Free Trial

Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$136.48 +0.72 (+0.53%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$136.52 +0.05 (+0.03%)
As of 07/25/2025 07:48 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.

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

Number of
Institutional Buyers
(last 12 months)
1275
Total
Institutional Inflows
(last 12 months)
$15.76B
Number of
Institutional Sellers
(last 12 months)
979
Total
Institutional Outflows
(last 12 months)
$6.79B
Get XLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Health Care Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/25/2025 NorthRock Partners LLC4,205$567K0.0%-8.4%0.002%
7/25/2025 Atria Wealth Solutions Inc.34,139$4.60M0.1%-77.3%0.014%
7/25/2025 Envestnet Portfolio Solutions Inc.26,015$3.51M0.0%-55.6%0.011%
7/25/2025 Sequoia Financial Advisors LLC27,931$3.77M0.0%-13.8%0.011%
7/25/2025 Riverpoint Wealth Management Holdings LLC27,209$3.67M0.9%-20.1%0.011%
7/25/2025 MGO One Seven LLC15,997$2.16M0.1%-2.4%0.006%
7/25/2025 Cypress Capital Group13,918$1.88M0.2%+14.4%0.006%
7/25/2025 Allspring Global Investments Holdings LLC214$29K0.0%-27.2%0.000%
7/25/2025 Almanack Investment Partners LLC.1,872$252K0.0%+16.1%0.001%
7/25/2025 M3 Advisory Group LLC11,682$1.58M1.1%-4.0%0.005%
7/25/2025 CWM LLC85,340$11.50M0.0%-0.4%0.035%
7/25/2025 Lodestar Private Asset Management LLC8,795$1.19M0.1%-10.6%0.004%
7/25/2025 Means Investment CO. Inc.142,552$19.22M1.8%+33.0%0.058%
7/25/2025 Concurrent Investment Advisors LLC125,071$16.86M0.3%-15.6%0.051%
7/25/2025 Johnson Investment Counsel Inc.20,208$2.72M0.0%+2.7%0.008%
7/25/2025 Apollon Financial LLC11,323$1.53M0.3%-3.2%0.005%
7/25/2025 Apollon Wealth Management LLC14,896$2.01M0.0%-4.0%0.006%
7/25/2025 Fifth Third Wealth Advisors LLC3,635$490K0.0%-2.7%0.001%
7/25/2025 Richardson Financial Services Inc.6,924$946K0.6%+4,776.1%0.003%
7/24/2025 Trust Co. of Toledo NA OH242$33K0.0%N/A0.000%
7/24/2025 JNBA Financial Advisors1,651$223K0.0%+6.9%0.001%
7/24/2025 KFA Private Wealth Group LLC7,684$1.04M0.3%+1.4%0.003%
7/24/2025 Eastern Bank3,398$458K0.0%-23.3%0.001%
7/24/2025 Lmcg Investments LLC13,542$1.83M0.1%+10.5%0.005%
7/24/2025 Zullo Investment Group Inc.19,392$2.61M1.1%-0.5%0.008%
7/24/2025 JFS Wealth Advisors LLC18,943$2.55M0.2%-5.0%0.008%
7/24/2025 Greenwood Gearhart Inc.424,295$57.19M3.6%+29.1%0.172%
7/24/2025 Accredited Investor Services LLC3,622$488K0.4%+12.4%0.001%
7/24/2025 Blue Trust Inc.2,129$287K0.0%+118.6%0.001%
7/24/2025 Fourpath Capital Management LLC3,629$489K0.1%+11.0%0.001%
7/24/2025 Robertson Stephens Wealth Management LLC36,074$4.86M0.2%-61.3%0.015%
7/24/2025 Brandywine Oak Private Wealth LLC27,359$3.69M0.3%-1.6%0.011%
7/24/2025 Total Wealth Planning & Management Inc.2,774$374K0.3%-36.0%0.001%
7/24/2025 McKinley Carter Wealth Services Inc.145,248$19.58M1.1%+16.4%0.059%
7/24/2025 Coordinated Financial Services Inc.6,076$819K0.6%N/A0.002%
7/24/2025 Beacon Bridge Wealth Partners LLC3,365$454K0.2%N/A0.001%
7/24/2025 IFP Advisors Inc28,093$3.79M0.1%+3.0%0.011%
7/24/2025 Court Place Advisors LLC3,984$537K0.2%-3.6%0.002%
7/24/2025 Blair William & Co. IL120,793$16.28M0.0%-1.7%0.049%
7/24/2025 Rice Partnership LLC396$53K0.0%+25.7%0.000%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
7/24/2025 Advanced Asset Management Advisors Inc2,297$310K0.1%-12.1%0.001%
7/24/2025 Lokken Investment Group LLC10,558$1.42M0.5%+17.8%0.004%
7/24/2025 US Bancorp DE421,450$56.81M0.1%-6.2%0.171%
7/23/2025 Columbus Macro LLC17,046$2.30M0.3%-9.5%0.007%
7/23/2025 Trifecta Capital Advisors LLC11,173$1.51M0.3%+1.8%0.005%
7/23/2025 Vontobel Holding Ltd.6,518$879K0.0%+75.7%0.003%
7/23/2025 Peak Financial Management Inc.4,085$551K0.2%-12.6%0.002%
7/23/2025 First Merchants Corp65,926$8.89M0.3%-2.1%0.027%
7/23/2025 Massachusetts Wealth Management19,844$2.68M1.5%+2.9%0.008%
7/23/2025 Fluent Financial LLC20,592$2.78M1.1%N/A0.008%
7/23/2025 Clear Creek Financial Management LLC16,806$2.27M0.2%+2.2%0.007%
7/23/2025 Bar Harbor Wealth Management135,510$18.27M1.2%-4.3%0.055%
7/23/2025 IMZ Advisory Inc130,526$17.21M6.9%+9.6%0.053%
7/23/2025 H&H Retirement Design & Management INC38,936$5.10M2.8%+12.6%0.016%
7/23/2025 Dohj LLC4,249$577K0.2%N/A0.002%
7/23/2025 Fortis Advisors LLC3,407$459K0.3%-12.6%0.001%
7/23/2025 Castle Rock Wealth Management LLC1,807$238K0.1%-10.0%0.001%
7/23/2025 Morton Capital Management LLC CA2,038$275K0.0%N/A0.001%
7/23/2025 Valmark Advisers Inc.122,710$16.54M0.2%+8.9%0.050%
7/23/2025 WESPAC Advisors LLC2,592$349K0.2%-23.8%0.001%
7/23/2025 Nelson Capital Management LLC24,608$3.32M0.4%+2.4%0.010%
7/23/2025 NBT Bank N A NY7,308$985K0.1%-9.5%0.003%
7/23/2025 Proffitt & Goodson Inc.14,250$1.92M0.3%+4.3%0.006%
7/23/2025 Venturi Wealth Management LLC36,359$4.90M0.2%-3.3%0.015%
7/23/2025 WestEnd Advisors LLC2,624,490$353.76M8.8%-4.6%1.068%
7/23/2025 1 North Wealth Services LLC18,560$2.50M1.0%N/A0.008%
7/23/2025 BankPlus Trust Department203$27K0.0%+625.0%0.000%
7/23/2025 High Note Wealth LLC74,199$10.00M2.3%-2.6%0.030%
7/23/2025 Kingswood Wealth Advisors LLC5,469$737K0.1%-57.1%0.002%
7/23/2025 Laraway Financial Advisors Inc23,470$3.16M2.4%-3.5%0.010%
7/23/2025 True Vision MN LLC5,357$722K0.4%-3.1%0.002%
7/23/2025 Tyche Wealth Partners LLC4,441$599K0.1%+54.9%0.002%
7/23/2025 RMG Wealth Management LLC240$32K0.0%N/A0.000%
7/23/2025 HMV Wealth Advisors LLC2,227$300K0.2%-19.2%0.001%
7/23/2025 Meitav Investment House Ltd.1,047,929$141.30M2.1%-46.6%0.426%
7/23/2025 Roberts Wealth Advisors LLC9,081$1.22M0.4%+1.4%0.004%
7/23/2025 Country Club Bank5,072$679K0.0%-8.6%0.002%
7/23/2025 SteelPeak Wealth LLC12,341$1.66M0.1%-19.7%0.005%
7/22/2025 D.B. Root & Company LLC3,181$429K0.1%+74.7%0.001%
7/22/2025 Relyea Zuckerberg Hanson LLC11,052$1.49M0.2%N/A0.004%
7/22/2025 Belpointe Asset Management LLC24,752$3.34M0.1%-6.0%0.010%
7/22/2025 Berkshire Money Management Inc.5,634$759K0.1%-8.6%0.002%
7/22/2025 Gratus Wealth Advisors LLC80,922$10.91M1.7%+1.4%0.033%
7/22/2025 Autumn Glory Partners LLC1,809$244K0.1%-4.2%0.001%
7/22/2025 Valeo Financial Advisors LLC3,064$413K0.0%-47.4%0.001%
7/22/2025 DAVENPORT & Co LLC146,521$19.75M0.1%-3.7%0.060%
7/22/2025 Marks Group Wealth Management Inc3,362$453K0.0%-15.1%0.001%
7/22/2025 Woodmont Investment Counsel LLC56,261$7.58M0.5%+5.8%0.023%
7/22/2025 Global Assets Advisory LLC3,408$466K0.2%-66.6%0.001%
7/22/2025 Grimes & Company Inc.144,394$19.46M0.5%-49.0%0.059%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
7/22/2025 JSF Financial LLC15,870$2.14M0.5%-44.1%0.006%
7/22/2025 Merit Financial Group LLC38,416$5.18M0.1%-17.7%0.016%
7/22/2025 Measured Risk Portfolios Inc.2,204$297K0.3%-6.6%0.001%
7/22/2025 Alta Wealth Advisors LLC5,972$805K0.4%-22.1%0.002%
7/22/2025 Simplicity Wealth LLC29,208$3.94M0.2%+114.7%0.012%
7/22/2025 Chemung Canal Trust Co.47,590$6.42M1.3%-41.3%0.019%
7/22/2025 OLD National Bancorp IN90,814$12.24M0.2%-10.8%0.037%
7/22/2025 Realta Investment Advisors9,055$1.22M0.5%+2.4%0.004%
7/22/2025 Wealthcare Advisory Partners LLC21,749$2.93M0.1%-1.9%0.009%
7/22/2025 Tandem Investment Partners LLC21,485$2.90M2.5%+7.4%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, 1,972 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($9.87B), 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), and Raymond James & Associates ($630.55M).Learn more on Health Care Select Sector SPDR Fund's institutional investors.

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

Of the 1,706 institutional investors that purchased Health Care Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($71.17M), Granite Bay Wealth Management LLC ($7.72M), Simplex Trading LLC ($6.12M), Raymond James Financial Inc. ($6.04M), Janney Montgomery Scott LLC ($3.72M), 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 114,185,960 shares in the last 24 months. This purchase volume represents approximately $15.76B in transactions.

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

Of the 978 institutional investors that sold Health Care Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($15.90M), Caisse DE Depot ET Placement DU Quebec ($2.91M), Bessemer Group Inc. ($1.62M), Goldman Sachs Group Inc. ($1.39M), Nissay Asset Management Corp Japan ADV ($1.38M), WestEnd Advisors LLC ($1.36M), and Meitav Investment House Ltd. ($1.29M).

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

Institutional investors have sold a total of 48,164,284 shares in the last 24 months. This volume of shares sold represents approximately $6.79B in transactions.



This page (NYSEARCA:XLV) was last updated on 7/27/2025 by MarketBeat.com Staff
From Our Partners