$XLV is held by 37 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.38%, with an average of 0.18% of portfolio. Largest holder: Rokos Capital Management LLP at 1.38%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SELECT SECTOR SPDR TR
13F holders
1,799
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,799 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
—
02
State Farm Mutual Automobile Insurance Co.
—
—
03
Minneapolis Portfolio Management Group, LLC
—
—
04
Taconic Capital Advisors LP
—
—
05
Marquette Asset Management, LLC
—
—
06
Brightline Capital Management, LLC
—
—
07
Sheaff Brock Investment Advisors, LLC
—
—
08
Evergreen Capital Management LLC
—
—
09
Corre Partners Management, LLC
—
—
10
WealthTrust Axiom LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
37 holders · Q1 202601
Rokos Capital Management LLP
1.38% held
α +12.2pts
02
Interactive Financial Advisors, Inc.
1.32% NEW
α +15.2pts
03
Sandler Capital Management
0.54% held
α +12.8pts
04
Narus Financial Partners, LLC
0.49% held
α +11.1pts
05
LM Advisors LLC
0.38% held
α +15.5pts
06
Bolthouse Investments, LLC
0.37% NEW
α +13.6pts
07
Courier Capital LLC
0.28% NEW
α +14.9pts
08
Cypress Capital Group
0.23% NEW
α +12.6pts
09
Barnett & Company, Inc.
0.21% NEW
α +12.6pts
10
Endeavor Private Wealth, Inc.
0.18% held
α +13.5pts
11
ELCO Management Co., LLC
0.17% NEW
α +10.8pts
12
Costello Asset Management, INC
0.17% held
α +14.3pts
13
Corsicana & Co.
0.15% NEW
α +20.0pts
14
Pacific Financial Group Inc.
0.12% NEW
α +14.3pts
15
Collier Financial
0.11% held
α +14.2pts
16
Choate Investment Advisors
0.09% held
α +13.8pts
17
GM Advisory Group, LLC
0.07% held
α +16.5pts
18
JTC Employer Solutions Trustee Ltd
0.07% held
α +22.6pts
19
Condor Capital Management
0.06% held
α +23.6pts
20
RFG Advisory, LLC
0.06% held
α +16.2pts
21
Citigroup Inc.
0.06% held
α +26.3pts
22
Banco Santander, S.A.
0.06% held
α +12.6pts
23
Focused Wealth Management, Inc
0.04% held
α +19.2pts
24
Stelac Advisory Services LLC
0.04% held
α +13.4pts
25
Venture Visionary Partners LLC
0.03% held
α +10.3pts
26
Greenwich Wealth Management LLC
0.03% held
α +12.7pts
27
Shufro Rose & Co. LLC
0.03% held
α +32.3pts
28
Fiduciary Alliance LLC
0.03% held
α +16.8pts
29
CV Advisors LLC
0.02% held
α +29.1pts
30
Svb Wealth LLC
0.02% held
α +29.6pts
31
Principal Securities, Inc.
0.02% held
α +21.3pts
32
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
33
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
34
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
35
Pittenger & Anderson Inc.
0.01% held
α +21.3pts
36
Banque Pictet & Cie SA
0.00% held
α +10.3pts
37
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $XLV in the recent window.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $XLV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $XLV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:22 UTC.