XLV institutional holders

State Street Health Care Select Sector SPDR ETF · 1,913 reporting institutions · $32.7B reported value

Funds that can replace XLV · XLV return decomposition

Institutional holdings

Institutions reporting XLV, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$5.1B02026-06-30
Peakshares LLC$4.5B02026-06-30
Jpmorgan Chase & Co$2.1B02026-06-30
Morgan Stanley$1.9B23,1852026-06-30
Goldman Sachs Group Inc$1.2B02026-06-30
Wells Fargo & Company/mn$1.1B02026-06-30
Lpl Financial LLC$930.2M23,4582026-06-30
UBS Group AG$815.2M02026-06-30
Raymond James Financial Inc$789.2M02026-06-30
Envestnet Pmc$673M602026-06-30
Royal Bank of Canada$495.3M02026-06-30
Focus Partners Wealth$478.6M1,0482026-06-30
Barclays PLC$428M02026-06-30
Ameriprise Financial Inc$421.3M02026-06-30
Truist Financial Corp$376.2M02026-06-30
Westend Advisors, LLC$309.4M02026-06-30
Caisse de Depot Et Placement Du Quebec$268.6M02026-06-30
Menora Mivtachim Holdings Ltd.$264.9M02026-06-30
Osaic Holdings, Inc.$232.6M02026-06-30
Jordan Park Group LLC$224.5M142026-06-30
Meitav Investment House Ltd$193.4M02026-06-30
Pgim Custom Harvest LLC$182.2M02026-06-30
Citigroup Inc$175.4M02026-06-30
Migdal Insurance & Financial Holdings Ltd.$164M02026-06-30
Phoenix Financial Ltd.$159.4M02026-06-30
Charles Schwab Investment Management Inc$158.5M372026-06-30
Tudor Investment Corp Et Al$156M02026-06-30
Jain Global LLC$144.5M02026-06-30
Cetera Investment Advisers$130M10,3702026-06-30
Bank of Nova Scotia$126.4M02026-06-30
Nissay Asset Management Corp /japan$119.1M02026-06-30
Agf Management Ltd$114.7M02026-06-30
Stifel Financial Corp$113.2M02026-06-30
Victory Capital Management Inc.$110.2M1062026-06-30
Neuberger Berman Group LLC$109M02026-06-30
Bnp Paribas Financial Markets$101.6M02026-06-30
Renaissance Technologies LLC$99.7M02026-06-30
Rockefeller Capital Management LP$98.1M3462026-06-30
Blackrock, Inc.$92.3M02026-06-30
Two Sigma Investments, LP$89.2M02026-06-30
Srb Corp$88.3M02026-06-30
Hightower Advisors, LLC$87.1M1,0462026-06-30
Riverfront Investment Group, LLC$83.6M302026-06-30
Citadel Advisors LLC$81.8M02026-06-30
Northern Trust Corp$77M02026-06-30
Greenwood Gearhart LLC$76M212026-06-30
Conservest Capital Advisors Inc$74.3M72026-06-30
J.safra Asset Management Corp$72.1M02026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$70.6M02026-06-30
Healthcare of Ontario Pension Plan Trust Fund$70M02026-06-30
Qube Research & Technologies Ltd$69M02026-06-30
Natixis$66.6M02026-06-30
Gerber Kawasaki Wealth & Investment Management$66.3M392026-06-30
Farther Finance Advisors, LLC$64.7M3342026-06-30
US Bancorp$64.3M02026-06-30
Mercer Global Advisors Inc /adv$61.3M02026-06-30
Advisory Alpha, LLC$60.3M662026-06-30
TD Waterhouse Canada Inc.$57.3M02026-06-30
Commonwealth Equity Services, LLC$56.7M2,8632026-06-30
Kcm Investment Advisors LLC$55.4M72026-06-30
Grimes & Co Wealth Management, LLC$53.9M382026-06-30
Caption Management, LLC$53.7M02026-06-30
Bank of Montreal /can$53.6M02026-06-30
Capital Investment Advisors, LLC$53.2M592026-06-30
Jones Financial Companies LLLP$44.5M02026-06-30
Wellspring Financial Advisors, LLC$43.7M92026-06-30
Cerity Partners LLC$43.6M7772026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$42.7M02026-06-30
Baird Financial Group, Inc.$41.8M02026-06-30
Mai Capital Management$41.7M3082026-06-30
Assetmark, Inc$39.4M2202026-06-30
Captrust Financial Advisors$39.4M9622026-06-30
University of Illinois Foundation$38.9M02026-06-30
Krilogy$38.7M642026-06-30
Sanctuary Advisors, LLC$37.3M4012026-06-30
Bluespring Wealth Management, LLC$37M502026-06-30
Wharton Business Group, LLC$36.8M32026-06-30
Kingsview Wealth Management, LLC$36.4M1152026-06-30
Private Advisor Group, LLC$36.3M9272026-06-30
Volterra Technologies LP$36.2M02026-06-30
Sava Penzisko Drushtvo A.D. Skopje$36M02026-06-30
Fifth Third Bancorp$34.8M02026-06-30
PNC Financial Services Group, Inc.$33.8M02026-06-30
MML Investors Services, LLC$33.5M5,1202026-06-30
Jane Street Group, LLC$32.7M02026-06-30
Itau Unibanco Holding S.A.$32.1M02026-06-30
Bw Gestao de Investimentos Ltda.$31.9M02026-06-30
Fmr LLC$31.8M02026-06-30
Capital Fund Management S.A.$31.4M02026-06-30
Makena Capital Management LLC$31.3M12026-06-30
Nan Shan Life Insurance Co., Ltd.$31M02026-06-30
Miller Investment Management, LP$30.5M62026-06-30
Newedge Advisors$30.5M6012026-06-30
Millennium Management LLC$29M02026-06-30
Biltmore Wealth Management, LLC$28.8M32026-06-30
Spinnaker Trust$28.4M02026-06-30
Mivtachim the Workers Social Insurance Fund Ltd. (under Special Management)$28.2M02026-06-30
Westwood Holdings Group Inc$27.8M02026-06-30
Diversify Advisory Services, LLC$27.7M1162026-06-30
Diversify Wealth Management, LLC$27.7M782026-06-30
Mmbg Investment Advisors Co.$27.5M72026-06-30
SP Asset Management LLC$27.3M32026-06-30
Means Investment Co., Inc.$27.1M132026-06-30
Keen Wealth Advisors$26.7M222026-06-30
Rothschild Capital Partners, LLC$26.5M52026-06-30
Financial Advisory Corporation$26.4M92026-06-30
Concurrent Investment Advisors, LLC$26.2M3492026-06-30
American Financial Advisors, LLC$26M22026-06-30
Equitable Holdings, Inc.$25.8M02026-06-30
National Bank of Canada /fi$25.6M02026-06-30
Full Sail Capital, LLC$25.2M02025-09-30
Tamar Securities, LLC$24.6M152026-06-30
Graham Capital Management, LP$24.6M02026-06-30
Imz Advisory Inc.$24.2M42026-06-30
Rockport Wealth LLC$24.2M82026-06-30
Fisher Asset Management, LLC$24.1M2,9842026-06-30
Jefferies Financial Group Inc.$24M02026-06-30
Corient Private Wealth LP$23.8M6742026-06-30
Ep Wealth Advisors, LLC$23.6M3382026-06-30
Swan Global Investments, LLC$23.5M192026-06-30
Kestra Advisory Services, LLC$23.2M1,4792026-06-30
Lighthouse Financial Services Inc /adv$23.2M02026-06-30
Creative Planning$23M1,1712026-06-30
Ashton Thomas Private Wealth, LLC$22.9M962026-06-30
Cwm, LLC$22.7M6672026-03-31
Bellwether Advisors, LLC$22.6M82026-06-30
Graves Light Lenhart Wealth, Inc.$22.4M82026-06-30
Susquehanna International Group, LLP$21.7M02026-06-30
Integrated Wealth Concepts LLC$21.6M4802026-06-30
Gts Securities LLC$21.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$21.1M1,0262026-06-30
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$20.9M12026-06-30
Point72 Asset Management, LP$20.4M02026-06-30
Trek Financial, LLC$20.2M632026-06-30
Davenport & Co LLC$20M3392026-06-30
Iht Wealth Management LLC$20M1592026-06-30
Exchange Traded Concepts, LLC$19.8M02026-06-30
Steward Partners Investment Advisory, LLC$19.8M4812026-06-30
United Capital Financial Advisors, LLC$19.6M1662026-06-30
Gotham Asset Management, LLC$19.6M52026-06-30
Passaic Partners LLC$19.1M02026-06-30
Mariner, LLC$19M02026-06-30
Arkadios Wealth Advisors$18.6M2262026-06-30
Highpoint Advisor Group LLC$18.5M1142026-06-30
Peak Retirement Planning, Inc.$18.4M142026-06-30
Btg Pactual Asset Management US LLC$18.4M652026-06-30
Round Rock Advisors LLC$18.2M102026-06-30
Scotia Capital Inc.$18.2M02026-06-30
Blair William & Co/il$18M3292026-06-30
Dakota Wealth Management$17.9M02026-06-30
Concentric Capital Strategies, LP$17.9M02026-06-30
First Interstate Bank$17.9M02026-06-30
Long Run Wealth Advisors, LLC$17.5M02025-12-31
Clarity Financial LLC$17.5M142026-06-30
Country Trust Bank$17.2M02026-06-30
Adaptive Investments$17.1M02026-06-30
Oppenheimer Asset Management$17.1M52026-06-30
Manufacturers Life Insurance Company, the$16.9M02026-06-30
Comerica Bank$16.9M02025-12-31
State Street Corp$16.7M02026-06-30
Hilltop Wealth Advisors, LLC$16.7M112026-06-30
Allen Wealth Management, LLC$16.3M42026-06-30
J.W. Cole Advisors, Inc.$16.2M4992026-06-30
Salomon & Ludwin, LLC$15.9M62026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$15.7M02026-06-30
Bar Harbor Wealth Management$15.6M02026-06-30
Perigon Wealth Management, LLC$15.2M922026-06-30
CIBC World Market Inc.$15.1M02026-06-30
Private Wealth Advisors, LLC$15M22026-06-30
Valence8 US LP$14.8M32026-06-30
Valmark Advisers, Inc.$14.8M2952026-06-30
Flagship Harbor Advisors, LLC$14.7M602026-06-30
Brave Asset Management Inc$14.4M02026-06-30
Galvin, Gaustad & Stein, LLC$14.4M82026-06-30
Keybank National Association/oh$14.3M02026-06-30
Balance Wealth$14.2M92026-06-30
Robertson Stephens Wealth Management, LLC$14M722026-06-30
Lowe Brockenbrough & Co Inc$13.9M152026-06-30
Simon Quick Advisors, LLC$13.8M402026-06-30
Asset Advisors Investment Management, LLC$13.7M52026-06-30
Evolution Wealth Advisors, LLC$13.6M82026-06-30
Old National Bancorp /in$13.1M02026-06-30
Csenge Advisory Group$13.1M752026-06-30
Stillwater Capital Advisors, LLC$12.9M02026-06-30
Oppenheimer & Co. Inc.$12.8M1,1662026-06-30
Pathstone Holdings, LLC$12.7M02026-06-30
Archon Partners LLC$12.7M02026-06-30
Alphacore Capital LLC$12.7M692026-06-30
Lido Advisors, LLC$12.6M3202026-06-30
Spire Wealth Management$12.5M32026-06-30
&partners$12.5M5552026-06-30
Point72 Europe (london) LLP$12.5M02025-09-30
Wealthcare Asset Management, LLC$12.2M62026-06-30
Petredis Investment Advisors LLC$12.1M72026-06-30
Compass Wealth Management, Llc/ga$12.1M22026-06-30
Eagle Wealth Strategies$12.1M92026-06-30
The Clark Group Asset Management$12M32026-06-30
Keystone Global Partners, LLC$12M22026-06-30
Quantinno Capital Management LP$11.9M02026-06-30
Prosperity - An Eisneramper Company$11.9M652026-06-30
Vickerman Investment Advisors, Inc.$11.8M52026-06-30
Hobart Private Capital, LLC$11.7M122026-06-30
Carnegie Investment Counsel$11.6M372026-06-30
Cmh Wealth Management LLC$11.5M62026-06-30
Parkside Investments, LLC$11.5M52026-06-30
O'Shaughnessy Asset Management, LLC$11.2M582026-06-30
Federation Des Caisses Desjardins Du Quebec$11.2M02026-06-30
Intrua Financial, LLC$11.2M362026-06-30
Wespac Advisors Socal, LLC$11M102026-06-30
Brookstone Capital Management$10.9M3372026-06-30
Aqr Capital Management LLC$10.9M12026-06-30
Howard Capital Management Group, LLC$10.8M32026-06-30
Measured Wealth Private Client Group, LLC$10.8M102026-06-30
Symmetry Investments LP$10.8M02026-06-30
Wbh Advisory Inc$10.7M112026-06-30
Northwestern Mutual Wealth Management Co$10.7M02026-06-30
Lebenthal Global Advisors, LLC$10.7M252026-06-30
Arax Advisory Partners$10.6M2322026-06-30
Martin & Co Inc /tn$10.5M62026-06-30
Ameraudi Asset Management, Inc.$10.3M122026-06-30
Strategic Advisory Partners, LLC$10.1M42026-06-30
Prudent Investors Network, Inc.$10M32026-06-30
Toth Financial Advisory Corp$9.8M102026-06-30
Squarepoint Ops LLC$9.8M02026-06-30
Prestige Wealth Management Group LLC$9.8M62026-06-30
Ifp Advisors, Inc$9.7M3182026-06-30
Capital Investment Counsel, LLC$9.7M52026-06-30
Atria Investments, Inc$9.6M62026-06-30
Estate Counselors, LLC$9.6M52026-06-30
Waverly Advisors, LLC$9.5M2312026-06-30
Meridian Wealth Management, LLC$9.5M582026-06-30
High Note Wealth, LLC$9.5M42026-06-30
Allred Capital Management, LLC$9.4M42026-06-30
Constitution Investment Advisory and Portfolio Management$9.4M32026-06-30
Sage Capital Advisors, LLC$9.4M02026-06-30
Journey Advisory Group, LLC$9.2M182026-06-30
Arta Finance$9.1M32026-06-30
First Merchants Corp$9.1M02026-06-30
Advisory Services Network$9M2532026-06-30
Corecam Pte. Ltd.$9M02026-06-30
Castleark Management LLC$8.9M02026-06-30
Tcv Trust & Wealth Management, Inc.$8.9M02026-06-30
Lyell Wealth Management LP$8.8M02026-06-30
Independence Wealth Advisors, LLC$8.5M52026-06-30
Commerce Bank$8.4M02026-06-30
Coastal Bridge Advisors, LLC$8.4M392026-06-30
Madison Asset Management, LLC$8.3M12026-06-30
Cullen Capital Management, LLC$8.2M02026-06-30
Premier Path Wealth Partners, LLC$8.2M72026-06-30
Foronjy Financial$8M42026-06-30

The 250 largest of 1,913 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30