial, LLC183,003$26.8M1.42%+1,83313F-HRTimeline
EP Wealth Advisors, LLC181,826$26.7M0.13%+71,64513F-HRTimeline
Ayalon Insurance Comp Ltd.179,509$26.3M5.38%+50,34013F-HRTimeline
Biltmore Wealth Management, LLC174,800$25.6M9.11%-1,76013F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC173,873$25.5M2.94%-8,52413F-HRTimeline
Financial Advisory Corp173,855$25.5M3.54%+44013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…172,792$25.3M0.05%+4,99313F-HRTimelineGroup
SP Asset Management LLC171,845$25.2M2.22%-3,36413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV171,750$25.2M0.87%+20,89213F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.171,475$25.1M0.04%+64,51113F-HRTimelineGroup
Rothschild Capital Partners, LLC171,004$25.1M6.18%-27,13413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.170,600$25M2.3%-40913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS165,928$24.3M0.04%+6,28913F-HRTimeline
MEANS INVESTMENT CO., INC.161,513$23.7M2.07%+3,35613F-HRTimeline
American Financial Advisors, LLC160,500$23.5M3.14%-3,78413F-HRTimeline
Mariner, LLCin group Mariner, LLC158,822$23.3M0.03%-47,63413F-HRTimelineGroup
CWM, LLCin group CWM, LLC154,808$22.7M0.06%+32,39913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL152,963$22.4M0.06%+18,97613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…149,093$21.9M0.24%+12,62613F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC147,497$21.6M1.16%-42,85413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP145,462$21.3M0.02%new13F-HRTimelineGroup
LIGHTHOUSE FINANCIAL SERVICES INC /ADV143,292$21.3M4.81%-1,19613F-HRTimeline
Ashton Thomas Private Wealth, LLC144,223$21.1M0.5%-37,36913F-HRTimeline
Fisher Asset Management, LLC142,880$20.9M0.01%+12,93813F-HRTimeline
Graves Light Lenhart Wealth, Inc.142,582$20.9M2.18%-76313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC142,317$20.9M0.16%-8,90113F-HRTimelineGroup
IMZ Advisory Inc141,966$20.8M7.87%+8,91113F-HRTimeline
Creative Planningin group Creative Planning141,802$20.8M0.01%+4,91313F-HRTimelineGroup
Cercano Management LLC140,876$20.7M0.89%+89,35713F-HRTimeline
KWMG, LLC138,864$20.4M1.7%+8,61813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …132,987$19.5M2.63%-1,26013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC127,230$18.7M0.14%-25,81413F-HRTimeline
Steward Partners Investment Advisory, L…125,494$18.4M0.09%-127,82013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…124,702$18.3M0.11%-1,85013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.124,130$18.2M0.22%+112,20613F-HRTimelineGroup
Measured Wealth Private Client Group, L…122,490$18M4.91%-5,03713F-HRTimeline
Volterra Technologies LP121,999$17.9M12.72%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT121,799$17.9M1.04%-8,27413F-HRTimelineGroup
DAVENPORT & Co LLC120,708$17.7M0.1%+4,06413F-HRTimeline
Valmark Advisers, Inc.120,073$17.6M0.21%+1,55913F-HRTimeline
Passaic Partners LLC118,613$17.4M2.11%-10,00013F-HRTimeline
GTS SECURITIES LLC118,273$17.3M0.61%+102,02713F-HRTimeline
Tamar Securities, LLC117,258$17.2M1.84%+8,63513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…115,890$17M0.04%-50,27113F-HRTimeline
Horizon Investments, LLC115,322$16.9M0.19%+59,35013F-HRTimeline
Evolution Wealth Advisors, LLC115,176$16.9M1.72%+2,71413F-HRTimeline
HighPoint Advisor Group LLC115,080$16.9M0.71%-4,17113F-HRTimeline
First Interstate Bank114,970$16.9M0.95%-2,03613F-HRTimeline
Dakota Wealth Management111,726$16.4M0.35%+8,75013F-HR/ATimeline
COUNTRY TRUST BANK108,189$15.9M0.3%+3,30113F-HRTimeline
Round Rock Advisors LLC107,918$15.8M2.42%+4,69113F-HRTimeline
IHT Wealth Management, LLC107,338$15.7M0.37%-36,68213F-HRTimeline
Asset Advisors Investment Management, L…104,542$15.3M1.46%+5,80913F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…104,161$15.3M0.46%-20813F-HRTimelineGroup
Integrated Wealth Concepts LLC103,862$15.2M0.12%+51,84713F-HRTimeline
J.W. COLE ADVISORS, INC.103,561$15.2M0.51%+2,00113F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE103,514$15.2M4.63%+7,94013F-HRTimeline
SG Americas Securities, LLC103,238$15.1M0.02%-5,15913F-HRTimeline
Beacon Pointe Advisors, LLC101,563$14.9M0.08%+67,04813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…100,770$14.8M0.02%+83,74113F-HRTimelineGroup
SCOTIA CAPITAL INC.100,381$14.7M0.06%+16,15513F-HRTimeline
Salomon & Ludwin, LLC100,550$14.6M1.31%+1,79013F-HRTimeline
TUDOR INVESTMENT CORP ET AL99,299$14.6M0.08%-7,99713F-HRTimeline
Estate Counselors, LLC98,757$14.5M1.29%-6,87613F-HRTimeline
Perigon Wealth Management, LLC98,181$14.4M0.26%-14,84713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC96,139$14.4M0.81%+35,95213F-HR/ATimeline
HILLTOP WEALTH ADVISORS, LLC96,481$14.1M8.48%+1,04913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/96,015$14.1M0.01%+7,43713F-HRTimelineGroup
ALLEN WEALTH MANAGEMENT, LLC95,954$14.1M7.04%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding95,877$14.1M+59,326Timeline
Bellwether Advisors, LLC94,639$13.9M2.35%-12,90613F-HRTimeline
Balance Wealth Partners LLC92,417$13.5M4.21%-15,27813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC92,044$13.5M0.07%+56,74613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …91,722$13.4M1.31%-42,64513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC91,700$13.4M0.02%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC89,012$13.1M0.6%+6,14513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…88,736$13M0.05%-71713F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC87,515$12.8M3.05%+1,37813F-HRTimeline
Insight Wealth Strategies, LLC85,647$12.6M1.4%+1,58013F-HRTimeline
Clarity Financial LLC85,305$12.5M1.36%-1,48313F-HRTimeline
Peak Retirement Planning, Inc.85,219$12.5M2.49%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding84,203$12.3M-5,880Timeline
LOWE BROCKENBROUGH & CO INC84,204$12.3M0.62%+2,20313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management81,628$12M0.41%-5,85513F-HRTimelineGroup
Stillwater Capital Advisors, LLC81,128$11.9M1.36%+93713F-HRTimeline
OLD NATIONAL BANCORP /IN/79,975$11.7M0.2%-5,52413F-HRTimeline
WBH ADVISORY INC78,986$11.7M0.87%-2,64413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…79,170$11.6M0.01%+12,05813F-HRTimelineGroup
Csenge Advisory Group78,732$11.5M0.53%+11,05813F-HRTimeline
Prosperity Consulting Group, LLC78,096$11.4M0.51%-2,64413F-HRTimeline
&PARTNERS77,655$11.4M0.06%+3,51313F-HRTimeline
Quantitative Investment Management, LLC76,896$11.3M1.17%new13F-HRTimeline
Arkadios Wealth Advisors76,733$11.2M0.19%+1,66613F-HRTimeline
Independent Advisor Alliance76,715$11.2M0.12%+71,05913F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC76,285$11.2M0.92%+1,66813F-HRTimeline
Sender Co & Partners, Inc.76,201$11.2M8.15%+33,08713F-HRTimeline
Carnegie Investment Counsel76,080$11.2M0.22%-5,10113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC75,377$11M0.01%-207,55013F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC74,208$10.9M2.14%+4,47613F-HRTimeline