SS Health Care Select SectorXLVETF

13F holders, Q2 2026 (June 30)
1,863holders +43
166new positions
115sold out
9famous investors
$158.79avg. 13F price*

At the end of Q2 2026, 1,863 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 43 from Q1 2026. 166 opened new positions and 115 sold out. The largest holders were Bank of America Corp. ($5.1B), JPMorgan Chase & Co. ($2.1B) and Morgan Stanley ($1.9B). 9 famous investors held it, including Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Health Care Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2026)
CUSIP
81369Y209
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions166$878.2M
Exits115$878.7M

All 13F filers, Q1 2026 → Q2 2026: 19,409,535 shares bought and 21,571,617 shares sold, net −2,162,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,863 holders

Bank of America Corp. 0.33% Add +4.1% 32,283,419 $5.1B
JPMorgan Chase & Co. 0.12% Reduce -17.5% 13,036,140 $2.1B
Morgan Stanley 0.10% Add +2.5% 11,713,248 $1.9B
Goldman Sachs Group Inc. 0.13% Add +6.0% 7,613,797 $1.2B
Wells Fargo & Company 0.19% Add +6.2% 6,778,028 $1.1B
LPL Financial LLC 0.21% Reduce -7.4% 5,862,907 $930.2M
UBS Group AG 0.13% Add +13.5% 5,138,311 $815.2M
Raymond James Financial Inc. 0.21% Add +3.9% 4,974,409 $789.2M
Envestnet Asset Management Inc. 0.16% Reduce -18.1% 4,241,978 $673.0M
Harel Insurance Investments & Financial Services Ltd. 2.81% Add +28.0% 3,634,449 $576.6M
Royal Bank of Canada 0.08% Add +18.0% 3,122,016 $495.3M
Focus Partners Wealth 0.49% Reduce -2.1% 3,016,769 $478.6M
Barclays PLC 0.14% Add +38.5% 2,697,716 $428.0M
Ameriprise Financial Inc. 0.09% Reduce -2.7% 2,654,030 $421.3M
Truist Financial Corp. 0.45% Add +2.1% 2,371,350 $376.2M
Janney Montgomery Scott LLC 0.71% Reduce -1.8% 2,319,229 $368.0M
WestEnd Advisors, LLC 6.90% Add +3.8% 1,949,867 $309.4M
Caisse de depot et placement du Quebec 0.38% Reduce -21.0% 1,693,225 $268.6M
Menora Mivtachim Holdings LTD. 1.03% Reduce -3.7% 1,669,613 $264.9M
Osaic Holdings, Inc. 0.27% Reduce -4.9% 1,465,522 $232.6M
Jordan Park Group LLC 11.39% Add +3.3% 1,415,160 $224.5M
Meitav Investment House Ltd. 1.30% Reduce -23.2% 1,219,207 $193.4M
PGIM Custom Harvest LLC 2.28% Add +19.4% 1,148,086 $182.2M
Citigroup Inc. 0.08% Add +81.9% 1,105,268 $175.4M
Migdal Insurance & Financial Holdings Ltd. 1.05% Add +52.0% 1,033,549 $164.0M
Phoenix Financial Ltd. 1.09% Reduce -34.3% 1,004,740 $159.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.4% 999,240 $158.5M
Tudor Investment Corporation 0.65% Add +890.4% 983,436 $156.0M
Jain Global LLC 1.84% New 910,460 $144.5M
Cetera Investment Advisers 0.12% Reduce -5.6% 819,649 $130.0M
Bank of Nova Scotia 0.19% Add +17.2% 796,960 $126.4M
Main Management Fund Advisors LLC 8.54% New 761,100 $120.8M
Nissay Asset Management Corp. /Japan 0.50% Reduce -72.2% 750,640 $119.1M
Agf Management Ltd. 0.45% Reduce -0.4% 722,959 $114.7M
Stifel Financial Corp. 0.09% Reduce -7.4% 713,602 $113.2M
Victory Capital Management Inc. 0.06% Add +6.5% 694,506 $110.2M
Neuberger Berman Group LLC 0.07% Reduce -7.2% 686,781 $109.0M
BNP Paribas Financial Markets 0.05% Reduce -54.0% 640,098 $101.6M
Renaissance Technologies 0.14% Add +585.2% 628,300 $99.7M
Rockefeller Capital Management L.P. 0.15% Add +5.8% 618,590 $98.1M
BlackRock, Inc. 0.00% Reduce -13.2% 581,605 $92.3M
Nwi Management LP 5.73% Add +2160.0% 565,000 $89.6M
Two Sigma Investments, LP 0.07% Add +286.4% 562,031 $89.2M
SRB Corp. 4.75% No change 556,818 $88.3M
HighTower Advisors, LLC 0.08% Add +4.2% 548,802 $87.1M
RiverFront Investment Group, LLC 1.10% Add +1.1% 526,676 $83.6M
Citadel Advisors 0.05% New 515,327 $81.8M
Northern Trust Corp. 0.01% Reduce -0.2% 485,006 $77.0M
Greenwood Gearhart LLC 3.54% Add +3.6% 479,226 $76.0M
Conservest Capital Advisors, Inc. 5.91% Reduce -0.7% 468,151 $74.3M
J.Safra Asset Management Corp 3.32% Add +1.7% 454,218 $72.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.44% Add +1326.8% 445,151 $70.6M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +47.0% 440,900 $70.0M
Qube Research & Technologies Ltd 0.08% Reduce -23.1% 434,744 $69.0M
Natixis 0.32% Add +4.1% 419,940 $66.6M
Gerber Kawasaki Wealth & Investment Management 1.77% Add +7.7% 417,803 $66.3M
Farther Finance Advisors, LLC 0.51% Add +24.6% 407,509 $64.7M
US Bancorp \de 0.07% Reduce -11.7% 405,297 $64.3M
Mercer Global Advisors Inc. 0.08% Add +33.6% 386,532 $61.3M
Advisory Alpha, LLC 1.48% Add +0.9% 379,833 $60.3M
TD Waterhouse Canada Inc. 0.15% Add +22.8% 359,087 $57.3M
Commonwealth Equity Services, LLC 0.07% Reduce -3.1% 357,584 $56.7M
KCM Investment Advisors LLC 1.65% Add +7.0% 349,376 $55.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.17% Add +9.0% 340,013 $53.9M
Caption Management, LLC 1.96% New 338,498 $53.7M
Bank of Montreal 0.02% Reduce -29.8% 337,628 $53.6M
Capital Investment Advisors, LLC 0.70% Reduce -3.0% 335,320 $53.2M
Main Management LLC 3.52% Reduce -24.2% 330,667 $52.5M
Clal Insurance Enterprises Holdings Ltd 0.23% New 318,000 $50.5M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -7.0% 295,654 $46.9M
Jones Financial Companies LLLP 0.02% Add +13.5% 277,455 $44.5M
Wellspring Financial Advisors, LLC 2.88% Add +1.1% 275,344 $43.7M
Cerity Partners LLC 0.05% Add +1.7% 275,041 $43.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.75% No change 269,341 $42.7M
Baird Financial Group, Inc. 0.06% Add +11.3% 263,560 $41.8M
MAI Capital Management 0.16% Add +11.1% 263,099 $41.7M
Quantitative Investment Management, LLC 4.40% Add +231.0% 254,518 $40.4M
Assetmark, Inc. 0.07% Reduce -16.9% 248,542 $39.4M
Captrust Financial Advisors 0.06% Add +49.8% 248,509 $39.4M
University of Illinois Foundation 6.94% New 244,920 $38.9M
Krilogy Financial LLC 1.14% Reduce -1.3% 243,713 $38.7M
Sanctuary Advisors, LLC 0.17% Add +10.4% 235,348 $37.3M
Bluespring Wealth Management, LLC 0.71% Add +12023.3% 233,494 $37.0M
Wharton Business Group, LLC 1.23% Reduce -0.2% 232,139 $36.8M
Kingsview Wealth Management, LLC 0.44% Add +3.5% 229,299 $36.4M
Private Advisor Group, LLC 0.17% Reduce -17.9% 228,811 $36.3M
Volterra Technologies LP 23.26% Add +86.9% 227,969 $36.2M
SG Americas Securities, LLC 0.02% Add +120.7% 227,796 $36.1M
Sava Penzisko Drushtvo A.D. Skopje 9.60% Add +71.5% 177,500 $36.0M
Fifth Third Bancorp 0.06% Reduce -2.1% 219,080 $34.8M
PNC Financial Services Group, Inc. 0.02% Reduce -3.4% 213,270 $33.8M
MML Investors Services, LLC 0.07% Reduce -42.0% 211,065 $33.5M
Jane Street Group, LLC 0.02% Add +2.4% 205,926 $32.7M
Ayalon Insurance Comp Ltd. 3.97% Add +13.7% 204,009 $32.4M
Itau Unibanco Holding S.A. 0.63% New 202,434 $32.1M
CSM Advisors, LLC 0.68% New 202,041 $32.1M
BW Gestao de Investimentos Ltda. 0.77% No change 201,000 $31.9M
FMR LLC 0.00% Add +0.8% 200,648 $31.8M
Capital Fund Management S.A. 0.22% Reduce -26.1% 197,847 $31.4M
Makena Capital Management LLC 3.29% Add +13.4% 197,201 $31.3M

"% of holder's portfolio" is XLV's weight in each manager's 13F, not the share of SS Health Care Select Sector the manager owns.

Show all 1,863 holders