XLV Healthcare Select Sector SPDR
Healthcare Select Sector SPDR (XLV) Institutional Ownership
What the institutions did with XLV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| TRUIST FINANCIAL CORP | 2.2M | 10.5% |
| WestEnd Advisors, LLC | 1.7M | 8.2% |
| MEITAV INVESTMENT HOUSE LTD | 1.3M | 6.1% |
| Ayalon Insurance Comp Ltd. | 441.9K | 2.1% |
| Gerber Kawasaki Wealth & Investment Management | 432.8K | 2.0% |
| TD Waterhouse Canada Inc. | 375.7K | 1.8% |
| KCM INVESTMENT ADVISORS LLC | 343.2K | 1.6% |
| Capital Investment Advisors, LLC | 330.6K | 1.5% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 310.6K | 1.4% |
| ASSETMARK, INC | 288.8K | 1.3% |
| Krilogy Financial LLC | 256.0K | 1.2% |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 235.8K | 1.1% |
| Trek Financial, LLC | 214.5K | 1.0% |
| Stonebridge Financial Group, LLC | 201.2K | 0.9% |
| MIRAE ASSET SECURITIES (USA) INC. | 200.9K | 0.9% |
| ELEMENT POINTE ADVISORS, LLC | 198.1K | 0.9% |
| Onyx Bridge Wealth Group LLC | 189.5K | 0.9% |
| Biltmore Wealth Management, LLC | 180.9K | 0.8% |
| Concurrent Investment Advisors, LLC | 177.9K | 0.8% |
| KWMG, LLC | 175.1K | 0.8% |
| Trilogy Capital Inc. | 173.2K | 0.8% |
| Financial Advisory Corp | 166.9K | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 157.7K | 0.7% |
| DAVENPORT & Co LLC | 141.1K | 0.7% |
| PARK AVENUE SECURITIES LLC | 139.9K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Farther Finance Advisors, LLC | Reduced | 407.5K | 115.3K | -292.2K |
| Ayalon Insurance Comp Ltd. | Increased | 204.0K | 441.9K | +237.9K |
| WestEnd Advisors, LLC | Reduced | 1.9M | 1.7M | -200.9K |
| MIRAE ASSET SECURITIES (USA) INC. | New | 0 | 200.9K | +200.9K |
| Onyx Bridge Wealth Group LLC | New | 0 | 189.5K | +189.5K |
| ELEMENT POINTE ADVISORS, LLC | Increased | 11.9K | 198.1K | +186.2K |
| Stonebridge Financial Group, LLC | Increased | 28.4K | 201.2K | +172.8K |
| Diversify Advisory Services, LLC | Reduced | 169.7K | 9.5K | -160.1K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 169.7K | 9.5K | -160.1K |
| Trilogy Capital Inc. | Increased | 26.6K | 173.2K | +146.5K |
| TRUIST FINANCIAL CORP | Reduced | 2.4M | 2.2M | -123.9K |
| New Harbor Financial Group, LLC | New | 0 | 114.0K | +114.0K |
| Trek Financial, LLC | Increased | 127.6K | 214.5K | +86.9K |
| MEITAV INVESTMENT HOUSE LTD | Increased | 1.2M | 1.3M | +79.3K |
| PARK AVENUE SECURITIES LLC | Increased | 63.2K | 139.9K | +76.6K |
| Lake Hills Wealth Management, LLC | New | 0 | 61.6K | +61.6K |
| Royal Fund Management, LLC | New | 0 | 60.5K | +60.5K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | Increased | 177.8K | 235.8K | +58.0K |
| Intrua Financial, LLC | Increased | 70.4K | 122.5K | +52.1K |
| Clear Creek Financial Management, LLC | Increased | 24.7K | 76.4K | +51.7K |
| Atria Investments, Inc | Increased | 60.5K | 108.1K | +47.6K |
| Financial Enhancement Group LLC | New | 0 | 43.6K | +43.6K |
| Signal Advisors Wealth, LLC | Increased | 10.7K | 52.0K | +41.2K |
| ASSETMARK, INC | Increased | 248.5K | 288.8K | +40.2K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 15.0K | 55.0K | +40.0K |
| MATHER GROUP, LLC. | Increased | 41.1K | 79.3K | +38.2K |
| Econ Financial Services Corp | Reduced | 41.1K | 3.0K | -38.1K |
| Keystone Global Partners, LLC | Reduced | 75.6K | 41.0K | -34.6K |
| VMS Asset Management Limited | New | 0 | 33.6K | +33.6K |
| Pacific Wealth Management | New | 0 | 33.6K | +33.6K |
| Accurate Wealth Management, LLC | New | 0 | 32.0K | +32.0K |
| Spectrum Asset Management, Inc. (NB/CA) | New | 0 | 30.8K | +30.8K |
| VestGen Advisors, LLC | Increased | 24.5K | 54.6K | +30.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | Increased | 49.5K | 79.4K | +29.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 10.2K | 40.0K | +29.8K |
| Ridgepath Capital Management LLC | New | 0 | 29.5K | +29.5K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Reduced | 340.0K | 310.6K | -29.4K |
| Soltis Investment Advisors LLC | Increased | 8.4K | 36.9K | +28.5K |
| WealthCare Asset Management, LLC | Reduced | 76.9K | 48.5K | -28.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 131.0K | 157.7K | +26.7K |
| Sage Capital Advisors,llc | Reduced | 59.2K | 32.7K | -26.5K |
| NEW WAVE WEALTH ADVISORS LLC | Reduced | 48.3K | 21.9K | -26.4K |
| BNC WEALTH MANAGEMENT, LLC | Sold Out | 25.1K | 0 | -25.1K |
| West Financial Advisors, LLC | New | 0 | 24.5K | +24.5K |
| TUCKER ASSET MANAGEMENT LLC | Increased | 2.0K | 24.9K | +22.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 44.5K | 66.2K | +21.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | Reduced | 32.7K | 11.2K | -21.6K |
| Summa Corp. | Increased | 2.6K | 24.0K | +21.4K |
| Crew Capital Management, Ltd | Reduced | 30.6K | 10.2K | -20.5K |
| Premier Path Wealth Partners, LLC | Reduced | 51.4K | 31.0K | -20.4K |
| BOCHK Asset Management Ltd | Reduced | 20.4K | 320 | -20.1K |
| Vontobel Holding Ltd. | Increased | 6.5K | 26.6K | +20.1K |
| Brookstone Capital Management | Increased | 68.8K | 88.8K | +20.0K |
| Arta Finance Wealth Management LLC | Reduced | 57.2K | 39.8K | -17.4K |
| Retireful, LLC | Sold Out | 17.0K | 0 | -17.0K |
| OPPENHEIMER & CO INC | Increased | 81.0K | 98.0K | +17.0K |
| CFC Planning Co LLC | New | 0 | 16.8K | +16.8K |
| TD Waterhouse Canada Inc. | Increased | 359.1K | 375.7K | +16.6K |
| Silphium Asset Management Ltd | Increased | 28.6K | 45.1K | +16.5K |
| SIMON QUICK ADVISORS, LLC | Reduced | 87.3K | 71.3K | -16.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.