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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$146.43 -0.79 (-0.54%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$146.44 +0.01 (+0.01%)
As of 02/21/2025 07:55 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.

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

Number of
Institutional Buyers
(last 12 months)
1169
Total
Institutional Inflows
(last 12 months)
$5.56B
Number of
Institutional Sellers
(last 12 months)
875
Total
Institutional Outflows
(last 12 months)
$7.11B
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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
2/21/2025Ascent Group LLC6,659$916K0.1%-22.3%0.002%
2/21/2025Aberdeen Wealth Management LLC7,246$997K0.7%-2.0%0.003%
2/20/2025 Mackenzie Financial Corp6,625$911K0.0%-60.1%0.002%
2/20/2025Kingstone Capital Partners Texas LLC13,137$1.81M1.5%N/A0.005%
2/19/2025 Invst LLC3,511$483K0.1%-18.1%0.001%
2/19/2025 Wilson & Boucher Capital Management LLC15,664$2.16M1.5%+1.5%0.006%
2/19/2025 CTC Alternative Strategies Ltd.11,650$1.60M1.9%+97.5%0.004%
2/19/2025 Pinney & Scofield Inc.200$28K0.0%N/A0.000%
2/19/2025 University of Texas Texas AM Investment Management Co.3,788$521K0.1%-3.8%0.001%
2/18/2025 Western Wealth Management LLC5,478$754K0.2%-90.7%0.002%
2/18/2025 Strait & Sound Wealth Management LLC2,289$315K0.1%N/A0.001%
2/18/2025 Helium Advisors LLC3,833$527K0.4%N/A0.001%
2/18/2025 Sunbelt Securities Inc.4,683$643K0.1%+19.7%0.002%
2/18/2025 GTS Securities LLC87,241$12.00M0.6%-32.7%0.032%
2/18/2025 Stonebridge Financial Planning Group LLC17,566$2.42M1.1%-6.7%0.006%
2/18/2025 Vise Technologies Inc.2,089$287K0.0%N/A0.001%
2/18/2025 Pettinga Financial Advisors LLC29,989$4.13M0.9%+147.5%0.011%
2/18/2025 Retirement Planning Group LLC18,003$2.48M0.1%-61.2%0.007%
2/18/2025 AAF Wealth Management LLC1,520$209K0.1%-97.9%0.001%
2/18/2025 JT Stratford LLC2,492$343K0.1%-14.7%0.001%
2/18/2025 Cornerstone Advisory LLC2,735$396K0.0%+17.4%0.001%
2/18/2025 Legacy Financial Group Inc.1,799$247K0.1%N/A0.001%
2/18/2025 Harmony Asset Management LLC1,460$201K0.1%-45.4%0.001%
2/18/2025 10Elms LLP26,579$3.66M3.8%N/A0.010%
2/18/2025 First Heartland Consultants Inc.3,011$414K0.0%+15.4%0.001%
2/18/2025 Continuum Advisory LLC1,056$145K0.0%-36.5%0.000%
2/18/2025 Glen Eagle Advisors LLC4,204$578K0.1%-5.5%0.002%
2/18/2025 Talisman Wealth Advisors LLC5,934$816K0.8%+2.0%0.002%
2/17/2025 Waverly Advisors LLC50,764$6.98M0.1%+47.4%0.019%
2/17/2025 Williams Jones Wealth Management LLC.2,391$329K0.0%+11.8%0.001%
2/17/2025 Woodline Partners LP213,881$29.42M0.2%N/A0.079%
2/17/2025 Visionary Wealth Advisors6,568$904K0.1%-62.9%0.002%
2/17/2025 Vivaldi Capital Management LP7,088$1.05M0.2%+1.5%0.003%
2/17/2025 Westwood Holdings Group Inc.39,453$5.43M0.0%-65.7%0.015%
2/17/2025 Two Sigma Investments LP2,371,357$326.23M0.7%+56.9%0.876%
2/17/2025 Tolleson Wealth Management Inc.2,311$318K0.1%N/A0.001%
2/17/2025 TrinityPoint Wealth LLC57,682$7.94M1.1%+19.3%0.021%
2/17/2025 Stonebrook Private Inc.7,365$1.01M0.3%+29.7%0.003%
2/17/2025 Strategic Wealth Partners Ltd.5,366$786K0.1%+265.5%0.002%
2/17/2025 Second Line Capital LLC3,074$423K0.1%-8.7%0.001%
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2/17/2025 Sender Co & Partners Inc.42,504$5.85M5.3%N/A0.016%
2/17/2025 Snowden Capital Advisors LLC15,090$2.08M0.1%-1.6%0.006%
2/17/2025 Silvercrest Asset Management Group LLC2,328$320K0.0%+23.0%0.001%
2/17/2025 SRB Corp24,429$3.36M0.2%N/A0.009%
2/17/2025 Royal Bank of Canada3,022,240$415.77M0.1%-0.6%1.117%
2/17/2025 Redwood Financial Network Corp11,454$1.58M1.2%+8.4%0.004%
2/17/2025 Private Capital Management LLC3,614$497K0.1%-18.0%0.001%
2/17/2025 Quadcap Wealth Management LLC2,278$313K0.0%+30.2%0.001%
2/17/2025 Quantinno Capital Management LP46,380$6.38M0.1%+3.4%0.017%
2/17/2025 Pathstone Holdings LLC74,715$10.28M0.0%+0.6%0.028%
2/17/2025 Main Management ETF Advisors LLC600,650$82.63M3.7%+3.2%0.222%
2/17/2025 Main Management LLC226,505$31.16M2.5%+4.1%0.084%
2/17/2025 MainStreet Investment Advisors LLC2,200$303K0.0%+10.0%0.001%
2/17/2025 Nissay Asset Management Corp Japan ADV3,965,168$550.96M3.4%-19.1%1.465%
2/17/2025 Nan Shan Life Insurance Co. Ltd.113,535$15.62M0.4%N/A0.042%
2/17/2025 NorthRock Partners LLC5,804$798K0.0%+275.7%0.002%
2/17/2025 Northeast Financial Consultants Inc32,629$4.49M0.2%+0.2%0.012%
2/17/2025 Maven Securities LTD40,396$5.56M0.1%-4.1%0.015%
2/17/2025 Measured Risk Portfolios Inc.2,394$329K0.3%N/A0.001%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,145$1.53M0.0%-80.1%0.004%
2/17/2025 Mmbg Investment Advisors CO.229,854$31.62M3.4%-1.4%0.085%
2/17/2025 Leigh Baldwin & CO. LLC283,769$39.04M0.2%N/A0.105%
2/17/2025 LMR Partners LLP61,056$8.40M0.1%N/A0.023%
2/17/2025 Laird Norton Wetherby Wealth Management LLC2,450$337K0.0%N/A0.001%
2/17/2025 Investor s Fiduciary Advisor Network LLC6,061$833K0.3%N/A0.002%
2/17/2025 J. Goldman & Co LP67,217$9.25M0.2%+2,401.6%0.025%
2/17/2025Jefferies Financial Group Inc.30,869$4.25M0.0%-44.5%0.011%
2/17/2025 Focus Partners Wealth864,163$121.28M0.3%+7.8%0.319%
2/17/2025 Full Sail Capital LLC200,505$27.58M1.8%-5.0%0.074%
2/17/2025 Fiduciary Trust Co4,826$664K0.0%+52.3%0.002%
2/17/2025 First Manhattan CO. LLC.5,279$726K0.0%+280.6%0.002%
2/17/2025 Family Management Corp2,033$280K0.0%-33.1%0.001%
2/17/2025 FWL Investment Management LLC1,091$150K0.1%+1,354.7%0.000%
2/17/2025 Circle Wealth Management LLC19,395$2.67M0.1%-11.5%0.007%
2/17/2025 Cladis Investment Advisory LLC7,195$990K0.7%+26.0%0.003%
2/17/2025 Deutsche Bank AG1,987$273K0.0%-57.9%0.001%
2/17/2025 D. E. Shaw & Co. Inc.525,485$72.29M0.1%+427.2%0.194%
2/17/2025 Diligent Investors LLC10,687$1.47M0.3%+3.2%0.004%
2/17/2025 Dunhill Financial LLC600$83K0.0%+100.0%0.000%
2/17/2025 EPG Wealth Management LLC22,108$3.04M0.8%-0.9%0.008%
2/17/2025 EP Wealth Advisors LLC71,980$9.90M0.1%+24.5%0.027%
2/17/2025 Concentric Capital Strategies LP8,090$1.11M0.1%-89.7%0.003%
2/17/2025 CoreCap Advisors LLC17,497$2.41M0.1%-49.6%0.006%
2/17/2025 Cornerstone Select Advisors LLC1,558$214K0.2%N/A0.001%
2/17/2025 Cresset Asset Management LLC103,689$14.26M0.1%-29.2%0.038%
2/17/2025 Crestline Management LP7,604$1.05M0.0%N/A0.003%
2/17/2025 Cambridge Investment Research Advisors Inc.342,664$47.14M0.2%-9.7%0.127%
2/17/2025 Cetera Investment Advisers841,808$115.81M0.2%-5.2%0.311%
2/17/2025 Cercano Management LLC584,756$80.45M2.0%N/A0.216%
2/17/2025 Bramshill Investments LLC20,000$2.75M0.4%-18.5%0.007%
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2/17/2025 Cantor Fitzgerald L. P.160,000$22.01M0.4%N/A0.059%
2/17/2025 Capstone Investment Advisors LLC15,763$2.17M0.0%+39.3%0.006%
2/17/2025 Captrust Financial Advisors161,943$22.28M0.1%+1.2%0.060%
2/17/2025 Cary Street Partners Financial LLC27,739$3.82M0.1%N/A0.010%
2/17/2025 BW Gestao de Investimentos Ltda.236,292$32.51M1.0%N/A0.087%
2/17/2025 Baird Financial Group Inc.90,808$12.49M0.0%+4.6%0.034%
2/17/2025 Baker Avenue Asset Management LP11,925$1.64M0.1%-5.9%0.004%
2/17/2025 Beverly Hills Private Wealth LLC1,616$222K0.0%N/A0.001%
2/17/2025 Benjamin Edwards Inc.29,534$4.06M0.1%-36.7%0.011%
2/17/2025 Ameriprise Financial Inc.3,081,463$423.93M0.1%-15.5%1.139%
(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, 1,895 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 1,643 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 95,761,966 shares in the last 24 months. This purchase volume represents approximately $13.08B in transactions.

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

Of the 1,223 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 Raymond James & Associates ($1.79M).

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

Institutional investors have sold a total of 93,322,723 shares in the last 24 months. This volume of shares sold represents approximately $12.80B in transactions.



This page (NYSEARCA:XLV) was last updated on 2/22/2025 by MarketBeat.com Staff
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