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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$133.96 +0.67 (+0.50%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$135.00 +1.04 (+0.78%)
As of 08/14/2025 08:00 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)
1289
Total
Institutional Inflows
(last 12 months)
$16.43B
Number of
Institutional Sellers
(last 12 months)
1034
Total
Institutional Outflows
(last 12 months)
$7.09B
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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
8/14/2025Vienna Asset Management LLC7,134$962K0.7%N/A0.003%
8/14/2025MGB Wealth Management LLC3,506$471K0.2%-14.2%0.001%
8/14/2025Paloma Partners Management Co31,175$4.20M0.6%N/A0.013%
8/14/2025Welch Capital Partners LLC NY62,041$8.36M1.9%-2.3%0.025%
8/14/2025BW Gestao de Investimentos Ltda.229,000$30.87M1.3%+1,928.0%0.092%
8/14/2025Ausdal Financial Partners Inc.7,943$1.07M0.1%+2.5%0.003%
8/14/2025Raymond James Financial Inc.5,647,759$761.26M0.3%-6.5%2.278%
8/14/2025Darwin Wealth Management LLC21,159$2.85M1.0%N/A0.009%
8/14/2025Transamerica Financial Advisors LLC20,115$2.71M0.3%-0.7%0.008%
8/14/2025Banco BTG Pactual S.A.16,987$2.29M0.5%+33.8%0.007%
8/14/2025Bayesian Capital Management LP52,450$7.07M1.1%N/A0.021%
8/14/2025Quantinno Capital Management LP36,098$4.87M0.0%-7.7%0.015%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main39,205$5.28M0.0%N/A0.016%
8/14/2025Diversify Advisory Services LLC10,582$1.39M0.1%-1.5%0.004%
8/14/2025Objective Capital Management LLC8,060$1.09M1.2%-1.1%0.003%
8/14/2025Peapack Gladstone Financial Corp200,693$27.05M0.4%+1.0%0.081%
8/14/2025Vivaldi Capital Management LP5,640$760K0.1%-18.4%0.002%
8/14/2025Ieq Capital LLC13,836$1.87M0.0%-27.9%0.006%
8/14/2025Main Street Financial Solutions LLC4,419$596K0.0%-13.1%0.002%
8/14/2025Glenview Trust co9,214$1.24M0.0%-1.1%0.004%
8/14/2025Sand Hill Global Advisors LLC12,315$1.66M0.1%-10.2%0.005%
8/14/2025German American Bancorp Inc.4,712$635K0.1%-5.4%0.002%
8/14/2025Frisch Financial Group Inc.72,779$9.81M2.4%+0.5%0.029%
8/14/2025Dimension Capital Management LLC2,224$300K0.0%N/A0.001%
8/14/2025Heritage Wealth Management Inc.1,950$263K0.1%-4.8%0.001%
8/14/2025Dearborn Partners LLC6,408$864K0.0%-12.4%0.003%
8/14/2025NewEdge Advisors LLC184,434$24.86M0.1%+10.9%0.074%
8/14/2025Menora Mivtachim Holdings LTD.1,019,882$137.47M0.8%-46.9%0.411%
8/14/2025State Street Corp1,325,623$178.68M0.0%+897.6%0.535%
8/14/2025Goldentree Asset Management LP350,000$47.08M4.5%N/A0.141%
8/14/2025Certuity LLC29,867$4.03M0.4%+15.9%0.012%
8/14/2025Maven Securities LTD39,753$5.36M0.1%-1.6%0.016%
8/14/2025Prestige Wealth Management Group LLC60,844$8.20M1.7%-58.9%0.025%
8/14/2025Gerber Kawasaki Wealth & Investment Management321,458$43.33M1.7%-3.8%0.130%
8/14/2025SVB Wealth LLC4,338$585K0.0%-19.3%0.002%
8/14/2025 Vertex Planning Partners LLC2,936$396K0.1%-20.7%0.001%
8/14/2025 Ally Invest Advisors Inc.7,370$993K0.1%+2.2%0.003%
8/14/2025 Bank of Nova Scotia17,519$2.36M0.0%-96.9%0.007%
8/14/2025 Baker Avenue Asset Management LP11,995$1.62M0.0%-4.1%0.005%
8/14/2025 Cary Street Partners Financial LLC41,953$5.66M0.2%+62.1%0.017%
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8/14/2025 Cerity Partners LLC66,167$8.92M0.0%+6.3%0.027%
8/13/2025 Gamco Investors INC. ET AL5,970$805K0.0%+19.4%0.002%
8/13/2025 ESG Planning DBA Harper Investing5,770$778K0.4%N/A0.002%
8/13/2025 Jump Financial LLC111,472$15.03M0.2%N/A0.045%
8/13/2025 Rockport Wealth LLC18,627$2.51M0.6%-53.8%0.008%
8/13/2025 Cary Street Partners Investment Advisory LLC1,063$143K0.1%-41.7%0.000%
8/13/2025 PGIM Custom Harvest LLC1,140,688$153.75M3.2%-10.0%0.460%
8/13/2025 Victory Financial Group LLC19,473$2.63M0.4%+9.8%0.008%
8/13/2025 Morton Community Bank10,546$1.42M0.4%+6.2%0.004%
8/13/2025 Avestar Capital LLC3,088$416K0.0%-51.7%0.001%
8/13/2025 StoneX Group Inc.12,343$1.66M0.1%-12.2%0.005%
8/13/2025 Cheviot Value Management LLC1,056$137K0.0%-31.2%0.000%
8/13/2025 SageView Advisory Group LLC1,957$265K0.0%-9.2%0.001%
8/13/2025 Cresset Asset Management LLC29,748$4.01M0.0%-64.5%0.012%
8/13/2025 Saiph Capital LLC5,038$679K0.2%-34.1%0.002%
8/13/2025 Gateway Wealth Partners LLC21,930$2.96M0.6%+123.7%0.009%
8/13/2025 Brown Advisory Inc.12,938$1.74M0.0%-2.6%0.005%
8/13/2025 SCS Capital Management LLC9,482$1.28M0.0%-55.0%0.004%
8/13/2025 Milestone Investment Advisors LLC1,005$135K0.0%-21.5%0.000%
8/13/2025 GeoWealth Management LLC30,052$4.05M0.2%-10.3%0.012%
8/13/2025 Beutel Goodman & Co Ltd.3,892$524K0.0%-15.8%0.002%
8/13/2025 Veltria Advisors Corp.1,827$246K0.2%-19.1%0.001%
8/13/2025 Dynamic Wealth Strategies LLC5,214$703K0.5%-5.3%0.002%
8/13/2025 First Trust Advisors LP49,735$6.70M0.0%+56.3%0.020%
8/13/2025 Crescent Grove Advisors LLC1,592$215K0.0%-12.4%0.001%
8/13/2025 FPC Investment Advisory Inc.30,200$4.06M2.5%+8.4%0.012%
8/13/2025 JBR Co Financial Management Inc3,665$494K0.2%-8.8%0.001%
8/13/2025 Raab & Moskowitz Asset Management LLC2,603$351K0.1%-5.0%0.001%
8/13/2025 EverSource Wealth Advisors LLC10,473$1.41M0.1%-17.8%0.004%
8/13/2025 Invesco Ltd.2,076$280K0.0%N/A0.001%
8/13/2025 Luminist Capital LLC4,732$647K0.6%-1.9%0.002%
8/13/2025 Trek Financial LLC191,069$25.75M1.7%+1.2%0.077%
8/13/2025 1832 Asset Management L.P.273,147$36.82M0.0%+3.5%0.110%
8/13/2025 CW Advisors LLC535,405$72.17M0.7%+7.9%0.216%
8/13/2025 Acorns Advisers LLC3,197$431K0.0%+26.3%0.001%
8/13/2025 IAG Wealth Partners LLC415$56K0.0%-17.0%0.000%
8/13/2025 Twin Peaks Wealth Advisors LLC427$56K0.0%N/A0.000%
8/13/2025 WCG Wealth Advisors LLC51,665$6.96M0.5%N/A0.021%
8/13/2025 Beacon Pointe Advisors LLC38,204$5.15M0.1%-14.6%0.015%
8/13/2025 M&T Bank Corp21,526$2.90M0.0%+5.0%0.009%
8/13/2025 Fisher Asset Management LLC92,267$12.44M0.0%+94.3%0.037%
8/13/2025 Edgestream Partners L.P.22,013$2.97M0.1%+67.9%0.009%
8/13/2025 Wealthedge Investment Advisors LLC15,761$2.12M0.9%+2.2%0.006%
8/13/2025 Smith Moore & CO.8,126$1.10M0.1%-16.4%0.003%
8/13/2025 Okabena Investment Services Inc.13,392$1.81M0.4%+2.8%0.005%
8/13/2025 Sepio Capital LP37,637$5.07M0.4%-2.8%0.015%
8/13/2025 Everstar Asset Management LLC20,321$2.74M1.6%+5.2%0.008%
8/13/2025 VestGen Advisors LLC8,201$1.11M0.0%-1.8%0.003%
8/13/2025 Financial Freedom LLC40,652$5.48M3.0%+5.7%0.016%
8/13/2025 Orleans Capital Management Corp LA4,080$550K0.3%-23.8%0.002%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
8/13/2025 Lido Advisors LLC84,038$11.33M0.0%+1.7%0.034%
8/13/2025 Leuthold Group LLC21,569$2.91M0.3%+29.3%0.009%
8/13/2025 Martin & Co. Inc. TN63,329$8.54M1.6%-1.2%0.026%
8/13/2025 Stablepoint Partners LLC5,503$742K0.1%-16.8%0.002%
8/13/2025 Denver Wealth Management Inc.3,541$477K0.2%-90.9%0.001%
8/13/2025 Schroder Investment Management Group32,862$4.40M0.0%N/A0.013%
8/13/2025 Colonial Trust Advisors1,272$171K0.0%-37.2%0.001%
8/13/2025 Oxler Private Wealth LLC2,328$314K0.1%-30.3%0.001%
8/13/2025 F m Investments LLC2,467$333K0.0%N/A0.001%
8/13/2025 Measured Wealth Private Client Group LLC117,333$15.82M4.7%+2.9%0.047%
(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, 1,965 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 1,703 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 119,384,349 shares in the last 24 months. This purchase volume represents approximately $16.45B in transactions.

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

Of the 1,034 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 Menora Mivtachim Holdings LTD. ($1.09M).

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

Institutional investors have sold a total of 51,041,780 shares in the last 24 months. This volume of shares sold represents approximately $7.14B in transactions.


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This page (NYSEARCA:XLV) was last updated on 8/15/2025 by MarketBeat.com Staff
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