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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$188.85 +1.02 (+0.54%)
Closing price 11/13/2026 04:10 PM Eastern
Extended Trading
$188.52 -0.34 (-0.18%)
As of 11/13/2026 07:59 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.

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

Number of
Institutional Buyers
(last 12 months)
1196
Total
Institutional Inflows
(last 12 months)
$5.35B
Number of
Institutional Sellers
(last 12 months)
746
Total
Institutional Outflows
(last 12 months)
$3.18B
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XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2026First Trust Bank Ltd.46,211$7.78M15.0%N/A0.017%
11/14/2026Oxford Financial Group LTD. LLC964$162K0.0%-25.8%0.000%
11/13/2026Larch Capital Partners LLC46,219$7.78M1.2%-1.5%0.017%
11/13/2026Empowered Funds LLC41,994$7.07M0.0%+60.7%0.016%
11/13/2026Knollwood Investment Advisory LLC18,830$3.17M0.3%N/A0.007%
11/13/2026Tocqueville Asset Management L.P.43,551$7.34M0.1%-0.5%0.016%
11/13/2026Kovack Advisors Inc.39,172$6.53M0.3%+76.3%0.015%
11/13/2026Caxton Associates LLP29,403$4.95M0.1%+1,357.0%0.011%
11/13/2026Pacific Sun Financial Corp8,430$1.42M0.6%-2.0%0.003%
11/13/2026Advisory Alpha LLC310,151$52.24M1.3%-18.3%0.116%
11/13/2026Healthcare of Ontario Pension Plan Trust Fund1,760,000$296.42M0.5%+299.2%0.660%
11/13/2026Steward Partners Investment Advisory LLC370,894$62.47M0.3%+197.7%0.139%
11/13/2026HTG Investment Advisors Inc.1,438$242K0.1%N/A0.001%
11/13/2026Insigneo Advisory Services LLC27,475$4.63M0.2%N/A0.010%
11/13/2026Southeast Asset Advisors LLC1,465$247K0.0%-13.3%0.001%
11/13/2026Capital Advisor Network LLC4,304$725K0.9%+42,940.0%0.002%
11/13/2026Mosaic Family Wealth Partners LLC2,129$359K0.0%N/A0.001%
11/13/2026Trivium Point Advisory LLC14,859$2.50M0.2%-2.3%0.006%
11/13/2026Palumbo Wealth Management LLC10,262$1.73M0.4%-4.6%0.004%
11/13/2026Xcelsior Advisor Partners LLC3,718$626K0.0%+47.3%0.001%
11/13/2026Cladis Investment Advisory LLC8,153$1.37M0.6%+4.5%0.003%
11/13/2026Bleakley Financial Group LLC31,487$5.30M0.1%-2.1%0.012%
11/13/2026 Novare Capital Management LLC3,503$590K0.0%+13.4%0.001%
11/13/2026 Smith Moore & CO.7,808$1.32M0.1%-1.8%0.003%
11/13/2026 Lifeworks Advisors LLC3,231$544K0.1%-14.0%0.001%
11/13/2026 Bouchey Financial Group Ltd.1,383$233K0.0%-56.8%0.001%
11/13/2026 Jacobs Equity LLC7,839$1.32M0.8%-2.0%0.003%
11/12/2026 Benjamin Edwards Inc.47,735$8.04M0.1%-89.4%0.018%
11/12/2026 CacheTech Inc.61,476$10.35M1.6%+121.0%0.023%
11/12/2026 First Trust Advisors LP32,029$5.39M0.0%+8.6%0.012%
11/12/2026 Coastwise Capital Group LLC1,705$287K0.2%-5.3%0.001%
11/12/2026 State Street Corp1,130,084$190.33M0.0%+970.6%0.418%
11/12/2026 All Terrain Financial Advisors LLC2,280$384K0.1%+67.6%0.001%
11/12/2026 Fort Sheridan Advisors LLC1,229$207K0.0%N/A0.000%
11/12/2026 TIAA CREF Individual & Institutional Services LLC15,709$2.65M0.0%+1.7%0.006%
11/12/2026 TIAA Trust National Association388$65K0.0%N/A0.000%
11/11/2026 Group One Trading LLC7,829$1.32M0.0%-46.0%0.003%
11/11/2026 Edmond DE Rothschild Holding S.A.216$36K0.0%+332.0%0.000%
11/11/2026 Alteri Wealth LLC2,287$385K0.1%+8.5%0.001%
11/11/2026 Greenline Wealth Management LLC3,507$591K0.5%N/A0.001%
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11/11/2026 Berger Financial Group Inc15,150$2.55M0.1%+0.4%0.006%
11/11/2026 Sharper & Granite LLC37,598$6.33M2.0%+3.6%0.014%
11/11/2026 one8zero8 LLC277$47K0.0%-18.5%0.000%
11/11/2026 Private Advisor Group LLC291,371$49.07M0.2%+27.3%0.108%
11/11/2026 Tyche Wealth Partners LLC6,076$1.02M0.1%N/A0.002%
11/11/2026 Maxele Advisors LLC21,844$3.68M2.6%-1.3%0.008%
11/11/2026 Ieq Capital LLC11,728$1.98M0.0%+30.5%0.004%
11/11/2026 Focus Advisor Solutions LLC13,791$2.32M0.0%+1.7%0.005%
11/11/2026 Colonial Trust Co SC1,153$194K0.0%N/A0.000%
11/11/2026 Madden Advisory Services Inc.1,255$211K0.1%N/A0.000%
11/11/2026 Independent Advisor Alliance6,990$1.18M0.0%+7.1%0.003%
11/10/2026 Frisch Financial Group Inc.29,835$5.03M0.8%-7.1%0.011%
11/10/2026 OneAscent Financial Services LLC1,412$238K0.0%-83.4%0.001%
11/10/2026 Composition Wealth LLC6,348$1.07M0.0%-11.9%0.002%
11/10/2026 Stelac Advisory Services LLC1,252$211K0.0%N/A0.000%
11/10/2026 Prasad Wealth Partners LLC1,386$233K0.1%N/A0.001%
11/10/2026 Global Retirement Partners LLC22,625$3.81M0.1%+2.5%0.008%
11/10/2026 Garrison Point Advisors LLC1,195$201K0.1%N/A0.000%
11/10/2026 Cibc World Market Inc.113,579$19.13M0.0%+19.0%0.042%
11/10/2026 Bridges Investment Management Inc.3,302$556K0.0%N/A0.001%
11/10/2026 Cullen Capital Management LLC2,998$505K0.0%-94.2%0.001%
11/10/2026 Edgestream Partners L.P.12,034$2.03M0.1%N/A0.004%
11/10/2026 Cornerstone Capital Inc.3,693$622K0.1%-8.2%0.001%
11/10/2026 Banco Santander S.A.37,422$6.30M0.0%-19.0%0.014%
11/10/2026 Northstar Group Inc.1,250$211K0.0%N/A0.000%
11/10/2026 HighTower Advisors LLC553,857$93.28M0.1%+0.9%0.205%
11/10/2026 Wharton Business Group LLC222,629$37.50M1.3%-4.1%0.082%
11/9/2026 ES4 LLC36,637$6.17M3.2%-4.1%0.014%
11/9/2026 Laraway Financial Advisors Inc22,130$3.73M2.3%-1.1%0.008%
11/9/2026 Silver Oak Securities Incorporated14,843$2.74M0.2%+153.0%0.006%
11/9/2026 Wall Street Financial Group Inc.8,936$1.51M0.8%-0.6%0.003%
11/9/2026 Thoroughbred Financial Services LLC3,098$521K0.0%+63.0%0.001%
11/9/2026 Bessemer Group Inc.19,830$3.34M0.0%-2.6%0.007%
11/9/2026 Vectors Research Management LLC2,172$366K0.1%N/A0.001%
11/9/2026 Hantz Financial Services Inc.480$81K0.0%+17.1%0.000%
11/9/2026 Harbour Investments Inc.44,749$7.54M0.1%-5.6%0.017%
11/9/2026 Centennial Bank AR 17,655$2.97M0.9%N/A0.007%
11/9/2026 IFG Advisory LLC35,956$6.06M0.2%+59.0%0.013%
11/9/2026 Bellwether Advisors LLC167,713$28.25M4.1%+18.0%0.062%
11/9/2026 Nelson Capital Management LLC29,590$4.98M0.5%+8.0%0.011%
11/9/2026 AlTi Global Inc.17,487$2.95M0.1%+5.8%0.007%
11/9/2026 Phoenix Financial Ltd.1,008,306$169.82M1.1%+0.4%0.375%
11/9/2026 Migdal Insurance & Financial Holdings Ltd.938,050$157.99M1.0%-9.2%0.349%
11/9/2026 Hansen & Associates Financial Group Inc.13,655$2.30M1.5%-7.3%0.005%
11/7/2026 MSH Capital Advisors LLC21,303$3.59M0.6%-17.4%0.008%
11/7/2026 Cornerstone Advisory LLC1,243$209K0.0%N/A0.000%
11/7/2026 Condor Capital Management4,773$804K0.1%-2.9%0.002%
11/7/2026 Channel Wealth LLC21,075$3.55M0.8%N/A0.008%
11/7/2026 Bonfire Financial40,982$6.90M4.2%+2.2%0.015%
11/7/2026 Astra Wealth Partners LLC1,911$322K0.2%-5.0%0.001%
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11/6/2026 10Elms LLP34,995$5.89M2.5%-1.3%0.013%
11/6/2026 Financial Freedom LLC31,024$5.23M2.4%N/A0.012%
11/6/2026 Stonebridge Financial Planning Group LLC6,069$1.02M0.3%-8.7%0.002%
11/6/2026 Moors & Cabot Inc.13,148$2.21M0.1%+26.8%0.005%
11/6/2026 Valmark Advisers Inc.91,539$15.42M0.2%-1.6%0.035%
11/6/2026 Jordan Park Group LLC1,392,629$234.55M11.8%-1.6%0.529%
11/6/2026 Money Concepts Capital Corp251,032$42.28M1.9%+923.2%0.095%
11/6/2026 Allworth Financial LP22,287$3.54M0.0%+2.4%0.008%
11/6/2026 Fisher Asset Management LLC250,435$42.18M0.0%+64.6%0.095%
11/6/2026 Russell Investments Group Ltd.2,609$439K0.0%+73.6%0.001%


XLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,123 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 1,845 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), Caisse DE Depot ET Placement DU Quebec ($3.43M), Bank of America Corp DE ($3.26M), Healthcare of Ontario Pension Plan Trust Fund ($2.38M), and State Street Corp ($2.28M).

Institutional investors have bought a total of 34,477,878 shares in the last 24 months. This purchase volume represents approximately $5.35B in transactions.

Of the 739 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 ($2.33M), 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), Envestnet Asset Management Inc. ($934.05K), and Healthcare of Ontario Pension Plan Trust Fund ($835K).

Institutional investors have sold a total of 20,567,556 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.



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 11/14/2026. New 13F filings are added each quarter as they're published.
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