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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$133.09 +2.63 (+2.02%)
Closing price 05/16/2025 04:10 PM Eastern
Extended Trading
$131.90 -1.19 (-0.89%)
As of 05/16/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Health Care Select Sector SPDR Fund (NYSEARCA:XLV)

Number of
Institutional Buyers
(last 12 months)
1273
Total
Institutional Inflows
(last 12 months)
$6.14B
Number of
Institutional Sellers
(last 12 months)
958
Total
Institutional Outflows
(last 12 months)
$6.72B
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XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Wilson & Boucher Capital Management LLC16,514$2.41M1.8%+5.4%0.006%
5/16/2025Prostatis Group LLC1,549$226K0.1%-17.1%0.001%
5/16/2025McIlrath & Eck LLC464$68K0.0%+38.1%0.000%
5/16/2025Empowered Funds LLC16,477$2.41M0.0%+107.2%0.006%
5/16/2025Northeast Financial Consultants Inc28,761$4.20M0.2%-11.9%0.011%
5/16/2025Ascent Group LLC6,346$927K0.0%-4.7%0.002%
5/16/2025Arete Wealth Advisors LLC5,556$811K0.1%+11.8%0.002%
5/16/2025Strait & Sound Wealth Management LLC2,164$316K0.1%-5.5%0.001%
5/16/2025Signature Estate & Investment Advisors LLC364,977$53.29M1.4%+869.8%0.138%
5/16/2025Ashton Thomas Private Wealth LLC73,511$10.73M0.4%-47.5%0.028%
5/16/2025 Goldman Sachs Group Inc.5,021,842$733.24M0.1%-12.2%1.898%
5/16/2025Cape Investment Advisory Inc.2,964$433K0.2%+4.4%0.001%
5/16/2025Jones Financial Companies Lllp134,525$19.64M0.0%+83.6%0.051%
5/16/2025Coordinated Financial Services Inc. CO5,863$856K0.7%N/A0.002%
5/16/2025 Talon Private Wealth LLC5,254$767K0.1%-27.2%0.002%
5/16/2025 Tamar Securities LLC78,247$11.43M1.5%+6.5%0.030%
5/16/2025 Sepio Capital LP38,726$5.65M0.4%-2.9%0.015%
5/16/2025 Raab & Moskowitz Asset Management LLC2,741$400K0.1%+10.0%0.001%
5/16/2025 Redwood Financial Network Corp11,621$1.70M1.3%+1.5%0.004%
5/16/2025 Rise Advisors LLC2,516$367K0.2%+10.1%0.001%
5/16/2025 Rockport Wealth LLC40,293$5.88M2.1%+10.2%0.015%
5/16/2025 Pacific Center for Financial Services5,803$847K0.2%-10.8%0.002%
5/16/2025 Passaic Partners LLC101,438$14.81M2.2%-16.0%0.038%
5/16/2025 Nissay Asset Management Corp Japan ADV3,517,825$513.64M3.3%-11.3%1.329%
5/16/2025 NewEdge Advisors LLC166,240$24.27M0.1%-13.1%0.063%
5/16/2025 Integrated Wealth Concepts LLC70,773$10.33M0.1%-8.7%0.027%
5/16/2025 Hancock Whitney Corp4,074$595K0.0%-27.9%0.002%
5/16/2025 Edmond DE Rothschild Holding S.A.752$110K0.0%-81.2%0.000%
5/16/2025 Concentric Capital Strategies LP33,649$4.91M0.5%+315.9%0.013%
5/16/2025 Curi RMB Capital LLC2,041$298K0.0%-94.2%0.001%
5/16/2025 BW Gestao de Investimentos Ltda.11,292$1.65M0.1%-95.2%0.004%
5/16/2025 AQR Capital Management LLC7,783$1.14M0.0%+79.7%0.003%
5/16/2025 AlTi Global Inc.41,552$6.07M0.2%-0.3%0.016%
5/16/2025 Algorithmic Investment Models LLC35,006$5.11M3.8%N/A0.013%
5/16/2025 5th Street Advisors LLC34,965$5.11M2.5%-35.3%0.013%
5/15/2025 Paragon Private Wealth Management LLC3,083$450K0.2%N/A0.001%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.133,986$19.56M3.0%+1.3%0.051%
5/15/2025 Federation des caisses Desjardins du Quebec28,750$4.20M0.0%+18.0%0.011%
5/15/2025 Perbak Capital Partners LLP26,450$3.86M2.9%+4.0%0.010%
5/15/2025 EP Wealth Advisors LLC64,395$9.40M0.1%-10.5%0.024%
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5/15/2025 Ashton Thomas Securities LLC12,280$1.79M0.5%-13.3%0.005%
5/15/2025 GW Henssler & Associates Ltd.2,524$389K0.0%+85.7%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC4,558$666K0.0%+12.1%0.002%
5/15/2025 Flputnam Investment Management Co.3,428$501K0.0%-43.9%0.001%
5/15/2025 Royal Bank of Canada3,120,800$455.67M0.1%+3.3%1.179%
5/15/2025 Alpine Global Management LLC3,605$526K0.1%N/A0.001%
5/15/2025 Calton & Associates Inc.28,322$4.14M0.9%+53.4%0.011%
5/15/2025 FRG Family Wealth Advisors LLC9,427$1.38M0.3%+9.1%0.004%
5/15/2025 Second Line Capital LLC2,474$361K0.1%-19.5%0.001%
5/15/2025 Centric Wealth Management23,109$3.37M0.9%+698.2%0.009%
5/15/2025 Insight Wealth Partners LLC4,862$710K0.1%-5.2%0.002%
5/15/2025 Benchmark Investment Advisors LLC1,470$215K0.1%-15.7%0.001%
5/15/2025 Pinnacle Wealth Planning Services Inc.1,410$206K0.0%N/A0.001%
5/15/2025 Activest Wealth Management1,761$257K0.1%-79.3%0.001%
5/15/2025 All Terrain Financial Advisors LLC1,668$244K0.1%+8.8%0.001%
5/15/2025 GKV Capital Management Co. Inc.5,508$804K0.3%N/A0.002%
5/15/2025 Gerber Kawasaki Wealth & Investment Management334,287$48.81M2.2%+5.3%0.126%
5/15/2025 Northstar Financial Companies Inc.1,478$216K0.2%-40.0%0.001%
5/15/2025 Okabena Investment Services Inc.13,029$1.90M0.5%+0.6%0.005%
5/14/2025 Transamerica Financial Advisors LLC20,256$2.96M0.3%+42.6%0.008%
5/14/2025 Ieq Capital LLC19,200$2.80M0.0%+22.3%0.007%
5/14/2025 CreativeOne Wealth LLC19,846$2.90M0.1%+7.1%0.007%
5/14/2025 Per Stirling Capital Management LLC.10,599$1.55M0.2%N/A0.004%
5/14/2025 Envision Financial Planning LLC18,752$2.74M1.4%-3.4%0.007%
5/14/2025 Potomac Fund Management Inc. ADV2,282$333K0.3%-17.3%0.001%
5/14/2025 Caisse DE Depot ET Placement DU Quebec520,632$76.02M0.2%-84.8%0.197%
5/14/2025 Talisman Wealth Advisors LLC6,240$911K0.9%+5.2%0.002%
5/14/2025 Luminist Capital LLC4,826$692K0.7%+3.4%0.002%
5/14/2025 Full Sail Capital LLC190,578$27.83M1.8%-5.0%0.072%
5/14/2025 Apexium Financial LP43,111$6.30M0.4%+37.2%0.016%
5/14/2025 Comerica Bank137,877$20.13M0.1%+5.7%0.052%
5/14/2025 Freedom Investment Management Inc.45,737$6.68M0.6%-8.4%0.017%
5/14/2025 Synovus Financial Corp17,962$2.62M0.0%-3.5%0.007%
5/14/2025 SVB Wealth LLC5,374$785K0.0%-27.5%0.002%
5/14/2025 Cadence Bank2,050$299K0.0%-7.7%0.001%
5/14/2025 Ally Invest Advisors Inc.7,214$1.05M0.1%-5.5%0.003%
5/14/2025 Smartleaf Asset Management LLC1,228$177K0.0%+32.3%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.15,640$2.28M0.0%+4.0%0.006%
5/14/2025 Haverford Trust Co36,811$5.38M0.1%-4.1%0.014%
5/14/2025 Kestra Advisory Services LLC147,578$21.55M0.1%+12.3%0.056%
5/14/2025 Purus Wealth Management LLC13,410$1.96M0.8%-2.0%0.005%
5/14/2025 RPG Investment Advisory LLC7,913$1.16M0.1%+99.8%0.003%
5/14/2025 Circle Wealth Management LLC16,216$2.37M0.1%-16.4%0.006%
5/14/2025 1832 Asset Management L.P.263,882$38.53M0.0%+86.0%0.100%
5/14/2025 Compound Planning Inc.13,635$1.99M0.1%+73.4%0.005%
5/14/2025 Ameriprise Financial Inc.3,421,288$523.65M0.1%+11.0%1.293%
5/14/2025 Bragg Financial Advisors Inc4,170$609K0.0%-21.5%0.002%
5/14/2025 Alaska Permanent Fund Corp363,906$51.12M0.7%-22.6%0.138%
5/14/2025 CW Advisors LLC496,404$72.48M0.9%+45.3%0.188%
5/14/2025 Summit Financial LLC10,386$1.52M0.0%-57.3%0.004%
Buffett, Gates and Bezos Quietly Dumping Stocks (Ad)

In just six months, some of the richest men in the world have liquidated billions in blue-chip stocks. Jim Rickards says they aren’t just cashing out—they’re reallocating into a specific corner of the market poised to benefit from new federal policy. He’s now revealing what everyday investors can do to prepare.

Get the full briefing before this story breaks wide open
5/14/2025 Estate Counselors LLC2,730$399K0.0%+54.2%0.001%
5/14/2025 United Asset Strategies Inc.19,858$2.90M0.3%-75.2%0.008%
5/14/2025 Flow Traders U.S. LLC5,620$821K0.0%-26.2%0.002%
5/14/2025 PGIM Custom Harvest LLC1,267,682$185.09M4.4%+10.5%0.479%
5/14/2025 Joseph P. Lucia & Associates LLC20,936$3.06M1.4%-0.7%0.008%
5/14/2025 Banco BTG Pactual S.A.12,692$1.85M0.5%-47.9%0.005%
5/14/2025 Dorsey & Whitney Trust CO LLC28,472$4.16M0.2%+12.8%0.011%
5/14/2025 GM Advisory Group LLC4,941$721K0.0%-23.4%0.002%
5/14/2025 Frisch Financial Group Inc.72,451$10.58M3.0%-0.2%0.027%
5/14/2025 Capital Analysts LLC2,452$358K0.0%+4.6%0.001%
(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, 1,952 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.85B), LPL Financial LLC ($1.01B), Envestnet Asset Management Inc. ($945.41M), Raymond James Financial Inc. ($881.90M), Goldman Sachs Group Inc. ($733.24M), Raymond James & Associates ($630.55M), and Ameriprise Financial Inc. ($523.65M).Learn more on XLV's institutional investors.

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

Of the 1,692 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: Granite Bay Wealth Management LLC ($7.72M), Simplex Trading LLC ($6.12M), Raymond James Financial Inc. ($6.04M), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Janney Montgomery Scott LLC ($3.99M), Caisse DE Depot ET Placement DU Quebec ($3.43M), and JPMorgan Chase & Co. ($2.46M).

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

Institutional investors have bought a total of 91,820,514 shares in the last 24 months. This purchase volume represents approximately $12.73B in transactions.

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

Of the 1,256 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: JPMorgan Chase & Co. ($19.58M), Twin Tree Management LP ($11.36M), Granite Bay Wealth Management LLC ($7.24M), Caisse DE Depot ET Placement DU Quebec ($5.47M), Bessemer Group Inc. ($3.07M), Ameriprise Financial Inc. ($2.15M), and CHURCHILL MANAGEMENT Corp ($1.62M).

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

Institutional investors have sold a total of 91,590,148 shares in the last 24 months. This volume of shares sold represents approximately $12.72B in transactions.


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This page (NYSEARCA:XLV) was last updated on 5/18/2025 by MarketBeat.com Staff
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