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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$138.11 -1.61 (-1.15%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$138.15 +0.04 (+0.03%)
As of 09/12/2025 07:49 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 Polygon.io. 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)
1308
Total
Institutional Inflows
(last 12 months)
$16.57B
Number of
Institutional Sellers
(last 12 months)
1044
Total
Institutional Outflows
(last 12 months)
$7.03B
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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
9/12/2025 Valeo Financial Advisors LLC3,957$533K0.0%-32.0%0.002%
9/11/2025 Milestones Private Investment Advisors LLC21,001$2.83M2.1%N/A0.008%
9/10/2025 WT Wealth Management23,405$3.16M0.9%-50.8%0.009%
9/9/2025 NWF Advisory Services Inc.3,989$538K0.1%+36.4%0.002%
9/4/2025 Osaic Holdings Inc.634,507$86.07M0.2%+2.4%0.256%
8/29/2025 Evolution Wealth Management Inc.255$34K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.45,446$6.13M0.4%+47.9%0.018%
8/27/2025 Orion Porfolio Solutions LLC43,666$5.89M0.1%+1.6%0.018%
8/26/2025 Thrivent Financial for Lutherans29,120$3.93M0.0%-68.0%0.012%
8/26/2025 Claris Financial LLC1,494$201K0.2%-20.8%0.001%
8/25/2025 Promus Capital LLC4,428$597K0.4%N/A0.002%
8/25/2025 Silverlake Wealth Management LLC2,742$370K0.1%-46.4%0.001%
8/25/2025 Fulcrum Equity Management6,342$855K0.9%-41.0%0.003%
8/22/2025 TT Capital Management LLC12,648$1.71M0.6%N/A0.005%
8/20/2025 Thompson Davis & CO. Inc.2,285$308K0.2%-8.0%0.001%
8/20/2025 Forefront Wealth Partners LLC9,709$1.33M0.9%+22.0%0.004%
8/19/2025 B. Riley Wealth Advisors Inc.10,566$1.42M0.1%N/A0.004%
8/19/2025 Newbridge Financial Services Group Inc.6,466$872K0.1%+234.2%0.003%
8/19/2025 Marex Group plc20,030$2.70M0.0%N/A0.008%
8/19/2025 Advisory Services Network LLC49,009$6.39M0.1%+0.7%0.020%
8/19/2025 Delos Wealth Advisors LLC27,829$3.75M2.9%-11.2%0.011%
8/19/2025 Element Pointe Advisors LLC104,755$14.12M3.4%+1.7%0.042%
8/18/2025 Hudson Bay Capital Management LP150,225$20.25M0.1%-136.4%0.061%
8/18/2025 Tyler Stone Wealth Management13,966$1.88M0.3%+2.5%0.006%
8/18/2025 N.E.W. Advisory Services LLC1,170$158K0.0%-15.5%0.000%
8/18/2025 Geneos Wealth Management Inc.8,633$1.16M0.0%-60.0%0.003%
8/18/2025 Westwood Holdings Group Inc.37,795$5.09M0.0%-1.6%0.015%
8/18/2025 Caxton Associates LLP10,012$1.35M0.0%N/A0.004%
8/18/2025 Second Line Capital LLC2,389$322K0.1%-3.4%0.001%
8/18/2025 Pacific Center for Financial Services5,697$768K0.2%-1.8%0.002%
8/16/2025 Evergreen Capital Management LLC1,970$266K0.0%+10.5%0.001%
8/16/2025 Headlands Technologies LLC32,425$4.37M0.5%+401.9%0.013%
8/15/2025 Strategic Investment Advisors MI2,022$273K0.0%N/A0.001%
8/15/2025 Tower Research Capital LLC TRC 3,712$500K0.0%-93.5%0.001%
8/15/2025 Howland Capital Management LLC2,663$359K0.0%+10.1%0.001%
8/15/2025 Global View Capital Management LLC1,872$252K0.1%-90.0%0.001%
8/15/2025 Asset Allocation Strategies LLC20,222$2.73M0.5%-21.9%0.008%
8/15/2025 Rakuten Securities Inc.271$37K0.0%+158.1%0.000%
8/15/2025 Corient Private Wealth LLC316,097$42.61M0.1%+125.8%0.128%
8/15/2025 Equitable Holdings Inc.167,834$22.62M0.2%+13.7%0.068%
8/15/2025 Florida Financial Advisors LLC7,453$1.01M0.3%-10.3%0.003%
8/15/2025 Northeast Financial Consultants Inc24,337$3.28M0.1%-15.4%0.010%
8/15/2025 Sender Co & Partners Inc.34,651$4.67M1.3%N/A0.014%
8/15/2025 Captrust Financial Advisors164,629$22.19M0.0%+1.4%0.066%
8/15/2025 Blue Chip Partners LLC10,151$1.37M0.1%-16.8%0.004%
8/15/2025 Keel Point LLC13,047$1.76M0.1%+163.6%0.005%
8/15/2025 Manhattan West Asset Management LLC8,470$1.14M0.3%-48.1%0.003%
8/15/2025 Cooksen Wealth LLC32,956$4.44M3.6%+15.9%0.013%
8/15/2025 Voya Financial Advisors Inc.5,959$798K0.1%+9.0%0.002%
8/15/2025 Sherman Asset Management Inc.6,317$852K0.8%+24.5%0.003%
8/15/2025 Smartleaf Asset Management LLC933$125K0.0%-24.0%0.000%
8/15/2025 Snowden Capital Advisors LLC22,739$3.07M0.1%+38.8%0.009%
8/15/2025 Redwood Financial Network Corp11,521$1.55M1.0%-0.9%0.005%
8/15/2025 Riggs Asset Managment Co. Inc.474$64K0.0%-98.6%0.000%
8/15/2025 Orion Porfolio Solutions LLC54,434$7.34M0.1%+26.6%0.022%
8/15/2025 MML Investors Services LLC304,571$41.05M0.1%-28.3%0.123%
8/15/2025 Modern Wealth Management LLC8,201$1.11M0.0%+4.2%0.003%
8/15/2025 Helium Advisors LLC22,308$3.01M1.9%+344.7%0.009%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.127,905$17.24M3.0%-4.5%0.052%
8/15/2025 Hudson Bay Capital Management LP150,225$20.25M0.1%-136.4%0.061%
8/15/2025 Great Valley Advisor Group Inc.17,875$2.41M0.1%+16.6%0.007%
8/15/2025 Group One Trading LLC8,060$1.09M0.0%N/A0.003%
8/15/2025 Garden State Investment Advisory Services LLC2,111$285K0.1%-6.7%0.001%
8/15/2025 EP Wealth Advisors LLC133,390$17.98M0.1%+107.1%0.054%
8/15/2025 Envision Financial Planning LLC20,738$2.80M1.3%+10.6%0.008%
8/15/2025 Curi Capital LLC2,873$387K0.0%+40.8%0.001%
8/15/2025 BBR Partners LLC27,857$3.76M0.2%-0.8%0.011%
8/15/2025 Benjamin Edwards Inc.28,478$3.84M0.0%-19.7%0.011%
8/15/2025 BTG Pactual Asset Management US LLC76,939$10.37M1.1%-1.1%0.031%
8/15/2025 Byrne Financial Freedom LLC9,846$1.33M0.7%-4.7%0.004%
8/15/2025 BlueCrest Capital Management Ltd8,636$1.16M0.0%-50.0%0.003%
8/15/2025 Ameriprise Financial Inc.2,860,751$385.55M0.1%-16.4%1.154%
8/15/2025 Aberdeen Wealth Management LLC7,121$960K0.6%-1.7%0.003%
8/14/2025 Vienna Asset Management LLC7,134$962K0.7%N/A0.003%
8/14/2025 MGB Wealth Management LLC3,506$471K0.2%-14.2%0.001%
8/14/2025 Paloma Partners Management Co31,175$4.20M0.6%N/A0.013%
8/14/2025 Welch Capital Partners LLC NY62,041$8.36M1.9%-2.3%0.025%
8/14/2025 BW Gestao de Investimentos Ltda.229,000$30.87M1.3%+1,928.0%0.092%
8/14/2025 Ausdal Financial Partners Inc.7,943$1.07M0.1%+2.5%0.003%
8/14/2025 Raymond James Financial Inc.5,647,759$761.26M0.3%-6.5%2.278%
8/14/2025 Darwin Wealth Management LLC21,159$2.85M1.0%N/A0.009%
8/14/2025 Transamerica Financial Advisors LLC20,115$2.71M0.3%-0.7%0.008%
8/14/2025 Banco BTG Pactual S.A.16,987$2.29M0.5%+33.8%0.007%
8/14/2025 Bayesian Capital Management LP52,450$7.07M1.1%N/A0.021%
8/14/2025 Quantinno Capital Management LP36,098$4.87M0.0%-7.7%0.015%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main39,205$5.28M0.0%N/A0.016%
8/14/2025 Diversify Advisory Services LLC10,582$1.39M0.1%-1.5%0.004%
8/14/2025 Objective Capital Management LLC8,060$1.09M1.2%-1.1%0.003%
8/14/2025 Peapack Gladstone Financial Corp200,693$27.05M0.4%+1.0%0.081%
8/14/2025 Vivaldi Capital Management LP5,640$760K0.1%-18.4%0.002%
8/14/2025 Ieq Capital LLC13,836$1.87M0.0%-27.9%0.006%
8/14/2025 Main Street Financial Solutions LLC4,419$596K0.0%-13.1%0.002%
8/14/2025 Glenview Trust co9,214$1.24M0.0%-1.1%0.004%
8/14/2025 Sand Hill Global Advisors LLC12,315$1.66M0.1%-10.2%0.005%
8/14/2025 German American Bancorp Inc.4,712$635K0.1%-5.4%0.002%
8/14/2025 Frisch Financial Group Inc.72,779$9.81M2.4%+0.5%0.029%
8/14/2025 Dimension Capital Management LLC2,224$300K0.0%N/A0.001%
8/14/2025 Heritage Wealth Management Inc.1,950$263K0.1%-4.8%0.001%
8/14/2025 Dearborn Partners LLC6,408$864K0.0%-12.4%0.003%
8/14/2025 NewEdge Advisors LLC184,434$24.86M0.1%+10.9%0.074%
(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, 1,966 institutional investors and hedge funds held shares of Health Care Select Sector SPDR Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($9.87B), JPMorgan Chase & Co. ($1.73B), LPL Financial LLC ($1.01B), Envestnet Asset Management Inc. ($782.52M), Raymond James Financial Inc. ($761.26M), Goldman Sachs Group Inc. ($733.24M), and Raymond James & Associates ($630.55M).Learn more on Health Care Select Sector SPDR Fund's institutional investors.

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

Of the 1,706 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 ($71.17M), Granite Bay Wealth Management LLC ($7.72M), Raymond James Financial Inc. ($6.04M), Janney Montgomery Scott LLC ($3.72M), Caisse DE Depot ET Placement DU Quebec ($3.43M), JPMorgan Chase & Co. ($2.59M), and International Assets Investment Management LLC ($2.34M).

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

Institutional investors have bought a total of 120,337,978 shares in the last 24 months. This purchase volume represents approximately $16.57B in transactions.

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

Of the 1,044 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: JPMorgan Chase & Co. ($15.90M), Caisse DE Depot ET Placement DU Quebec ($2.91M), Bessemer Group Inc. ($1.62M), Goldman Sachs Group Inc. ($1.39M), Nissay Asset Management Corp Japan ADV ($1.38M), Meitav Investment House Ltd. ($1.29M), and Ameriprise Financial Inc. ($1.13M).

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

Institutional investors have sold a total of 50,351,027 shares in the last 24 months. This volume of shares sold represents approximately $7.03B in transactions.


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This page (NYSEARCA:XLV) was last updated on 9/13/2025 by MarketBeat.com Staff
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