49% buyers of institutions opening or closing positions this quarter
7 more exits than new buyers, quarter-over-quarter ownership change will be available once more quarters load, and no widely-followed fund managers in the top 25.
49% buyers of institutions opening or closing positions this quarter
Ownership % will appear once market cap data is linked
Jordan Park Group portfolio allocation
Loads once peer data is available
No Form 4 insider transactions on file
Latest positioning in XLV across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XLV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 31.0M | $4.55B | +11.7% | β | 0.33% |
| 2 | American State Bank (Iowa) | 31K | $1.84B | β | β | 0.18% |
| 3 | MORGAN STANLEY | 11.4M | $1.68B | -0.5% | β | 0.10% |
| 4 | GOLDMAN SACHS GROUP INC | 7.2M | $1.05B | +6.0% | β | 0.12% |
| 5 | UBS Group AG | 6.5M | $957.2M | -11.6% | β | 0.14% |
| 6 | WELLS FARGO & COMPANY/MN | 6.4M | $936.0M | β | β | 0.18% |
| 7 | LPL Financial LLC | 6.3M | $928.5M | -3.8% | β | 0.25% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 5.2M | $758.9M | +0.7% | β | 0.20% |
| 9 | RAYMOND JAMES FINANCIAL INC | 4.8M | $701.8M | -3.8% | β | 0.22% |
| 10 | Focus Partners Wealth | 3.1M | $451.8M | -0.5% | β | 0.50% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.0M | $433.6M | -32.4% | β | 0.05% |
| 12 | AMERIPRISE FINANCIAL INC | 2.7M | $410.9M | -4.2% | β | 0.10% |
| 13 | NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 2.7M | $396.3M | -13.2% | β | 2.10% |
| 14 | ROYAL BANK OF CANADA | 2.6M | $387.9M | -11.9% | β | 0.07% |
| 15 | TRUIST FINANCIAL CORP | 2.3M | $340.6M | +1.9% | β | 0.46% |
| 16 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2.1M | $314.3M | +45.0% | β | 0.50% |
| 17 | BARCLAYS PLC | 1.9M | $285.6M | β | β | 0.07% |
| 18 | WestEnd Advisors, LLC | 1.9M | $275.4M | +1.7% | β | 6.65% |
| 19 | MENORA MIVTACHIM HOLDINGS LTD. | 1.7M | $254.3M | -0.6% | β | 1.20% |
| 20 | MEITAV DASH INVESTMENTS LTD | 1.6M | $232.6M | -6.5% | β | 2.55% |
| 21 | ADVISOR GROUP HOLDINGS, INC. | 1.5M | $226.1M | +15.4% | β | 0.33% |
| 22 | Phoenix Holdings Ltd. | 1.5M | $224.3M | +29.5% | β | 2.13% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 1.4M | $215.1M | -44.4% | β | 0.10% |
| 24 | Jordan Park Group LLC | 1.4M | $200.9M | β | β | 10.70% |
| 25 | STATE STREET CORP | 1.1M | $164.6M | +8.9% | β | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XLV β a direct measure of their conviction.
Filings activity in XLV during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,764 | 0.4% | β | β | $26.79B | 22% |
| Q4 2025 | 1,771 | +11% | β | β | $34.25B | +3.6% |
| Q3 2025 | 1,594 | 2.5% | β | β | $33.07B | +15% |
| Q2 2025 | 1,635 | 4.3% | β | β | $28.64B | +2.5% |
| Q1 2025 | 1,708 | +2.4% | β | β | $27.94B | 8.6% |
| Q4 2024 | 1,668 | 0.2% | β | β | $30.57B | 4.3% |
| Q3 2024 | 1,672 | +4.7% | β | β | $31.95B | 58% |
| Q2 2024 | 1,597 | β | β | β | $76.38B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for XLV.
Quick answers to the most common questions about buying XLV stock.
Based on Q1 2026 13F filings, institutional ownership of Health Care Select Sector SPDR Fund stands at not currently reported, held across 1,764 reporting institutions.
BANK OF AMERICA CORP /DE/ is the largest reported institutional holder of XLV, with approximately 31,021,559 shares worth $4.55B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of XLV.
Our composite Smart Money Score for XLV is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
195 institutions opened new positions in XLV during Q1 2026, while 202 fully exited. 357 added to existing positions and 1,204 trimmed.
Quarter-over-quarter ownership change for XLV is not yet available β at least two quarters of 13F data are required.
The top 10 institutions account for 51.7% of all reported 13F value in XLV, and the top 25 account for 68.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.