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Who Owns State Street Health Care Select Sector SPDR ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street Health Care Select Sector SPDR ETF.

Who crossed 5% of XLV →
Managers holding
92
as of 2026-09-30
Reported value
$293.8M
summed across filings
Shares held
1.7M
Added vs trimmed
37 / 29
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Ayalon Insurance Comp Ltd.ETP441.9K shadded$74.4M
Biltmore Wealth Management, LLCST STR CARE ETF180.9K shtrimmed$30.5M
KWMG, LLCST STR CARE ETF175.1K shadded$29.5M
Graves Light Lenhart Wealth, Inc.ST STR CARE ETF138.6K shtrimmed$23.3M
Farther Finance Advisors, LLCETF115.3K shtrimmed$19.4M
Galvin, Gaustad & Stein, LLCST STR CARE ETF93.2K shadded$15.7M
TOTH FINANCIAL ADVISORY CORPST STR CARE ETF65K shadded$11M
Lake Hills Wealth Management, LLCST STR CARE ETF61.6K shadded$10.4M
Financial Enhancement Group LLCST STR CARE ETF43.6K shadded$7.4M
Pacific Wealth ManagementST STR CARE ETF33.6K sh—$5.7M
COLTON GROOME FINANCIAL ADVISORS, LLCST STR CARE ETF25.9K shadded$4.4M
BENEDICT FINANCIAL ADVISORS INCETF25.5K shtrimmed$4.3M
CoreCap Advisors, LLCETF22.5K shadded$3.8M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM22.2K shadded$3.7M
Apella Capital, LLCST STR CARE ETF21.7K shadded$3.7M
Aventus Investment Advisors, Inc.ETF18K shadded$3M
Trust CoETF14.5K shtrimmed$2.4M
CENTRAL BANK & TRUST COEquities12.5K shtrimmed$2.1M
ROCKLAND TRUST COST STR CARE ETF11.5K shtrimmed$1.9M
Worth Asset Management, LLCETF11.4K shadded$1.9M
FSA Investment Group, LLCST STR CARE ETF10K sh—$1.7M
Crumly & Associates Inc.ST STR CARE ETF8.8K shadded$1.5M
CenterStar Asset Management, LLCST STR CARE ETF8.6K sh—$1.4M
Heartwood Wealth Advisors LLCETF8.6K shadded$1.4M
FELL CAPITAL MANAGEMENT /ADVST STR CARE ETF8.2K shtrimmed$1.4M
MAGNOLIA CAPITAL MANAGEMENT LTDUIU8.2K shtrimmed$1.4M
Venture Visionary Partners LLCST STR CARE ETF6.1K shtrimmed$1M
CAMELOT TECHNOLOGY ADVISORS, INC.ST STR CARE ETF5.9K shadded$999.8K
Vilga Financial Planning LLCST STR CARE ETF5.8K shadded$978K
Legacy Private Trust Co.ST STR CARE ETF5.7K shtrimmed$956.6K
M.E. ALLISON & CO., INC.ST STR CARE ETF5.7K shtrimmed$952.8K
Kessler Investment Group, LLCST STR CARE ETF5.4K shadded$915.5K
ACIMA PRIVATE WEALTH, LLCETF5.2K shheld$880.5K
KFA Private Wealth Group, LLCST STR CARE ETF5.2K shtrimmed$868.6K
YHB Investment Advisors, Inc.ST STR CARE ETF5.1K shadded$859.8K
STABLEFORD CAPITAL II LLCST STR CARE ETF4.9K shtrimmed$831.7K
TITLEIST ASSET MANAGEMENT, LLCST STR CARE ETF4.9K shadded$817.6K
Wedmont Private CapitalST STR CARE ETF4.8K shadded$805K
City Center Advisors, LLCST STR CARE ETF4.8K shtrimmed$804.2K
Bullock Wealth Management GroupETF4.5K shadded$743.3K
Investment Partners Asset Management, Inc.ST STR CARE ETF4.1K shadded$690.2K
Balefire, LLCST STR CARE ETF3.8K shadded$646.9K
RTD Financial Advisors, Inc.ST STR CARE ETF3.7K shheld$624.2K
Avidian Wealth Enterprises, LLCST STR CARE ETF3.5K shadded$594.6K
Kaydan Wealth Management, Inc.ST STR CARE ETF3.4K shtrimmed$576.5K
Sound Income Strategies, LLCST STR CARE ETF3.4K shadded$571.2K
SAPIENT CAPITAL LLCST STR CARE ETF3.1K shtrimmed$519.3K
CHAPIN DAVIS, INC.ST STR CARE ETF2.9K shadded$496.3K
Valeo Financial Advisors, LLCETF2.7K shadded$454.1K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund2.4K shtrimmed$400.8K
Successful Portfolios LLCST STR CARE ETF2.4K shtrimmed$394.5K
First Heartland Consultants, Inc.HEALTH CARE ETF2.3K shtrimmed$391.1K
GAMMA Investing LLCETF2.2K shtrimmed$369.5K
Whalen Wealth Management Inc.ST STR CARE ETF2.2K shadded$367.8K
TrueWealth Advisors, LLCST STR CARE ETF2.1K shadded$351.7K
EASTERN BANKST STR CARE ETF2K shtrimmed$344.1K
Bank of New HampshireST STR CARE ETF2K shadded$341.9K
Iowa State BankCom2K shheld$336.8K
CenterStar Asset Management, LLCST STR CARE ETF2K sh—$331.6K
Byrne Asset Management LLCCOM2K shadded$328.9K
Castle Rock Wealth Management, LLCST STR CARE ETF1.9K shadded$316.7K
CenterStar Asset Management, LLCST STR CARE ETF1.8K sh—$303.2K
Sincerus Advisory, LLCST STR CARE ETF1.8K shadded$301.4K
Paragon Capital Management LtdST STR CARE ETF1.7K shheld$290.2K
VALLEY WEALTH MANAGERS, INC.ETF1.7K shadded$282.9K
Weaver Consulting GroupST STR CARE ETF1.7K shtrimmed$279.2K
GK Wealth Management LLCST STR CARE ETF1.5K shtrimmed$260.9K
Breakwater Capital GroupST STR CARE ETF1.4K shtrimmed$229.7K
Cooper Financial GroupST STR CARE ETF1.3K sh—$223.3K
Sherry Group, Inc.STATE STREET HEALTH1.3K shheld$217.3K
Nautilus Advisors LLCST STR CARE ETF1.3K sh—$217.2K
Shulman DeMeo Asset Management LLCST STR CARE ETF1.3K shtrimmed$214.8K
Kaizen Financial StrategiesST STR CARE ETF1.3K sh—$213.9K
Roan Capital PartnersST STR CARE ETF1.3K sh—$211.7K
Baron Financial Group, LLCST STR CARE ETF1.3K sh—$211.4K
Acropolis Investment Management, LLCST STR CARE ETF1.1K shheld$191.3K
ELEVATION WEALTH PARTNERS, LLCST STR CARE ETF936 shadded$157.6K
ARMSTRONG ADVISORY GROUP, INCST STR CARE ETF935 shadded$157.5K
Grove Bank & TrustST STR CARE ETF688 shheld$115.9K
Investors Research CorpST STR CARE ETF647 shtrimmed$109K
AMERICAN NATIONAL BANK & TRUSTSBI HEALTHCARE520 shheld$87.6K
Pacifica Partners Inc.STATE STREET HEA480 shheld$79.8K
Olistico Wealth, LLCETF363 shadded$61.1K
FIRST COMMUNITY TRUST NAST STR CARE ETF300 shheld$50.5K
Bangor Savings BankST STR CARE ETF208 shheld$35K
STEPH & COST STR CARE ETF170 shheld$28.6K
Davis Capital ManagementETF150 shheld$25.3K
Wealth Enhancement Trust Services, Inc.ST STR CARE ETF113 shtrimmed$19K
Rosenberg Matthew HamiltonETF105 shtrimmed$17.7K
TOMPKINS FINANCIAL CORPST STR CARE ETF62 shheld$10.4K
GILPIN WEALTH MANAGEMENT, LLCST STR CARE ETF29 shheld$4.9K
Go Invest LLCETF13 shheld$2.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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