XLV — Select Sector Spdr Tr Institutional Holders · Q3 2026

Name: Who Owns XLV? 107 Institutions Hold $342M (Q3 2026)
Creator: ko.io

Who owns Select Sector Spdr Tr (XLV)? 107 institutions reported holding $342.08M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ayalon Insurance Comp Ltd. ($74.4M), Stonebridge Financial Group, LLC ($33.9M), Biltmore Wealth Management, LLC ($30.5M).

Rank	Institution	Value	Shares	Change
1	Ayalon Insurance Comp Ltd.	$74.4M	441,909	Added
2	Stonebridge Financial Group, LLC	$33.9M	201,197	Added
3	Biltmore Wealth Management, LLC	$30.5M	180,862	Trimmed
4	KWMG, LLC	$29.5M	175,100	Added
5	Graves Light Lenhart Wealth, Inc.	$23.3M	138,567	Trimmed
6	Farther Finance Advisors, LLC	$19.4M	115,280	Trimmed
7	Galvin, Gaustad & Stein, LLC	$15.7M	93,177	Added
8	TOTH FINANCIAL ADVISORY CORP	$11.0M	65,024	Added
9	Lake Hills Wealth Management, LLC	$10.4M	61,569	New
10	Financial Enhancement Group LLC	$7.4M	43,630	New
11	Pacific Wealth Management	$5.7M	33,577	New
12	COLTON GROOME FINANCIAL ADVISORS, LLC	$4.4M	25,878	Added
13	FIRST FINANCIAL BANK - TRUST DIVISION	$4.3M	25,619	Trimmed
14	BENEDICT FINANCIAL ADVISORS INC	$4.3M	25,527	Trimmed
15	CoreCap Advisors, LLC	$3.8M	22,487	Added
16	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$3.7M	22,207	Added
17	Apella Capital, LLC	$3.7M	21,730	Added
18	Boltwood Capital Management	$3.4M	20,147	Trimmed
19	Aventus Investment Advisors, Inc.	$3.0M	18,009	Added
20	CX Institutional	$2.7M	15,863	Added
21	Trust Co	$2.4M	14,461	Trimmed
22	CENTRAL BANK & TRUST CO	$2.1M	12,548	Trimmed
23	CenterStar Asset Management, LLC	$2.1M	12,362	New
24	Montecito Bank & Trust	$2.0M	12,086	Added
25	ROCKLAND TRUST CO	$1.9M	11,537	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30