Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

$143.45
-0.14 (-0.10%)
(As of 05:32 PM ET)

Institutional Ownership Changes (13F Filings) for Health Care Select Sector SPDR Fund (NYSEARCA:XLV)

Number of
Institutional Buyers
(last 12 months)
1039
Total
Institutional Inflows
(last 12 months)
$6.93B
Number of
Institutional Sellers
(last 12 months)
785
Total
Institutional Outflows
(last 12 months)
$5.77B
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XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024O Shaughnessy Asset Management LLC7,833$1.16M0.0%-1.2%0.003%
5/13/2024Alerus Financial NA17,873$2.64M0.2%+1,005.3%0.007%
5/13/2024 Rockport Wealth LLC20,809$3.06M1.1%N/A0.008%
5/13/2024Signature Estate & Investment Advisors LLC593,073$87.62M2.5%+1.6%0.219%
5/11/2024 Davis R M Inc.1,450$214K0.0%N/A0.001%
5/11/2024 Resurgent Financial Advisors LLC2,031$300K0.2%-46.2%0.001%
5/11/2024 Covestor Ltd319$47K0.0%+31.8%0.000%
5/11/2024 Jacobi Capital Management LLC13,003$1.92M0.2%-26.0%0.005%
5/11/2024 Edgestream Partners L.P.20,502$3.03M0.2%+10.9%0.008%
5/11/2024 Ironsides Asset Advisors LLC1,635$242K0.1%N/A0.001%
5/11/2024 Patten & Patten Inc. TN41,462$6.13M0.4%+11.1%0.015%
5/10/2024 Osaic Holdings Inc.857,440$126.68M0.3%-0.2%0.317%
5/10/2024 TIAA Trust National Association26,184$3.87M0.0%-3.4%0.010%
5/10/2024 Cornerstone Advisors LLC24,400$3.61M0.1%N/A0.009%
5/10/2024 Spirepoint Private Client LLC11,102$1.64M0.2%N/A0.004%
5/10/2024 JPMorgan Chase & Co.14,150,320$2.09B0.2%-3.6%5.229%
5/10/2024 Councilmark Asset Management LLC1,700$251K0.2%N/A0.001%
5/10/2024 First Foundation Advisors2,003$296K0.0%+29.1%0.001%
5/10/2024 Banco Santander S.A.85,419$12.62M0.2%+77.5%0.032%
5/10/2024 J.Safra Asset Management Corp420,662$62.14M7.0%-0.2%0.155%
5/10/2024 Wintrust Investments LLC16,574$2.45M0.2%+2.9%0.006%
5/10/2024 Horizon Family Wealth Inc.5,204$769K0.6%-24.7%0.002%
5/10/2024 GM Advisory Group LLC106,111$15.68M1.1%+5,704.8%0.039%
5/10/2024 Nwam LLC22,454$3.20M0.3%+17.5%0.008%
5/10/2024 Gruss & Co. LLC5,000$739K4.1%+25.0%0.002%
5/10/2024 Banco BTG Pactual S.A.45,734$6.76M1.1%N/A0.017%
5/10/2024 Gratus Wealth Advisors LLC96,054$13.30M2.4%-1.2%0.035%
5/9/2024 Delos Wealth Advisors LLC22,909$3.38M3.8%-35.3%0.008%
5/9/2024 Dorsey & Whitney Trust CO LLC31,492$4.65M0.3%-12.9%0.012%
5/9/2024 ProVise Management Group LLC12,641$1.87M0.2%-10.4%0.005%
5/9/2024 Private Portfolio Partners LLC15,052$2.22M0.5%+6.5%0.006%
5/9/2024 Orion Portfolio Solutions LLC62,308$9.21M0.1%+26.0%0.023%
5/9/2024 Blair William & Co. IL117,388$17.34M0.1%+5.7%0.043%
5/9/2024 HBK Sorce Advisory LLC4,053$599K0.0%+3.3%0.001%
5/9/2024 Kingsview Wealth Management LLC136,946$20.23M0.5%-33.1%0.051%
5/9/2024 Condor Capital Management6,208$917K0.1%-1.6%0.002%
5/9/2024 Zega Financial LLC6,554$968K0.3%-10.4%0.002%
5/9/2024 JBR Co Financial Management Inc4,971$734K0.6%-4.4%0.002%
5/9/2024 Ledyard National Bank7,876$1.16M0.1%-3.5%0.003%
5/9/2024 Fortis Capital Advisors LLC2,549$377K0.2%+13.9%0.001%
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5/9/2024 Interchange Capital Partners LLC8,267$1.22M0.8%+5.0%0.003%
5/9/2024 TD Asset Management Inc890,583$131.57M0.1%+0.3%0.329%
5/9/2024 Dearborn Partners LLC5,539$818K0.0%+4.7%0.002%
5/9/2024 Pettyjohn Wood & White Inc.5,015$741K0.1%+15.0%0.002%
5/9/2024 Koshinski Asset Management Inc.11,545$1.71M0.2%-29.7%0.004%
5/8/2024 Berkshire Money Management Inc.31,067$4.59M0.6%-13.9%0.011%
5/8/2024 FPC Investment Advisory Inc.28,688$4.04M4.0%N/A0.011%
5/8/2024 Edmond DE Rothschild Holding S.A.20,901$3.09M0.1%+421.5%0.008%
5/8/2024 MAI Capital Management199,218$29.43M0.3%+1.2%0.074%
5/8/2024 Baltimore Washington Financial Advisors Inc.222,226$32.83M2.0%+3.3%0.082%
5/8/2024 Private Wealth Advisors LLC81,678$12.07M4.9%-4.8%0.030%
5/8/2024 Sheets Smith Wealth Management3,411$504K0.1%+14.5%0.001%
5/8/2024 Financial & Tax Architects LLC4,563$674K0.2%-9.5%0.002%
5/8/2024 Bleakley Financial Group LLC30,235$4.47M0.1%+1.6%0.011%
5/8/2024 Winthrop Capital Management LLC54,995$8.12M3.7%+0.2%0.020%
5/8/2024 Heritage Wealth Advisors850$126K0.0%-83.4%0.000%
5/8/2024 Focused Wealth Management Inc71,898$10.62M1.6%+5.0%0.027%
5/8/2024 Avantax Advisory Services Inc.227,397$33.59M0.3%+10.5%0.084%
5/8/2024 US Bancorp DE556,870$82.27M0.1%-1.2%0.206%
5/8/2024 SP Asset Management LLC176,976$26.15M2.4%-0.3%0.065%
5/8/2024 Russell Investments Group Ltd.439$65K0.0%+128.6%0.000%
5/8/2024 Trademark Financial Management LLC5,516$815K0.7%N/A0.002%
5/8/2024 Headlands Technologies LLC4,713$696K0.2%N/A0.002%
5/8/2024 Williams Jones Wealth Management LLC.4,149$613K0.0%+56.1%0.002%
5/8/2024 Thoroughbred Financial Services LLC2,623$387K0.0%-20.3%0.001%
5/7/2024 Verus Capital Partners LLC20,372$3.01M0.3%-18.4%0.008%
5/7/2024 Meeder Asset Management Inc.23,433$3.46M0.2%+9.7%0.009%
5/7/2024 NorthRock Partners LLC1,575$233K0.0%-14.6%0.001%
5/7/2024 Choate Investment Advisors32,645$4.82M0.1%+1.4%0.012%
5/7/2024 WNY Asset Management LLC2,414$357K0.1%+20.3%0.001%
5/7/2024 Abbrea Capital LLC11,837$1.75M0.2%+7.2%0.004%
5/7/2024 Stonebrook Private Inc.5,730$847K0.2%+5.7%0.002%
5/7/2024 SilverOak Wealth Management LLC1,752$259K0.1%N/A0.001%
5/7/2024 Concurrent Investment Advisors LLC123,947$18.31M0.7%+8.3%0.046%
5/7/2024 RPG Investment Advisory LLC4,365$645K0.1%+5.3%0.002%
5/7/2024 Atomi Financial Group Inc.8,423$1.24M0.1%+95.4%0.003%
5/7/2024 Primoris Wealth Advisors LLC10,286$1.52M1.2%-2.6%0.004%
5/7/2024 WealthPLAN Partners LLC13,433$1.98M0.2%-1.0%0.005%
5/7/2024Susquehanna International Group Ltd.20,158$2.98M0.7%N/A0.007%
5/7/2024 KCM Investment Advisors LLC311,332$45.99M1.7%-1.5%0.115%
5/7/2024 Yahav Achim Ve Achayot Provident Funds Management Co Ltd.24,608$3.64M5.8%-21.9%0.009%
5/7/2024 NTV Asset Management LLC5,630$832K0.1%-8.2%0.002%
5/7/2024 Highland Capital Management LLC12,605$1.86M0.1%+22.9%0.005%
5/7/2024 Nvwm LLC18,746$2.77M0.8%-1.9%0.007%
5/7/2024 Nelson Capital Management LLC19,898$2.94M0.6%-9.2%0.007%
5/7/2024 Oppenheimer Asset Management Inc.93,384$13.80M0.2%+101.6%0.035%
5/7/2024 Oppenheimer & Co. Inc.127,885$18.89M0.3%+11.1%0.047%
5/7/2024 PFG Advisors35,058$5.18M0.4%-48.4%0.013%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,725$550K0.0%-17.6%0.001%
5/7/2024 Wealthspire Advisors LLC14,444$2.13M0.0%-1.4%0.005%
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5/7/2024 Empowered Funds LLC55,192$8.15M0.1%N/A0.020%
5/6/2024 Envestnet Portfolio Solutions Inc.91,854$13.57M0.1%+53.2%0.034%
5/6/2024 Leuthold Group LLC26,972$3.99M0.4%-6.4%0.010%
5/6/2024 Advisory Services Network LLC83,317$12.31M0.3%+71.9%0.031%
5/6/2024 Advisory Alpha LLC388,699$57.42M2.4%+45.9%0.144%
5/4/2024 Howland Capital Management LLC2,271$335K0.0%N/A0.001%
5/4/2024 Beacon Bridge Wealth Partners LLC3,234$478K0.2%+20.4%0.001%
5/4/2024 Noesis Capital Mangement Corp4,567$675K0.1%-2.2%0.002%
5/4/2024 Geneos Wealth Management Inc.6,987$1.03M0.0%-71.0%0.003%
5/4/2024 Essex LLC24,740$3.66M0.8%+6.5%0.009%
(Data available from 1/1/2016 forward)

XLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLV shares?

During the previous two years, 1,760 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($12.56B), JPMorgan Chase & Co. ($2.09B), Envestnet Asset Management Inc. ($950.56M), Raymond James & Associates ($839.54M), LPL Financial LLC ($796.81M), Whalerock Point Partners LLC ($758.75M), and Nissay Asset Management Corp Japan ADV ($743.18M).Learn more on XLV's institutional investors.

Which institutional investors have been buying Health Care Select Sector SPDR Fund stock?

Of the 1,569 institutional investors that purchased Health Care Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($10.44M), Granite Bay Wealth Management LLC ($7.15M), Simplex Trading LLC ($6.14M), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Caisse DE Depot ET Placement DU Quebec ($4.58M), LPL Financial LLC ($3.05M), and Envestnet Asset Management Inc. ($3.03M).

How much institutional buying is happening at Health Care Select Sector SPDR Fund?

Institutional investors have bought a total of 112,557,412 shares in the last 24 months. This purchase volume represents approximately $14.83B in transactions.

Which Health Care Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 1,113 institutional investors that sold Health Care Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Twin Tree Management LP ($11.36M), Granite Bay Wealth Management LLC ($7.25M), Caisse DE Depot ET Placement DU Quebec ($5.34M), Bessemer Group Inc. ($4.07M), JPMorgan Chase & Co. ($3.68M), Ameriprise Financial Inc. ($1.58M), and Barclays PLC ($1.47M).

How much institutional selling is happening at Health Care Select Sector SPDR Fund?

Institutional investors have sold a total of 74,316,595 shares in the last 24 months. This volume of shares sold represents approximately $9.81B in transactions.


This page (NYSEARCA:XLV) was last updated on 5/13/2024 by MarketBeat.com Staff

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