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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$144.87 +1.38 (+0.96%)
As of 10:34 AM Eastern
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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)
1289
Total
Institutional Inflows
(last 12 months)
$16.01B
Number of
Institutional Sellers
(last 12 months)
1019
Total
Institutional Outflows
(last 12 months)
$5.20B
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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
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%
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%
5/7/2026 Nelson Capital Management LLC26,249$3.85M0.5%-0.4%0.010%
5/7/2026 Greenwood Gearhart LLC462,504$67.81M3.7%+3.1%0.176%
5/7/2026 Financial Discovery Group Inc.17,769$2.61M6.1%N/A0.007%
5/7/2026 World Equity Group Inc.7,849$1.15M0.3%+69.1%0.003%
5/7/2026 Valley Wealth Managers Inc.1,898$278K0.0%-5.0%0.001%
5/7/2026 Spartan Wealth Advisory Services LLC4,799$704K0.1%N/A0.002%
5/7/2026 WealthTrust Asset Management LLC1,525$224K0.1%+5.6%0.001%
5/7/2026 Crescent Grove Advisors LLC1,483$217K0.0%-70.8%0.001%
5/6/2026 German American Bancorp Inc.3,845$564K0.0%-9.7%0.001%
5/6/2026 MTM Investment Management LLC22,745$3.34M1.1%+0.9%0.009%
5/6/2026 Ranch Capital Advisors Inc.6,858$1.01M0.4%+26.4%0.003%
5/6/2026 Centennial Bank AR 13,232$1.94M0.7%+20.9%0.005%
5/6/2026 Simon Quick Advisors LLC89,012$13.05M0.6%+7.4%0.034%
5/6/2026 Townsend Asset Management Corp NC ADV961$141K0.1%+47,950.0%0.000%
5/6/2026 Astra Wealth Partners LLC1,999$293K0.2%+6.2%0.001%
5/6/2026 Assetmark Inc.299,153$43.86M0.1%+24.8%0.114%
5/6/2026 PeakShares LLC26,011$3.81M3.5%+3.3%0.010%
5/6/2026 Gallacher Capital Management LLC12,777$1.87M0.7%+182.4%0.005%
5/6/2026 Angeles Wealth Management LLC1,708$250K0.0%-14.9%0.001%
5/6/2026 Bessemer Group Inc.23,203$3.40M0.0%+4.9%0.009%
5/6/2026 Avalon Trust Co17,383$2.55M0.2%+1.8%0.007%
5/6/2026 SteelPeak Wealth LLC13,525$1.98M0.1%+7.5%0.005%
5/6/2026 Allspring Global Investments Holdings LLC15,411$2.28M0.0%+1,204.9%0.006%
5/6/2026 One Day In July LLC23,488$3.44M0.3%+14.1%0.009%
5/6/2026 Frisch Financial Group Inc.33,913$4.97M1.0%-51.6%0.013%
5/6/2026 Independent Financial Group LLC28,419$4.17M0.1%N/A0.011%
5/6/2026 Prosperity Consulting Group LLC78,096$11.45M0.5%-3.3%0.030%
5/6/2026 Helium Advisors LLC12,534$1.84M1.8%-12.0%0.005%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co2,394$351K0.0%-2.8%0.001%
5/5/2026 Rockport Wealth LLC27,861$4.09M0.7%+37.4%0.011%
5/5/2026 Wealthfront Advisers LLC33,181$4.87M0.0%-0.7%0.013%
5/5/2026 D.A. Davidson & CO.20,658$3.03M0.0%-12.2%0.008%
5/5/2026 Beaumont Financial Advisors LLC6,839$1.00M0.1%-5.1%0.003%
5/5/2026 Marks Group Wealth Management Inc48,108$7.05M0.7%+729.6%0.018%
5/5/2026 Bank of New York Mellon Corp32,010$4.69M0.0%-17.0%0.012%
5/5/2026 Milestone Investment Advisors LLC3,305$485K0.1%+228.9%0.001%
5/5/2026 Sherman Asset Management Inc.7,210$1.06M1.0%+5.6%0.003%
5/5/2026 Theory Financial LLC44,762$6.56M2.3%+64.4%0.017%
5/5/2026 Journey Advisory Group LLC54,121$7.94M0.7%+17.0%0.021%
5/5/2026 Geneos Wealth Management Inc.8,465$1.24M0.0%-4.6%0.003%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.2,838,549$416.15M2.8%-32.8%1.083%
5/5/2026 NFSG Corp1,431$210K0.0%-15.6%0.001%
5/5/2026 Ethos Financial Group LLC6,164$904K0.1%+4.5%0.002%
5/5/2026 Signet Financial Management LLC3,332$489K0.1%-11.4%0.001%
5/5/2026 SouthState Bank Corp6,364$933K0.0%+16.5%0.002%
5/5/2026 Opinicus Capital Inc.6,862$1.01M0.7%+13.5%0.003%
5/5/2026 Sanctuary Advisors LLC213,125$31.25M0.2%+2.3%0.081%
5/5/2026 Sigma Planning Corp53,850$7.90M0.2%+2.2%0.021%
5/5/2026 Conservest Capital Advisors Inc.471,537$69.13M6.3%-1.2%0.180%
5/5/2026 1ST Source Bank2,069$303K0.0%+7.3%0.001%
5/5/2026 First National Bank of Hutchinson4,735$694K0.4%-42.4%0.002%
5/5/2026 Nwam LLC9,746$1.43M0.1%-1.3%0.004%
5/4/2026 Riverpoint Wealth Management Holdings LLC26,739$3.92M0.8%+0.3%0.010%
5/4/2026 Milestones Private Investment Advisors LLC19,480$2.86M2.5%-6.1%0.007%
5/4/2026 Calamos Advisors LLC3,961$581K0.0%N/A0.002%
5/4/2026 AMG National Trust Bank33,273$4.88M0.1%+47.2%0.013%
5/4/2026 Retirement Planning Group LLC7,977$1.17M0.0%-1.3%0.003%
5/4/2026 Legacy Capital Group California Inc.3,097$454K0.2%+2.9%0.001%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC3,363$493K0.4%+5.0%0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC3,274$480K0.0%-15.5%0.001%
5/4/2026 Bleakley Financial Group LLC33,931$4.98M0.1%+3.6%0.013%
5/4/2026 Archer Investment Corp455$67K0.0%-22.6%0.000%
5/4/2026 Center for Financial Planning Inc.273$40K0.0%+137.4%0.000%
5/4/2026 HBW Advisory Services LLC18,814$2.76M0.3%-2.1%0.007%
5/4/2026 State of Michigan Retirement System404,788$59.35M0.3%+11.1%0.154%
5/4/2026 Chicago Partners Investment Group LLC5,950$871K0.0%+2.9%0.002%
5/4/2026 Gratus Wealth Advisors LLC7,585$1.11M0.2%-91.2%0.003%
5/4/2026 One Wealth Map LLC40,416$5.87M2.6%-3.6%0.015%
5/4/2026 Uptick Partners LLC10,701$1.57M0.3%+7.3%0.004%
5/4/2026 FPC Investment Advisory Inc.23,961$3.46M1.4%-23.8%0.009%
5/4/2026 Y.D. More Investments Ltd4,366$637K0.0%-2.2%0.002%
5/4/2026 Innealta Capital LLC27,675$4.06M2.5%-58.6%0.011%
5/4/2026 Moment Partners LLC1,528$224K0.0%-21.2%0.001%
5/4/2026 Brindle & Bay Financial Advisors LLC4,020$589K0.4%+50.6%0.002%
5/4/2026 Lifeworks Advisors LLC2,613$383K0.0%-8.4%0.001%
5/4/2026 Procyon Advisors LLC37,611$5.51M0.1%-29.4%0.014%
5/2/2026 Avion Wealth365$53K0.0%+42.6%0.000%
5/2/2026 International Assets Investment Management LLC13,728$2.03M0.0%-16.9%0.005%
5/2/2026 United Bank7,792$1.14M0.4%-39.0%0.003%
5/2/2026 Diversify Wealth Management LLC8,183$1.17M0.0%+274.0%0.003%
5/2/2026 Valmark Advisers Inc.120,073$17.60M0.2%+1.3%0.046%
5/2/2026 Carnegie Investment Counsel76,080$11.15M0.2%-6.3%0.029%
5/2/2026 UNIVEST FINANCIAL Corp13,619$2.00M0.1%-76.5%0.005%


XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,089 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 ($4.30B), 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 1,823 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), Harel Insurance Investments & Financial Services Ltd. ($2.26M), and Focus Partners Wealth ($2.22M).

Institutional investors have bought a total of 115,310,161 shares in the last 24 months. This purchase volume represents approximately $16.01B in transactions.

Of the 1,019 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 ($5.29M), Harel Insurance Investments & Financial Services Ltd. ($2.24M), Envestnet Asset Management Inc. ($1.73M), Raymond James Financial Inc. ($1.15M), Goldman Sachs Group Inc. ($1.14M), Janney Montgomery Scott LLC ($1.09M), and Meitav Investment House Ltd. ($1.02M).

Institutional investors have sold a total of 36,394,444 shares in the last 24 months. This volume of shares sold represents approximately $5.20B in transactions.


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This page (NYSEARCA:XLV) was last updated on 5/11/2026 by MarketBeat.com Staff.
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