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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$144.54 -0.28 (-0.20%)
As of 11:55 AM 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)
1305
Total
Institutional Inflows
(last 12 months)
$16.56B
Number of
Institutional Sellers
(last 12 months)
1046
Total
Institutional Outflows
(last 12 months)
$7.01B
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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
10/3/2025 KFA Private Wealth Group LLC7,215$1.00M0.3%-6.1%0.003%
10/3/2025 HCR Wealth Advisors1,722$247K0.0%-6.9%0.001%
10/3/2025 Breakwater Investment Management369$51K0.0%-33.0%0.000%
10/1/2025 Hobart Private Capital LLC67,067$9.33M2.0%+4.0%0.027%
9/30/2025Cullen Capital Management LLC143,463$19.34M0.2%+2,879.5%0.058%
9/26/2025Corient Private Wealth LLC159,253$21.47M0.0%+13.8%0.064%
9/25/2025CacheTech Inc.54,628$7.36M1.4%-2.9%0.022%
9/22/2025Caldwell Trust Co4,548$613K0.1%N/A0.002%
9/19/2025Watts Gwilliam & Co. LLC5,199$715K0.1%-9.4%0.002%
9/12/2025Valeo Financial Advisors LLC3,957$533K0.0%-32.0%0.002%
9/11/2025Milestones Private Investment Advisors LLC21,001$2.83M2.1%N/A0.008%
9/10/2025WT Wealth Management23,405$3.16M0.9%-50.8%0.009%
9/9/2025NWF Advisory Services Inc.3,989$538K0.1%+36.4%0.002%
9/4/2025Osaic Holdings Inc.634,507$86.07M0.2%+2.4%0.256%
8/29/2025Evolution Wealth Management Inc.255$34K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.45,446$6.13M0.4%+47.9%0.018%
8/27/2025Orion Porfolio Solutions LLC43,666$5.89M0.1%+1.6%0.018%
8/26/2025Thrivent Financial for Lutherans29,120$3.93M0.0%-68.0%0.012%
8/26/2025Claris Financial LLC1,494$201K0.2%-20.8%0.001%
8/25/2025Promus Capital LLC4,428$597K0.4%N/A0.002%
8/25/2025Silverlake Wealth Management LLC2,742$370K0.1%-46.4%0.001%
8/25/2025Fulcrum Equity Management6,342$855K0.9%-41.0%0.003%
8/22/2025TT Capital Management LLC12,648$1.71M0.6%N/A0.005%
8/20/2025Thompson Davis & CO. Inc.2,285$308K0.2%-8.0%0.001%
8/20/2025Forefront Wealth Partners LLC9,709$1.33M0.9%+22.0%0.004%
8/19/2025B. Riley Wealth Advisors Inc.10,566$1.42M0.1%N/A0.004%
8/19/2025Newbridge Financial Services Group Inc.6,466$872K0.1%+234.2%0.003%
8/19/2025Marex Group plc20,030$2.70M0.0%N/A0.008%
8/19/2025Advisory Services Network LLC49,009$6.39M0.1%+0.7%0.020%
8/19/2025Delos Wealth Advisors LLC27,829$3.75M2.9%-11.2%0.011%
8/19/2025Element Pointe Advisors LLC104,755$14.12M3.4%+1.7%0.042%
8/18/2025Hudson Bay Capital Management LP150,225$20.25M0.1%-136.4%0.061%
8/18/2025Tyler Stone Wealth Management13,966$1.88M0.3%+2.5%0.006%
8/18/2025N.E.W. Advisory Services LLC1,170$158K0.0%-15.5%0.000%
8/18/2025Geneos Wealth Management Inc.8,633$1.16M0.0%-60.0%0.003%
8/18/2025Westwood Holdings Group Inc.37,795$5.09M0.0%-1.6%0.015%
8/18/2025Caxton Associates LLP10,012$1.35M0.0%N/A0.004%
8/18/2025Second Line Capital LLC2,389$322K0.1%-3.4%0.001%
8/18/2025Pacific Center for Financial Services5,697$768K0.2%-1.8%0.002%
8/16/2025Evergreen Capital Management LLC1,970$266K0.0%+10.5%0.001%
8/16/2025Headlands Technologies LLC32,425$4.37M0.5%+401.9%0.013%
8/15/2025Strategic Investment Advisors MI2,022$273K0.0%N/A0.001%
8/15/2025Tower Research Capital LLC TRC 3,712$500K0.0%-93.5%0.001%
8/15/2025Howland Capital Management LLC2,663$359K0.0%+10.1%0.001%
8/15/2025Global View Capital Management LLC1,872$252K0.1%-90.0%0.001%
8/15/2025Asset Allocation Strategies LLC20,222$2.73M0.5%-21.9%0.008%
8/15/2025Rakuten Securities Inc.271$37K0.0%+158.1%0.000%
8/15/2025Corient Private Wealth LLC316,097$42.61M0.1%+125.8%0.128%
8/15/2025Equitable Holdings Inc.167,834$22.62M0.2%+13.7%0.068%
8/15/2025Florida Financial Advisors LLC7,453$1.01M0.3%-10.3%0.003%
8/15/2025Northeast Financial Consultants Inc24,337$3.28M0.1%-15.4%0.010%
8/15/2025Sender Co & Partners Inc.34,651$4.67M1.3%N/A0.014%
8/15/2025Captrust Financial Advisors164,629$22.19M0.0%+1.4%0.066%
8/15/2025Blue Chip Partners LLC10,151$1.37M0.1%-16.8%0.004%
8/15/2025Keel Point LLC13,047$1.76M0.1%+163.6%0.005%
8/15/2025Manhattan West Asset Management LLC8,470$1.14M0.3%-48.1%0.003%
8/15/2025Cooksen Wealth LLC32,956$4.44M3.6%+15.9%0.013%
8/15/2025Voya Financial Advisors Inc.5,959$798K0.1%+9.0%0.002%
8/15/2025Sherman Asset Management Inc.6,317$852K0.8%+24.5%0.003%
8/15/2025Smartleaf Asset Management LLC933$125K0.0%-24.0%0.000%
8/15/2025Snowden Capital Advisors LLC22,739$3.07M0.1%+38.8%0.009%
8/15/2025Redwood Financial Network Corp11,521$1.55M1.0%-0.9%0.005%
8/15/2025Riggs Asset Managment Co. Inc.474$64K0.0%-98.6%0.000%
8/15/2025Orion Porfolio Solutions LLC54,434$7.34M0.1%+26.6%0.022%
8/15/2025MML Investors Services LLC304,571$41.05M0.1%-28.3%0.123%
8/15/2025Modern Wealth Management LLC8,201$1.11M0.0%+4.2%0.003%
8/15/2025Helium Advisors LLC22,308$3.01M1.9%+344.7%0.009%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.127,905$17.24M3.0%-4.5%0.052%
8/15/2025Hudson Bay Capital Management LP150,225$20.25M0.1%-136.4%0.061%
8/15/2025Great Valley Advisor Group Inc.17,875$2.41M0.1%+16.6%0.007%
8/15/2025Group One Trading LLC8,060$1.09M0.0%N/A0.003%
8/15/2025Garden State Investment Advisory Services LLC2,111$285K0.1%-6.7%0.001%
8/15/2025EP Wealth Advisors LLC133,390$17.98M0.1%+107.1%0.054%
8/15/2025Envision Financial Planning LLC20,738$2.80M1.3%+10.6%0.008%
8/15/2025Curi Capital LLC2,873$387K0.0%+40.8%0.001%
8/15/2025BBR Partners LLC27,857$3.76M0.2%-0.8%0.011%
8/15/2025Benjamin Edwards Inc.28,478$3.84M0.0%-19.7%0.011%
8/15/2025BTG Pactual Asset Management US LLC76,939$10.37M1.1%-1.1%0.031%
8/15/2025Byrne Financial Freedom LLC9,846$1.33M0.7%-4.7%0.004%
8/15/2025BlueCrest Capital Management Ltd8,636$1.16M0.0%-50.0%0.003%
8/15/2025Ameriprise Financial Inc.2,860,751$385.55M0.1%-16.4%1.154%
8/15/2025Aberdeen Wealth Management LLC7,121$960K0.6%-1.7%0.003%
8/14/2025Vienna Asset Management LLC7,134$962K0.7%N/A0.003%
8/14/2025MGB Wealth Management LLC3,506$471K0.2%-14.2%0.001%
8/14/2025Paloma Partners Management Co31,175$4.20M0.6%N/A0.013%
8/14/2025Welch Capital Partners LLC NY62,041$8.36M1.9%-2.3%0.025%
8/14/2025BW Gestao de Investimentos Ltda.229,000$30.87M1.3%+1,928.0%0.092%
8/14/2025Ausdal Financial Partners Inc.7,943$1.07M0.1%+2.5%0.003%
8/14/2025Raymond James Financial Inc.5,647,759$761.26M0.3%-6.5%2.278%
8/14/2025Darwin Wealth Management LLC21,159$2.85M1.0%N/A0.009%
8/14/2025Transamerica Financial Advisors LLC20,115$2.71M0.3%-0.7%0.008%
8/14/2025Banco BTG Pactual S.A.16,987$2.29M0.5%+33.8%0.007%
8/14/2025Bayesian Capital Management LP52,450$7.07M1.1%N/A0.021%
8/14/2025Quantinno Capital Management LP36,098$4.87M0.0%-7.7%0.015%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main39,205$5.28M0.0%N/A0.016%
8/14/2025Diversify Advisory Services LLC10,582$1.39M0.1%-1.5%0.004%
8/14/2025Objective Capital Management LLC8,060$1.09M1.2%-1.1%0.003%
8/14/2025Peapack Gladstone Financial Corp200,693$27.05M0.4%+1.0%0.081%
8/14/2025Vivaldi Capital Management LP5,640$760K0.1%-18.4%0.002%
8/14/2025Ieq Capital LLC13,836$1.87M0.0%-27.9%0.006%
(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, 1,965 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. ($1.73B), LPL Financial LLC ($1.01B), Envestnet Asset Management Inc. ($782.52M), Raymond James Financial Inc. ($761.26M), 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 1,704 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), Raymond James Financial Inc. ($6.04M), Janney Montgomery Scott LLC ($3.72M), Caisse DE Depot ET Placement DU Quebec ($3.43M), JPMorgan Chase & Co. ($2.59M), and International Assets Investment Management LLC ($2.34M).

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

Institutional investors have bought a total of 120,294,432 shares in the last 24 months. This purchase volume represents approximately $16.56B in transactions.

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

Of the 1,046 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), Meitav Investment House Ltd. ($1.29M), and Ameriprise Financial Inc. ($1.13M).

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

Institutional investors have sold a total of 50,258,120 shares in the last 24 months. This volume of shares sold represents approximately $7.01B in transactions.


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This page (NYSEARCA:XLV) was last updated on 10/6/2025 by MarketBeat.com Staff
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