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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$166.58 -0.55 (-0.33%)
Closing price 04:10 PM Eastern
Extended Trading
$166.46 -0.12 (-0.07%)
As of 05:28 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)
1177
Total
Institutional Inflows
(last 12 months)
$4.99B
Number of
Institutional Sellers
(last 12 months)
855
Total
Institutional Outflows
(last 12 months)
$3.94B
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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
9/9/2026 Capstone Financial Advisors Inc.1,472$233K0.0%+6.1%0.001%
9/9/2026 Sequoia Financial Advisors LLC21,213$3.37M0.0%-25.8%0.008%
9/9/2026 Tidal Investments LLC19,290$3.06M0.0%+285.8%0.007%
9/9/2026 IPG Investment Advisors LLC2,498$396K0.1%+55.2%0.001%
9/9/2026 MCF Advisors LLC4,583$727K0.0%+20.6%0.002%
9/9/2026 BlueCrest Capital Management Ltd2,107$334K0.0%N/A0.001%
9/9/2026 Plimoth Trust Co. LLC9,237$1.47M0.3%-8.2%0.004%
9/9/2026 Capital Analysts LLC3,404$540K0.0%+8.3%0.001%
9/9/2026 Summit Financial Strategies Inc.1,407$223K0.0%N/A0.001%
9/9/2026 Insight Wealth Partners LLC5,101$809K0.1%+2.1%0.002%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC2,687$426K0.0%-2.6%0.001%
9/9/2026 NorthRock Partners LLC15,193$2.41M0.0%-60.7%0.006%
9/9/2026 Integrated Wealth Concepts LLC104,608$16.60M0.1%+0.7%0.041%
9/9/2026 Maven Securities LTD39,753$6.31M0.1%-19.5%0.015%
9/9/2026 RFG Advisory LLC29,484$4.68M0.1%+27.8%0.011%
9/9/2026 NewEdge Advisors LLC192,131$30.48M0.1%-1.7%0.075%
9/9/2026 IFP Advisors Inc61,149$9.70M0.2%-9.2%0.024%
9/9/2026 Baird Financial Group Inc.263,560$41.82M0.1%+11.3%0.102%
9/9/2026 Beacon Investment Advisory Services Inc.345$55K0.0%+72.5%0.000%
9/9/2026 Stableford Capital II LLC5,090$808K0.3%+7.3%0.002%
9/9/2026 XY Planning Network Inc.6,564$1.04M0.1%+18.7%0.003%
9/8/2026 Hudock Inc.9,750$1.55M0.2%+1.5%0.004%
9/8/2026 Allworth Financial LP21,775$3.46M0.0%-11.1%0.008%
9/8/2026 Edge Wealth Management LLC1,474$234K0.0%+4.8%0.001%
9/8/2026 Waverly Advisors LLC60,054$9.53M0.1%-4.0%0.023%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,390$221K0.0%N/A0.001%
9/2/2026 Second Line Capital LLC1,526$242K0.0%-4.8%0.001%
8/27/2026 Corient Private Wealth LP150,249$23.84M0.0%-31.3%0.058%
8/27/2026 Tucker Asset Management LLC2,027$322K0.1%+16.3%0.001%
8/26/2026 HORAN Wealth LLC3,961$628K0.1%+37.5%0.002%
8/26/2026 HighTower Advisors LLC548,802$87.07M0.1%+4.2%0.213%
8/25/2026 January Capital Advisors LLC15,937$2.53M2.1%+123.0%0.006%
8/23/2026 Hyundai Investments Co. Ltd.3,566$573K0.6%+73.6%0.001%
8/23/2026 Greenland Capital Management LP7,000$1.11M0.1%N/A0.003%
8/23/2026 Washington Trust Advisors Inc.244$39K0.0%-31.5%0.000%
8/23/2026 Ameritas Advisory Services LLC20,916$3.32M0.1%+120.2%0.008%
8/23/2026 Straight Path Wealth Management2,019$320K0.1%+42.0%0.001%
8/23/2026 Wedmont Private Capital2,740$441K0.0%-9.2%0.001%
8/23/2026 Kintra Wealth LLC1,274$214K0.0%N/A0.000%
8/23/2026 Passaic Partners LLC120,076$19.05M1.4%+1.2%0.047%
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8/23/2026 Aspire Capital Advisors LLC12,108$1.92M0.4%-19.3%0.005%
8/23/2026 Endeavor Private Wealth Inc.4,130$655K0.2%-4.3%0.002%
8/23/2026 SFG Wealth Management LLC.2,947$468K0.2%-28.5%0.001%
8/23/2026 Kraematon Investment Advisors Inc.1,314$208K0.2%-13.0%0.001%
8/23/2026 HB Wealth Management LLC32,869$5.22M0.0%+4.2%0.013%
8/23/2026 Angeles Wealth Management LLC2,826$448K0.0%+65.5%0.001%
8/23/2026 Kaydan Wealth Management Inc.3,549$563K0.2%+10.1%0.001%
8/22/2026 Advisory Solutions Group LLC3,174$504K0.2%N/A0.001%
8/22/2026 Compass Financial Management LLC5,374$866K0.1%N/A0.002%
8/22/2026 NBH Bank986$156K0.1%N/A0.000%
8/22/2026 Markowski Investments313$50K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC864$137K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC157$25K0.0%+170.7%0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC4,239$672K0.2%-13.7%0.002%
8/22/2026 Tudor Financial Inc.1,297$206K0.1%N/A0.001%
8/22/2026 NWF Advisory Services Inc.3,898$619K0.1%+2.4%0.002%
8/21/2026 Retireful LLC17,039$2.70M2.6%N/A0.007%
8/21/2026 Paragon Private Wealth Management LLC3,510$557K0.1%-11.9%0.001%
8/21/2026 Continuum Advisory LLC1,293$205K0.0%N/A0.001%
8/21/2026 Orion Capital Management LLC179$28K0.0%+397.2%0.000%
8/21/2026 Round Rock Advisors LLC114,998$18.25M2.4%+6.6%0.045%
8/21/2026 InTrack Investment Management Inc1,589$252K0.1%N/A0.001%
8/21/2026 MBA Advisors LLC27,326$4.34M1.4%+13.3%0.011%
8/21/2026 Atticus Wealth Management LLC8,125$1.29M0.3%-7.0%0.003%
8/21/2026 Cairn Investment Group Inc.60,400$9.58M4.1%N/A0.023%
8/21/2026 KFA Private Wealth Group LLC5,223$829K0.2%-20.5%0.002%
8/21/2026 Clarus Wealth Advisors13,315$2.16M0.8%+11.4%0.005%
8/21/2026 Chesapeake Wealth Management19,061$3.02M0.9%+5.3%0.007%
8/21/2026 Independence Bank of Kentucky4,620$733K0.1%-1.3%0.002%
8/21/2026 Acorn Wealth Advisors LLC2,535$402K0.1%-22.3%0.001%
8/20/2026 Nwam LLC22,154$3.52M0.2%+127.3%0.009%
8/20/2026 CMH Wealth Management LLC72,630$11.52M1.8%+2.0%0.028%
8/20/2026 Strategic Advisors LLC3,531$560K0.1%-15.1%0.001%
8/20/2026 BTG Pactual Asset Management US LLC115,762$18.37M1.1%+26.2%0.045%
8/20/2026 Rothschild Capital Partners LLC167,229$26.53M6.5%-2.2%0.065%
8/20/2026 RPg Family Wealth Advisory LLC21,526$3.42M0.5%+17.6%0.008%
8/20/2026 Risk Paradigm Group LLC20,629$3.27M2.2%+19.1%0.008%
8/20/2026 Quantitative Investment Management LLC254,518$40.38M4.4%+231.0%0.099%
8/20/2026 Sigma Planning Corp44,434$7.05M0.2%-17.5%0.017%
8/20/2026 Two Sigma Securities LLC18,174$2.88M0.2%-10.9%0.007%
8/20/2026 GTS Securities LLC135,225$21.46M0.5%+14.3%0.053%
8/20/2026 Flputnam Investment Management Co.5,078$806K0.0%+5.4%0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.67,655$10.73M0.0%-14.5%0.026%
8/20/2026 Rational Advisors Inc.4,758$755K0.1%N/A0.002%
8/20/2026 Okabena Investment Services Inc.14,588$2.32M0.4%+2.1%0.006%
8/20/2026 Spinnaker Trust178,802$28.37M1.4%-2.7%0.069%
8/20/2026 Hollencrest Capital Management2,898$460K0.0%-48.0%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC28,630$4.54M0.0%-86.0%0.011%
8/19/2026 Toth Financial Advisory Corp62,038$9.84M1.0%+1.5%0.024%
8/19/2026 Investors Asset Management of Georgia Inc. GA ADV3,759$596K0.2%+15.5%0.001%
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8/19/2026 Ferguson Wellman Capital Management Inc.22,193$3.52M0.0%+0.3%0.009%
8/19/2026 Nissay Asset Management Corp Japan750,640$119.10M0.5%-72.2%0.291%
8/19/2026 Navellier & Associates Inc.1,688$268K0.0%N/A0.001%
8/19/2026 Hsbc Holdings PLC17,489$2.78M0.0%-76.8%0.007%
8/19/2026 Wellington Management Group LLP3,220$511K0.0%+65.0%0.001%
8/17/2026 Corient Private Wealth LP153,270$24.32M0.0%-30.0%0.060%
8/15/2026 Magnolia Capital Advisors LLC6,006$953K0.2%+153.7%0.002%
8/15/2026 Caisse de depot et placement du Quebec1,693,225$268.65M0.4%-21.0%0.657%
8/15/2026 Gallagher Fiduciary Advisors LLC3,091$490K0.0%+29.5%0.001%
8/15/2026 Western Wealth Management LLC47,904$7.60M0.2%-15.0%0.019%


XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,088 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 1,820 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 33,489,864 shares in the last 24 months. This purchase volume represents approximately $4.99B in transactions.

Of the 855 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 ($2.83M), Nissay Asset Management Corp Japan ($1.95M), Harel Insurance Investments & Financial Services Ltd. ($1.39M), Envestnet Asset Management Inc. ($1.06M), Bank of America Corp DE ($972.83K), Janney Montgomery Scott LLC ($928.40K), and Healthcare of Ontario Pension Plan Trust Fund ($835K).

Institutional investors have sold a total of 26,643,569 shares in the last 24 months. This volume of shares sold represents approximately $3.94B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XLV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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