# SELECT SECTOR SPDR TR (XLV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XLV/

- Reporting holders: 97
- Reported value: $263.6M
- Held through calls: 0.1%
- Held through puts: 0.5%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $33.9M | 201,197 | 2.5% | 4 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $30.5M | 180,862 | 9.4% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $29.5M | 175,100 | 2.1% | 9 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $23.3M | 138,567 | 2.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $19.4M | 115,280 | 0.1% | 16 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $15.7M | 93,177 | 1.2% | 3 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $11.0M | 65,024 | 1.1% | 32 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $10.4M | 61,569 | 4.8% | 1 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $7.4M | 43,630 | 0.8% | 1 |
| [Pacific Wealth Management](https://holderbook.com/funds/1852338-pacific-wealth-management/) | $5.7M | 33,577 | 2.5% | 1 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $4.4M | 25,878 | 1.0% | 19 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $4.3M | 25,619 | 0.3% | 32 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $4.3M | 25,527 | 0.9% | 23 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.8M | 22,487 | 0.1% | 19 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $3.7M | 22,207 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.7M | 21,730 | 0.0% | 3 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $3.4M | 20,147 | 0.8% | 32 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $3.0M | 18,009 | 2.2% | 6 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.4M | 14,461 | 0.2% | 31 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $2.1M | 12,548 | 0.3% | 32 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $2.1M | 1,962 | 0.5% | 1 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $2.0M | 12,086 | 0.3% | 31 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $1.9M | 11,537 | 0.1% | 32 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.9M | 11,419 | 0.6% | 2 |
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $1.7M | 9,961 | 0.5% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 97 | $263.6M |
| Q2 2026 | 1,878 | $40.8B |
| Q1 2026 | 1,821 | $32.3B |
| Q4 2025 | 1,859 | $34.6B |
| Q3 2025 | 1,665 | $32.8B |
| Q2 2025 | 1,692 | $29.6B |
| Q1 2025 | 1,789 | $32.6B |
| Q4 2024 | 1,777 | $30.8B |
| Q3 2024 | 1,741 | $37.1B |
| Q2 2024 | 1,682 | $32.6B |
| Q1 2024 | 1,683 | $39.6B |
| Q4 2023 | 1,655 | $35.7B |