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 |
|---|---|---|
| Stonebridge Financial Group, LLC | 201.2K | 54.0% |
| Pacific Wealth Management | 33.6K | 9.0% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 25.6K | 6.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 22.2K | 6.0% |
| Boltwood Capital Management | 20.1K | 5.4% |
| CX Institutional | 15.9K | 4.3% |
| Montecito Bank & Trust | 12.1K | 3.2% |
| ROCKLAND TRUST CO | 11.5K | 3.1% |
| Heartwood Wealth Advisors LLC | 8.6K | 2.3% |
| First Citizens Financial Corp | 6.5K | 1.8% |
| ACIMA PRIVATE WEALTH, LLC | 5.2K | 1.4% |
| DOLIVER ADVISORS, LP | 4.3K | 1.2% |
| MassMutual Private Wealth & Trust, FSB | 2.4K | 0.6% |
| EASTERN BANK | 2.0K | 0.5% |
| Versant Capital Management, Inc | 381 | 0.1% |
| Olistico Wealth, LLC | 363 | 0.1% |
| Polaris Financial Partners | 338 | 0.1% |
| Roxbury Financial LLC | 207 | 0.1% |
| Noble Wealth Management PBC | 140 | 0.0% |
| Rosenberg Matthew Hamilton | 105 | 0.0% |
| TOMPKINS FINANCIAL CORP | 62 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Stonebridge Financial Group, LLC | Increased | 28.4K | 201.2K | +172.8K |
| Pacific Wealth Management | New | 0 | 33.6K | +33.6K |
| CX Institutional | Increased | 3.0K | 15.9K | +12.8K |
| ROCKLAND TRUST CO | Reduced | 19.3K | 11.5K | -7.8K |
| DOLIVER ADVISORS, LP | Reduced | 10.5K | 4.3K | -6.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 26.4K | 25.6K | -796 |
| Coastline Trust Co | Sold Out | 345 | 0 | -345 |
| Montecito Bank & Trust | Increased | 11.9K | 12.1K | +220 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 2.6K | 2.4K | -187 |
| Noble Wealth Management PBC | New | 0 | 140 | +140 |
| First Citizens Financial Corp | Increased | 6.4K | 6.5K | +123 |
| Rosenberg Matthew Hamilton | Reduced | 165 | 105 | -60 |
| EASTERN BANK | Reduced | 2.1K | 2.0K | -50 |
| Heartwood Wealth Advisors LLC | Increased | 8.5K | 8.6K | +41 |
| Olistico Wealth, LLC | Increased | 330 | 363 | +33 |
| Boltwood Capital Management | Reduced | 20.2K | 20.1K | -31 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 22.2K | 22.2K | +14 |
| Roxbury Financial LLC | Increased | 206 | 207 | +1 |
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.