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Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

Health Care Select Sector SPDR Fund logo
$144.97 +0.23 (+0.16%)
Closing price 03/27/2025 04:10 PM Eastern
Extended Trading
$144.95 -0.02 (-0.01%)
As of 03/27/2025 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)
1171
Total
Institutional Inflows
(last 12 months)
$5.59B
Number of
Institutional Sellers
(last 12 months)
874
Total
Institutional Outflows
(last 12 months)
$7.13B
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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
3/27/2025Milestone Asset Management Group LLC6,625$911K0.8%N/A0.003%
3/24/2025Fulcrum Equity Management7,134$981K1.0%-9.6%0.003%
3/24/2025 Wellington Management Group LLP9,137$1.26M0.0%-8.6%0.003%
3/19/2025DSG Capital Advisors LLC1,905$262K0.0%N/A0.001%
3/18/2025Objective Capital Management LLC8,637$1.19M0.8%-15.9%0.003%
3/18/2025CWC Advisors LLC.12,996$1.79M1.8%+3.9%0.005%
3/18/2025Thoma Capital Management LLC37,444$5.15M3.5%N/A0.014%
3/17/2025 Wealth Enhancement Advisory Services LLC123,174$16.95M0.0%+16.0%0.047%
3/17/2025 NorthCrest Asset Manangement LLC1,737$239K0.0%+21.9%0.001%
3/17/2025Members Wealth LLC3,281$479K0.4%N/A0.001%
3/14/2025Tableaux LLC1,927$265K0.2%N/A0.001%
3/14/2025Leicht Financial Planning & Wealth Management Inc.25,148$3.46M1.8%+1.9%0.010%
3/12/2025 Northstar Financial Companies Inc.2,463$339K0.3%N/A0.001%
3/12/2025 Centaurus Financial Inc.35,243$4.85M0.3%-19.6%0.014%
3/12/2025 Wealthedge Investment Advisors LLC11,228$1.55M0.7%N/A0.004%
3/7/2025 Alpha Wealth Funds LLC25,020$3.44M3.3%N/A0.010%
3/6/2025 Wood Tarver Financial Group LLC3,430$471K0.2%N/A0.001%
3/5/2025 Financial Insights Inc.5,128$705K0.3%+4.0%0.002%
3/3/2025 Fluent Financial LLC21,993$3.03M1.3%N/A0.008%
2/28/2025 Park Square Financial Group LLC2,088$287K0.2%N/A0.001%
2/28/2025 Total Wealth Planning & Management Inc.2,544$350K0.3%N/A0.001%
2/27/2025Jefferies Financial Group Inc.30,869$4.25M0.0%-44.5%0.012%
2/27/2025 ABLE Financial Group LLC20,650$2.84M0.8%+5.2%0.008%
2/27/2025 Bernard Wealth Management Corp.1,112$153K0.1%N/A0.000%
2/26/2025 Financial Advisory Corp160,244$22.05M3.8%N/A0.061%
2/26/2025 Advisor Resource Council1,661$229K0.2%-79.0%0.001%
2/25/2025 Leigh Baldwin & CO. LLC2,063$284K0.2%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.74,096$10.19M0.3%-40.9%0.027%
2/25/2025 Armis Advisers LLC1,512$208K0.0%N/A0.001%
2/25/2025 Shufro Rose & Co. LLC4,274$588K0.0%-18.8%0.002%
2/25/2025 Integrated Advisors Network LLC67,648$9.31M0.4%+28.0%0.025%
2/24/2025 H&H Retirement Design & Management INC34,178$5.01M3.1%+2.1%0.013%
2/24/2025 Great Valley Advisor Group Inc.15,350$2.11M0.0%-52.6%0.006%
2/24/2025 Ameriflex Group Inc.2,989$439K0.2%N/A0.001%
2/24/2025 United Advisor Group LLC3,211$442K0.1%-36.4%0.001%
2/21/2025 Ascent Group LLC6,659$916K0.1%-22.3%0.002%
2/21/2025 Aberdeen Wealth Management LLC7,246$997K0.7%-2.0%0.003%
2/20/2025 Mackenzie Financial Corp6,625$911K0.0%-60.1%0.002%
2/20/2025 Kingstone Capital Partners Texas LLC13,137$1.81M1.5%N/A0.005%
2/19/2025 Invst LLC3,511$483K0.1%-18.1%0.001%
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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%
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%
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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%
(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, 1,907 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 1,652 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 94,984,163 shares in the last 24 months. This purchase volume represents approximately $12.98B 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 93,386,946 shares in the last 24 months. This volume of shares sold represents approximately $12.81B in transactions.


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This page (NYSEARCA:XLV) was last updated on 3/28/2025 by MarketBeat.com Staff
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