DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
XLV

SELECT SECTOR SPDR TR

1,980 institutions still hold SELECT SECTOR SPDR TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81369Y209·Exchange Traded Fund·1,980 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$24.9B
visible holders
Holders
1,980
filers reporting
Concentration
20.57%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 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 · Q2 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
$5.1B32.3M0.33%Q2 2026
02
PeakShares LLC
CIK 0002113507
$4.5B28K3.36%Q2 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$2.1B13.0M0.12%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$1.9B11.7M0.10%Q2 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.3B8.4M0.12%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1.1B7.6M0.14%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.1B7.0M0.18%Q2 2026
08
UBS Group AG
CIK 0001610520
$998M6.3M0.13%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$930M5.9M0.21%Q2 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$853M5.4M0.07%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$789M5.0M0.21%Q2 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$673M4.2M0.16%Q2 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$511M3.2M0.08%Q2 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$490M3.1M0.06%Q2 2026
15
Focus Partners Wealth
CIK 0001542153
$479M3.0M0.49%Q2 2026
16
BARCLAYS PLC
CIK 0000312069
$428M2.7M0.08%Q2 2026
17
AMERIPRISE FINANCIAL INC
CIK 0000820027
$421M2.7M0.09%Q2 2026
18
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$416M2.8M2.82%Q1 2026
19
TRUIST FINANCIAL CORP
CIK 0000092230
$376M2.4M0.45%Q2 2026
20
Main Management ETF Advisors, LLC
CIK 0001698607
$373M2.5M13.91%Q1 2026
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