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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

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$139.93
+0.01 (+0.01%)
(As of 04/26/2024 ET)
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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)
1084
Total
Institutional Inflows
(last 12 months)
$7.69B
Number of
Institutional Sellers
(last 12 months)
838
Total
Institutional Outflows
(last 12 months)
$5.63B
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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
4/26/2024First National Trust Co8,211$1.21M0.0%-4.1%0.003%
4/26/2024McKinley Carter Wealth Services Inc.114,775$16.96M1.1%+8.6%0.042%
4/26/2024SFG Wealth Management LLC.63,324$9.36M5.6%+5.4%0.023%
4/26/2024Clear Creek Financial Management LLC22,192$3.27M0.4%+3.9%0.008%
4/26/2024 Mesirow Financial Investment Management Inc.4,507$666K0.0%N/A0.002%
4/26/2024Carr Financial Group Corp2,683$396K0.1%+5.3%0.001%
4/26/2024MONECO Advisors LLC5,859$866K0.1%+21.6%0.002%
4/26/2024Sigma Investment Counselors Inc.3,103$458K0.0%+7.7%0.001%
4/26/2024KG&L Capital Management LLC4,393$649K0.3%-2.8%0.002%
4/26/2024Verdence Capital Advisors LLC4,925$728K0.1%-1.5%0.002%
4/26/2024Petredis Investment Advisors LLC57,587$8.51M1.0%-7.2%0.021%
4/26/2024Financial Insights Inc.4,515$667K0.2%-3.5%0.002%
4/26/2024Tritonpoint Wealth LLC42,607$6.29M0.6%+57.4%0.016%
4/26/2024Bogart Wealth LLC12,185$1.80M0.1%+5.9%0.004%
4/25/2024Lindbrook Capital LLC14,470$2.14M0.2%-1.7%0.005%
4/25/2024Private Wealth Group LLC2,724$402K0.2%+10.9%0.001%
4/25/2024One Day In July LLC17,143$2.53M0.3%+1.9%0.006%
4/25/2024Lodestar Private Asset Management LLC9,134$1.35M0.2%+18.5%0.003%
4/25/2024Gainplan LLC1,382$204K0.1%-21.0%0.001%
4/25/2024Strategy Asset Managers LLC20,168$2.98M0.6%+4.7%0.007%
4/25/2024Capital Investment Advisory Services LLC24,269$3.59M0.4%-7.0%0.009%
4/25/2024Benedict Financial Advisors Inc.28,568$4.22M1.1%-0.8%0.010%
4/25/2024MTM Investment Management LLC21,168$3.13M1.3%+0.6%0.008%
4/25/2024 Valeo Financial Advisors LLC3,810$537K0.0%+32.0%0.001%
4/25/2024Eudaimonia Advisors LLC1,917$283K0.2%N/A0.001%
4/25/2024Long Run Wealth Advisors LLC85,532$12.64M3.3%+5.1%0.031%
4/25/2024 MFA Wealth Advisors LLC56,007$8.27M2.2%-0.9%0.021%
4/25/2024 Cambridge Investment Research Advisors Inc.392,428$57.97M0.2%+5.7%0.144%
4/24/2024 Krilogy Financial LLC134,261$19.83M1.5%+10.1%0.049%
4/24/2024 1900 Wealth Management LLC2,776$410K0.0%+6.5%0.001%
4/24/2024 Activest Wealth Management18,954$2.80M1.3%-15.5%0.007%
4/24/2024 Oxler Private Wealth LLC3,931$581K0.2%-13.5%0.001%
4/24/2024 Newbridge Financial Services Group Inc.3,475$513K0.2%-31.0%0.001%
4/24/2024 Fulcrum Equity Management1,963$290K0.3%-56.2%0.001%
4/24/2024 Blue Bell Private Wealth Management LLC2,907$429K0.1%-7.7%0.001%
4/24/2024 Adams Diversified Equity Fund Inc.218,500$32.28M1.1%N/A0.080%
4/24/2024 Arlington Capital Management Inc.2,142$316K0.3%-64.6%0.001%
4/24/2024 Premier Path Wealth Partners LLC65,780$9.72M1.8%+9.1%0.024%
4/24/2024 Zullo Investment Group Inc.18,864$2.79M1.3%+2.7%0.007%
4/24/2024 Hartford Financial Management Inc.300$44K0.0%-35.6%0.000%
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4/24/2024 Round Rock Advisors LLC70,296$10.39M2.5%+4.2%0.026%
4/24/2024 Dakota Wealth Management95,513$14.11M0.4%+5.8%0.035%
4/24/2024 SOL Capital Management CO8,364$1.24M0.2%-2.3%0.003%
4/24/2024 Smith Anglin Financial LLC6,260$925K0.1%+34.6%0.002%
4/24/2024 Simplicity Wealth LLC43,806$6.47M0.2%+345.8%0.016%
4/24/2024 Archford Capital Strategies LLC5,130$758K0.1%-4.5%0.002%
4/24/2024 NBT Bank N A NY9,370$1.38M0.1%-1.5%0.003%
4/24/2024 Avitas Wealth Management LLC16,804$2.48M0.4%-1.9%0.006%
4/24/2024 Spire Wealth Management212,199$31.35M1.3%-3.7%0.078%
4/24/2024 Financial Freedom LLC27,874$4.12M2.4%+45.1%0.010%
4/24/2024 Solstein Capital LLC3,077$455K0.3%-29.3%0.001%
4/24/2024 H&H Retirement Design & Management INC31,798$4.44M2.9%-10.5%0.012%
4/24/2024 Bar Harbor Wealth Management151,092$22.32M1.5%-1.2%0.055%
4/23/2024 Wetzel Investment Advisors Inc.3,553$492K0.3%-4.4%0.001%
4/23/2024 Godsey & Gibb Inc.243$36K0.0%+492.7%0.000%
4/23/2024 Lunt Capital Management Inc.4,265$630K0.3%-2.2%0.002%
4/23/2024 Bfsg LLC33,323$4.92M0.7%+5.3%0.012%
4/23/2024 Milestone Asset Management LLC8,588$1.27M0.4%+347.5%0.003%
4/23/2024 Global Retirement Partners LLC35,600$5.26M0.2%+4.8%0.013%
4/23/2024 Morton Brown Family Wealth LLC243$36K0.0%-26.8%0.000%
4/23/2024 Sage Mountain Advisors LLC338$50K0.0%+35.7%0.000%
4/23/2024 United Asset Strategies Inc.26,253$3.88M0.4%-11.8%0.010%
4/23/2024 Wealth Advisory Solutions LLC4,112$607K0.2%-11.1%0.002%
4/23/2024 WASHINGTON TRUST Co24,141$3.57M0.1%-3.6%0.009%
4/23/2024 Venturi Wealth Management LLC32,428$4.79M0.3%+22.5%0.012%
4/23/2024 Masso Torrence Wealth Management Inc.30,086$4.45M2.6%+1,576.1%0.011%
4/23/2024 Nations Financial Group Inc. IA ADV20,009$2.96M0.2%+1.9%0.007%
4/23/2024 TrueWealth Advisors LLC4,420$653K0.3%+4.4%0.002%
4/23/2024 Tyche Wealth Partners LLC2,379$352K0.1%+31.1%0.001%
4/23/2024 Fifth Third Bancorp220,486$32.57M0.1%-10.3%0.081%
4/23/2024 McAdam LLC14,366$2.12M0.1%+24.9%0.005%
4/23/2024 Summit Trail Advisors LLC399,744$59.05M1.6%-8.7%0.146%
4/23/2024 Strategic Blueprint LLC14,546$2.15M0.2%+15.0%0.005%
4/23/2024 Wealth Effects LLC1,596$236K0.1%-37.2%0.001%
4/23/2024 Herbst Group LLC23,733$3.51M2.2%+0.9%0.009%
4/23/2024 Raymond James Financial Services Advisors Inc.1,540,643$227.60M0.3%+4.4%0.564%
4/23/2024 Prospect Financial Services LLC5,416$800K0.7%+32.6%0.002%
4/23/2024 Gray Private Wealth LLC1,516$224K0.1%N/A0.001%
4/22/2024 Strategic Financial Concepts LLC7,317$1.08M0.3%+56.0%0.003%
4/22/2024 Byrne Asset Management LLC1,311$194K0.1%+15.5%0.000%
4/22/2024 Rovin Capital UT ADV8,965$1.32M0.5%+9.4%0.003%
4/22/2024 Kessler Investment Group LLC1,470$217K0.1%+48,900.0%0.001%
4/22/2024 American Financial Advisors LLC143,366$21.18M3.0%+1.3%0.052%
4/22/2024 Bay Rivers Group24,250$3.58M2.0%-0.6%0.009%
4/22/2024 Greystone Financial Group LLC5,836$862K0.2%+3.4%0.002%
4/22/2024 PFG Investments LLC16,111$2.38M0.1%+215.7%0.006%
4/22/2024 Provident Wealth Management LLC742$110K0.0%N/A0.000%
4/22/2024 Altfest L J & Co. Inc.6,776$1.00M0.1%+16.2%0.002%
4/22/2024 Parsons Capital Management Inc. RI3,727$551K0.0%+4.5%0.001%
4/22/2024 Donaldson Capital Management LLC3,126$462K0.0%-72.4%0.001%
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4/22/2024 Raymond James & Associates5,682,906$839.54M0.6%+1.5%2.081%
4/22/2024 MBL Wealth LLC6,413$947K0.1%N/A0.002%
4/22/2024 Westbourne Investment Advisors Inc.4,022$594K0.2%+3.0%0.001%
4/22/2024 Aurora Private Wealth Inc.3,266$478K0.4%-17.4%0.001%
4/22/2024Ashton Thomas Private Wealth LLC104,199$15.39M0.9%+41.3%0.038%
4/22/2024 Benchmark Financial Wealth Advisors LLC71,973$10.63M4.1%+5.4%0.026%
4/22/2024 American Institute for Advanced Investment Management LLP13,697$2.02M1.6%-1.4%0.005%
4/22/2024 Strategic Advisors LLC12,715$1.88M0.4%-2.9%0.005%
4/20/2024 Mezzasalma Advisors LLC6,027$890K0.4%-29.0%0.002%
4/19/2024 FORVIS Wealth Advisors LLC3,773$557K0.0%-3.9%0.001%
(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, 1,770 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($12.56B), JPMorgan Chase & Co. ($2.00B), Envestnet Asset Management Inc. ($950.56M), Granite Bay Wealth Management LLC ($908.30M), Raymond James & Associates ($839.54M), LPL Financial LLC ($796.81M), and Whalerock Point Partners LLC ($758.75M).Learn more on XLV's institutional investors.

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

Of the 1,593 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: JPMorgan Chase & Co. ($10.44M), Granite Bay Wealth Management LLC ($7.19M), Simplex Trading LLC ($6.14M), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Caisse DE Depot ET Placement DU Quebec ($4.58M), Envestnet Asset Management Inc. ($3.88M), and LPL Financial LLC ($3.05M).

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

Institutional investors have bought a total of 121,045,636 shares in the last 24 months. This purchase volume represents approximately $15.98B in transactions.

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

Of the 1,125 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: Twin Tree Management LP ($11.36M), Caisse DE Depot ET Placement DU Quebec ($5.34M), JPMorgan Chase & Co. ($4.80M), Bessemer Group Inc. ($4.07M), Ameriprise Financial Inc. ($1.58M), Barclays PLC ($1.47M), and Migdal Insurance & Financial Holdings Ltd. ($1.45M).

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

Institutional investors have sold a total of 70,114,312 shares in the last 24 months. This volume of shares sold represents approximately $9.14B in transactions.


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This page (NYSEARCA:XLV) was last updated on 4/26/2024 by MarketBeat.com Staff

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