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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$135.02 +0.69 (+0.51%)
As of 02:30 PM Eastern
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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)
1210
Total
Institutional Inflows
(last 12 months)
$5.56B
Number of
Institutional Sellers
(last 12 months)
914
Total
Institutional Outflows
(last 12 months)
$6.13B
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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
5/7/2025Caliber Wealth Management LLC KS1,597$233K0.0%N/A0.001%
5/7/2025Trilogy Capital Inc.7,268$1.06M0.1%-7.4%0.003%
5/7/2025Prudent Investors Network Inc.75,391$11.01M3.1%-26.7%0.029%
5/6/2025Assetmark Inc.363,664$53.10M0.1%-2.1%0.141%
5/6/2025FPC Investment Advisory Inc.27,856$3.85M2.6%+6.3%0.011%
5/6/2025Cetera Investment Advisers945,594$138.07M0.3%+12.3%0.366%
5/6/2025Avantax Advisory Services Inc.81,584$11.91M0.1%+10.8%0.032%
5/6/2025Brookwood Investment Group LLC1,391$203K0.0%N/A0.001%
5/6/2025Jackson Hole Capital Partners LLC13,823$2.02M0.4%-0.9%0.005%
5/6/2025Atria Investments Inc104,008$15.19M0.2%+35.1%0.040%
5/6/2025Principle Wealth Partners LLC19,171$2.80M0.2%-4.0%0.007%
5/6/2025Journey Strategic Wealth LLC9,471$1.38M0.0%-11.5%0.004%
5/6/2025Advisor OS LLC3,503$511K0.1%N/A0.001%
5/6/2025Kovack Advisors Inc.21,435$3.13M0.3%-2.8%0.008%
5/6/2025Carnegie Investment Counsel89,693$12.10M0.3%+4.6%0.035%
5/6/2025Pinnacle Associates Ltd.44,758$6.54M0.1%-1.6%0.017%
5/6/2025Financial & Tax Architects LLC5,463$798K0.2%+18.7%0.002%
5/6/2025Noesis Capital Mangement Corp4,300$628K0.1%-3.3%0.002%
5/6/2025AE Wealth Management LLC16,964$2.48M0.0%+22.5%0.007%
5/6/2025Winthrop Capital Management LLC62,546$9.13M2.5%+25.7%0.024%
5/6/2025W.G. Shaheen & Associates DBA Whitney & Co3,101$453K0.0%+34.9%0.001%
5/6/2025Wedbush Securities Inc.18,604$2.72M0.1%-4.3%0.007%
5/6/2025IMA Advisory Services Inc.1,986$290K0.0%-27.1%0.001%
5/6/2025Triumph Capital Management3,749$547K0.2%+2.4%0.001%
5/6/2025WESPAC Advisors SoCal LLC103,925$15.17M4.0%+12.6%0.040%
5/6/2025Advisors Preferred LLC128,961$18.49M2.5%N/A0.050%
5/6/2025JPL Wealth Management LLC2,843$420K0.2%N/A0.001%
5/6/2025Next Capital Management LLC21,955$3.21M1.5%-26.3%0.008%
5/6/2025Forbes J M & Co. LLP54,169$7.91M0.8%-1.5%0.021%
5/6/2025Vestor Capital LLC218,079$31.84M2.6%+22,382.4%0.084%
5/6/2025Venturi Wealth Management LLC37,590$5.49M0.3%+37.1%0.015%
5/6/2025Gratus Wealth Advisors LLC79,820$11.66M1.9%-22.1%0.031%
5/6/2025Readystate Asset Management LP2,831$413K0.0%N/A0.001%
5/6/2025First National Bank of Hutchinson20,927$3.06M2.0%+0.4%0.008%
5/6/2025Quadrant Private Wealth Management LLC5,783$844K0.2%+2.6%0.002%
5/6/2025Soundwatch Capital LLC1,421$207K0.1%N/A0.001%
5/6/2025Milestone Asset Management Group LLC6,720$981K0.9%+1.4%0.003%
5/6/2025Next Level Wealth Planning LLC1,403$205K0.2%N/A0.001%
5/6/2025VCI Wealth Management LLC6,873$1.00M0.4%+8.1%0.003%
5/6/2025Jackson Grant Investment Advisers Inc.23,959$3.50M1.4%+0.8%0.009%
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5/6/2025United Bank17,126$2.50M1.0%+206.2%0.007%
5/6/2025Bank Julius Baer & Co. Ltd Zurich3,362$491K0.0%-30.0%0.001%
5/6/2025Y Intercept Hong Kong Ltd1,857$271K0.0%-92.3%0.001%
5/6/2025Choreo LLC10,754$1.57M0.0%+2.1%0.004%
5/6/2025Greenwood Gearhart Inc.328,706$47.99M3.3%+0.9%0.127%
5/6/2025Riverpoint Wealth Management Holdings LLC34,039$4.97M1.3%-1.8%0.013%
5/6/2025Nelson Capital Management LLC24,033$3.51M0.6%+8.5%0.009%
5/6/2025PFG Advisors34,316$5.01M0.3%+16.7%0.013%
5/6/2025Fagan Associates Inc.15,352$2.24M0.4%-5.5%0.006%
5/6/2025WT Wealth Management47,568$6.95M2.3%-3.7%0.018%
5/5/2025 Gries Financial LLC1,914$279K0.1%N/A0.001%
5/5/2025 Arrow Financial Corp6,525$953K0.1%-25.4%0.003%
5/5/2025 Crestwood Advisors Group LLC16,838$2.46M0.0%-0.5%0.007%
5/5/2025 Lewis Asset Management LLC1,377$201K0.2%N/A0.001%
5/5/2025 Gallacher Capital Management LLC1,708$249K0.1%-9.8%0.001%
5/5/2025 4WEALTH Advisors Inc.8,416$1.23M1.3%-16.9%0.003%
5/5/2025 Wealth Quarterback LLC2,233$326K0.2%-16.7%0.001%
5/5/2025 Wealth Alliance LLC2,110$308K0.0%+3.7%0.001%
5/5/2025 Lindbrook Capital LLC19,622$2.87M0.3%+128.5%0.008%
5/5/2025 J.W. Cole Advisors Inc.80,791$11.80M0.4%-5.9%0.031%
5/5/2025 BKM Wealth Management LLC1,299$190K0.1%N/A0.001%
5/5/2025 Atlantic Union Bankshares Corp1,414$206K0.0%N/A0.001%
5/5/2025 WNY Asset Management LLC2,739$400K0.0%+14.8%0.001%
5/5/2025 Montag A & Associates Inc.2,410$352K0.0%-7.2%0.001%
5/5/2025 IFP Advisors Inc27,286$3.98M0.1%-12.2%0.011%
5/5/2025 OneAscent Financial Services LLC8,379$1.20M0.1%+2.1%0.003%
5/5/2025 OneAscent Family Office LLC2,805$404K0.4%N/A0.001%
5/5/2025 Cassaday & Co Wealth Management LLC6,278$917K0.0%+12.5%0.002%
5/5/2025 Pachira Investments Inc.51,193$7.40M5.2%+9.9%0.020%
5/5/2025 Calton & Associates Inc.7,135$1.04M0.1%-61.4%0.003%
5/5/2025 Conservest Capital Advisors Inc.504,178$73.62M7.7%-1.6%0.195%
5/5/2025 Kestra Private Wealth Services LLC35,165$5.13M0.1%-3.8%0.014%
5/5/2025 Fountainhead AM LLC5,719$835K0.1%+2.2%0.002%
5/5/2025 Resurgent Financial Advisors LLC1,486$217K0.1%N/A0.001%
5/5/2025 Cypress Capital Management LLC WY 7,487$1.09M1.3%+1.9%0.003%
5/5/2025 Csenge Advisory Group16,303$2.21M0.1%-4.3%0.006%
5/5/2025 AMG National Trust Bank23,280$3.40M0.1%+4.7%0.009%
5/5/2025 Private Advisor Group LLC303,624$44.33M0.3%-9.3%0.117%
5/5/2025 Nwam LLC24,093$3.52M0.3%+6.5%0.009%
5/5/2025 Diversify Advisory Services LLC10,744$1.50M0.1%-30.8%0.004%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.189,275$27.64M0.4%-49.3%0.073%
5/5/2025 Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 180,300$26.33M4.3%-27.7%0.070%
5/5/2025 Ring Mountain Capital LLC7,332$1.07M0.8%-11.1%0.003%
5/5/2025 Transce3nd LLC267$39K0.0%-80.7%0.000%
5/2/2025 Forum Financial Management LP3,074$449K0.0%-58.5%0.001%
5/2/2025 Fortis Group Advisors LLC43,713$6.38M1.2%+35,152.4%0.017%
5/2/2025 Asset Advisors Investment Management LLC104,082$15.20M1.6%+3.5%0.040%
5/2/2025 Kingsview Wealth Management LLC183,595$26.81M0.5%-5.4%0.071%
5/2/2025 Bailard Inc.7,710$1.13M0.0%-2.7%0.003%
5/2/2025 Graypoint LLC200,792$29.32M1.8%-3.9%0.078%
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5/2/2025 Dynasty Wealth Management LLC5,430$793K0.0%N/A0.002%
5/2/2025 Verdence Capital Advisors LLC3,691$539K0.0%-8.8%0.001%
5/2/2025 Hudock Inc.11,192$1.63M0.3%+8.3%0.004%
5/2/2025 HTG Investment Advisors Inc.1,438$210K0.1%N/A0.001%
5/2/2025 Allen Capital Group LLC4,089$597K0.1%-3.6%0.002%
5/2/2025 Stevens Capital Partners1,454$212K0.1%N/A0.001%
5/2/2025 Theory Financial LLC106,100$15.49M6.5%N/A0.041%
5/2/2025 Wealthgarden F.S. LLC7,523$1.10M1.1%+3.2%0.003%
5/2/2025 James Investment Research Inc.21,957$3.21M0.4%-12.3%0.008%
5/2/2025 Pettinga Financial Advisors LLC21,245$3.10M0.7%-29.2%0.008%
(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, 1,927 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.50B), Envestnet Asset Management Inc. ($945.41M), LPL Financial LLC ($927.70M), Raymond James Financial Inc. ($828.12M), Raymond James & Associates ($630.55M), Nissay Asset Management Corp Japan ADV ($550.96M), and Janney Montgomery Scott LLC ($504.13M).Learn more on XLV's institutional investors.

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

Of the 1,665 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), Caisse DE Depot ET Placement DU Quebec ($7.65M), Simplex Trading LLC ($6.09M), Raymond James Financial Inc. ($6.02M), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Janney Montgomery Scott LLC ($3.99M), and Nissay Asset Management Corp Japan ADV ($2.65M).

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

Institutional investors have bought a total of 95,822,958 shares in the last 24 months. This purchase volume represents approximately $13.16B in transactions.

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

Of the 1,244 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), Bessemer Group Inc. ($3.48M), Caisse DE Depot ET Placement DU Quebec ($2.56M), 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 89,054,709 shares in the last 24 months. This volume of shares sold represents approximately $12.28B in transactions.


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This page (NYSEARCA:XLV) was last updated on 5/7/2025 by MarketBeat.com Staff
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