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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$135.03 -0.16 (-0.12%)
Closing price 04:10 PM Eastern
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$135.03 +0.00 (+0.00%)
As of 08:00 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)
1278
Total
Institutional Inflows
(last 12 months)
$15.82B
Number of
Institutional Sellers
(last 12 months)
972
Total
Institutional Outflows
(last 12 months)
$6.76B
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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
7/14/2025Crew Capital Management Ltd.27,553$3.71M2.7%+123.4%0.011%
7/14/2025Occidental Asset Management LLC6,631$894K0.1%+11.0%0.003%
7/14/2025E&G Advisors LP6,052$816K0.2%-5.5%0.002%
7/14/2025Farmers Trust Co.3,268$440K0.1%-6.9%0.001%
7/14/2025MFA Wealth Advisors LLC64,306$8.67M2.0%+0.5%0.025%
7/14/2025AdvisorNet Financial Inc13,804$1.86M0.1%-44.1%0.005%
7/14/2025Mechanics Bank Trust Department25,975$3.50M0.5%-5.6%0.010%
7/14/2025Stapp Wealth Management Pllc11,252$1.52M2.2%N/A0.004%
7/14/2025ABLE Financial Group LLC17,486$2.36M0.6%+1.7%0.007%
7/14/2025U.S. Capital Wealth Advisors LLC36,427$4.91M0.1%-7.3%0.014%
7/14/2025Narus Financial Partners LLC11,750$1.58M0.5%+72.3%0.005%
7/14/2025Flagstar Advisors Inc.5,027$678K0.2%+22.5%0.002%
7/14/2025Toth Financial Advisory Corp35,756$4.82M0.6%-44.1%0.014%
7/14/2025Edge Wealth Management LLC3,452$465K0.1%-14.2%0.001%
7/14/2025Whitener Capital Management Inc.3,112$419K0.1%+7.6%0.001%
7/14/2025Park Avenue Securities LLC152,970$20.62M0.2%-1.7%0.061%
7/14/2025Sowell Financial Services LLC34,032$4.59M0.2%-5.4%0.013%
7/11/2025 Petredis Investment Advisors LLC73,415$9.90M0.9%+3.1%0.029%
7/11/2025 Annex Advisory Services LLC47,705$6.43M0.2%-2.4%0.019%
7/11/2025 Hilltop Wealth Advisors LLC85,053$11.46M6.4%+7.2%0.033%
7/11/2025 Farther Finance Advisors LLC27,778$3.74M0.1%-18.7%0.011%
7/11/2025 Silver Oak Securities Incorporated22,770$3.07M0.2%+270.9%0.009%
7/11/2025 CX Institutional9,777$1.32M0.0%-47.8%0.004%
7/11/2025 Windsor Capital Management LLC15,027$2.03M0.6%-5.8%0.006%
7/11/2025 Adirondack Trust Co.4,047$545K0.2%-17.8%0.002%
7/11/2025 Weatherly Asset Management L. P.17,087$2.30M0.2%-3.7%0.007%
7/11/2025 Butensky & Cohen Financial Security Inc.19,175$2.59M0.8%+9.9%0.008%
7/11/2025 CMH Wealth Management LLC46,072$6.21M1.4%+1.6%0.018%
7/11/2025 Brendel Financial Advisors LLC4,097$552K0.3%-17.4%0.002%
7/11/2025 Financial Advisory Corp165,055$22.25M3.4%+1.1%0.065%
7/11/2025 Phillips Wealth Planners LLC9,946$1.34M1.2%+3.2%0.004%
7/11/2025 SeaCrest Wealth Management LLC3,585$483K0.1%-2.6%0.001%
7/11/2025 International Private Wealth Advisors LLC1,506$203K0.2%N/A0.001%
7/11/2025 TCV Trust & Wealth Management Inc.47,631$6.42M0.6%+7.7%0.019%
7/11/2025 Elk River Wealth Management LLC34,663$4.67M0.8%+666.9%0.014%
7/11/2025 Matthew Goff Investment Advisor LLC8,890$1.20M0.2%+1.0%0.003%
7/11/2025 Kingstone Capital Partners Texas LLC71,166,053$9.87B1.3%+559,865.8%27.972%
7/11/2025 Grove Bank & Trust824$111K0.0%-22.6%0.000%
7/10/2025 Pachira Investments Inc.56,362$7.60M5.7%+10.1%0.022%
7/10/2025 Oliver Lagore Vanvalin Investment Group38,290$5.59M2.0%N/A0.015%
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7/10/2025 Clare Market Investments LLC3,687$497K0.1%-33.4%0.001%
7/10/2025 CWC Advisors LLC.20,735$2.80M1.4%+3.3%0.008%
7/10/2025 Legacy Financial Strategies LLC10,110$1.36M0.3%-4.5%0.004%
7/10/2025 Kozak & Associates Inc.123,039$16.67M3.4%+12.9%0.048%
7/10/2025 Burns J W & Co. Inc. NY2,878$388K0.0%-19.1%0.001%
7/10/2025 Carderock Capital Management Inc.980$132K0.0%N/A0.000%
7/10/2025 Global Financial Private Client LLC8,717$1.18M0.4%+1.8%0.003%
7/10/2025 Rockland Trust Co.8,398$1.13M0.1%-6.2%0.003%
7/10/2025 Contravisory Investment Management Inc.5,423$731K0.1%+45.5%0.002%
7/10/2025 Ferguson Wellman Capital Management Inc.25,391$3.42M0.1%-11.4%0.010%
7/10/2025 Exchange Traded Concepts LLC53,652$7.23M0.1%-60.0%0.021%
7/10/2025 Affiance Financial LLC6,475$873K0.2%-7.8%0.003%
7/10/2025 Family Legacy Financial Solutions LLC849$114K0.1%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC160,477$21.75M0.0%+33.0%0.063%
7/10/2025 Atticus Wealth Management LLC8,638$1.16M0.3%+2.1%0.003%
7/10/2025 Wedmont Private Capital3,903$529K0.0%-13.7%0.002%
7/10/2025 American Financial Advisors LLC145,354$19.59M2.7%-1.3%0.057%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA19,003$2.56M0.8%+4.0%0.007%
7/10/2025 Shira Ridge Wealth Management4,965$669K0.3%-49.5%0.002%
7/10/2025 Signal Advisors Wealth LLC33,072$4.46M0.3%+24.0%0.013%
7/10/2025 Focus Financial Network Inc.27,994$3.77M0.1%+0.3%0.011%
7/10/2025 Sovran Advisors LLC2,785$376K0.0%-22.6%0.001%
7/10/2025 Jackson Square Capital LLC2,703$364K0.1%-13.1%0.001%
7/9/2025 Lake Hills Wealth Management LLC90,806$12.24M7.0%N/A0.036%
7/9/2025 Finley Financial LLC2,675$361K0.2%-27.8%0.001%
7/9/2025 Intelligence Driven Advisers LLC4,800$647K0.1%N/A0.002%
7/9/2025 Dynamic Advisor Solutions LLC19,061$2.57M0.1%-13.5%0.007%
7/9/2025 Channel Wealth LLC3,060$412K0.1%-17.9%0.001%
7/9/2025 Pines Wealth Management LLC4,259$577K0.2%+4.8%0.002%
7/9/2025 Sapient Capital LLC3,713$501K0.0%-23.5%0.001%
7/9/2025 Procyon Advisors LLC31,497$4.25M0.4%+179.8%0.012%
7/9/2025 Biltmore Wealth Management LLC164,009$22.11M8.9%+5.3%0.064%
7/9/2025 Graves Light Lenhart Wealth Inc.140,965$19.00M2.3%-1.9%0.055%
7/9/2025 Pallas Capital Advisors LLC33,376$4.50M0.2%-47.3%0.013%
7/9/2025 Camelot Technology Advisors Inc.6,488$875K0.7%-2.1%0.003%
7/9/2025 Goelzer Investment Management Inc.3,476$469K0.0%-7.5%0.001%
7/9/2025 Divergent Planning LLC1,915$258K0.1%N/A0.001%
7/9/2025 Balefire LLC3,231$436K0.1%N/A0.001%
7/9/2025 Krilogy Financial LLC164,549$22.18M1.3%+8.2%0.065%
7/9/2025 Harbor Capital Advisors Inc.305$41K0.0%N/A0.000%
7/9/2025 Fiduciary Alliance LLC1,724$232K0.0%N/A0.001%
7/9/2025 Bank of New Hampshire1,920$259K0.1%-9.2%0.001%
7/9/2025 Triumph Capital Management4,063$548K0.2%+8.4%0.002%
7/9/2025 Central Bank & Trust Co.14,587$1.97M0.3%+21.4%0.006%
7/9/2025 Pacific Capital Wealth Advisors Inc.2,073$279K0.1%-30.6%0.001%
7/9/2025 Byrne Asset Management LLC1,687$227K0.2%+9.7%0.001%
7/9/2025 Clarus Wealth Advisors11,159$1.51M0.7%+6.9%0.004%
7/9/2025 Key Client Fiduciary Advisors LLC3,725$502K0.2%-53.2%0.001%
7/9/2025 Bay Rivers Group24,848$3.35M1.5%+1.3%0.010%
7/9/2025 Bulwark Capital Corp220$30K0.0%N/A0.000%
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7/9/2025 MassMutual Private Wealth & Trust FSB3,047$411K0.0%+7.7%0.001%
7/9/2025 WealthCare Investment Partners LLC26,186$3.55M1.3%-5.6%0.010%
7/8/2025 Range Financial Group LLC3,165$427K0.2%N/A0.001%
7/8/2025 Lpwm LLC5,003$674K0.2%+1.9%0.002%
7/8/2025 Northstar Advisory Group LLC26,270$3.54M1.7%+80.4%0.010%
7/8/2025 Chemistry Wealth Management LLC13,676$1.84M0.4%-1.0%0.005%
7/8/2025 Adamsbrown Wealth Consultants LLC11,321$1.53M0.4%-17.2%0.004%
7/8/2025 Silverleafe Capital Partners LLC57,217$7.71M2.7%-26.0%0.022%
7/8/2025 Rise Advisors LLC2,755$371K0.1%+9.5%0.001%
7/8/2025 Webster Bank N. A.2,100$283K0.0%-5.0%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, 1,967 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), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Janney Montgomery Scott LLC ($3.99M), and Caisse DE Depot ET Placement DU Quebec ($3.43M).

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

Institutional investors have bought a total of 114,495,077 shares in the last 24 months. This purchase volume represents approximately $15.82B in transactions.

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

Of the 972 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), Raymond James & Associates ($1.59M), Goldman Sachs Group Inc. ($1.39M), Nissay Asset Management Corp Japan ADV ($1.38M), and WestEnd Advisors LLC ($1.23M).

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

Institutional investors have sold a total of 47,722,048 shares in the last 24 months. This volume of shares sold represents approximately $6.76B in transactions.


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This page (NYSEARCA:XLV) was last updated on 7/14/2025 by MarketBeat.com Staff
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