SS Health Care Select SectorXLVETF
13F holders, Q1 2024 (March 31)1,669holders
6famous investors
$147.88avg. 13F price*
At the end of Q1 2024, 1,669 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings. The largest holders were Bank of America Corp. ($6.1B), JPMorgan Chase & Co. ($2.1B) and Morgan Stanley ($1.7B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q1 2024)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $428.2M |
| Exits | 105 | $466.3M |
Ownership 1,669 holders
| Bank of America Corp. | 0.61% | Add +0.6% | 41,627,058 | $6.1B |
| JPMorgan Chase & Co. | 0.19% | Reduce -3.6% | 14,150,320 | $2.1B |
| Morgan Stanley | 0.14% | Reduce -3.0% | 11,679,679 | $1.7B |
| Envestnet Asset Management Inc. | 0.41% | Add +6.5% | 7,426,044 | $1.1B |
| Wells Fargo & Company | 0.27% | Add +1.6% | 6,981,605 | $1.0B |
| LPL Financial LLC | 0.51% | Add +5.3% | 6,482,938 | $957.7M |
| Nissay Asset Management Corp. /Japan | 5.88% | No change | 5,740,591 | $848.1M |
| Raymond James & Associates | 0.57% | Add +1.5% | 5,682,906 | $839.5M |
| Janney Montgomery Scott LLC | 2.01% | Add +1.9% | 4,578,337 | $676.4M |
| Truist Financial Corp. | 0.91% | Reduce -0.8% | 4,065,565 | $600.6M |
| UBS Group AG | 0.18% | Reduce -4.8% | 3,728,329 | $550.8M |
| WestEnd Advisors, LLC | 14.04% | Add +2.5% | 3,668,824 | $542.0M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -0.4% | 3,340,625 | $493.5M |
| Royal Bank of Canada | 0.11% | Reduce -11.6% | 3,113,584 | $460.0M |
| Ameriprise Financial Inc. | 0.12% | Add +11.4% | 2,908,179 | $429.8M |
| Harel Insurance Investments & Financial Services Ltd. | 8.08% | Reduce -0.0% | 2,823,685 | $417.1M |
| BNP Paribas Financial Markets | 0.49% | Add +109.8% | 2,627,229 | $388.1M |
| Citigroup Inc. | 0.41% | Add +75.8% | 2,531,368 | $374.0M |
| CHURCHILL MANAGEMENT Corp | 3.65% | Reduce -8.3% | 1,980,560 | $292.6M |
| Phoenix Financial Ltd. | 3.48% | Add +105.7% | 1,704,284 | $251.8M |
| BlackRock Inc. | 0.01% | Add +37.4% | 1,679,421 | $248.1M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -29.9% | 1,545,790 | $228.4M |
| Raymond James Financial Services Advisors, Inc. | 0.34% | Add +4.4% | 1,540,643 | $227.6M |
| Bessemer Group Inc. | 0.38% | Reduce -50.7% | 1,411,073 | $208.5M |
| Meitav Investment House Ltd. | 3.63% | Reduce -3.9% | 1,252,827 | $185.1M |
| Victory Capital Management Inc. | 0.17% | Add +11.5% | 1,124,688 | $166.2M |
| Agf Management Ltd. | 0.82% | Add +115.5% | 993,671 | $146.8M |
| PGIM Custom Harvest LLC | 3.61% | Add +39.8% | 986,870 | $145.8M |
| HighTower Advisors, LLC | 0.23% | Add +0.9% | 968,065 | $143.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.48% | No change | 920,000 | $135.9M |
| Cetera Investment Advisers | 0.31% | Add +268.4% | 897,216 | $132.5M |
| TD Asset Management Inc | 0.12% | Add +0.3% | 890,583 | $131.6M |
| Osaic Holdings, Inc. | 0.28% | Reduce -0.2% | 857,440 | $126.7M |
| Stifel Financial Corp. | 0.14% | Reduce -0.1% | 852,694 | $126.0M |
| Bank of Nova Scotia | 0.24% | Add +1264.8% | 809,086 | $119.5M |
| InterOcean Capital Group, LLC | 2.67% | Reduce -0.1% | 756,736 | $111.8M |
| Menora Mivtachim Holdings LTD. | 0.80% | Reduce -14.6% | 723,953 | $106.9M |
| Commonwealth Equity Services, LLC | 0.17% | Add +3.1% | 687,155 | $101.5M |
| CW Advisors, LLC | 1.75% | Add +55.6% | 685,689 | $101.3M |
| Rockefeller Capital Management L.P. | 0.29% | Add +41.7% | 672,165 | $99.3M |
| Prudential Financial Inc. | 0.13% | Add +48.3% | 611,026 | $90.3M |
| Signature Estate & Investment Advisors LLC | 2.48% | Add +1.6% | 593,073 | $87.6M |
| Northern Trust Corp. | 0.02% | Add +15.7% | 592,118 | $87.5M |
| US Bancorp \de | 0.11% | Reduce -1.2% | 556,870 | $82.3M |
| Main Management ETF Advisors, LLC | 4.32% | Add +3.5% | 553,610 | $81.8M |
| MBB Public Markets I LLC | 5.22% | Reduce -43.2% | 552,998 | $81.7M |
| Conservest Capital Advisors, Inc. | 8.28% | Reduce -0.8% | 549,076 | $81.1M |
| 1832 Asset Management L.P. | 0.14% | Add +61.6% | 519,354 | $76.7M |
| Assetmark, Inc. | 0.24% | Add +1.7% | 506,956 | $74.9M |
| Spire Wealth Management | 1.36% | Reduce -3.7% | 212,199 | $74.1M |
| Swan Global Investments, LLC | 3.57% | Reduce -8.1% | 490,855 | $72.5M |
| RiverFront Investment Group, LLC | 2.04% | Add +1.6% | 489,007 | $72.2M |
| J.Safra Asset Management Corp | 7.03% | Reduce -0.2% | 420,662 | $62.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.68% | No change | 410,000 | $60.6M |
| Summit Trail Advisors, LLC | 1.57% | Reduce -8.7% | 399,744 | $59.1M |
| MML Investors Services, LLC | 0.24% | Add +13.7% | 399,387 | $59.0M |
| Manufacturers Life Insurance Company, The | 0.05% | New | 395,981 | $58.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +5.7% | 392,428 | $58.0M |
| Qube Research & Technologies Ltd | 0.10% | Add +121.1% | 390,805 | $57.7M |
| Advisory Alpha, LLC | 2.36% | Add +45.9% | 388,699 | $57.4M |
| Private Advisor Group, LLC | 0.40% | Add +5.1% | 375,673 | $55.5M |
| EP Wealth Advisors, LLC | 0.65% | Add +3.7% | 373,810 | $55.2M |
| Dynasty Wealth Management, LLC | 1.71% | — | 363,263 | $53.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.9% | 359,098 | $53.0M |
| Quotient Wealth Partners, LLC | 1.85% | Add +20.7% | 350,143 | $51.7M |
| State Street Corp. | 0.00% | Add +208.7% | 341,335 | $50.4M |
| Susquehanna International Group, LLP | 0.07% | Reduce -31.1% | 334,335 | $49.4M |
| Gerber Kawasaki Wealth & Investment Management | 2.59% | Add +5.3% | 324,572 | $47.9M |
| Composition Wealth, LLC | 1.19% | Reduce -13.8% | 319,707 | $47.2M |
| KCM Investment Advisors LLC | 1.71% | Reduce -1.5% | 311,332 | $46.0M |
| Capital Investment Advisors, LLC | 1.07% | Reduce -50.0% | 309,902 | $45.8M |
| Barclays PLC | 0.02% | Reduce -3.5% | 306,835 | $45.3M |
| SPX Gestao de Recursos Ltda | 3.83% | New | 296,000 | $43.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.34% | Add +3.2% | 294,820 | $43.6M |
| Foundations Investment Advisors, LLC | 1.12% | Add +5.9% | 288,411 | $42.6M |
| Tiff Advisory Services, LLC | 18.47% | No change | 286,581 | $42.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.61% | No change | 281,325 | $41.6M |
| Cwm, LLC | 0.20% | Add +19.9% | 280,946 | $41.5M |
| Bank of Montreal | 0.01% | Reduce -14.7% | 277,195 | $41.0M |
| Mercer Global Advisors Inc. | 0.12% | Add +9.1% | 275,075 | $40.6M |
| TD Waterhouse Canada Inc. | 0.30% | Add +9.4% | 268,043 | $40.2M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -5.0% | 269,081 | $39.8M |
| Spinnaker Trust | 2.52% | Reduce -1.7% | 264,009 | $39.0M |
| Provida Pension Fund Administrator | 0.95% | Add +1136.2% | 259,235 | $38.3M |
| State of Michigan Retirement System | 0.20% | Add +2.2% | 255,788 | $37.8M |
| Mariner, LLC | 0.08% | Reduce -0.3% | 251,505 | $37.2M |
| Natixis | 0.21% | Reduce -54.8% | 250,066 | $36.9M |
| Bouchey Financial Group, Ltd. | 3.47% | Add +0.3% | 238,796 | $35.3M |
| MMBG Investment Advisors Co. | 3.70% | Add +0.8% | 237,344 | $35.1M |
| Wharton Business Group, LLC | 1.68% | Reduce -9.9% | 236,114 | $34.9M |
| Main Management LLC | 2.91% | Reduce -3.4% | 231,057 | $34.1M |
| Avantax Advisory Services, Inc. | 0.30% | Add +10.5% | 227,397 | $33.6M |
| Two Sigma Advisers, LP | 0.08% | New | 222,800 | $32.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.08% | Add +3.4% | 222,226 | $32.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3.15% | Reduce -32.8% | 221,300 | $32.7M |
| Fifth Third Bancorp | 0.13% | Reduce -10.3% | 220,486 | $32.6M |
| Graypoint LLC | 2.35% | Add +3.6% | 219,798 | $32.5M |
| Adams Diversified Equity Fund, Inc. | 1.15% | New | 218,500 | $32.3M |
| Country Trust Bank | 0.84% | Add +8.7% | 218,213 | $32.2M |
| Greenwood Gearhart LLC | 3.05% | Add +1.8% | 211,389 | $31.2M |
"% of holder's portfolio" is XLV's weight in each manager's 13F, not the share of SS Health Care Select Sector the manager owns.