DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
XLV

SELECT SECTOR SPDR TR

1,937 institutions still hold SELECT SECTOR SPDR TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81369Y209·Exchange Traded Fund·1,937 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$18.9B
visible holders
Holders
1,937
filers reporting
Concentration
24.05%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

XLV, the Health Care Select Sector SPDR Fund, reported $5.19M in institutional 13F value as of Q2 2026, concentrated almost entirely in First Financial Bank's Trust Division, which holds $4.19M and 81% of the reported base. First Financial added 1,982 shares (+8.1%) and recognized $609K in value appreciation, signaling continued confidence in diversified large-cap healthcare exposure. The only meaningful sellers were MassMutual Private Wealth & Trust, which reduced by 1,429 shares (-36%) and $179K, and Versant Capital Management, which cut its position by 657 shares (-63%) and $92K. No institution initiated a new XLV position. The net institutional flow is slightly negative, but the dominant holder's expansion is notable: First Financial's addition reflects a continued preference for ETF-based healthcare exposure over single-stock risk at this manager.

First Financial Bank's Trust Division holds XLV at $4.19M and 26,415 shares — 81% of the $5.19M institutional total. During the quarter, First Financial added 1,982 shares, an 8.1% increase that added $609K to its position value. No other institution on the list comes close to First Financial's conviction; the second-largest holder, MassMutual, is roughly one-tenth the size. First Financial's dominance means the reported institutional trend for XLV is largely driven by one manager's behavior.

MassMutual and Versant Capital: Meaningful Reductions
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4.5B31.0M0.33%Q1 2026
02
JPMORGAN CHASE & CO
CIK 0000019617
$2.3B15.8M0.15%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$1.7B11.4M0.10%Q1 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1.1B7.6M0.14%Q1 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.1B7.2M0.12%Q1 2026
06
UBS Group AG
CIK 0001610520
$957M6.5M0.14%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$936M6.4M0.18%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$928M6.3M0.25%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$759M5.2M0.20%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$702M4.8M0.22%Q1 2026
11
Focus Partners Wealth
CIK 0001542153
$480M3.1M0.55%Q4 2025
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$434M3.0M0.05%Q1 2026
13
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$416M2.8M2.82%Q1 2026
14
AMERIPRISE FINANCIAL INC
CIK 0000820027
$411M2.7M0.10%Q1 2026
15
NISSAY ASSET MANAGEMENT CORP /JAPAN
CIK 0000869589
$396M2.7M2.10%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$388M2.6M0.07%Q1 2026
17
CITADEL ADVISORS LLC
CIK 0001423053
$378M2.4M0.06%Q4 2025
18
Main Management ETF Advisors, LLC
CIK 0001698607
$373M2.5M13.91%Q1 2026
19
Janney Montgomery Scott LLC
CIK 0001329948
$346M2.4M0.86%Q1 2026
20
TRUIST FINANCIAL CORP
CIK 0000092230
$341M2.3M0.46%Q1 2026
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