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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$133.01 +1.88 (+1.43%)
Closing price 08/4/2025 04:10 PM Eastern
Extended Trading
$132.53 -0.48 (-0.36%)
As of 04:57 AM 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)
1266
Total
Institutional Inflows
(last 12 months)
$15.82B
Number of
Institutional Sellers
(last 12 months)
994
Total
Institutional Outflows
(last 12 months)
$6.79B
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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
8/4/2025Balentine LLC1,956$264K0.0%+3,004.8%0.001%
8/4/20254WEALTH Advisors Inc.9,022$1.22M1.2%+7.2%0.004%
8/4/2025Integrity Alliance LLC.10,297$1.39M0.1%-3.5%0.004%
8/4/2025Creative Financial Designs Inc. ADV10,636$1.43M0.1%-4.6%0.004%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,271$980K0.1%-16.0%0.003%
8/4/2025AMG National Trust Bank22,758$3.07M0.1%-2.2%0.009%
8/4/2025Kovack Advisors Inc.18,853$2.54M0.2%-12.0%0.008%
8/4/2025IFG Advisory LLC24,535$3.31M0.2%-3.8%0.010%
8/4/2025Wolverine Asset Management LLC14,100$1.90M0.0%+35.6%0.006%
8/4/2025Pinnacle Associates Ltd.41,649$5.61M0.1%-6.9%0.017%
8/4/2025Amplius Wealth Advisors LLC1,555$210K0.0%-18.0%0.001%
8/4/2025BLB&B Advisors LLC3,345$451K0.0%-79.7%0.001%
8/4/2025UNIVEST FINANCIAL Corp7,759$1.05M0.1%-78.0%0.003%
8/4/2025Simon Quick Advisors LLC82,246$11.09M0.4%+2,837.4%0.033%
8/4/2025Ledyard National Bank6,879$927K0.1%-3.0%0.003%
8/4/2025One Day In July LLC19,511$2.63M0.2%+3.6%0.008%
8/4/2025Atria Investments Inc100,632$13.56M0.2%-3.2%0.041%
8/4/2025Spinnaker Trust184,043$24.81M1.5%-1.0%0.075%
8/4/2025Savvy Advisors Inc.1,731$233K0.0%-41.6%0.001%
8/4/2025Noesis Capital Mangement Corp4,208$567K0.1%-2.1%0.002%
8/4/2025FRG Family Wealth Advisors LLC7,647$1.03M0.2%-18.9%0.003%
8/4/2025Grant Street Asset Management Inc.3,642$491K0.1%-13.4%0.001%
8/4/2025Assetmark Inc.499,236$67.29M0.2%+37.3%0.202%
8/4/2025Keybank National Association OH63,753$8.59M0.0%+135.1%0.026%
8/4/2025Premier Path Wealth Partners LLC72,170$9.73M1.4%+9.2%0.029%
8/4/2025Spire Wealth Management148,125$19.92M0.7%-19.4%0.060%
8/4/2025Hantz Financial Services Inc.578$78K0.0%N/A0.000%
8/4/2025Arkadios Wealth Advisors69,466$9.36M0.3%+10.3%0.028%
8/4/2025Barnes Dennig Private Wealth Management LLC400$54K0.1%+1,381.5%0.000%
8/4/2025World Investment Advisors26,117$3.52M0.1%+1.2%0.011%
8/4/2025Flagship Harbor Advisors LLC35,482$4.78M0.2%-72.0%0.014%
8/4/2025Econ Financial Services Corp36,103$4.87M2.5%N/A0.015%
8/4/2025Bristlecone Advisors LLC7,059$951K0.1%-13.8%0.003%
8/4/2025Analyst IMS Investment Management Services Ltd.104,831$14.13M0.5%+4.8%0.042%
8/4/2025WNY Asset Management LLC2,839$383K0.0%+3.7%0.001%
8/4/2025Migdal Insurance & Financial Holdings Ltd.701,569$94.56M1.1%+270.7%0.284%
8/1/2025 Biltmore Family Office LLC4,705$634K0.1%+2.1%0.002%
8/1/2025 James Investment Research Inc.21,861$2.95M0.4%-0.4%0.009%
8/1/2025 Providence First Trust Co20,436$2.76M1.0%-0.5%0.008%
8/1/2025 Fairfield Financial Advisors LTD1,595$215K0.1%-20.4%0.001%
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8/1/2025 Private Wealth Partners LLC2,830$381K0.0%-6.8%0.001%
8/1/2025 Integral Investment Advisors Inc.6,063$817K0.2%+33.0%0.002%
8/1/2025 First National Trust Co7,273$980K0.0%-2.2%0.003%
8/1/2025 Purkiss Capital Advisors LLC1,864$251K0.1%+26.5%0.001%
8/1/2025 May Hill Capital LLC1,624$219K0.1%N/A0.001%
8/1/2025 GWN Securities Inc.4,730$639K0.1%-60.0%0.002%
8/1/2025 Advisory Alpha LLC437,543$58.98M1.8%+3.1%0.177%
8/1/2025 Transcend Capital Advisors LLC50,056$6.75M0.5%-2.8%0.020%
8/1/2025 Penobscot Wealth Management3,799$512K0.2%+39.4%0.002%
8/1/2025 Bessemer Group Inc.26,342$3.55M0.0%+77.7%0.011%
8/1/2025 Schmidt P J Investment Management Inc.3,850$519K0.1%-26.6%0.002%
8/1/2025 Brookwood Investment Group LLC6,988$942K0.2%+402.4%0.003%
8/1/2025 Pasadena Private Wealth LLC1,786$241K0.0%-23.5%0.001%
8/1/2025 Curat Global LLC7,624$1.03M1.0%-2.8%0.003%
8/1/2025 Ashton Thomas Private Wealth LLC126,569$17.06M0.6%+72.2%0.051%
8/1/2025 Solstein Capital LLC1,551$209K0.1%-33.1%0.001%
8/1/2025 Bolthouse Investments LLC3,754$506K0.5%-28.5%0.002%
8/1/2025 Envestnet Asset Management Inc.5,805,498$782.52M0.2%-10.3%2.350%
8/1/2025 Chilton Capital Management LLC3,975$536K0.0%+5.3%0.002%
7/31/2025 Wealthfront Advisers LLC27,696$3.73M0.0%-2.7%0.011%
7/31/2025 Oppenheimer Asset Management Inc.108,034$14.56M0.2%-1.1%0.044%
7/31/2025 University of Texas Texas AM Investment Management Co.5,407$729K0.1%-1.6%0.002%
7/31/2025 Conservest Capital Advisors Inc.490,691$66.14M6.5%-2.7%0.199%
7/31/2025 Ingalls & Snyder LLC8,816$1.19M0.0%-1.6%0.004%
7/31/2025 Strait & Sound Wealth Management LLC4,052$546K0.2%+87.2%0.002%
7/31/2025 Darden Wealth Group Inc1,992$269K0.2%-10.3%0.001%
7/31/2025 Interchange Capital Partners LLC6,916$932K0.2%+2.1%0.003%
7/31/2025 Brighton Jones LLC10,556$1.42M0.0%-4.1%0.004%
7/31/2025 Waldron Private Wealth LLC10,747$1.45M0.1%-15.3%0.004%
7/31/2025 Dodds Wealth LLC9,348$1.26M0.3%-3.9%0.004%
7/31/2025 Sentinel Trust Co. LBA24,425$3.29M0.4%-1.6%0.010%
7/31/2025 SSA Swiss Advisors AG4,170$566K0.3%-4.2%0.002%
7/31/2025 Focus Partners Advisor Solutions LLC3,657$493K0.0%-19.8%0.001%
7/31/2025 Fielder Capital Group LLC2,340$315K0.1%-33.0%0.001%
7/31/2025 Hobart Private Capital LLC64,516$8.70M2.0%-9.8%0.026%
7/31/2025 Ranch Capital Advisors Inc.5,387$726K0.3%-54.6%0.002%
7/31/2025 Glass Jacobson Investment Advisors llc500$67K0.0%-95.6%0.000%
7/31/2025 Pinnacle Wealth Management Group Inc.16,153$2.18M1.2%+3.3%0.007%
7/31/2025 Sage Mountain Advisors LLC2,087$281K0.0%+188.7%0.001%
7/31/2025 3EDGE Asset Management LP17,416$2.34M0.1%-50.3%0.007%
7/31/2025 Moloney Securities Asset Management LLC19,726$2.66M0.3%-0.8%0.008%
7/31/2025 Jackson Hole Capital Partners LLC14,144$1.91M0.3%+2.3%0.006%
7/31/2025 Asset Management One Co. Ltd.5,236$706K0.0%+14,860.0%0.002%
7/31/2025 AlTi Global Inc.39,152$5.34M0.1%-5.8%0.016%
7/31/2025 Sharper & Granite LLC47,882$6.48M2.5%+5.1%0.019%
7/31/2025 180 Wealth Advisors LLC1,533$207K0.0%+5.9%0.001%
7/31/2025 Carnegie Investment Counsel89,408$12.05M0.2%-0.3%0.036%
7/31/2025 FSM Wealth Advisors LLC2,176$292K0.0%+13.7%0.001%
7/30/2025 First Citizens Bank & Trust Co.12,342$1.66M0.0%+127.8%0.005%
7/30/2025 Roman Butler Fullerton & Co.8,744$1.19M0.4%-9.7%0.004%
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7/30/2025 Bleakley Financial Group LLC31,725$4.28M0.1%+6.7%0.013%
7/30/2025 Insight Advisors LLC PA4,447$599K0.1%-3.8%0.002%
7/30/2025 Castle Wealth Management LLC2,552$344K0.1%-5.6%0.001%
7/30/2025 Strategic Blueprint LLC14,895$2.01M0.1%-8.2%0.006%
7/30/2025 Principle Wealth Partners LLC18,916$2.55M0.2%-1.3%0.008%
7/30/2025 Red Crane Wealth Management LLC14,943$2.01M1.8%N/A0.006%
7/30/2025 Granite Harbor Advisors Inc.38,687$5.22M2.4%-1.2%0.016%
7/30/2025 Freedom Investment Management Inc.49,891$6.73M0.5%+9.1%0.020%
7/30/2025 Forum Financial Management LP3,522$475K0.0%+14.6%0.001%
7/30/2025 Rehmann Capital Advisory Group16,273$2.19M0.1%-6.9%0.007%
(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, 1,958 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), Raymond James Financial Inc. ($881.90M), Envestnet Asset Management Inc. ($782.52M), 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 1,692 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. ($2.46M), 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 114,627,795 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 991 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), Envestnet Asset Management Inc. ($1.90M), Bessemer Group Inc. ($1.62M), Goldman Sachs Group Inc. ($1.39M), Nissay Asset Management Corp Japan ADV ($1.38M), 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 48,289,989 shares in the last 24 months. This volume of shares sold represents approximately $6.79B in transactions.


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This page (NYSEARCA:XLV) was last updated on 8/5/2025 by MarketBeat.com Staff
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