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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$137.66 -0.88 (-0.64%)
As of 01:11 PM 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)
1172
Total
Institutional Inflows
(last 12 months)
$5.29B
Number of
Institutional Sellers
(last 12 months)
878
Total
Institutional Outflows
(last 12 months)
$7.15B
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XLV Institutional Buying and Selling by Quarter

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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
4/15/2025CX Institutional18,747$2.74M0.1%-16.8%0.007%
4/15/2025Rockingstone Advisors LLC25,049$3.66M1.6%-19.4%0.009%
4/15/2025Kozak & Associates Inc.109,021$15.10M3.8%+3.3%0.041%
4/15/2025MV Capital Management Inc.26,620$3.89M0.4%-24.9%0.010%
4/15/2025Trueblood Wealth Management LLC1,399$204K0.1%N/A0.001%
4/15/2025Integrated Advisors Network LLC72,799$10.63M0.5%+7.6%0.028%
4/15/2025Integral Investment Advisors Inc.4,557$665K0.2%+2.2%0.002%
4/15/2025Collier Financial12,071$1.76M1.5%+931.7%0.005%
4/15/2025Petredis Investment Advisors LLC71,217$10.40M1.1%-0.7%0.027%
4/15/2025Parsons Capital Management Inc. RI3,397$496K0.0%+5.4%0.001%
4/15/2025Kingstone Capital Partners Texas LLC12,709$1.86M1.5%-3.3%0.005%
4/15/2025Shira Ridge Wealth Management9,834$1.44M0.7%-73.9%0.004%
4/15/2025Attessa Capital LLC25,706$3.75M2.5%+7.4%0.010%
4/15/2025Simplicity Wealth LLC13,605$1.99M0.2%N/A0.005%
4/15/2025Wealthcare Advisory Partners LLC22,163$3.24M0.1%-2.8%0.008%
4/15/2025Trust Co. of Oklahoma2,417$353K0.1%-46.0%0.001%
4/15/2025Signet Financial Management LLC3,709$542K0.1%-61.1%0.001%
4/15/2025Fourpath Capital Management LLC3,270$478K0.1%+22.4%0.001%
4/14/2025Northstar Advisory Group LLC14,561$2.13M1.4%+8.0%0.006%
4/14/2025Pallas Capital Advisors LLC63,308$9.24M0.4%-7.4%0.024%
4/14/2025Farther Finance Advisors LLC34,148$4.90M0.1%+2.8%0.013%
4/14/2025City Holding Co.2,441$356K0.1%-4.5%0.001%
4/14/2025CMH Wealth Management LLC45,325$6.62M1.7%-0.2%0.017%
4/14/2025Greystone Financial Group LLC3,757$549K0.1%N/A0.001%
4/14/2025Toth Financial Advisory Corp63,934$9.34M1.1%-1.7%0.024%
4/14/2025Courier Capital LLC37,078$5.41M0.4%-16.5%0.014%
4/14/2025First Citizens Bank & Trust Co.5,418$791K0.0%-4.8%0.002%
4/14/2025Sherman Asset Management Inc.5,074$741K0.7%-12.9%0.002%
4/14/2025Camelot Technology Advisors Inc.6,629$968K0.9%-1.3%0.003%
4/14/2025Capital Investment Advisors LLC614,436$89.71M1.8%+9.5%0.233%
4/14/2025Central Bank & Trust Co.12,013$1.75M0.3%+20.9%0.005%
4/14/2025Park Avenue Securities LLC155,622$22.72M0.3%+31.2%0.059%
4/14/2025OLD National Bancorp IN101,847$14.87M0.4%-4.5%0.039%
4/14/2025SOA Wealth Advisors LLC.76,352$11.15M1.3%+2,304.0%0.029%
4/14/2025Flagship Private Wealth LLC23,335$3.41M1.6%-7.2%0.009%
4/14/2025City Center Advisors LLC3,836$560K0.7%-58.8%0.001%
4/14/2025Bank of New Hampshire2,115$309K0.1%-11.9%0.001%
4/14/2025Moulton Wealth Management Inc.21,830$3.19M2.4%+20.8%0.008%
4/14/2025Lpwm LLC4,910$717K0.2%+4.9%0.002%
4/14/2025ARS Wealth Advisors Group LLC2,259$330K0.0%+5.0%0.001%
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4/14/2025Miracle Mile Advisors LLC226,319$33.05M0.7%-1.2%0.086%
4/14/2025RDA Financial Network4,109$600K0.2%+25.2%0.002%
4/14/2025Financial Advisory Corp163,312$23.85M3.9%+1.9%0.062%
4/14/2025UMB Bank n.a.2,526$369K0.0%-7.2%0.001%
4/14/2025Eagle Wealth Strategies LLC65,166$9.52M5.8%+4.9%0.025%
4/14/2025LexAurum Advisors LLC2,713$396K0.1%+4.1%0.001%
4/11/2025 Godsey & Gibb Inc.252$37K0.0%+54.6%0.000%
4/11/2025 Compton Financial Group LLC33,344$4.87M1.4%N/A0.013%
4/11/2025 Princeton Global Asset Management LLC738$108K0.0%-34.8%0.000%
4/11/2025 Fiduciary Planning LLC2,649$387K0.1%-52.3%0.001%
4/11/2025 AAFMAA Wealth Management & Trust LLC8,969$1.31M0.6%-67.4%0.003%
4/11/2025 Leicht Financial Planning & Wealth Management Inc.27,401$4.00M2.1%+9.0%0.010%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV54,381$7.94M0.9%-5.1%0.021%
4/11/2025 Butensky & Cohen Financial Security Inc.17,455$2.55M0.8%+3.5%0.007%
4/11/2025 Constitution Capital LLC56,021$8.18M4.5%-1.6%0.021%
4/11/2025 Chemistry Wealth Management LLC13,815$2.02M0.5%+29.4%0.005%
4/11/2025 Elk River Wealth Management LLC4,520$660K0.1%+4.5%0.002%
4/11/2025 Cranbrook Wealth Management LLC10,604$1.55M0.4%+1.5%0.004%
4/11/2025 Pines Wealth Management LLC4,062$540K0.2%+9.7%0.002%
4/11/2025 SeaCrest Wealth Management LLC3,680$537K0.1%+16.9%0.001%
4/11/2025 Prospect Financial Services LLC23,457$3.43M1.9%+113.4%0.009%
4/11/2025 MKT Advisors LLC6,471$870K0.4%+2.8%0.002%
4/11/2025 Procyon Advisors LLC11,256$1.64M0.1%-8.5%0.004%
4/11/2025 Magnus Financial Group LLC38,555$5.63M0.5%+4.6%0.015%
4/11/2025 Intellectus Partners LLC4,421$645K0.2%-7.3%0.002%
4/11/2025 Stablepoint Partners LLC6,614$966K0.2%-26.5%0.003%
4/11/2025 Herbst Group LLC21,663$3.16M2.2%-0.9%0.008%
4/11/2025 Pinnacle Wealth Management Group Inc.15,643$2.28M1.6%+2.1%0.006%
4/11/2025 Adamsbrown Wealth Consultants LLC13,672$2.00M0.6%-1.9%0.005%
4/11/2025 Curat Global LLC7,842$1.15M1.4%N/A0.003%
4/11/2025 Signal Advisors Wealth LLC26,661$3.89M0.4%+9.9%0.010%
4/11/2025 Edge Wealth Management LLC4,022$587K0.1%+4.7%0.002%
4/11/2025 Annex Advisory Services LLC48,887$7.14M0.2%-6.6%0.019%
4/10/2025 Breakwater Capital Group1,643$240K0.0%-35.7%0.001%
4/10/2025 Retirement Planning Group LLC13,313$1.94M0.1%-26.1%0.005%
4/10/2025 Chatham Capital Group Inc.6,714$980K0.2%-17.0%0.003%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.6,655$972K0.2%+20.8%0.003%
4/10/2025 Diligent Investors LLC11,098$1.62M0.4%+3.8%0.004%
4/10/2025 Lmcg Investments LLC12,258$1.79M0.1%+0.8%0.005%
4/10/2025 Maltin Wealth Management Inc.2,274$332K0.2%+14.9%0.001%
4/10/2025 Gilman Hill Asset Management LLC2,055$300K0.1%-7.4%0.001%
4/10/2025 Bay Rivers Group24,521$3.58M1.9%-2.1%0.009%
4/10/2025 Channel Wealth LLC3,728$544K0.2%-39.6%0.001%
4/10/2025 Clare Market Investments LLC5,535$808K0.2%+8.7%0.002%
4/10/2025 Secure Asset Management LLC1,512$221K0.0%-23.4%0.001%
4/10/2025 Park Edge Advisors LLC14,029$2.05M0.6%N/A0.005%
4/10/2025 Key Client Fiduciary Advisors LLC7,962$1.16M0.5%+2.2%0.003%
4/10/2025 Long Run Wealth Advisors LLC88,319$12.90M2.9%-2.5%0.033%
4/10/2025 TruWealth Advisors LLC24,880$3.63M0.2%+2.6%0.009%
4/10/2025 Teamwork Financial Advisors LLC130,756$19.09M2.5%N/A0.050%
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4/10/2025 Alpha Wealth Funds LLC3,995$583K0.6%-84.0%0.002%
4/10/2025 Brave Asset Management Inc.85,191$12.44M3.9%-32.3%0.032%
4/10/2025 Contravisory Investment Management Inc.3,726$544K0.1%+33.1%0.001%
4/10/2025 TrueWealth Advisors LLC2,754$402K0.1%-26.7%0.001%
4/10/2025 Amplius Wealth Advisors LLC1,897$277K0.0%+22.0%0.001%
4/10/2025 Clarus Wealth Advisors10,443$1.45M0.8%-21.7%0.004%
4/10/2025 Romano Brothers AND Company2,112$308K0.0%+7.6%0.001%
4/10/2025 Bremer Bank National Association1,763$257K0.0%N/A0.001%
4/10/2025 Smith Anglin Financial LLC6,759$987K0.1%+48.0%0.003%
4/9/2025 Selway Asset Management9,780$1.43M0.6%-2.0%0.004%
(Data available from 1/1/2016 forward)

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XLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLV shares?

During the previous two years, 1,899 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($12.56B), JPMorgan Chase & Co. ($1.50B), LPL Financial LLC ($927.70M), Raymond James Financial Inc. ($828.12M), Envestnet Asset Management Inc. ($814.64M), Raymond James & Associates ($630.55M), and Nissay Asset Management Corp Japan ADV ($550.96M).Learn more on XLV's institutional investors.

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

Of the 1,640 institutional investors that purchased Health Care Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Granite Bay Wealth Management LLC ($7.72M), Caisse DE Depot ET Placement DU Quebec ($7.65M), Simplex Trading LLC ($6.09M), Raymond James Financial Inc. ($6.02M), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Janney Montgomery Scott LLC ($3.97M), and Nissay Asset Management Corp Japan ADV ($2.65M).

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

Institutional investors have bought a total of 94,856,171 shares in the last 24 months. This purchase volume represents approximately $12.97B in transactions.

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

Of the 1,225 institutional investors that sold Health Care Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($19.58M), Twin Tree Management LP ($11.36M), Granite Bay Wealth Management LLC ($7.24M), Bessemer Group Inc. ($3.48M), Caisse DE Depot ET Placement DU Quebec ($2.56M), Ameriprise Financial Inc. ($2.15M), and CHURCHILL MANAGEMENT Corp ($1.62M).

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

Institutional investors have sold a total of 93,234,095 shares in the last 24 months. This volume of shares sold represents approximately $12.80B in transactions.


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This page (NYSEARCA:XLV) was last updated on 4/15/2025 by MarketBeat.com Staff
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