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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$147.74
+0.87 (+0.59%)
(As of 11/1/2024 ET)
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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)
1045
Total
Institutional Inflows
(last 12 months)
$4.38B
Number of
Institutional Sellers
(last 12 months)
799
Total
Institutional Outflows
(last 12 months)
$4.19B
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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
11/2/2024Passaic Partners LLC97,365$15.00M2.2%N/A0.036%
11/2/202417 Capital Partners LLC3,248$500K0.3%-12.1%0.001%
11/1/2024Carr Financial Group Corp2,205$340K0.1%-8.7%0.001%
11/1/2024Atria Investments Inc74,105$11.41M0.1%-16.4%0.027%
11/1/2024Acorn Financial Advisory Services Inc. ADV3,637$560K0.1%-6.0%0.001%
11/1/2024Objective Capital Management LLC10,269$1.58M0.9%N/A0.004%
11/1/2024Primoris Wealth Advisors LLC9,561$1.47M1.1%-7.6%0.004%
11/1/2024Lindbrook Capital LLC8,572$1.32M0.1%-16.9%0.003%
11/1/20245th Street Advisors LLC53,148$8.19M4.0%+1.6%0.020%
11/1/2024Wealth Quarterback LLC17,934$2.76M1.4%+2.4%0.007%
11/1/2024Assetmark Inc.672,683$103.61M0.3%+71.3%0.249%
11/1/2024Verdence Capital Advisors LLC4,034$621K0.0%-16.4%0.001%
11/1/2024Carson Advisory Inc.3,620$558K0.4%+16.8%0.001%
11/1/2024Rovin Capital UT ADV7,726$1.19M0.4%-16.1%0.003%
11/1/2024Executive Wealth Management LLC2,196$338K0.0%-4.5%0.001%
11/1/2024Crumly & Associates Inc.12,756$1.97M0.5%-6.3%0.005%
11/1/2024Bray Capital Advisors29,019$4.47M1.1%-4.5%0.011%
11/1/2024Galvin Gaustad & Stein LLC1,431$220K0.0%-4.6%0.001%
11/1/2024Able Wealth Management LLC3,535$545K0.4%-34.8%0.001%
11/1/2024Holistic Planning LLC1,428$220K0.1%N/A0.001%
11/1/2024CWA Asset Management Group LLC2,069$319K0.0%N/A0.001%
11/1/2024Source Financial Advisors LLC3,955$609K0.2%-7.2%0.001%
11/1/2024Hollencrest Capital Management7,176$1.11M0.0%-5.3%0.003%
11/1/2024ABLE Financial Group LLC19,636$3.02M0.9%+1,254.2%0.007%
11/1/2024SFG Wealth Management LLC.67,837$10.45M5.5%+3.4%0.025%
11/1/2024 Advocacy Wealth Management Services LLC12,492$1.92M0.2%-13.3%0.005%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.3,284$506K0.2%-13.2%0.001%
11/1/2024 Bensler LLC2,328$358K0.0%+27.3%0.001%
11/1/2024 Smith Thornton Advisors LLC21,497$3.31M2.2%+0.5%0.008%
11/1/2024 First National Bank & Trust Co. of Newtown1,758$271K0.1%+6.0%0.001%
10/31/2024 MontVue Capital Management Inc.21,951$3.38M2.6%-1.0%0.008%
10/31/2024 TFB Advisors LLC1,437$221K0.1%N/A0.001%
10/31/2024 Hara Capital LLC250$39K0.0%N/A0.000%
10/31/2024 Montecito Bank & Trust15,755$2.43M0.4%-4.1%0.006%
10/31/2024 Woodmont Investment Counsel LLC51,053$7.86M0.6%+2.9%0.019%
10/31/2024 Vickerman Investment Advisors Inc.66,426$10.23M3.0%+0.7%0.025%
10/31/2024 Jackson Square Capital LLC3,202$493K0.1%-4.5%0.001%
10/31/2024 Financial Services Advisory Inc53,545$8.25M2.0%N/A0.020%
10/31/2024 US Financial Advisors LLC3,405$524K0.2%-10.3%0.001%
10/31/2024 Advisors Management Group Inc. ADV9,190$1.42M0.3%+5.5%0.003%
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10/31/2024 Advisor Resource Council7,918$1.22M0.6%N/A0.003%
10/31/2024 Financial Enhancement Group LLC26,562$4.09M0.7%N/A0.010%
10/31/2024 Graypoint LLC218,922$33.72M2.2%-2.7%0.081%
10/31/2024 Prudent Investors Network Inc.94,816$14.60M4.5%+26.6%0.035%
10/31/2024 D.B. Root & Company LLC3,239$499K0.2%N/A0.001%
10/31/2024 Trademark Financial Management LLC4,561$702K0.6%-16.5%0.002%
10/31/2024 JNBA Financial Advisors1,599$246K0.0%-11.9%0.001%
10/31/2024 Spinnaker Trust191,269$29.46M1.8%-27.2%0.071%
10/31/2024 Donald L. Hagan LLC19,480$3M1.5%+6.7%0.007%
10/31/2024 Concurrent Investment Advisors LLC120,063$18.49M0.5%-0.9%0.044%
10/31/2024 Family Asset Management LLC11,789$1.82M1.1%+17.2%0.004%
10/30/2024 Benchmark Financial Wealth Advisors LLC81,326$12.53M4.2%+4.7%0.030%
10/30/2024 1834 Investment Advisors Co.12,506$1.93M0.2%-10.3%0.005%
10/30/2024 Beacon Financial Advisory LLC1,812$279K0.1%+7.9%0.001%
10/30/2024 Avidian Wealth Enterprises LLC3,977$613K0.0%+8.9%0.001%
10/30/2024 Long Run Wealth Advisors LLC81,041$12.48M2.9%+0.6%0.030%
10/30/2024 Flagship Private Wealth LLC26,834$4.13M2.1%-6.8%0.010%
10/30/2024 Focused Wealth Management Inc76,682$11.81M1.6%+2.3%0.028%
10/30/2024 Crestwood Advisors Group LLC15,776$2.43M0.0%+1.7%0.006%
10/30/2024 Ameritas Advisory Services LLC23,925$3.69M0.2%-9.6%0.009%
10/30/2024 Hanlon Investment Management Inc.2,603$401K0.1%N/A0.001%
10/30/2024 Clarity Financial LLC133,047$20.49M2.4%+3.5%0.049%
10/30/2024 United Advisor Group LLC5,045$777K0.2%N/A0.002%
10/30/2024 Greenwood Capital Associates LLC9,095$1.40M0.2%-4.8%0.003%
10/30/2024 Moloney Securities Asset Management LLC21,245$3.27M0.4%+2.1%0.008%
10/30/2024 Rational Advisors LLC6,514$1.00M0.1%N/A0.002%
10/30/2024 Hazlett Burt & Watson Inc.3,020$466K0.2%-3.1%0.001%
10/30/2024 Quintet Private Bank Europe S.A.1,050$162K0.0%+14.4%0.000%
10/30/2024 World Equity Group Inc.2,315$357K0.1%+67.1%0.001%
10/30/2024 QRG Capital Management Inc.5,706$879K0.0%+27.7%0.002%
10/30/2024 New England Capital Financial Advisors LLC22,379$3.45M1.8%+1.1%0.008%
10/30/2024 Wetzel Investment Advisors Inc.2,822$435K0.2%-22.7%0.001%
10/30/2024 Vestor Capital LLC970$149K0.0%-30.1%0.000%
10/29/2024 Capitol Family Office Inc.20,656$3.18M3.9%+3.3%0.008%
10/29/2024 Roman Butler Fullerton & Co.8,581$1.31M0.4%-14.8%0.003%
10/29/2024 Innealta Capital LLC59,536$9.17M3.7%-10.7%0.022%
10/29/2024 Donaldson Capital Management LLC2,894$446K0.0%-7.7%0.001%
10/29/2024 Kanawha Capital Management LLC15,853$2.44M0.2%-1.4%0.006%
10/29/2024 KG&L Capital Management LLC4,057$625K0.2%-1.8%0.001%
10/29/2024 Westbourne Investment Advisors Inc.4,590$707K0.2%+3.0%0.002%
10/29/2024 Fernwood Investment Management LLC12,233$1.88M0.6%-0.7%0.005%
10/29/2024 TrueWealth Advisors LLC4,404$678K0.2%+2.4%0.002%
10/29/2024 Nvwm LLC23,581$3.63M0.9%-4.7%0.009%
10/29/2024 Angeles Wealth Management LLC1,400$216K0.0%N/A0.001%
10/29/2024 Whitener Capital Management Inc.2,514$387K0.1%-5.1%0.001%
10/29/2024 Lodestone Wealth Management LLC2,202$339K0.2%-45.0%0.001%
10/29/2024 Latitude Advisors LLC12,459$1.92M1.1%N/A0.005%
10/29/2024 Janney Montgomery Scott LLC3,174,250$488.90M1.4%N/A1.173%
10/29/2024 Conservest Capital Advisors Inc.546,820$80.78M8.2%+4.8%0.202%
10/29/2024 Janney Capital Management LLC114,382$17.62M1.2%N/A0.042%
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10/29/2024 Forbes Financial Planning Inc.27,280$4.20M3.0%-3.5%0.010%
10/29/2024 Private Wealth Partners LLC3,033$467K0.0%+7.3%0.001%
10/29/2024 Clear Creek Financial Management LLC18,938$2.92M0.3%-9.8%0.007%
10/29/2024 Lmcg Investments LLC10,277$1.58M0.1%+2.7%0.004%
10/29/2024 Investors Asset Management of Georgia Inc. GA ADV3,339$514K0.2%-87.9%0.001%
10/29/2024 Cabana LLC16,773$2.58M14.4%-22.4%0.006%
10/29/2024 Realta Investment Advisors15,542$2.41M1.1%-24.5%0.006%
10/29/2024 First Interstate Bank143,954$22.17M1.3%-2.8%0.053%
10/29/2024 Key Financial Inc2,128$328K0.1%+5.8%0.001%
10/29/2024 James Investment Research Inc.23,882$3.68M0.4%+6.8%0.009%
(Data available from 1/1/2016 forward)

XLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLV shares?

During the previous two years, 1,794 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. ($2.09B), Envestnet Asset Management Inc. ($903.14M), LPL Financial LLC ($883.29M), Whalerock Point Partners LLC ($758.75M), Nissay Asset Management Corp Japan ADV ($743.18M), and Raymond James & Associates ($630.55M).Learn more on XLV's institutional investors.

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

Of the 1,584 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), JPMorgan Chase & Co. ($7.13M), Simplex Trading LLC ($6.14M), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Caisse DE Depot ET Placement DU Quebec ($4.58M), Janney Montgomery Scott LLC ($3.71M), 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 101,264,879 shares in the last 24 months. This purchase volume represents approximately $13.64B in transactions.

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

Of the 1,146 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: Twin Tree Management LP ($11.36M), Granite Bay Wealth Management LLC ($7.26M), Bessemer Group Inc. ($5.52M), JPMorgan Chase & Co. ($3.68M), Caisse DE Depot ET Placement DU Quebec ($2.95M), Raymond James & Associates ($1.79M), and WestEnd Advisors LLC ($1.62M).

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

Institutional investors have sold a total of 74,933,867 shares in the last 24 months. This volume of shares sold represents approximately $10.12B in transactions.


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This page (NYSEARCA:XLV) was last updated on 11/2/2024 by MarketBeat.com Staff
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