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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$149.47 -1.41 (-0.93%)
Closing price 05/29/2026 04:10 PM Eastern
Extended Trading
$149.28 -0.19 (-0.13%)
As of 05/29/2026 07:58 PM 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
1263
Total
Institutional Inflows
(last 12 months)
$15.81B
Number of
Institutional Sellers
(last 12 months)
1001
Total
Institutional Outflows
(last 12 months)
$4.68B
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Skip Chart & View Institutional Buying and Selling Data

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
5/29/2026 Asset Dedication LLC1,577$231K0.0%+6.3%0.001%
5/28/2026 Cozad Asset Management Inc.2,138$313K0.0%+8.9%0.001%
5/28/2026 Lavelle Capital LP10,088$1.48M0.9%N/A0.004%
5/28/2026 Blue Fin Capital Inc.2,410$353K0.1%+11.0%0.001%
5/26/2026 Serenity Investment Advisors1,411$211K0.1%-28.7%0.001%
5/26/2026 Glenmede Trust Co. NA28,954$4.25M0.0%+5.4%0.011%
5/26/2026 Axiom Investment Management LLC170$25K0.0%N/A0.000%
5/22/2026 WNY Asset Management LLC1,921$282K0.0%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC6,262$957K0.0%N/A0.002%
5/22/2026 Wellington Grp LLC317$46K0.0%-30.2%0.000%
5/22/2026 Verus Capital Partners LLC13,992$2.05M0.1%-0.7%0.005%
5/21/2026 Raab & Moskowitz Asset Management LLC2,345$344K0.1%-17.5%0.001%
5/21/2026 Vestor Capital LLC523$77K0.0%-93.9%0.000%
5/20/2026 January Capital Advisors LLC7,146$1.05M1.4%N/A0.003%
5/20/2026 Arete Wealth Advisors LLC11,907$1.75M0.1%-64.1%0.005%
5/20/2026 Leigh Baldwin & CO. LLC1,574$231K0.1%-12.9%0.001%
5/20/2026 FinArc Investments Inc.1,547$227K0.2%N/A0.001%
5/19/2026 Western Wealth Management LLC56,334$8.26M0.3%+8.8%0.021%
5/19/2026 Paragon Private Wealth Management LLC3,986$584K0.2%+17.3%0.002%
5/19/2026 NewEdge Advisors LLC126,555$18.55M0.4%-40.9%0.048%
5/19/2026 Bank of America Corp DE31,021,559$4.55B0.3%+11.7%11.835%
5/19/2026 Wilson & Boucher Capital Management LLC15,009$2.20M1.5%-2.6%0.006%
5/19/2026 Strait & Sound Wealth Management LLC4,211$617K0.2%+14.2%0.002%
5/19/2026 Edgestream Partners L.P.16,975$2.49M0.1%+9.9%0.006%
5/19/2026 Chesapeake Wealth Management18,101$2.65M0.8%-4.3%0.007%
5/19/2026 Centaurus Financial Inc.49,910$7.32M0.3%+0.3%0.019%
5/19/2026 Strategic Investment Advisors MI3,087$453K0.0%N/A0.001%
5/19/2026 Ashton Thomas Securities LLC7,895$1.16M0.1%-13.3%0.003%
5/19/2026 Arkadios Wealth Advisors76,733$11.25M0.2%+2.2%0.029%
5/19/2026 Claris Financial LLC1,295$190K0.1%-5.6%0.000%
5/19/2026 Encore Global Management LP10,000$1.47M1.0%N/A0.004%
5/19/2026 Arete Wealth Advisors LLC11,907$1.75M0.1%-64.1%0.005%
5/18/2026 Sunbelt Securities Inc.5,792$849K0.1%-1.7%0.002%
5/18/2026 Guardian Partners Inc.7,000$1.03M0.1%-46.2%0.003%
5/18/2026 Parvin Asset Management LLC200$29K0.0%-121.2%0.000%
5/18/2026 Talon Private Wealth LLC39,774$5.83M0.8%N/A0.015%
5/18/2026 Royal Bank of Canada2,646,004$387.93M0.1%-0.6%1.010%
5/18/2026 Rokos Capital Management LLP1,036,116$151.89M1.1%-37.5%0.395%
5/18/2026 Envision Financial Planning LLC56,649$8.31M3.0%+3.2%0.022%
5/18/2026 Estate Counselors LLC98,757$14.48M1.3%-6.5%0.038%
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5/18/2026 Evercore Wealth Management LLC42,930$6.29M0.1%-8.1%0.016%
5/16/2026 KCM Investment Advisors LLC326,615$47.89M1.6%-1.4%0.125%
5/16/2026 Measured Risk Portfolios Inc.2,657$390K0.4%+10.9%0.001%
5/16/2026 Glen Eagle Advisors LLC4,386$643K0.1%+2.9%0.002%
5/16/2026 Quantinno Capital Management LP71,070$10.42M0.0%+20.5%0.027%
5/15/2026 Gateway Wealth Partners LLC15,755$2.31M0.1%-39.7%0.006%
5/15/2026 Blue Chip Partners LLC8,481$1.24M0.1%+4.1%0.003%
5/15/2026 Quadcap Wealth Management LLC2,318$340K0.0%+3.5%0.001%
5/15/2026 Ameraudi Asset Management Inc.43,280$6.35M3.4%+1,627.7%0.017%
5/15/2026 Cypress Capital Group13,648$2.00M0.2%-1.2%0.005%
5/15/2026 Everest Financial Group LLC8,110$1.19M0.2%+109.2%0.003%
5/15/2026 Bradley Foster & Sargent Inc. CT4,110$603K0.0%+7.5%0.002%
5/15/2026 Matrix Private Capital Group LLC629$92K0.0%N/A0.000%
5/15/2026 Windsor Advisory Group LLC261$38K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC62,581$9.18M0.1%+1.6%0.024%
5/15/2026 Vivaldi Capital Management LP5,161$757K0.1%+6.8%0.002%
5/15/2026 Cannell & Spears LLC2,933$422K0.0%-3.7%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund300,000$43.98M0.1%-73.6%0.114%
5/14/2026 Renaissance Technologies LLC91,700$13.44M0.0%N/A0.035%
5/14/2026 Hilltop Holdings Inc.25,525$3.74M0.3%-45.0%0.010%
5/14/2026 GC Wealth Management RIA LLC16,809$2.46M0.1%+746.8%0.006%
5/14/2026 Compound Planning Inc.6,785$995K0.0%-49.4%0.003%
5/14/2026 Modern Wealth Management LLC7,201$1.06M0.0%-38.5%0.003%
5/14/2026 Keebeck Wealth Management48,663$7.14M0.8%-2.9%0.019%
5/14/2026 Liberty One Investment Management LLC14,645$2.15M0.2%-53.3%0.006%
5/14/2026 American Financial Advisors LLC160,500$23.53M3.1%-2.3%0.061%
5/14/2026 Davis R M Inc.1,479$217K0.0%+7.0%0.001%
5/14/2026 Lido Advisors LLC72,008$10.56M0.0%-17.2%0.027%
5/14/2026 B&D White Capital Company LLC1,829$268K0.0%N/A0.001%
5/14/2026 Walleye Capital LLC1,583$232K0.0%-126.4%0.001%
5/13/2026 Cetera Investment Advisers867,939$127.25M0.1%-7.2%0.331%
5/13/2026 Wealthspire Retirement LLC14,613$2.14M0.1%-1.0%0.006%
5/13/2026 Dynamic Wealth Strategies LLC10,467$1.54M0.9%+19.6%0.004%
5/13/2026 Prestige Wealth Management Group LLC61,192$8.97M1.8%-0.5%0.023%
5/13/2026 Measured Wealth Private Client Group LLC122,490$17.96M4.9%-3.9%0.047%
5/13/2026 Signature Equity Partners LLC1,044$153K0.1%-29.5%0.000%
5/13/2026 NewEdge Wealth LLC18,501$2.71M0.0%+10.0%0.007%
5/13/2026 WealthCollab LLC280$41K0.0%-47.9%0.000%
5/13/2026 First Citizens Bank & Trust Co.5,075$744K0.0%-3.1%0.002%
5/13/2026 Acumen Wealth Advisors LLC219$32K0.0%+195.9%0.000%
5/13/2026 First Trust Advisors LP28,735$4.21M0.0%+126.3%0.011%
5/12/2026 CacheTech Inc.25,702$3.77M0.7%+1.3%0.010%
5/12/2026 Bellwether Advisors LLC94,639$13.88M2.4%-12.0%0.036%
5/8/2026 Pacific Sun Financial Corp7,703$1.13M0.5%+11.0%0.003%
5/8/2026 PNC Financial Services Group Inc.220,815$32.37M0.0%+4.0%0.084%
5/8/2026 One Charles Private Wealth Services LLC20,603$3.02M0.8%-1.6%0.008%
5/8/2026 CVS HEALTH Corp12,000$1.76M0.8%N/A0.005%
5/8/2026 Johnson Financial Group Inc.964$141K0.0%-8.9%0.000%
5/8/2026 Element Pointe Advisors LLC11,877$1.74M0.3%-2.4%0.005%
5/7/2026 Florida Financial Advisors LLC5,815$853K0.2%-1.7%0.002%
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5/7/2026 Beta Wealth Group Inc.2,000$293K0.1%N/A0.001%
5/7/2026 Swan Global Investments LLC147,497$21.63M0.7%-22.5%0.056%
5/7/2026 AlTi Global Inc.31,329$4.60M0.1%+101.8%0.012%
5/7/2026 Grant Street Asset Management Inc.3,584$525K0.1%-2.5%0.001%
5/7/2026 Hollencrest Capital Management5,575$817K0.0%-3.5%0.002%
5/7/2026 Lowe Brockenbrough & Co. Inc.84,204$12.35M0.6%+2.7%0.032%
5/7/2026 Balefire LLC3,657$536K0.1%+83.0%0.001%
5/7/2026 Parallel Advisors LLC6,937$1.02M0.0%+39.8%0.003%
5/7/2026 Sentinel Trust Co. LBA18,751$2.75M0.3%-2.1%0.007%
5/7/2026 Pacific Wealth Strategies Group Inc.9,384$1.38M0.9%-2.9%0.004%


XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,093 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 1,826 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 113,930,505 shares in the last 24 months. This purchase volume represents approximately $15.81B in transactions.

Of the 1,001 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), Janney Montgomery Scott LLC ($1.09M), Meitav Investment House Ltd. ($1.02M), and Bank of America Corp DE ($972.83K).

Institutional investors have sold a total of 32,777,218 shares in the last 24 months. This volume of shares sold represents approximately $4.68B in transactions.


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This page (NYSEARCA:XLV) was last updated on 5/31/2026 by MarketBeat.com Staff.
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