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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$170.73 -0.53 (-0.31%)
Closing price 09/29/2026 04:10 PM Eastern
Extended Trading
$170.62 -0.11 (-0.07%)
As of 08:07 AM 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)
1178
Total
Institutional Inflows
(last 12 months)
$4.99B
Number of
Institutional Sellers
(last 12 months)
856
Total
Institutional Outflows
(last 12 months)
$4.25B
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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
9/23/2026QRG Capital Management Inc.4,135$656K0.0%+5.5%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.6,637$1.05M0.0%-72.3%0.003%
9/23/2026Envestnet Asset Management Inc.4,241,978$673.03M0.1%-18.0%1.641%
9/22/2026State Street Corp105,561$16.75M0.0%-90.6%0.041%
9/11/2026Smith Chas P & Associates PA Cpas29,068$4.61M0.2%-3.3%0.011%
9/11/2026Talon Private Wealth LLC49,094$7.79M0.9%+23.4%0.019%
9/9/2026Bouchey Financial Group Ltd.3,198$507K0.0%-57.1%0.001%
9/9/2026Miramontes Capital LLC13,713$2.18M0.7%+7.0%0.005%
9/9/2026The Manufacturers Life Insurance Company 106,500$16.90M0.0%N/A0.041%
9/9/2026Capstone Financial Advisors Inc.1,472$233K0.0%+6.1%0.001%
9/9/2026Sequoia Financial Advisors LLC21,213$3.37M0.0%-25.8%0.008%
9/9/2026Tidal Investments LLC19,290$3.06M0.0%+285.8%0.007%
9/9/2026IPG Investment Advisors LLC2,498$396K0.1%+55.2%0.001%
9/9/2026MCF Advisors LLC4,583$727K0.0%+20.6%0.002%
9/9/2026BlueCrest Capital Management Ltd2,107$334K0.0%N/A0.001%
9/9/2026Plimoth Trust Co. LLC9,237$1.47M0.3%-8.2%0.004%
9/9/2026Capital Analysts LLC3,404$540K0.0%+8.3%0.001%
9/9/2026Summit Financial Strategies Inc.1,407$223K0.0%N/A0.001%
9/9/2026Insight Wealth Partners LLC5,101$809K0.1%+2.1%0.002%
9/9/2026Pinnacle Wealth Management Advisory Group LLC2,687$426K0.0%-2.6%0.001%
9/9/2026NorthRock Partners LLC15,193$2.41M0.0%-60.7%0.006%
9/9/2026Integrated Wealth Concepts LLC104,608$16.60M0.1%+0.7%0.041%
9/9/2026Maven Securities LTD39,753$6.31M0.1%-19.5%0.015%
9/9/2026RFG Advisory LLC29,484$4.68M0.1%+27.8%0.011%
9/9/2026NewEdge Advisors LLC192,131$30.48M0.1%-1.7%0.075%
9/9/2026IFP Advisors Inc61,149$9.70M0.2%-9.2%0.024%
9/9/2026Baird Financial Group Inc.263,560$41.82M0.1%+11.3%0.102%
9/9/2026Beacon Investment Advisory Services Inc.345$55K0.0%+72.5%0.000%
9/9/2026Stableford Capital II LLC5,090$808K0.3%+7.3%0.002%
9/9/2026XY Planning Network Inc.6,564$1.04M0.1%+18.7%0.003%
9/8/2026Hudock Inc.9,750$1.55M0.2%+1.5%0.004%
9/8/2026Allworth Financial LP21,775$3.46M0.0%-11.1%0.008%
9/8/2026Edge Wealth Management LLC1,474$234K0.0%+4.8%0.001%
9/8/2026Waverly Advisors LLC60,054$9.53M0.1%-4.0%0.023%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group1,390$221K0.0%N/A0.001%
9/2/2026Second Line Capital LLC1,526$242K0.0%-4.8%0.001%
8/27/2026Corient Private Wealth LP150,249$23.84M0.0%-31.3%0.058%
8/27/2026Tucker Asset Management LLC2,027$322K0.1%+16.3%0.001%
8/26/2026HORAN Wealth LLC3,961$628K0.1%+37.5%0.002%
8/26/2026HighTower Advisors LLC548,802$87.07M0.1%+4.2%0.213%
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8/25/2026January Capital Advisors LLC15,937$2.53M2.1%+123.0%0.006%
8/23/2026Hyundai Investments Co. Ltd.3,566$573K0.6%+73.6%0.001%
8/23/2026Greenland Capital Management LP7,000$1.11M0.1%N/A0.003%
8/23/2026Washington Trust Advisors Inc.244$39K0.0%-31.5%0.000%
8/23/2026Ameritas Advisory Services LLC20,916$3.32M0.1%+120.2%0.008%
8/23/2026Straight Path Wealth Management2,019$320K0.1%+42.0%0.001%
8/23/2026Wedmont Private Capital2,740$441K0.0%-9.2%0.001%
8/23/2026Kintra Wealth LLC1,274$214K0.0%N/A0.000%
8/23/2026Passaic Partners LLC120,076$19.05M1.4%+1.2%0.047%
8/23/2026Aspire Capital Advisors LLC12,108$1.92M0.4%-19.3%0.005%
8/23/2026Endeavor Private Wealth Inc.4,130$655K0.2%-4.3%0.002%
8/23/2026SFG Wealth Management LLC.2,947$468K0.2%-28.5%0.001%
8/23/2026Kraematon Investment Advisors Inc.1,314$208K0.2%-13.0%0.001%
8/23/2026HB Wealth Management LLC32,869$5.22M0.0%+4.2%0.013%
8/23/2026Angeles Wealth Management LLC2,826$448K0.0%+65.5%0.001%
8/23/2026Kaydan Wealth Management Inc.3,549$563K0.2%+10.1%0.001%
8/22/2026Advisory Solutions Group LLC3,174$504K0.2%N/A0.001%
8/22/2026Compass Financial Management LLC5,374$866K0.1%N/A0.002%
8/22/2026NBH Bank986$156K0.1%N/A0.000%
8/22/2026Markowski Investments313$50K0.0%N/A0.000%
8/22/2026Highland Investment Advisors LLC864$137K0.1%N/A0.000%
8/22/2026Strive Financial Group LLC157$25K0.0%+170.7%0.000%
8/22/2026Investor s Fiduciary Advisor Network LLC4,239$672K0.2%-13.7%0.002%
8/22/2026Tudor Financial Inc.1,297$206K0.1%N/A0.001%
8/22/2026NWF Advisory Services Inc.3,898$619K0.1%+2.4%0.002%
8/21/2026Retireful LLC17,039$2.70M2.6%N/A0.007%
8/21/2026Paragon Private Wealth Management LLC3,510$557K0.1%-11.9%0.001%
8/21/2026Continuum Advisory LLC1,293$205K0.0%N/A0.001%
8/21/2026Orion Capital Management LLC179$28K0.0%+397.2%0.000%
8/21/2026Round Rock Advisors LLC114,998$18.25M2.4%+6.6%0.045%
8/21/2026InTrack Investment Management Inc1,589$252K0.1%N/A0.001%
8/21/2026MBA Advisors LLC27,326$4.34M1.4%+13.3%0.011%
8/21/2026Atticus Wealth Management LLC8,125$1.29M0.3%-7.0%0.003%
8/21/2026Cairn Investment Group Inc.60,400$9.58M4.1%N/A0.023%
8/21/2026KFA Private Wealth Group LLC5,223$829K0.2%-20.5%0.002%
8/21/2026Clarus Wealth Advisors13,315$2.16M0.8%+11.4%0.005%
8/21/2026Chesapeake Wealth Management19,061$3.02M0.9%+5.3%0.007%
8/21/2026Independence Bank of Kentucky4,620$733K0.1%-1.3%0.002%
8/21/2026Acorn Wealth Advisors LLC2,535$402K0.1%-22.3%0.001%
8/20/2026Nwam LLC22,154$3.52M0.2%+127.3%0.009%
8/20/2026CMH Wealth Management LLC72,630$11.52M1.8%+2.0%0.028%
8/20/2026Strategic Advisors LLC3,531$560K0.1%-15.1%0.001%
8/20/2026BTG Pactual Asset Management US LLC115,762$18.37M1.1%+26.2%0.045%
8/20/2026Rothschild Capital Partners LLC167,229$26.53M6.5%-2.2%0.065%
8/20/2026RPg Family Wealth Advisory LLC21,526$3.42M0.5%+17.6%0.008%
8/20/2026Risk Paradigm Group LLC20,629$3.27M2.2%+19.1%0.008%
8/20/2026Quantitative Investment Management LLC254,518$40.38M4.4%+231.0%0.099%
8/20/2026Sigma Planning Corp44,434$7.05M0.2%-17.5%0.017%
8/20/2026Two Sigma Securities LLC18,174$2.88M0.2%-10.9%0.007%
8/20/2026GTS Securities LLC135,225$21.46M0.5%+14.3%0.053%
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8/20/2026Flputnam Investment Management Co.5,078$806K0.0%+5.4%0.002%
8/20/2026Northwestern Mutual Wealth Management Co.67,655$10.73M0.0%-14.5%0.026%
8/20/2026Rational Advisors Inc.4,758$755K0.1%N/A0.002%
8/20/2026Okabena Investment Services Inc.14,588$2.32M0.4%+2.1%0.006%
8/20/2026Spinnaker Trust178,802$28.37M1.4%-2.7%0.069%
8/20/2026Hollencrest Capital Management2,898$460K0.0%-48.0%0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC28,630$4.54M0.0%-86.0%0.011%
8/19/2026Toth Financial Advisory Corp62,038$9.84M1.0%+1.5%0.024%
8/19/2026Investors Asset Management of Georgia Inc. GA ADV3,759$596K0.2%+15.5%0.001%
8/19/2026Ferguson Wellman Capital Management Inc.22,193$3.52M0.0%+0.3%0.009%


XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,090 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. ($673.03M).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 33,423,328 shares in the last 24 months. This purchase volume represents approximately $4.99B in transactions.

Of the 856 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), Envestnet Asset Management Inc. ($2.00M), Nissay Asset Management Corp Japan ($1.95M), State Street Corp ($1.50M), Harel Insurance Investments & Financial Services Ltd. ($1.39M), Bank of America Corp DE ($972.83K), and Janney Montgomery Scott LLC ($928.40K).

Institutional investors have sold a total of 28,589,209 shares in the last 24 months. This volume of shares sold represents approximately $4.25B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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