Who Owns SELECT SECTOR SPDR TR (XLV)? -- Institutional Holders (2026-06-30)

1,047 institutions reported holding $5.55B of SELECT SECTOR SPDR TR (XLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($673.0M), Harel Insurance Investments & Financial Services Ltd. ($576.6M), TRUIST FINANCIAL CORP ($376.2M), WestEnd Advisors, LLC ($309.4M), CITIGROUP INC ($276.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$673.0M4.2MTrimmed
2Harel Insurance Investments & Financial Services Ltd.$576.6M3.6MAdded
3TRUIST FINANCIAL CORP$376.2M2.4MAdded
4WestEnd Advisors, LLC$309.4M1.9MAdded
5CITIGROUP INC$276.0M1.7MAdded
6MEITAV INVESTMENT HOUSE LTD$193.4M1.2MTrimmed
7Cambridge Investment Research Advisors, Inc.$93.8M591,308Added
8RiverFront Investment Group, LLC$83.6M526,676Added
9GREENWOOD GEARHART INC$76.0M479,226Added
10Conservest Capital Advisors, Inc.$74.3M468,151Trimmed
11Walleye Trading LLC$71.3M449,300Added
12Farther Finance Advisors, LLC$64.7M407,509Added
13TD Waterhouse Canada Inc.$57.3M359,087Added
14COMMONWEALTH EQUITY SERVICES, LLC$56.7M357,584Trimmed
15GRIMES & Co WEALTH MANAGEMENT, LLC$53.9M340,013Added
16Wellspring Financial Advisors, LLC$43.7M275,344Added
17ASSETMARK, INC$39.4M248,542Trimmed
18Krilogy Financial LLC$38.7M243,713Trimmed
19Private Advisor Group, LLC$36.3M228,811Trimmed
20Ayalon Insurance Comp Ltd.$32.4M204,009Added
21Biltmore Wealth Management, LLC$28.8M181,609Added
22SPINNAKER TRUST$28.4M178,802Trimmed
23DIVERSIFY WEALTH MANAGEMENT, LLC$27.7M169,666Added
24SP Asset Management LLC$27.3M171,889Added
25KWMG, LLC$26.7M168,085Added

Source: SEC Form 13F filings · as of 2026-06-30