SELECT SECTOR SPDR TR (XLV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,794
Reporting holders
$33.2B
Reported value
14.9%
Held as options
+49
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $5.1B | 32,283,419 | 0.33% | 31q | +4.1%+$200.2M |
| PeakShares LLC | $4.5B | 28,491 | 3.36% | 3q | +9.5%+$393.5M |
| JPMORGAN CHASE & CO | $2.1B | 13,036,140 | 0.12% | 31q | -17.5%-$443.3M |
| JANE STREET GROUP, LLC | $2.0B | 205,926 | 0.17% | 31q | +2.4%+$47.2M |
| MORGAN STANLEY | $1.9B | 11,713,248 | 0.10% | 35q | +2.5%+$44.6M |
| GOLDMAN SACHS GROUP INC | $1.3B | 7,613,797 | 0.12% | 31q | +6.0%+$75.9M |
| WELLS FARGO & COMPANY/MN | $1.1B | 6,778,028 | 0.18% | 31q | -46.9%-$985.4M |
| UBS Group AG | $998.0M | 5,138,311 | 0.13% | 31q | +13.5%+$118.5M |
| LPL Financial LLC | $930.2M | 5,862,907 | 0.21% | 31q | -7.4%-$74.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $853.1M | 136,619 | 0.07% | 31q | +35.6%+$223.9M |
| RAYMOND JAMES FINANCIAL INC | $789.2M | 4,974,409 | 0.21% | 7q | +3.9%+$29.7M |
| ENVESTNET ASSET MANAGEMENT INC | $673.0M | 4,241,978 | 0.16% | 31q | -18.0%-$148.2M |
| ROYAL BANK OF CANADA | $511.2M | 3,122,016 | 0.08% | 31q | +18.0%+$77.9M |
| CITADEL ADVISORS LLC | $490.3M | 515,327 | 0.06% | 31q | HELD |
| Focus Partners Wealth | $478.6M | 3,016,769 | 0.49% | 11q | -2.1%-$10.2M |
| BARCLAYS PLC | $428.0M | 2,697,716 | 0.08% | 31q | +38.5%+$119.0M |
| AMERIPRISE FINANCIAL INC | $421.3M | 2,654,030 | 0.09% | 31q | -51.4%-$444.7M |
| TRUIST FINANCIAL CORP | $376.2M | 2,371,350 | 0.45% | 31q | +2.1%+$7.7M |
| WestEnd Advisors, LLC | $309.4M | 1,949,867 | 6.90% | 31q | +3.8%+$11.4M |
| CITIGROUP INC | $276.0M | 1,105,268 | 0.09% | 31q | +81.9%+$124.3M |
| Caisse de depot et placement du Quebec | $268.6M | 1,693,225 | 0.38% | 7q | -21.0%-$71.5M |
| MENORA MIVTACHIM HOLDINGS LTD. | $264.9M | 1,669,613 | 1.03% | 14q | -3.7%-$10.2M |
| TUDOR INVESTMENT CORP ET AL | $244.2M | 983,436 | 0.34% | 6q | +890.4%+$219.6M |
| MILLENNIUM MANAGEMENT LLC | $237.0M | 182,757 | 0.09% | 31q | -68.6%-$516.6M |
| OSAIC HOLDINGS, INC. | $232.6M | 1,465,522 | 0.27% | 26q | -4.9%-$12.1M |
| Jordan Park Group LLC | $224.5M | 1,415,160 | 11.39% | 2q | +3.3%+$7.1M |
| BNP PARIBAS FINANCIAL MARKETS | $194.4M | 640,098 | 0.07% | 31q | -54.0%-$228.3M |
| MEITAV INVESTMENT HOUSE LTD | $193.4M | 1,219,207 | 1.30% | 31q | -23.2%-$58.3M |
| PGIM Custom Harvest LLC | $182.2M | 1,148,086 | 2.28% | 19q | +19.4%+$29.6M |
| Migdal Insurance & Financial Holdings Ltd. | $164.0M | 1,033,549 | 1.05% | 27q | +52.0%+$56.1M |
| Squarepoint Ops LLC | $160.4M | 61,544 | 0.18% | 14q | -69.5%-$365.7M |
| Phoenix Financial Ltd. | $159.4M | 1,004,740 | 1.09% | 26q | -34.3%-$83.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $158.5M | 999,240 | 0.02% | 25q | HELD |
| Sixth Street Partners Management Company, L.P. | $158.5M | 999,240 | 0.02% | new | NEW |
| Jain Global LLC | $144.5M | 910,460 | 0.57% | new | NEW |
| Cetera Investment Advisers | $130.0M | 819,649 | 0.12% | 31q | -5.6%-$7.7M |
| BANK OF NOVA SCOTIA | $127.2M | 796,960 | 0.19% | 31q | +17.2%+$18.7M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $119.1M | 750,640 | 0.50% | 22q | -72.2%-$309.7M |
| AGF MANAGEMENT LTD | $114.7M | 722,959 | 0.45% | 15q | HELD |
| PEAK6 LLC | $113.9M | options only | 0.23% | 7q | OPTIONS |
| STIFEL FINANCIAL CORP | $113.2M | 713,602 | 0.09% | 31q | -7.4%-$9.0M |
| VICTORY CAPITAL MANAGEMENT INC | $110.2M | 694,506 | 0.06% | 17q | +6.5%+$6.7M |
| NEUBERGER BERMAN GROUP LLC | $109.0M | 686,781 | 0.07% | 31q | -7.2%-$8.5M |
| Balyasny Asset Management L.P. | $107.3M | 35,892 | 0.13% | 20q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $104.2M | 656,501 | 0.06% | 30q | +126.8%+$58.2M |
| RENAISSANCE TECHNOLOGIES LLC | $99.7M | 628,300 | 0.14% | 2q | +585.2%+$85.1M |
| Rockefeller Capital Management L.P. | $98.1M | 618,590 | 0.15% | 30q | +5.8%+$5.3M |
| Parallax Volatility Advisers, L.P. | $93.6M | 1 | 0.16% | 31q | -100.0%-$4.5T |
| BlackRock, Inc. | $92.3M | 581,605 | 0.00% | 8q | -13.2%-$14.1M |
| TWO SIGMA INVESTMENTS, LP | $89.2M | 562,031 | 0.06% | 2q | +286.4%+$66.1M |
| SRB CORP | $88.3M | 556,818 | 4.75% | 7q | HELD |
| HighTower Advisors, LLC | $87.1M | 548,802 | 0.08% | 31q | +4.2%+$3.5M |
| RiverFront Investment Group, LLC | $83.6M | 526,676 | 1.10% | 31q | +1.1%+$882.8K |
| Point72 Asset Management, L.P. | $83.6M | 128,822 | 0.09% | 14q | -24.9%-$27.7M |
| Longaeva Partners L.P. | $77.3M | options only | 1.69% | new | OPTIONS |
| NORTHERN TRUST CORP | $77.0M | 485,006 | 0.01% | 31q | HELD |
| GREENWOOD GEARHART LLC | $76.0M | 479,226 | 3.54% | 13q | +3.6%+$2.7M |
| Conservest Capital Advisors, Inc. | $74.3M | 468,151 | 5.91% | 31q | -0.7%-$537.2K |
| Qube Research & Technologies Ltd | $74.1M | 434,744 | 0.07% | 19q | -23.1%-$22.2M |
| J.Safra Asset Management Corp | $72.1M | 454,218 | 3.32% | 24q | +1.7%+$1.2M |
| Walleye Trading LLC | $71.3M | options only | 0.08% | 31q | OPTIONS |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $70.6M | 445,151 | 0.44% | 27q | +1326.8%+$65.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $70.0M | 440,900 | 0.10% | 15q | +47.0%+$22.4M |
| NATIXIS | $66.6M | 419,940 | 0.27% | 15q | +4.1%+$2.6M |
| Gerber Kawasaki Wealth & Investment Management | $66.3M | 417,803 | 1.77% | 30q | +7.7%+$4.8M |
| Farther Finance Advisors, LLC | $64.7M | 407,509 | 0.51% | 15q | +24.6%+$12.8M |
| US BANCORP \DE\ | $64.3M | 405,297 | 0.07% | 31q | -11.7%-$8.5M |
| Advisory Alpha, LLC | $60.3M | 379,833 | 1.48% | 28q | +0.9%+$533.1K |
| TD Waterhouse Canada Inc. | $57.3M | 359,087 | 0.15% | 19q | +22.8%+$10.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $56.7M | 357,584 | 0.07% | 31q | -3.1%-$1.8M |
| KCM INVESTMENT ADVISORS LLC | $55.4M | 349,376 | 1.65% | 31q | +7.0%+$3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $53.9M | 340,013 | 1.17% | 31q | +9.0%+$4.4M |
| CAPITAL FUND MANAGEMENT S.A. | $53.9M | 197,847 | 0.24% | 24q | -26.1%-$19.0M |
| Caption Management, LLC | $53.7M | 338,498 | 0.25% | new | NEW |
| BANK OF MONTREAL /CAN/ | $53.6M | 337,628 | 0.02% | 31q | -29.8%-$22.7M |
| Capital Investment Advisors, LLC | $53.2M | 335,320 | 0.70% | 31q | -3.0%-$1.7M |
| Volterra Technologies LP | $52.8M | 227,969 | 7.60% | 4q | +86.9%+$24.5M |
| NOMURA HOLDINGS INC | $49.1M | options only | 0.06% | 15q | OPTIONS |
| Corient Private Wealth LP | $48.6M | 306,541 | 0.03% | 15q | +40.1%+$13.9M |
| JONES FINANCIAL COMPANIES LLLP | $44.5M | 277,455 | 0.02% | 23q | +13.5%+$5.3M |
| Wellspring Financial Advisors, LLC | $43.7M | 275,344 | 2.88% | 4q | +1.2%+$497.1K |
| Cerity Partners LLC | $43.6M | 275,041 | 0.05% | 19q | +1.7%+$727.9K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $42.7M | 269,341 | 1.75% | 31q | HELD |
| Baird Financial Group, Inc. | $41.8M | 263,560 | 0.06% | 31q | +11.3%+$4.3M |
| MAI Capital Management | $41.8M | 263,099 | 0.16% | 25q | +11.0%+$4.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $39.6M | 249,722 | 0.09% | 10q | +96.3%+$19.4M |
| ASSETMARK, INC | $39.4M | 248,542 | 0.07% | 31q | -16.9%-$8.0M |
| CAPTRUST FINANCIAL ADVISORS | $39.4M | 248,509 | 0.06% | 31q | +49.8%+$13.1M |
| University of Illinois Foundation | $38.9M | 244,920 | 6.94% | new | NEW |
| Krilogy Financial LLC | $38.7M | 243,713 | 1.14% | 31q | -1.3%-$509.1K |
| Sanctuary Advisors, LLC | $37.3M | 235,348 | 0.17% | 9q | +10.4%+$3.5M |
| Bluespring Wealth Management, LLC | $37.0M | 233,494 | 0.71% | 15q | +12023.3%+$36.7M |
| Wharton Business Group, LLC | $36.8M | 232,139 | 1.23% | 31q | HELD |
| Kingsview Wealth Management, LLC | $36.4M | 229,299 | 0.44% | 26q | +3.5%+$1.2M |
| Private Advisor Group, LLC | $36.3M | 228,811 | 0.17% | 31q | -17.9%-$7.9M |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $36.0M | 177,500 | 9.60% | 4q | +71.5%+$15.0M |
| CREDIT AGRICOLE S A | $35.3M | 22,755 | 0.07% | 18q | +1.3%+$439.5K |
| FIFTH THIRD BANCORP | $34.8M | 219,080 | 0.06% | 31q | -2.1%-$735.1K |
| PNC Financial Services Group, Inc. | $33.8M | 213,270 | 0.02% | 31q | -3.4%-$1.2M |
| MML INVESTORS SERVICES, LLC | $33.5M | 211,065 | 0.07% | 31q | -42.0%-$24.2M |
Showing the largest 100 of 1,867 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,794 | $33.2B | 177,937,226 | 161 | 601 | 613 | 14.9% |
| Q1 2026 | 1,745 | $30.8B | 187,756,839 | 121 | 564 | 634 | 10.6% |
| Q4 2025 | 1,776 | $32.3B | 178,924,568 | 205 | 615 | 525 | 14.4% |
| Q3 2025 | 1,585 | $30.9B | 185,359,761 | 107 | 457 | 643 | 16.5% |
| Q2 2025 | 1,602 | $27.9B | 178,311,602 | 90 | 467 | 676 | 13.9% |
| Q1 2025 | 1,692 | $30.9B | 181,055,659 | 141 | 566 | 621 | 14.4% |
| Q4 2024 | 1,678 | $29.1B | 178,717,761 | 100 | 505 | 598 | 15.6% |
| Q3 2024 | 1,633 | $34.9B | 198,093,818 | 124 | 538 | 539 | 12.7% |
| Q2 2024 | 1,573 | $30.7B | 191,722,686 | 83 | 512 | 579 | 9.0% |
| Q1 2024 | 1,571 | $37.4B | 231,032,040 | 129 | 555 | 523 | 8.7% |
| Q4 2023 | 1,528 | $32.5B | 216,232,187 | 125 | 473 | 512 | 9.2% |
| Q3 2023 | 1,405 | $27.6B | 195,491,052 | 73 | 472 | 493 | 8.8% |
| Q2 2023 | 1,414 | $29.6B | 206,862,606 | 102 | 490 | 478 | 7.4% |
| Q1 2023 | 1,362 | $28.2B | 202,617,662 | 79 | 450 | 510 | 8.2% |
| Q4 2022 | 1,360 | $27.6B | 180,683,349 | 159 | 509 | 348 | 11.8% |
| Q3 2022 | 1,436 | $29.4B | 216,265,263 | 84 | 576 | 396 | 10.7% |
| Q2 2022 | 1,472 | $30.4B | 217,681,773 | 127 | 568 | 434 | 8.1% |
| Q1 2022 | 1,455 | $63.1B | 196,695,335 | 118 | 562 | 425 | 57.3% |
| Q4 2021 | 1,457 | $34.6B | 207,354,547 | 122 | 513 | 390 | 15.5% |
| Q3 2021 | 1,289 | $27.8B | 185,883,639 | 121 | 487 | 341 | 15.0% |
| Q2 2021 | 1,219 | $25.3B | 172,329,344 | 97 | 442 | 362 | 14.2% |
| Q1 2021 | 1,192 | $22.5B | 169,934,743 | 103 | 404 | 426 | 11.9% |
| Q4 2020 | 1,182 | $23.9B | 178,279,240 | 114 | 367 | 359 | 15.3% |
| Q3 2020 | 1,069 | $22.2B | 176,656,788 | 79 | 355 | 368 | 16.4% |
| Q2 2020 | 1,066 | $20.0B | 175,731,872 | 134 | 392 | 317 | 12.1% |
| Q1 2020 | 1,014 | $16.2B | 156,983,662 | 114 | 339 | 383 | 14.4% |
| Q4 2019 | 1,033 | $17.5B | 144,977,895 | 142 | 308 | 280 | 15.1% |
| Q3 2019 | 860 | $15.1B | 141,599,280 | 58 | 252 | 321 | 15.6% |
| Q2 2019 | 907 | $15.3B | 141,709,615 | 90 | 256 | 350 | 14.2% |
| Q1 2019 | 921 | $16.2B | 158,964,304 | 115 | 282 | 327 | 10.1% |
| Q4 2018 | 897 | $15.2B | 155,134,106 | 10 | 19 | 11 | 11.7% |