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Disclosery

XLV SELECT SECTOR SPDR TR

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SHS (fund)

Filings received so far for Q3 2026: 186 13F filers report a position in XLV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Ayalon Insurance Comp Ltd.441,909$74.4M6.18%+237,90013F-HRTimeline
Krilogy Financial LLC255,996$44M1.2%+12,28313F-HRTimeline
Stonebridge Financial Group, LLC201,197$33.9M2.5%+172,84213F-HRTimeline
Biltmore Wealth Management, LLC180,862$30.5M9.43%-74713F-HRTimeline
KWMG, LLC175,100$29.5M2.13%+7,01513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…157,743$26.3M0.04%+26,74913F-HRTimeline
Graves Light Lenhart Wealth, Inc.138,567$23.3M2.18%-2,76713F-HRTimeline
Farther Finance Advisors, LLC115,280$19.4M0.14%-292,22913F-HRTimeline
Galvin, Gaustad & Stein, LLC93,177$15.7M1.18%+2,50013F-HRTimeline
WESPAC Advisors SoCal, LLC78,200$13.2M2.39%+8,78413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC66,204$11.1M0.2%+21,70813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP65,024$11M1.09%+2,98613F-HRTimeline
Lake Hills Wealth Management, LLC61,569$10.4M4.76%new13F-HRTimeline
Signal Advisors Wealth, LLC51,966$8.75M0.39%+41,24513F-HRTimeline
BigSur Wealth Management LLC51,473$8.67M2.05%+3,27013F-HRTimeline
Financial Enhancement Group LLC43,630$7.37M0.85%new13F-HRTimeline
Keystone Global Partners, LLC40,970$6.9M2.48%-34,59413F-HRTimeline
Cooksen Wealth, LLC37,965$6.48M3.97%+17413F-HRTimeline
Pacific Wealth Management33,577$5.66M2.49%new13F-HRTimeline
Sage Capital Advisors,llc32,737$5.51M1.11%-26,48913F-HRTimeline
Spinnaker Investment Group, LLC27,682$4.66M0.73%+4,25713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC25,878$4.36M1.02%+83713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION25,619$4.31M0.31%-79613F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC25,527$4.3M0.85%-1,62113F-HRTimeline
Dynamic Advisor Solutions LLC25,267$4.26M0.12%+1,96513F-HRTimeline
Focus Financial Network, Inc.23,183$3.9M0.12%+47713F-HRTimeline
CoreCap Advisors, LLC22,487$3.79M0.11%+9,07013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,207$3.74M0.04%+1413F-HRTimeline
Apella Capital, LLC21,730$3.67M0.05%+41813F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC21,434$3.61M0.89%-13413F-HRTimeline
Connecticut Wealth Management, LLC20,655$3.48M0.13%-3,01413F-HRTimeline
Stegent Equity Advisors, Inc.20,622$3.47M2.75%+3,97813F-HRTimeline
Boltwood Capital Management20,147$3.39M0.77%-3113F-HRTimeline
Mechanics Bank Trust Department18,317$3.08M0.39%-51213F-HRTimeline
Aventus Investment Advisors, Inc.18,009$3.03M2.22%+1,49613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC17,636$2.93M1.99%-4613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,869$2.67M0.07%013F-HRTimeline
CX Institutional15,863$2.67M0.07%+12,84013F-HRTimeline
Hofer & Associates. Inc14,857$2.5M1.75%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,690$2.47M0.04%+24013F-HRTimelineGroup
Pettinga Financial Advisors LLC14,533$2.45M0.4%-7,36113F-HRTimeline
Trust Co14,461$2.44M0.21%-1,14113F-HRTimeline
Windsor Capital Management, LLC14,353$2.42M0.62%-33713F-HRTimeline
Clarus Wealth Advisors13,853$2.37M0.86%+53813F-HRTimeline
SMI Advisory Services, LLC12,391$2.12M0.34%-4,05913F-HRTimeline
CENTRAL BANK & TRUST CO12,548$2.11M0.3%-53613F-HRTimeline
Matthew Goff Investment Advisor, LLC12,509$2.11M0.31%+2313F-HRTimeline
Scheeler Financial LLC12,309$2.07M1.57%13F-HRTimeline
Montecito Bank & Trust12,086$2.04M0.31%+22013F-HRTimeline
ROCKLAND TRUST CO11,537$1.94M0.07%-7,76713F-HRTimeline
Worth Asset Management, LLC11,419$1.92M0.56%+72813F-HRTimeline
Fearless Solutions, LLC dba Best Invest11,117$1.87M0.95%+4,76413F-HRTimeline
B. Riley Wealth Advisors, Inc.10,369$1.75M0.07%+3,06413F-HRTimeline
FSA Investment Group, LLC9,961$1.68M0.53%new13F-HRTimeline
4WEALTH ADVISORS, INC.9,666$1.65M1.14%+52413F-HRTimeline
Avior Wealth Management, LLC9,726$1.64M0.04%+1,78913F-HRTimeline
Roberts Wealth Advisors, LLC9,371$1.58M0.35%-41813F-HRTimeline
BAILARD, INC.9,308$1.57M0.03%013F-HRTimeline
Capitol Family Office, Inc.9,216$1.55M1.67%+8,68413F-HRTimeline
Crumly & Associates Inc.8,801$1.48M0.26%+6013F-HRTimeline
Heartwood Wealth Advisors LLC8,555$1.44M0.11%+4113F-HRTimeline
OMNI 360 Wealth, Inc.8,455$1.42M0.65%+83013F-HRTimeline
Cresta Advisors, Ltd.8,233$1.39M0.6%-13,69613F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV8,185$1.38M1.19%-15013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,175$1.38M0.97%-13013F-HRTimeline
Objective Capital Management, LLC7,887$1.33M1.19%+513F-HRTimeline
Blue Capital, Inc.7,160$1.21M0.75%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,985$1.18M0.21%+7113F-HRTimeline
XY Planning Network, Inc.6,786$1.14M0.12%+22213F-HRTimeline
First Citizens Financial Corp6,533$1.1M0.46%+12313F-HRTimeline
E&G Advisors, LLC6,480$1.09M0.21%-30013F-HRTimeline
Venture Visionary Partners LLC6,114$1.03M0.03%-18413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.5,936$1000K0.68%+61013F-HRTimeline
EQUITABLE TRUST CO5,909$995K0.04%013F-HRTimeline
Shum Financial Group, Inc.5,823$981K0.56%+913F-HRTimeline
Vilga Financial Planning LLC5,807$978K0.58%+35313F-HRTimeline
Legacy Private Trust Co.5,680$957K0.05%-1513F-HRTimeline
M.E. ALLISON & CO., INC.5,658$953K0.53%-2813F-HRTimeline
JBR Co Financial Management Inc5,863$935K0.36%-3013F-HRTimeline
Kessler Investment Group, LLC5,436$916K0.44%+85813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,423$913K0.06%+2,23013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC5,228$880K0.26%013F-HRTimeline
KFA Private Wealth Group, LLC5,157$869K0.2%-6613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC5,121$862K0.01%+1,91013F-HRTimeline
YHB Investment Advisors, Inc.5,105$860K0.05%+3,84213F-HRTimeline
LS Investment Advisors, LLC5,000$842K0.11%+3,00013F-HRTimeline
STABLEFORD CAPITAL II LLC4,938$832K0.29%-15213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,854$818K0.05%+22113F-HRTimeline
Wedmont Private Capital4,787$805K0.02%+2,04713F-HRTimeline
City Center Advisors, LLC4,775$804K0.61%new13F-HRTimeline
Bullock Wealth Management Group4,472$743K0.31%+8413F-HRTimeline
Ring Mountain Capital, LLC4,391$740K0.3%-19813F-HRTimeline
DOLIVER ADVISORS, LP4,329$729K0.16%-6,14413F-HRTimeline
Bison Wealth, LLC4,079$702K0.06%+65313F-HRTimeline
Investment Partners Asset Management, I…4,098$690K0.37%+5413F-HRTimeline
Clay Northam Wealth Management, LLC3,871$652K0.3%+4013F-HRTimeline
Balefire, LLC3,841$647K0.1%+2,51713F-HRTimeline
COURIER CAPITAL LLC3,772$635K0.12%-31,73313F-HRTimeline
LYNCH & ASSOCIATES/IN3,725$627K0.09%-1913F-HRTimeline
RTD Financial Advisors, Inc.3,706$624K0.07%013F-HRTimeline
Strategic Advisors LLC3,625$611K0.13%+9413F-HRTimeline
Bricktown Capital, LLC3,558$599K0.11%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,531$595K0.02%+213F-HRTimeline
Kaydan Wealth Management, Inc.3,423$577K0.2%-12613F-HRTimeline
Sound Income Strategies, LLC3,397$571K0.03%+21713F-HRTimeline
Fiduciary Alliance LLC3,274$551K0.04%+79913F-HRTimeline
Stone Summit Wealth LLC3,165$533K0.14%+22013F-HRTimeline
Cape Investment Advisory, Inc.3,137$528K0.14%+1,71213F-HRTimeline
Regent Peak Wealth Advisors LLC3,087$520K0.09%+313F-HRTimeline
SAPIENT CAPITAL LLC3,083$519K0.01%-2513F-HRTimeline
CHAPIN DAVIS, INC.2,946$496K0.1%+3213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,886$486K0.01%-27513F-HRTimeline
My Personal CFO, LLC2,760$465K0.17%+29413F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,757$464K0.03%-36613F-HRTimeline
Valeo Financial Advisors, LLC2,696$454K0.01%+213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,651$446K0.15%013F-HRTimeline
WT Wealth Management2,650$446K0.12%+1313F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,380$401K0.01%-18713F-HRTimeline
Successful Portfolios LLC2,357$394K0.18%-4013F-HRTimeline
First Heartland Consultants, Inc.2,322$391K0.03%-48813F-HRTimeline
GAMMA Investing LLC2,194$370K0.01%-19813F-HRTimeline
Whalen Wealth Management Inc.2,184$368K0.16%new13F-HRTimeline
TrueWealth Advisors, LLC2,088$352K0.08%+2713F-HRTimeline
EASTERN BANK2,043$344K0.01%-5013F-HRTimeline
Bank of New Hampshire2,030$342K0.07%+11013F-HRTimeline
Iowa State Bank2,000$337K0.06%013F-HRTimeline
CenterStar Asset Management, LLC1,962$332K0.52%new13F-HRTimeline
Byrne Asset Management LLC1,979$329K0.18%+7013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,914$322K0.04%+34013F-HRTimeline
Castle Rock Wealth Management, LLC1,895$317K0.06%+1013F-HRTimeline
Maltin Wealth Management, Inc.1,876$316K0.1%+513F-HRTimeline
Sincerus Advisory, LLC1,789$301K0.2%+613F-HRTimeline
Spartan Planning & Wealth Management1,772$298K0.19%+37213F-HRTimeline
Accel Wealth Management1,742$293K0.06%+20813F-HRTimeline
JM2 Capital Inc.1,740$293K0.19%+14313F-HRTimeline
Paragon Capital Management Ltd1,723$290K0.05%013F-HRTimeline
Syntegra Private Wealth Group, LLC1,712$288K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,680$283K0.02%+7413F-HRTimelineGroup
Weaver Consulting Group1,658$279K0.05%-2013F-HRTimeline
GK Wealth Management LLC1,549$261K0.15%-1,77613F-HRTimeline
Fjell Capital, LLC1,502$253K0.14%new13F-HRTimeline
Edge Wealth Management LLC1,475$249K0.04%+113F-HRTimeline
GEM Asset Management, LLC1,399$236K0.09%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,383$233K0.02%-713F-HRTimeline
Breakwater Capital Group1,364$230K0.03%-613F-HRTimeline
Cooper Financial Group1,326$223K0.02%new13F-HRTimeline
Sherry Group, Inc.1,290$217K0.2%013F-HRTimeline
Nautilus Advisors LLC1,289$217K0.13%new13F-HRTimeline
Shulman DeMeo Asset Management LLC1,283$215K0.04%-19813F-HRTimeline
Kaizen Financial Strategies1,270$214K0.08%new13F-HRTimeline
Roan Capital Partners1,257$212K0.16%new13F-HRTimeline
Baron Financial Group, LLC1,255$211K0.1%new13F-HRTimeline
NorthCrest Asset Manangement, LLC1,252$211K<0.01%new13F-HRTimeline
Able Wealth Management LLC1,245$208K0.05%new13F-HRTimeline
Berbice Capital Management LLC1,200$202K0.1%new13F-HRTimeline
AtlasMark Financial, Inc1,200$202K0.1%new13F-HRTimeline
Acropolis Investment Management, LLC1,136$191K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC936$158K0.04%+4213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC935$157K0.01%+16813F-HRTimeline
Clayton Financial Group LLC728$123K0.06%new13F-HRTimeline
Grove Bank & Trust688$116K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC670$113K0.08%013F-HRTimeline
Investors Research Corp647$109K0.02%-8013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST520$87.6K0.01%013F-HRTimeline
Pacifica Partners Inc.480$79.8K0.02%013F-HRTimeline
Versant Capital Management, Inc381$64.2K0.01%013F-HRTimeline
Keystone Financial Group, Inc.366$61.6K0.03%-613F-HRTimeline
Olistico Wealth, LLC363$61.1K0.03%+3313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…345$58.1K<0.01%013F-HRTimeline
Polaris Financial Partners338$58K0.03%13F-HRTimeline
FIRST COMMUNITY TRUST NA300$50.5K0.02%013F-HRTimeline
Rydar Equities, Inc.248$41.9K0.02%new13F-HRTimeline
Bulwark Capital Corp220$37.1K0.02%013F-HRTimeline
Bangor Savings Bank208$35K<0.01%013F-HRTimeline
Roxbury Financial LLC207$34.8K0.03%+113F-HRTimeline
STEPH & CO170$28.6K0.01%013F-HRTimeline
Davis Capital Management150$25.3K0.02%013F-HRTimeline
Noble Wealth Management PBC140$23.6K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.113$19K<0.01%+1113F-HRTimeline
Rosenberg Matthew Hamilton105$17.7K<0.01%-6013F-HRTimeline
First PREMIER Bank102$17K<0.01%-913F-HRTimeline
True Wealth Design, LLC100$16.8K<0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…80$13.5K0.02%-19613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP62$10.4K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC29$4.88K<0.01%013F-HRTimeline
Go Invest LLC13$2.15K<0.01%013F-HRTimeline