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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$160.84 -1.33 (-0.82%)
Closing price 07/10/2026 04:10 PM Eastern
Extended Trading
$160.85 +0.01 (+0.00%)
As of 07/10/2026 08:00 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.
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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)
1258
Total
Institutional Inflows
(last 12 months)
$6.02B
Number of
Institutional Sellers
(last 12 months)
1000
Total
Institutional Outflows
(last 12 months)
$4.73B
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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
7/10/2026Regent Peak Wealth Advisors LLC3,084$489K0.1%-8.7%0.001%
7/10/2026Annex Advisory Services LLC44,670$7.09M0.1%-3.9%0.017%
7/10/2026Butensky & Cohen Financial Security Inc.21,568$3.42M0.8%+5.0%0.008%
7/10/2026Cabana LLC15,451$2.45M18.5%-1.6%0.006%
7/10/2026Whitener Capital Management Inc.3,067$487K0.1%+3.3%0.001%
7/10/2026JFS Wealth Advisors LLC20,004$3.17M0.2%+1.5%0.008%
7/10/2026Kennicott Capital Management LLC32,889$5.22M2.4%+0.6%0.013%
7/10/2026Magnolia Capital Management Ltd.8,305$1.32M0.9%-24.7%0.003%
7/10/2026Rise Advisors LLC5,611$890K0.3%+1.3%0.002%
7/10/2026Fiduciary Financial Group LLC1,574$250K0.0%-10.4%0.001%
7/10/2026Doliver Advisors LP10,473$1.66M0.4%+8.0%0.004%
7/10/2026Clarus Wealth Advisors13,315$2.16M0.8%+11.4%0.005%
7/10/2026City Holding Co.2,235$355K0.0%-9.7%0.001%
7/10/2026Camelot Technology Advisors Inc.5,326$845K0.6%-19.9%0.002%
7/10/2026Spinnaker Investment Group LLC23,425$3.72M0.6%+10.4%0.009%
7/10/2026 Affiance Financial LLC5,721$908K0.1%-2.4%0.002%
7/10/2026 SMI Advisory Services LLC16,450$2.66M0.4%+112.6%0.006%
7/10/2026 Fulcrum Equity Management7,846$1.25M0.9%-20.4%0.003%
7/10/2026 Sage Capital Advisors llc59,226$9.40M1.9%-0.3%0.023%
7/10/2026 LVM Capital Management Ltd. MI10,321$1.64M0.1%+4.1%0.004%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,934$1.58M0.2%+8.0%0.004%
7/10/2026 Constitution Capital LLC59,280$9.41M4.8%-1.8%0.023%
7/10/2026 Wealthcare Advisory Partners LLC17,958$2.85M0.1%+3.7%0.007%
7/9/2026 Financial Management Professionals Inc.526$83K0.0%N/A0.000%
7/9/2026 Harrell Investment Partners LLC19,832$3.15M0.7%-2.2%0.008%
7/9/2026 Bay Rivers Group27,434$4.35M1.5%+3.7%0.011%
7/9/2026 Tenzing Financial LLC4,368$708K0.5%+5.8%0.002%
7/9/2026 Financial Advisory Corp166,691$26.45M3.5%-4.1%0.065%
7/9/2026 Contravisory Investment Management Inc.6,914$1.10M0.2%+43.7%0.003%
7/9/2026 World Equity Group Inc.5,301$841K0.2%-32.5%0.002%
7/9/2026 Focus Financial Network Inc.22,706$3.60M0.1%-7.1%0.009%
7/9/2026 Pettinga Financial Advisors LLC21,894$3.47M0.6%+156.4%0.009%
7/9/2026 Allied Private Wealth LLC371$60K0.0%N/A0.000%
7/9/2026 Birchbrook Inc.7,526$1.19M0.6%-19.4%0.003%
7/9/2026 Chemistry Wealth Management LLC14,490$2.30M0.4%-0.5%0.006%
7/9/2026 Windsor Capital Management LLC14,690$2.33M0.6%+0.9%0.006%
7/9/2026 Agate Pass Investment Management LLC5,180$822K0.3%-5.7%0.002%
7/9/2026 Worth Asset Management LLC10,691$1.70M0.5%N/A0.004%
7/8/2026 Rockland Trust Co.19,304$3.06M0.1%+15.3%0.008%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,118$336K0.1%+18.0%0.001%
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7/8/2026 Beacon Investment Advisory Services Inc.345$55K0.0%+72.5%0.000%
7/8/2026 Shulman DeMeo Asset Management LLC1,481$235K0.0%-6.9%0.001%
7/8/2026 AAFMAA Wealth Management & Trust LLC10,915$1.73M0.6%+5.0%0.004%
7/8/2026 Kwmg LLC168,085$26.67M1.9%+21.0%0.065%
7/8/2026 TrueWealth Advisors LLC2,061$327K0.1%-3.1%0.001%
7/8/2026 FNY Investment Advisers LLC3,511$557K0.2%-60.1%0.001%
7/8/2026 Brave Asset Management Inc.90,815$14.41M3.1%+3.8%0.035%
7/8/2026 Matthew Goff Investment Advisor LLC12,486$1.98M0.3%+2.2%0.005%
7/8/2026 Apella Capital LLC21,312$3.51M0.0%-3.1%0.008%
7/8/2026 Byrne Asset Management LLC1,909$303K0.2%+8.3%0.001%
7/8/2026 IMZ Advisory Inc152,784$24.24M7.7%+7.6%0.059%
7/7/2026 180 Wealth Advisors LLC2,166$344K0.0%+14.1%0.001%
7/7/2026 Mechanics Bank Trust Department18,829$2.99M0.4%-8.1%0.007%
7/7/2026 Balefire LLC1,324$210K0.0%-63.8%0.001%
7/7/2026 Dynamic Advisor Solutions LLC23,302$3.70M0.1%-11.6%0.009%
7/7/2026 Graves Light Lenhart Wealth Inc.141,334$22.42M2.1%-0.9%0.055%
7/7/2026 GK Wealth Management LLC3,325$527K0.3%N/A0.001%
7/7/2026 GAMMA Investing LLC2,392$380K0.0%+12.1%0.001%
7/7/2026 Grant Private Wealth Management Inc1,534$243K0.1%N/A0.001%
7/7/2026 Avior Wealth Management LLC7,937$1.26M0.0%+8.5%0.003%
7/7/2026 Harbor Investment Advisory LLC3,193$507K0.0%-7.3%0.001%
7/7/2026 Sandy Cove Advisors LLC1,356$215K0.1%N/A0.001%
7/7/2026 CoreCap Advisors LLC13,417$2.13M0.1%-18.9%0.005%
7/7/2026 Moulton Wealth Management Inc.17,682$2.81M1.9%N/A0.007%
7/6/2026 Hobart Private Capital LLC74,022$11.74M2.0%+10.7%0.029%
7/6/2026 Sincerus Advisory LLC1,783$283K0.2%-4.8%0.001%
7/6/2026 Stableford Capital II LLC5,090$808K0.3%+7.3%0.002%
7/6/2026 Stonebridge Financial Group LLC28,355$4.50M0.3%+7.2%0.011%
7/6/2026 RDA Financial Network2,947$468K0.1%-37.8%0.001%
7/6/2026 Boltwood Capital Management20,178$3.20M0.7%+3.9%0.008%
7/6/2026 Trilogy Capital Inc.26,645$4.23M0.2%-87.7%0.010%
7/2/2026 MassMutual Private Wealth & Trust FSB2,567$407K0.0%-35.8%0.001%
7/2/2026 Versant Capital Management Inc381$60K0.0%-63.3%0.000%
7/2/2026 Cedar Mountain Advisors LLC270$43K0.0%-28.6%0.000%
7/2/2026 CX Institutional3,023$480K0.0%-8.7%0.001%
6/22/2026 Sapient Capital LLC3,108$456K0.0%-15.5%0.001%
6/22/2026 Vilga Financial Planning LLC5,286$775K0.7%+6.1%0.002%
6/12/2026S&A Financial Services Inc.7,463$1.09M0.8%N/A0.003%
6/8/2026Pine Valley Investments Ltd Liability Co20,092$2.95M0.1%-6.5%0.008%
6/8/2026Farmers National Bank1,845$270K0.1%+6.4%0.001%
6/3/2026DV Trading LLC18,920$2.77M0.1%+6,206.7%0.007%
6/3/2026Parallel Advisors LLC6,937$1.02M0.0%+39.8%0.003%
6/3/2026NewEdge Advisors LLC195,406$28.65M0.1%-8.7%0.075%
6/1/2026Keel Point LLC2,886$423K0.0%-40.8%0.001%
6/1/2026NWI Management LP25,000$3.67M0.2%-93.8%0.010%
5/29/2026Asset Dedication LLC1,577$231K0.0%+6.3%0.001%
5/28/2026Cozad Asset Management Inc.2,138$313K0.0%+8.9%0.001%
5/28/2026Lavelle Capital LP10,088$1.48M0.9%N/A0.004%
5/28/2026Blue Fin Capital Inc.2,410$353K0.1%+11.0%0.001%
5/26/2026Serenity Investment Advisors1,411$211K0.1%-28.7%0.001%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
5/26/2026Glenmede Trust Co. NA28,954$4.25M0.0%+5.4%0.011%
5/26/2026Axiom Investment Management LLC170$25K0.0%N/A0.000%
5/22/2026WNY Asset Management LLC1,921$282K0.0%N/A0.001%
5/22/2026Segall Bryant & Hamill LLC6,262$957K0.0%N/A0.002%
5/22/2026Wellington Grp LLC317$46K0.0%-30.2%0.000%
5/22/2026Verus Capital Partners LLC13,992$2.05M0.1%-0.7%0.005%
5/21/2026Raab & Moskowitz Asset Management LLC2,345$344K0.1%-17.5%0.001%
5/21/2026Vestor Capital LLC523$77K0.0%-93.9%0.000%
5/20/2026January Capital Advisors LLC7,146$1.05M1.4%N/A0.003%
5/20/2026Arete Wealth Advisors LLC11,907$1.75M0.1%-64.1%0.005%


XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,098 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 1,829 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 41,386,442 shares in the last 24 months. This purchase volume represents approximately $6.02B in transactions.

Of the 996 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 33,082,371 shares in the last 24 months. This volume of shares sold represents approximately $4.73B in transactions.


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This page (NYSEARCA:XLV) was last updated on 7/11/2026 by MarketBeat.com Staff.
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