Free Trial

Health Care Select Sector SPDR Fund (XLV) Institutional Ownership

→ Never use this word on your phone (FBI could be watching) (From Paradigm Press) (Ad)
Free XLV Stock Alerts
$140.83
+0.35 (+0.25%)
(As of 05/3/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
1073
Total
Institutional Inflows
(last 12 months)
$7.59B
Number of
Institutional Sellers
(last 12 months)
819
Total
Institutional Outflows
(last 12 months)
$6.23B
Get XLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Health Care Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XLV Institutional Buying and Selling by Quarter

Health Care Select Sector SPDR Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Howland Capital Management LLC2,271$335K0.0%N/A0.001%
5/4/2024Beacon Bridge Wealth Partners LLC3,234$478K0.2%+20.4%0.001%
5/4/2024Noesis Capital Mangement Corp4,567$675K0.1%-2.2%0.002%
5/4/2024Geneos Wealth Management Inc.6,987$1.03M0.0%-71.0%0.003%
5/4/2024Essex LLC24,740$3.66M0.8%+6.5%0.009%
5/4/2024DAVENPORT & Co LLC182,643$26.98M0.2%+1.6%0.067%
5/4/20249258 Wealth Management LLC18,422$2.72M0.4%+0.6%0.007%
5/4/2024Valley Wealth Managers Inc.45,013$6.65M0.5%+968.2%0.017%
5/4/2024Csenge Advisory Group28,815$4.26M0.2%+35.4%0.011%
5/4/2024Joseph P. Lucia & Associates LLC19,921$2.94M1.6%+83.0%0.007%
5/4/2024Capital Management Associates NY9,099$1.34M1.6%+97.8%0.003%
5/3/2024MontVue Capital Management Inc.22,353$3.30M2.9%-1.1%0.008%
5/3/2024Embree Financial Group52,587$7.77M1.5%+0.7%0.019%
5/3/2024Gold Investment Management Ltd.313$46K0.0%-81.3%0.000%
5/3/2024Avidian Wealth Solutions LLC4,044$597K0.0%-6.6%0.001%
5/3/2024Larson Financial Group LLC3,084$456K0.0%+46.1%0.001%
5/3/2024Callan Capital LLC77,335$11.43M1.0%-2.4%0.029%
5/3/2024WealthTrust Asset Management LLC2,168$320K0.2%-4.8%0.001%
5/3/2024Chevy Chase Trust Holdings LLC75,506$11.16M0.0%-40.9%0.028%
5/3/2024Commerce Bank57,881$8.55M0.1%-54.4%0.021%
5/3/2024Wellington Shields Capital Management LLC3,439$508K0.1%+92.2%0.001%
5/3/2024Wellington Shields & Co. LLC2,400$355K0.1%+500.0%0.001%
5/3/2024GSA Capital Partners LLP16,863$2.49M0.2%-50.3%0.006%
5/3/2024Pictet North America Advisors SA55,071$8.14M0.9%-14.0%0.020%
5/3/2024United Community Bank931$138K0.1%-41.5%0.000%
5/3/2024Comprehensive Financial Consultants Institutional Inc.3,784$559K0.2%+31.8%0.001%
5/3/2024Smith Salley Wealth Management8,366$1.24M0.1%+5.9%0.003%
5/3/2024Absolute Capital Management LLC12,781$1.89M1.2%-0.7%0.005%
5/3/2024Whittier Trust Co.16,493$2.44M0.0%+25.1%0.006%
5/2/2024Mutual Advisors LLC49,003$7.24M0.2%+2.8%0.018%
5/2/2024Salomon & Ludwin LLC139,451$20.70M1.8%-4.0%0.052%
5/2/2024RiverFront Investment Group LLC489,007$72.24M2.0%+1.6%0.181%
5/2/2024First Command Advisory Services Inc.1,525$225K0.0%-9.5%0.001%
5/2/2024USAdvisors Wealth Management LLC3,381$499K0.2%-50.5%0.001%
5/2/2024New England Capital Financial Advisors LLC21,795$3.22M1.8%+6.1%0.008%
5/2/2024Financial Counselors Inc.34,171$5.05M0.1%-1.0%0.013%
5/2/2024Peregrine Asset Advisers Inc.1,739$257K0.1%+5.8%0.001%
5/2/2024AlphaQ Advisors LLC22,920$3.39M2.0%-1.0%0.008%
5/2/2024Hudock Inc.10,510$1.55M0.3%+5.6%0.004%
5/2/2024Conservest Capital Advisors Inc.549,076$81.12M8.3%-0.8%0.203%
Elon to Transform U.S. Economy? (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
5/2/2024Magnolia Capital Advisors LLC7,165$996K0.8%+16.0%0.003%
5/2/2024FinTrust Capital Advisors LLC1,387$205K0.0%-82.6%0.001%
5/2/2024Lionsbridge Wealth Management LLC17,095$2.53M2.0%N/A0.006%
5/2/2024Graypoint LLC219,798$32.47M2.3%+3.6%0.081%
5/2/2024Hardy Reed LLC3,086$456K0.1%-11.5%0.001%
5/2/2024Stack Financial Management Inc1,942$287K0.0%N/A0.001%
5/2/2024Haverford Trust Co54,759$8.09M0.1%-78.2%0.020%
5/2/2024Pittenger & Anderson Inc.1,090$161K0.0%-21.9%0.000%
5/2/2024GSB Wealth Management LLC1,720$254K0.1%+8.2%0.001%
5/2/2024Vantage Financial Partners LLC7,669$1.13M0.3%N/A0.003%
5/2/2024Lincoln National Corp22,906$3.38M0.1%+13.2%0.008%
5/2/2024Goelzer Investment Management Inc.3,943$583K0.0%+6.8%0.001%
5/2/2024Choreo LLC3,566$527K0.0%+19.7%0.001%
5/2/2024 Crown Wealth Group LLC2,064$305K0.2%-6.2%0.001%
5/2/2024 Seelaus Asset Management LLC2,026$299K0.3%-4.9%0.001%
5/2/2024 Moloney Securities Asset Management LLC22,256$3.29M0.5%+5.6%0.008%
5/2/2024 Greenwood Capital Associates LLC9,757$1.44M0.2%-5.3%0.004%
5/2/2024 REDW Wealth LLC3,833$566K0.2%+58.9%0.001%
5/2/2024 Regent Peak Wealth Advisors LLC4,436$655K0.2%+7.2%0.002%
5/2/2024 Fortem Financial Group LLC2,384$352K0.2%-3.1%0.001%
5/2/2024 High Note Wealth LLC83,647$12.36M4.0%+9.3%0.031%
5/1/2024 Capital Investment Counsel Inc15,815$2.34M0.4%-4.2%0.006%
5/1/2024 Stone Point Wealth LLC3,625$536K0.2%+4.3%0.001%
5/1/2024 5th Street Advisors LLC50,925$7.52M4.3%-1.0%0.019%
5/1/2024 StoneX Group Inc.105,670$15.61M1.7%+1.5%0.039%
5/1/2024 Janney Capital Management LLC9,896$1.46M0.1%+7.7%0.004%
5/1/2024 KFA Private Wealth Group LLC6,908$1.02M0.3%+17.8%0.003%
5/1/2024 1834 Investment Advisors Co.14,616$2.16M0.3%-2.7%0.005%
5/1/2024 Janney Montgomery Scott LLC4,578,337$676.36M2.0%+1.9%1.676%
5/1/2024 New Harbor Financial Group LLC57,178$8.45M2.7%N/A0.021%
5/1/2024 Source Financial Advisors LLC4,399$650K0.2%-41.0%0.002%
5/1/2024 Meitav Investment House Ltd.1,252,827$185.10M3.6%-3.9%0.459%
5/1/2024 Mirae Asset Global Investments Co. Ltd.122,495$17.88M0.0%-41.6%0.045%
5/1/2024 Concourse Financial Group Securities Inc.67,485$9.97M0.6%+24.3%0.025%
5/1/2024 Prosperity Consulting Group LLC4,112$608K0.1%+23.1%0.002%
5/1/2024 Retirement Group LLC192$28K0.0%-53.8%0.000%
5/1/2024 Mission Wealth Management LP4,243$627K0.0%N/A0.002%
5/1/2024 Stegent Equity Advisors Inc.7,312$1.08M1.1%-12.0%0.003%
5/1/2024 Leicht Financial Planning & Wealth Management Inc.37,695$5.57M3.1%-2.5%0.014%
5/1/2024 Envision Financial Planning LLC15,676$2.32M1.9%+2.5%0.006%
5/1/2024 Bray Capital Advisors30,380$4.49M1.1%-0.4%0.011%
5/1/2024 Sequoia Financial Advisors LLC20,275$3.00M0.0%+16.2%0.007%
5/1/2024 Diversify Advisory Services LLC127,137$18.62M1.1%N/A0.047%
4/30/2024 Private Advisor Group LLC375,673$55.50M0.4%+5.1%0.138%
4/30/2024 Consolidated Portfolio Review Corp7,562$1.12M0.3%-9.4%0.003%
4/30/2024 J.W. Cole Advisors Inc.80,715$11.92M0.6%-1.2%0.030%
4/30/2024 Granite Harbor Advisors Inc.30,175$4.46M3.0%+2.2%0.011%
4/30/2024 Curtis Advisory Group LLC1,614$238K0.1%-40.1%0.001%
4/30/2024 Hartline Investment Corp9,500$1.40M0.2%N/A0.003%
4/30/2024 North Star Investment Management Corp.2,073$306K0.0%+8.8%0.001%
Never use this word on your phone (FBI could be watching) (Ad)

This report sent a chill down my spine. Turns out, as part of their Jan. 6th investigation, the Feds are flagging Americans who typed these ordinary words as part of their banking transactions...

Watch my unredacted video about what I think is coming next right here
4/30/2024 MA Private Wealth12,089$1.79M0.4%-0.9%0.004%
4/30/2024 HB Wealth Management LLC15,152$2.24M0.0%-4.3%0.006%
4/30/2024 Turtle Creek Wealth Advisors LLC36,344$5.37M1.3%+548.4%0.013%
4/30/2024 SpiderRock Advisors LLC2,211$320K0.0%N/A0.001%
4/30/2024Concord Wealth Partners441$65K0.0%-44.7%0.000%
4/30/2024 Granite Bay Wealth Management LLC12,330$1.82M1.0%-99.8%0.005%
4/30/2024 Fountainhead AM LLC2,781$411K0.1%+22.4%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.2,823,685$417.14M8.1%0.0%1.034%
4/30/2024 Naples Money Management LLC2,540$375K0.4%-85.9%0.001%
4/30/2024 Forbes Financial Planning Inc.28,755$4.25M3.7%-6.0%0.011%
(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, 1,768 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. ($2.00B), Envestnet Asset Management Inc. ($950.56M), Raymond James & Associates ($839.54M), LPL Financial LLC ($796.81M), Whalerock Point Partners LLC ($758.75M), and Nissay Asset Management Corp Japan ADV ($743.18M).Learn more on XLV's institutional investors.

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

Of the 1,589 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: JPMorgan Chase & Co. ($10.44M), Granite Bay Wealth Management LLC ($7.15M), Simplex Trading LLC ($6.14M), Bank Julius Baer & Co. Ltd Zurich ($5.20M), Caisse DE Depot ET Placement DU Quebec ($4.58M), LPL Financial LLC ($3.05M), and Envestnet Asset Management Inc. ($3.03M).

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

Institutional investors have bought a total of 117,844,931 shares in the last 24 months. This purchase volume represents approximately $15.55B in transactions.

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

Of the 1,123 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 ($7.25M), Caisse DE Depot ET Placement DU Quebec ($5.34M), JPMorgan Chase & Co. ($4.80M), Bessemer Group Inc. ($4.07M), Ameriprise Financial Inc. ($1.58M), and Barclays PLC ($1.47M).

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

Institutional investors have sold a total of 76,546,302 shares in the last 24 months. This volume of shares sold represents approximately $10.11B in transactions.


Related Companies:
This page (NYSEARCA:XLV) was last updated on 5/5/2024 by MarketBeat.com Staff

From Our Partners
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
The asset beating inflation by 4x
Colonial Metals
Could Your Accounts Be Frozen?
Allegiance Gold
Global crypto currency reset (41 major banks signed up)
Stansberry Research
Have You Seen Elon’s New A.I. Device? (Picture Inside)
InvestorPlace
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Dems have chosen Biden replacement?
Paradigm Press
Urgent Nvidia Warning
Altimetry