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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$133.47 -2.24 (-1.65%)
Closing price 06/17/2025 04:10 PM Eastern
Extended Trading
$133.54 +0.06 (+0.05%)
As of 05:44 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)
1277
Total
Institutional Inflows
(last 12 months)
$6.05B
Number of
Institutional Sellers
(last 12 months)
963
Total
Institutional Outflows
(last 12 months)
$6.73B
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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
6/17/2025Howe & Rusling Inc.4,684$684K0.1%+4.1%0.002%
6/16/2025 Lynx Investment Advisory8,947$1.31M0.9%+27.7%0.003%
6/16/2025 Peterson Wealth Management16,149$2.36M1.6%+5.1%0.006%
6/10/2025 Birchbrook Inc.9,963$1.46M0.8%+6.9%0.004%
6/3/2025 Invst LLC7,628$1.11M0.2%+117.3%0.003%
6/2/2025 Modern Wealth Management LLC7,874$1.15M0.0%-7.2%0.003%
5/29/2025 Nova Wealth Management Inc.5,456$797K0.7%-36.0%0.002%
5/28/2025 GK Wealth Management LLC3,833$560K0.7%+77.9%0.001%
5/28/2025 Intrua Financial LLC44,884$6.55M1.0%-37.4%0.017%
5/27/2025 Jacobi Capital Management LLC15,076$2.20M0.2%-19.9%0.006%
5/27/2025 Advisors Capital Management LLC3,400$496K0.0%-83.3%0.001%
5/27/2025 Iron Gate Global Advisors LLC1,889$276K0.0%N/A0.001%
5/23/2025 Thor Trading Advisors LLC123,403$18.02M8.2%N/A0.047%
5/22/2025 Rollins Financial Advisors LLC2,380$348K0.1%-30.0%0.001%
5/21/2025 MBL Wealth LLC1,499$219K0.0%N/A0.001%
5/21/2025 McAdam LLC8,626$1.26M0.1%-15.1%0.003%
5/21/2025 Geneos Wealth Management Inc.21,571$3.15M0.1%+224.5%0.008%
5/21/2025 Schmidt P J Investment Management Inc.5,242$765K0.1%-25.3%0.002%
5/20/2025 Acorns Advisers LLC2,531$370K0.0%+14.4%0.001%
5/20/2025 Fortis Capital Advisors LLC2,993$437K0.1%+2.7%0.001%
5/20/2025 Belpointe Asset Management LLC26,319$3.84M0.2%+15.1%0.010%
5/20/2025 Focus Partners Wealth863,201$126.04M0.3%-0.1%0.326%
5/20/2025 Flaharty Asset Management LLC844$123K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.10,667$1.56M0.1%N/A0.004%
5/20/2025 Glenview Trust co9,317$1.36M0.0%-15.1%0.004%
5/20/2025 Aspen Investment Management Inc3,894$569K0.3%+82.0%0.001%
5/19/2025 SageView Advisory Group LLC2,155$315K0.0%-26.2%0.001%
5/19/2025 Advisory Alpha LLC424,221$61.94M2.1%+9.1%0.160%
5/19/2025 SCS Capital Management LLC21,050$3.07M0.0%N/A0.008%
5/19/2025 Smith Asset Management Co. LLC2,787$407K0.4%N/A0.001%
5/16/2025 Wilson & Boucher Capital Management LLC16,514$2.41M1.8%+5.4%0.006%
5/16/2025 Prostatis Group LLC1,549$226K0.1%-17.1%0.001%
5/16/2025 McIlrath & Eck LLC464$68K0.0%+38.1%0.000%
5/16/2025 Empowered Funds LLC16,477$2.41M0.0%+107.2%0.006%
5/16/2025 Northeast Financial Consultants Inc28,761$4.20M0.2%-11.9%0.011%
5/16/2025 Ascent Group LLC6,346$927K0.0%-4.7%0.002%
5/16/2025 Arete Wealth Advisors LLC5,556$811K0.1%+11.8%0.002%
5/16/2025 Strait & Sound Wealth Management LLC2,164$316K0.1%-5.5%0.001%
5/16/2025 Signature Estate & Investment Advisors LLC364,977$53.29M1.4%+869.8%0.138%
5/16/2025 Ashton Thomas Private Wealth LLC73,511$10.73M0.4%-47.5%0.028%
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5/16/2025 Goldman Sachs Group Inc.5,021,842$733.24M0.1%-12.2%1.898%
5/16/2025 Cape Investment Advisory Inc.2,964$433K0.2%+4.4%0.001%
5/16/2025 Jones Financial Companies Lllp134,525$19.64M0.0%+83.6%0.051%
5/16/2025 Coordinated Financial Services Inc. CO5,863$856K0.7%N/A0.002%
5/16/2025 Talon Private Wealth LLC5,254$767K0.1%-27.2%0.002%
5/16/2025 Tamar Securities LLC78,247$11.43M1.5%+6.5%0.030%
5/16/2025 Sepio Capital LP38,726$5.65M0.4%-2.9%0.015%
5/16/2025 Raab & Moskowitz Asset Management LLC2,741$400K0.1%+10.0%0.001%
5/16/2025 Redwood Financial Network Corp11,621$1.70M1.3%+1.5%0.004%
5/16/2025 Rise Advisors LLC2,516$367K0.2%+10.1%0.001%
5/16/2025 Rockport Wealth LLC40,293$5.88M2.1%+10.2%0.015%
5/16/2025 Pacific Center for Financial Services5,803$847K0.2%-10.8%0.002%
5/16/2025 Passaic Partners LLC101,438$14.81M2.2%-16.0%0.038%
5/16/2025 Nissay Asset Management Corp Japan ADV3,517,825$513.64M3.3%-11.3%1.329%
5/16/2025 NewEdge Advisors LLC166,240$24.27M0.1%-13.1%0.063%
5/16/2025 Integrated Wealth Concepts LLC70,773$10.33M0.1%-8.7%0.027%
5/16/2025 Hancock Whitney Corp4,074$595K0.0%-27.9%0.002%
5/16/2025 Edmond DE Rothschild Holding S.A.752$110K0.0%-81.2%0.000%
5/16/2025 Concentric Capital Strategies LP33,649$4.91M0.5%+315.9%0.013%
5/16/2025 Curi RMB Capital LLC2,041$298K0.0%-94.2%0.001%
5/16/2025 BW Gestao de Investimentos Ltda.11,292$1.65M0.1%-95.2%0.004%
5/16/2025 AQR Capital Management LLC7,783$1.14M0.0%+79.7%0.003%
5/16/2025 AlTi Global Inc.41,552$6.07M0.2%-0.3%0.016%
5/16/2025 Algorithmic Investment Models LLC35,006$5.11M3.8%N/A0.013%
5/16/2025 5th Street Advisors LLC34,965$5.11M2.5%-35.3%0.013%
5/15/2025 Paragon Private Wealth Management LLC3,083$450K0.2%N/A0.001%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.133,986$19.56M3.0%+1.3%0.051%
5/15/2025 Federation des caisses Desjardins du Quebec28,750$4.20M0.0%+18.0%0.011%
5/15/2025 Perbak Capital Partners LLP26,450$3.86M2.9%+4.0%0.010%
5/15/2025 EP Wealth Advisors LLC64,395$9.40M0.1%-10.5%0.024%
5/15/2025 Ashton Thomas Securities LLC12,280$1.79M0.5%-13.3%0.005%
5/15/2025 GW Henssler & Associates Ltd.2,524$389K0.0%+85.7%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC4,558$666K0.0%+12.1%0.002%
5/15/2025 Flputnam Investment Management Co.3,428$501K0.0%-43.9%0.001%
5/15/2025 Royal Bank of Canada3,120,800$455.67M0.1%+3.3%1.179%
5/15/2025 Alpine Global Management LLC3,605$526K0.1%N/A0.001%
5/15/2025 Calton & Associates Inc.28,322$4.14M0.9%+53.4%0.011%
5/15/2025 FRG Family Wealth Advisors LLC9,427$1.38M0.3%+9.1%0.004%
5/15/2025 Second Line Capital LLC2,474$361K0.1%-19.5%0.001%
5/15/2025 Centric Wealth Management23,109$3.37M0.9%+698.2%0.009%
5/15/2025 Insight Wealth Partners LLC4,862$710K0.1%-5.2%0.002%
5/15/2025 Benchmark Investment Advisors LLC1,470$215K0.1%-15.7%0.001%
5/15/2025 Pinnacle Wealth Planning Services Inc.1,410$206K0.0%N/A0.001%
5/15/2025 Activest Wealth Management1,761$257K0.1%-79.3%0.001%
5/15/2025 All Terrain Financial Advisors LLC1,668$244K0.1%+8.8%0.001%
5/15/2025 GKV Capital Management Co. Inc.5,508$804K0.3%N/A0.002%
5/15/2025 Gerber Kawasaki Wealth & Investment Management334,287$48.81M2.2%+5.3%0.126%
5/15/2025 Northstar Financial Companies Inc.1,478$216K0.2%-40.0%0.001%
5/15/2025 Okabena Investment Services Inc.13,029$1.90M0.5%+0.6%0.005%
5/14/2025 Transamerica Financial Advisors LLC20,256$2.96M0.3%+42.6%0.008%
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5/14/2025 Ieq Capital LLC19,200$2.80M0.0%+22.3%0.007%
5/14/2025 CreativeOne Wealth LLC19,846$2.90M0.1%+7.1%0.007%
5/14/2025 Per Stirling Capital Management LLC.10,599$1.55M0.2%N/A0.004%
5/14/2025 Envision Financial Planning LLC18,752$2.74M1.4%-3.4%0.007%
5/14/2025 Potomac Fund Management Inc. ADV2,282$333K0.3%-17.3%0.001%
5/14/2025 Caisse DE Depot ET Placement DU Quebec520,632$76.02M0.2%-84.8%0.197%
5/14/2025 Talisman Wealth Advisors LLC6,240$911K0.9%+5.2%0.002%
5/14/2025 Luminist Capital LLC4,826$692K0.7%+3.4%0.002%
5/14/2025 Full Sail Capital LLC190,578$27.83M1.8%-5.0%0.072%
5/14/2025 Apexium Financial LP43,111$6.30M0.4%+37.2%0.016%
(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, 1,961 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were 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), Raymond James & Associates ($630.55M), and Ameriprise Financial Inc. ($523.65M).Learn more on XLV's institutional investors.

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

Of the 1,698 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), 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), 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 91,934,637 shares in the last 24 months. This purchase volume represents approximately $12.75B in transactions.

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

Of the 1,262 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. ($18.13M), Twin Tree Management LP ($11.36M), Granite Bay Wealth Management LLC ($7.24M), Caisse DE Depot ET Placement DU Quebec ($5.47M), Bessemer Group Inc. ($3.07M), Ameriprise Financial Inc. ($2.10M), 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 90,113,086 shares in the last 24 months. This volume of shares sold represents approximately $12.53B in transactions.


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This page (NYSEARCA:XLV) was last updated on 6/18/2025 by MarketBeat.com Staff
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