Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

$162.83 -0.69 (-0.42%)

As of 02:36 PM Eastern

Number of Institutional Buyers (last 12 months): 1225
Total Institutional Inflows (last 12 months): $5.94B

Number of Institutional Sellers (last 12 months): 935
Total Institutional Outflows (last 12 months): $4.31B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/25/2026	Platform Technology Partners	7,819	$1.24M	0.2%	+8.3%	0.003%
7/25/2026	Financial Perspectives Inc	466	$74K	0.0%	+15.6%	0.000%
7/25/2026	Farmers & Merchants Trust Co of Chambersburg PA	20,932	$3.32M	0.8%	+1.1%	0.008%
7/25/2026	Wealth Advisory Solutions LLC	4,019	$638K	0.1%	+2.0%	0.002%
7/25/2026	WealthBridge Capital Management LLC	3,946	$626K	0.1%	-13.5%	0.002%
7/25/2026	Townsend Asset Management Corp NC ADV	296	$47K	0.0%	-69.2%	0.000%
7/25/2026	Allen Wealth Management LLC	102,979	$16.34M	8.0%	+7.3%	0.040%
7/25/2026	TCV Trust & Wealth Management Inc.	55,859	$8.86M	0.7%	+0.8%	0.021%
7/25/2026	Narwhal Capital Management	5,315	$843K	0.1%	-8.4%	0.002%
7/25/2026	Nelson Capital Management LLC	27,406	$4.35M	0.5%	+4.4%	0.011%
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7/25/2026	Lansing Street Advisors	9,761	$1.55M	0.3%	N/A	0.004%
7/25/2026	Silver Coast Investments LLC	27,842	$4.42M	1.3%	+4.7%	0.011%
7/25/2026	James Investment Research Inc.	21,252	$3.37M	0.3%	+5.0%	0.008%
7/25/2026	Legacy Advisors LLC	12,841	$2.04M	0.2%	+45.9%	0.005%
7/25/2026	Greenwood Gearhart LLC	479,226	$76.03M	3.5%	+3.6%	0.184%
7/25/2026	Tiller Private Wealth Inc.	1,719	$273K	0.1%	-17.8%	0.001%
7/25/2026	Pine Valley Investments Ltd Liability Co	21,178	$3.36M	0.1%	+5.4%	0.008%
7/24/2026	D.A. Davidson & CO.	20,103	$3.19M	0.0%	-2.7%	0.008%
7/24/2026	Surience Private Wealth LLC	33,514	$5.32M	4.7%	N/A	0.013%
7/24/2026	EverSource Wealth Advisors LLC	7,238	$1.15M	0.0%	-22.7%	0.003%
7/24/2026	Aventus Investment Advisors Inc.	16,513	$2.62M	1.9%	-0.4%	0.006%
7/24/2026	Naples Global Advisors LLC	1,939	$308K	0.0%	+30.0%	0.001%
7/24/2026	Vanguard Capital Wealth Advisors	8,590	$1.36M	0.9%	N/A	0.003%
7/24/2026	Hartford Financial Management Inc.	16,460	$2.61M	0.6%	+5,386.7%	0.006%
7/24/2026	Lodestone Wealth Management LLC	3,029	$481K	0.2%	+10.8%	0.001%
7/24/2026	Essex LLC	49,769	$7.90M	1.2%	+3.0%	0.019%
7/24/2026	Signaturefd LLC	1,512	$240K	0.0%	-24.3%	0.001%
7/24/2026	Crewe Advisors LLC	3,889	$617K	0.0%	+2.7%	0.001%
7/24/2026	Griffin Asset Management Inc.	1,678	$266K	0.0%	N/A	0.001%
7/24/2026	Dynamic Wealth Strategies LLC	11,809	$1.87M	1.0%	+12.8%	0.005%
7/23/2026	Cape Investment Advisory Inc.	1,425	$226K	0.1%	-55.7%	0.001%
7/23/2026	PFG Investments LLC	12,942	$2.05M	0.1%	-4.0%	0.005%
7/23/2026	Bensler LLC	1,689	$268K	0.0%	-24.5%	0.001%
7/23/2026	Johnson Investment Counsel Inc.	22,106	$3.51M	0.0%	+3.6%	0.008%
7/23/2026	Wealth Architects LLC	2,061	$327K	0.0%	+24.1%	0.001%
7/23/2026	Foronjy Financial LLC	50,354	$7.99M	2.9%	+4.5%	0.019%
7/23/2026	Nations Financial Group Inc. IA ADV	18,652	$2.96M	0.1%	-2.5%	0.007%
7/23/2026	Capital Investment Advisory Services LLC	16,315	$2.59M	0.2%	-34.3%	0.006%
7/23/2026	Financial & Tax Architects LLC	8,342	$1.32M	0.3%	-1.1%	0.003%
7/23/2026	Apollon Financial LLC	36,185	$5.74M	0.7%	+4.8%	0.014%
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7/23/2026	Apollon Wealth Management LLC	20,937	$3.32M	0.0%	-12.1%	0.008%
7/23/2026	Retireful LLC	17,039	$2.70M	2.5%	N/A	0.007%
7/23/2026	Atlatl Advisers LLC	14,012	$2.22M	0.5%	N/A	0.005%
7/23/2026	Asset Advisors Investment Management LLC	86,271	$13.69M	1.3%	-17.5%	0.033%
7/22/2026	Exchange Traded Concepts LLC	124,861	$19.81M	0.1%	-1.9%	0.048%
7/22/2026	Harbor Asset Planning Inc.	454	$72K	0.1%	N/A	0.000%
7/22/2026	Entelevest LLC	1,814	$288K	0.2%	-26.8%	0.001%
7/22/2026	Pines Wealth Management LLC	6,257	$993K	0.3%	+6.2%	0.002%
7/22/2026	Mirae Asset Global Investments Co. Ltd.	15,000	$2.38M	0.0%	+135.2%	0.006%
7/22/2026	Praxis Capital Management LLC	3,500	$555K	0.9%	N/A	0.001%
7/22/2026	Balance Wealth Partners LLC	89,514	$14.20M	3.8%	-3.1%	0.035%
7/22/2026	SBI Okasan Asset Management Co.Ltd.	15,620	$2.51M	0.1%	N/A	0.006%
7/22/2026	Sterling Investment Management LLC	1,565	$248K	0.1%	N/A	0.001%
7/22/2026	Fearless Solutions LLC dba Best Invest	6,353	$1.01M	0.5%	+21.6%	0.002%
7/22/2026	Laurel Oak Wealth Management LLC	2,257	$358K	0.1%	+6.6%	0.001%
7/22/2026	Biltmore Wealth Management LLC	181,609	$28.81M	9.0%	+3.9%	0.070%
7/21/2026	Midwest Financial Group LLC	11,567	$1.84M	0.6%	+23.6%	0.004%
7/21/2026	Legacy Private Trust Co.	5,695	$904K	0.1%	-8.7%	0.002%
7/21/2026	SOA Wealth Advisors LLC.	77,358	$12.27M	1.8%	-5.2%	0.030%
7/21/2026	TrustBank	2,900	$460K	0.2%	-34.1%	0.001%
7/21/2026	Quantum Financial Partners LLC	3,179	$504K	0.3%	N/A	0.001%
7/21/2026	Sound Income Strategies LLC	3,180	$505K	0.0%	-2.5%	0.001%
7/21/2026	Petredis Investment Advisors LLC	76,536	$12.14M	0.8%	+0.3%	0.030%
7/21/2026	IFP Advisors Inc	61,149	$9.70M	0.2%	-9.2%	0.024%
7/21/2026	FLC Capital Advisors	4,140	$657K	0.1%	-2.4%	0.002%
7/21/2026	Webster Bank N. A.	2,599	$412K	0.0%	+32.7%	0.001%
7/21/2026	Interchange Capital Partners LLC	4,183	$664K	0.1%	-38.2%	0.002%
7/21/2026	Guyasuta Investment Advisors Inc.	2,175	$345K	0.0%	+3.5%	0.001%
7/21/2026	Merit Financial Group LLC	37,289	$5.92M	0.0%	-23.1%	0.014%
7/20/2026	Hansen & Associates Financial Group Inc.	14,730	$2.39M	1.4%	+18.7%	0.006%
7/20/2026	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	24,632	$3.91M	0.2%	+15.0%	0.010%
7/20/2026	Objective Capital Management LLC	7,882	$1.25M	1.1%	-2.4%	0.003%
7/20/2026	Thomasville National Bank	10,015	$1.59M	0.1%	N/A	0.004%
7/20/2026	Clarity Financial LLC	110,053	$17.46M	1.5%	+29.0%	0.043%
7/20/2026	Farmers & Merchants Investments Inc.	701	$111K	0.0%	-9.8%	0.000%
7/20/2026	Venturi Wealth Management LLC	34,682	$5.50M	0.2%	+24.7%	0.014%
7/20/2026	Wellspring Financial Advisors LLC	275,344	$43.69M	0.7%	+1.2%	0.107%
7/20/2026	Mission Wealth Management LP	7,611	$1.21M	0.0%	+63.6%	0.003%
7/20/2026	Titleist Asset Management LLC	4,633	$735K	0.0%	-11.6%	0.002%
7/20/2026	Sowell Financial Services LLC	30,090	$4.77M	0.2%	-9.1%	0.012%
7/10/2026	Regent Peak Wealth Advisors LLC	3,084	$489K	0.1%	-8.7%	0.001%
7/10/2026	Annex Advisory Services LLC	44,670	$7.09M	0.1%	-3.9%	0.017%
7/10/2026	Butensky & Cohen Financial Security Inc.	21,568	$3.42M	0.8%	+5.0%	0.008%
7/10/2026	Cabana LLC	15,451	$2.45M	18.5%	-1.6%	0.006%
7/10/2026	Whitener Capital Management Inc.	3,067	$487K	0.1%	+3.3%	0.001%
7/10/2026	JFS Wealth Advisors LLC	20,004	$3.17M	0.2%	+1.5%	0.008%
7/10/2026	Kennicott Capital Management LLC	32,889	$5.22M	2.4%	+0.6%	0.013%
7/10/2026	Magnolia Capital Management Ltd.	8,305	$1.32M	0.9%	-24.7%	0.003%
7/10/2026	Rise Advisors LLC	5,611	$890K	0.3%	+1.3%	0.002%
7/10/2026	Fiduciary Financial Group LLC	1,574	$250K	0.0%	-10.4%	0.001%
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7/10/2026	Doliver Advisors LP	10,473	$1.66M	0.4%	+8.0%	0.004%
7/10/2026	Clarus Wealth Advisors	13,315	$2.16M	0.8%	+11.4%	0.005%
7/10/2026	City Holding Co.	2,235	$355K	0.0%	-9.7%	0.001%
7/10/2026	Camelot Technology Advisors Inc.	5,326	$845K	0.6%	-19.9%	0.002%
7/10/2026	Spinnaker Investment Group LLC	23,425	$3.72M	0.6%	+10.4%	0.009%
7/10/2026	Affiance Financial LLC	5,721	$908K	0.1%	-2.4%	0.002%
7/10/2026	SMI Advisory Services LLC	16,450	$2.66M	0.4%	+112.6%	0.006%
7/10/2026	Fulcrum Equity Management	7,846	$1.25M	0.9%	-20.4%	0.003%
7/10/2026	Sage Capital Advisors llc	59,226	$9.40M	1.9%	-0.3%	0.023%
7/10/2026	LVM Capital Management Ltd. MI	10,321	$1.64M	0.1%	+4.1%	0.004%

XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,083 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were Bank of America Corp DE ($4.55B), JPMorgan Chase & Co. ($2.60B), Morgan Stanley ($1.78B), Goldman Sachs Group Inc. ($1.05B), LPL Financial LLC ($1.01B), Raymond James Financial Inc. ($769.99M), and Envestnet Asset Management Inc. ($659.85M).Learn more on Health Care Select Sector SPDR Fund's institutional investors.

Of the 1,809 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 ($71.18M), Raymond James Financial Inc. ($6.12M), JPMorgan Chase & Co. ($5.84M), Janney Montgomery Scott LLC ($3.45M), Caisse DE Depot ET Placement DU Quebec ($3.43M), Bank of America Corp DE ($3.26M), and Harel Insurance Investments & Financial Services Ltd. ($2.26M).

Institutional investors have bought a total of 40,730,485 shares in the last 24 months. This purchase volume represents approximately $5.94B in transactions.

Of the 926 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: Caisse de depot et placement du Quebec ($2.38M), Harel Insurance Investments & Financial Services Ltd. ($2.24M), Envestnet Asset Management Inc. ($1.73M), Raymond James Financial Inc. ($1.15M), Bank of America Corp DE ($972.83K), Janney Montgomery Scott LLC ($928.40K), and Menora Mivtachim Holdings LTD. ($899.05K).

Institutional investors have sold a total of 29,936,417 shares in the last 24 months. This volume of shares sold represents approximately $4.31B in transactions.

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This page (NYSEARCA:XLV) was last updated on 7/31/2026 by MarketBeat.com Staff.

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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

XLV Institutional Ownership - Frequently Asked Questions

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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Health Care Select Sector SPDR Fund (NYSEARCA:XLV)

XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

XLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLV shares?

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

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

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

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

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