Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

$172.39 -3.29 (-1.87%)

Closing price 04:10 PM Eastern

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$172.54 +0.15 (+0.09%)

As of 04:32 PM Eastern

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Number of Institutional Buyers (last 12 months): 1159
Total Institutional Inflows (last 12 months): $4.96B

Number of Institutional Sellers (last 12 months): 852
Total Institutional Outflows (last 12 months): $3.93B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/20/2026	Strategic Advisors LLC	3,531	$560K	0.1%	-15.1%	0.001%
8/20/2026	BTG Pactual Asset Management US LLC	115,762	$18.37M	1.1%	+26.2%	0.045%
8/20/2026	Rothschild Capital Partners LLC	167,229	$26.53M	6.5%	-2.2%	0.065%
8/20/2026	RPg Family Wealth Advisory LLC	21,526	$3.42M	0.5%	+17.6%	0.008%
8/20/2026	Risk Paradigm Group LLC	20,629	$3.27M	2.2%	+19.1%	0.008%
8/20/2026	Quantitative Investment Management LLC	254,518	$40.38M	4.4%	+231.0%	0.099%
8/20/2026	Sigma Planning Corp	44,434	$7.05M	0.2%	-17.5%	0.017%
8/20/2026	Two Sigma Securities LLC	18,174	$2.88M	0.2%	-10.9%	0.007%
8/20/2026	GTS Securities LLC	135,225	$21.46M	0.5%	+14.3%	0.053%
8/20/2026	Flputnam Investment Management Co.	5,078	$806K	0.0%	+5.4%	0.002%
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8/20/2026	Northwestern Mutual Wealth Management Co.	67,655	$10.73M	0.0%	-14.5%	0.026%
8/20/2026	Rational Advisors Inc.	4,758	$755K	0.1%	N/A	0.002%
8/20/2026	Okabena Investment Services Inc.	14,588	$2.32M	0.4%	+2.1%	0.006%
8/20/2026	Spinnaker Trust	178,802	$28.37M	1.4%	-2.7%	0.069%
8/20/2026	Hollencrest Capital Management	2,898	$460K	0.0%	-48.0%	0.001%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	28,630	$4.54M	0.0%	-86.0%	0.011%
8/19/2026	Toth Financial Advisory Corp	62,038	$9.84M	1.0%	+1.5%	0.024%
8/19/2026	Investors Asset Management of Georgia Inc. GA ADV	3,759	$596K	0.2%	+15.5%	0.001%
8/19/2026	Ferguson Wellman Capital Management Inc.	22,193	$3.52M	0.0%	+0.3%	0.009%
8/19/2026	Nissay Asset Management Corp Japan	750,640	$119.10M	0.5%	-72.2%	0.291%
8/19/2026	Navellier & Associates Inc.	1,688	$268K	0.0%	N/A	0.001%
8/19/2026	Hsbc Holdings PLC	17,489	$2.78M	0.0%	-76.8%	0.007%
8/19/2026	Wellington Management Group LLP	3,220	$511K	0.0%	+65.0%	0.001%
8/17/2026	Corient Private Wealth LP	153,270	$24.32M	0.0%	-30.0%	0.060%
8/15/2026	Magnolia Capital Advisors LLC	6,006	$953K	0.2%	+153.7%	0.002%
8/15/2026	Caisse de depot et placement du Quebec	1,693,225	$268.65M	0.4%	-21.0%	0.657%
8/15/2026	Gallagher Fiduciary Advisors LLC	3,091	$490K	0.0%	+29.5%	0.001%
8/15/2026	Western Wealth Management LLC	47,904	$7.60M	0.2%	-15.0%	0.019%
8/15/2026	J. Goldman & Co LP	48,650	$7.72M	0.2%	-221.6%	0.019%
8/15/2026	Passaic Partners LLC	120,076	$19.05M	1.4%	+1.2%	0.047%
8/14/2026	Hsbc Holdings PLC	17,489	$2.78M	0.0%	-76.8%	0.007%
8/14/2026	EFG International AG	514	$82K	0.0%	+350.9%	0.000%
8/14/2026	Delos Wealth Advisors LLC	38,756	$6.15M	3.2%	+5.7%	0.015%
8/14/2026	The Manufacturers Life Insurance Company	106,500	$16.90M	0.0%	N/A	0.041%
8/14/2026	Jones Financial Companies Lllp	277,455	$44.47M	0.0%	+13.5%	0.108%
8/14/2026	Verity Asset Management Inc.	4,190	$665K	0.3%	+70.4%	0.002%
8/14/2026	Group One Trading LLC	14,494	$2.30M	0.0%	N/A	0.006%
8/14/2026	Ally Invest Advisors Inc.	8,627	$1.37M	0.1%	+4.8%	0.003%
8/14/2026	Cullen Capital Management LLC	51,416	$8.16M	0.1%	+596.7%	0.020%
8/13/2026	D.B. Root & Company LLC	1,957	$311K	0.1%	-13.3%	0.001%
Trump’s New Currency Reset (Ad) Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. Watch the documentary briefing and find out which side you land on
8/13/2026	Flavin Financial Services Inc.	1,490	$236K	0.1%	-4.0%	0.001%
8/13/2026	Asset One Wealth Management LLC	6,868	$1.09M	0.1%	+4.6%	0.003%
8/13/2026	Investor s Fiduciary Advisor Network LLC	4,239	$672K	0.2%	-13.7%	0.002%
8/13/2026	Cibc World Market Inc.	95,439	$15.14M	0.0%	-82.7%	0.037%
8/13/2026	Osbon Capital Management LLC	3,718	$590K	0.5%	-27.6%	0.001%
8/13/2026	Leigh Baldwin & CO. LLC	1,463	$232K	0.1%	-7.1%	0.001%
8/13/2026	Sanctuary Advisors LLC	235,348	$37.34M	0.2%	+10.4%	0.091%
8/13/2026	Biondo Investment Advisors LLC	26,217	$4.16M	0.5%	+4.0%	0.010%
8/13/2026	Arete Wealth Advisors LLC	16,576	$2.63M	0.1%	+39.2%	0.006%
8/13/2026	Mission Financial Group LLC	2,008	$319K	0.3%	N/A	0.001%
8/13/2026	Twin Tree Management LP	11,794	$1.87M	0.0%	+37,945.2%	0.005%
8/13/2026	LM Advisors LLC	22,350	$3.56M	0.4%	+528.5%	0.009%
8/13/2026	Haverford Trust Co	19,954	$3.17M	0.0%	-1.3%	0.008%
8/12/2026	Kirtland Hills Capital Management LLC	1,605	$255K	0.1%	+9.3%	0.001%
8/12/2026	Compass Financial Management LLC	5,374	$866K	0.1%	N/A	0.002%
8/12/2026	Elevation Point Wealth Partners LLC	33,804	$5.36M	0.1%	+2.3%	0.013%
8/12/2026	Greenland Capital Management LP	7,000	$1.11M	0.1%	N/A	0.003%
8/12/2026	Commerce Bank	53,039	$8.42M	0.0%	-1.3%	0.021%
8/12/2026	Northwestern Mutual Wealth Management Co.	67,655	$10.73M	0.0%	-14.5%	0.026%
8/12/2026	Gamco Investors INC. ET AL	5,000	$793K	0.0%	-3.8%	0.002%
8/12/2026	Quantbot Technologies LP	4,145	$658K	0.0%	+56.4%	0.002%
8/12/2026	Beutel Goodman & Co Ltd.	1,802	$285K	0.0%	-21.7%	0.001%
8/12/2026	Martin & Co. Inc. TN	66,116	$10.49M	1.6%	-0.3%	0.026%
8/12/2026	WealthShield Partners LLC	915	$145K	0.0%	-12.1%	0.000%
8/12/2026	Madison Wealth Partners Inc	2,623	$416K	0.1%	+75.9%	0.001%
8/12/2026	EP Wealth Advisors LLC	148,494	$23.56M	0.1%	-18.3%	0.058%
8/12/2026	Rakuten Securities Inc.	162	$26K	0.0%	-63.3%	0.000%
8/12/2026	Ieq Capital LLC	8,989	$1.43M	0.0%	-29.6%	0.003%
8/12/2026	Manhattan West Asset Management LLC	23,431	$3.72M	0.6%	+18.8%	0.009%
8/12/2026	Keebeck Wealth Management	47,412	$7.52M	0.7%	-2.6%	0.018%
8/11/2026	OneAscent Family Office LLC	1,408	$223K	0.1%	-21.6%	0.001%
8/11/2026	OneAscent Financial Services LLC	8,517	$1.35M	0.1%	-9.9%	0.003%
8/11/2026	Allworth Financial LP	21,775	$3.46M	0.0%	-11.1%	0.008%
8/11/2026	Advisors Preferred LLC	3,400	$557K	0.1%	N/A	0.001%
8/11/2026	Oxford Financial Group LTD. LLC	1,299	$206K	0.0%	+10.6%	0.001%
8/11/2026	Advisors Capital Management LLC	4,445	$705K	0.0%	+21.0%	0.002%
8/11/2026	Vise Technologies Inc.	37,150	$5.89M	0.1%	+372.0%	0.014%
8/11/2026	OVERSEA CHINESE BANKING Corp Ltd	44,115	$7M	0.2%	+115.7%	0.017%
8/11/2026	MSH Capital Advisors LLC	25,780	$4.09M	0.7%	+40.5%	0.010%
8/11/2026	Strategic Advisory Partners LLC	63,412	$10.06M	7.1%	+7.1%	0.025%
8/11/2026	Toews Corp ADV	8,600	$1.36M	0.2%	N/A	0.003%
8/11/2026	United Bank	2,617	$415K	0.1%	-66.4%	0.001%
8/11/2026	Uptick Partners LLC	11,959	$1.90M	0.3%	+11.8%	0.005%
8/11/2026	Madison Asset Management LLC	52,330	$8.30M	0.1%	N/A	0.020%
8/10/2026	Csenge Advisory Group	82,255	$13.05M	0.5%	+4.5%	0.032%
8/10/2026	Tocqueville Asset Management L.P.	43,761	$6.94M	0.1%	-14.7%	0.017%
8/10/2026	one8zero8 LLC	340	$54K	0.0%	+22.7%	0.000%
8/10/2026	Addison Advisors LLC	298	$47K	0.0%	-54.4%	0.000%
8/10/2026	Mmbg Investment Advisors CO.	173,104	$27.47M	2.2%	+1.5%	0.067%
8/10/2026	Chancellor Financial Group WB LP	1,481	$235K	0.1%	N/A	0.001%
Trump’s New Currency Reset (Ad) Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. Watch the documentary briefing and find out which side you land on
8/10/2026	Fore Capital LLC	14,000	$2.22M	0.7%	N/A	0.005%
8/10/2026	Richardson Financial Services Inc.	213	$34K	0.0%	-96.5%	0.000%
8/10/2026	Pacific Sun Financial Corp	8,600	$1.36M	0.6%	+11.6%	0.003%
8/10/2026	Diversify Advisory Services LLC	169,666	$27.72M	0.5%	N/A	0.066%
8/10/2026	Bonfire Financial	40,088	$6.36M	4.1%	+4.1%	0.016%
8/7/2026	Trust Co. of Vermont	417	$66K	0.0%	N/A	0.000%
8/5/2026	USA Financial Formulas	1,398	$205K	0.0%	-20.5%	0.001%
7/25/2026	Platform Technology Partners	7,819	$1.24M	0.2%	+8.3%	0.003%
7/25/2026	Financial Perspectives Inc	466	$74K	0.0%	+15.6%	0.000%
7/25/2026	Farmers & Merchants Trust Co of Chambersburg PA	20,932	$3.32M	0.8%	+1.1%	0.008%

XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,075 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 1,804 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 33,273,709 shares in the last 24 months. This purchase volume represents approximately $4.96B in transactions.

Of the 852 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 26,574,686 shares in the last 24 months. This volume of shares sold represents approximately $3.93B 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 8/20/2026. New 13F filings are added each quarter as they're published.

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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

XLV Institutional Ownership - Frequently Asked Questions

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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

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

XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

XLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLV shares?

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

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

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

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

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