SS Health Care Select SectorXLVETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 1,668 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, down 1 from Q1 2024. 93 opened new positions and 94 sold out. The largest holders were Bank of America Corp. ($5.6B), Morgan Stanley ($1.6B) and JPMorgan Chase & Co. ($1.6B). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2024)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $327.7M |
| Exits | 94 | $1.1B |
All 13F filers, Q1 2024 → Q2 2024: 12,843,116 shares bought and 29,951,367 shares sold, net −17,108,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,668 holders
| Bank of America Corp. | 0.54% | Reduce -7.9% | 38,324,983 | $5.6B |
| Morgan Stanley | 0.13% | Reduce -4.7% | 11,125,518 | $1.6B |
| JPMorgan Chase & Co. | 0.14% | Reduce -22.0% | 11,034,007 | $1.6B |
| Wells Fargo & Company | 0.26% | Reduce -2.6% | 6,798,205 | $990.8M |
| Envestnet Asset Management Inc. | 0.31% | Reduce -16.6% | 6,196,522 | $903.1M |
| LPL Financial LLC | 0.44% | Reduce -6.5% | 6,060,337 | $883.3M |
| Nissay Asset Management Corp. /Japan | 5.12% | Reduce -7.5% | 5,311,108 | $774.1M |
| Raymond James & Associates | 0.44% | Reduce -19.2% | 4,589,374 | $668.9M |
| UBS Group AG | 0.17% | Add +4.5% | 3,894,412 | $567.6M |
| Ameriprise Financial Inc. | 0.14% | Add +22.1% | 3,550,878 | $517.5M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -2.5% | 3,256,932 | $474.7M |
| Truist Financial Corp. | 0.70% | Reduce -22.2% | 3,161,274 | $460.8M |
| WestEnd Advisors, LLC | 10.74% | Reduce -22.3% | 2,851,570 | $415.6M |
| Harel Insurance Investments & Financial Services Ltd. | 7.75% | Reduce 0.0% | 2,823,615 | $411.5M |
| Royal Bank of Canada | 0.10% | Reduce -9.7% | 2,810,333 | $409.6M |
| Citigroup Inc. | 0.31% | Reduce -12.6% | 2,213,158 | $322.6M |
| CHURCHILL MANAGEMENT Corp | 3.45% | Add +1.2% | 2,004,874 | $292.2M |
| Meitav Investment House Ltd. | 4.27% | Add +31.3% | 1,644,623 | $239.7M |
| Raymond James Financial Services Advisors, Inc. | 0.33% | Add +1.9% | 1,570,613 | $228.9M |
| Two Sigma Investments, LP | 0.56% | Add +1998.8% | 1,552,600 | $226.3M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -6.0% | 1,452,995 | $211.8M |
| Phoenix Financial Ltd. | 2.90% | Reduce -23.5% | 1,304,419 | $190.1M |
| BNP Paribas Financial Markets | 0.20% | Reduce -52.9% | 1,236,684 | $180.2M |
| Caisse de depot et placement du Quebec | 0.42% | New | 1,177,600 | $171.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.48% | Add +21.7% | 1,120,000 | $163.2M |
| Two Sigma Advisers, LP | 0.36% | Add +398.1% | 1,109,700 | $161.7M |
| Menora Mivtachim Holdings LTD. | 1.04% | Add +45.3% | 1,051,601 | $153.3M |
| BlackRock Inc. | 0.00% | Reduce -40.0% | 1,006,892 | $146.8M |
| Agf Management Ltd. | 0.79% | Reduce -2.6% | 967,456 | $141.0M |
| PGIM Custom Harvest LLC | 3.11% | Reduce -3.3% | 954,782 | $139.2M |
| Bessemer Group Inc. | 0.24% | Reduce -33.5% | 938,956 | $136.9M |
| Cetera Investment Advisers | 0.30% | Reduce -0.1% | 896,020 | $130.6M |
| Victory Capital Management Inc. | 0.13% | Reduce -20.9% | 889,946 | $129.7M |
| TD Asset Management Inc | 0.12% | Reduce -0.3% | 887,445 | $129.3M |
| Stifel Financial Corp. | 0.13% | Reduce -4.5% | 814,100 | $118.7M |
| Focus Partners Wealth | 0.39% | Add +1362.3% | 792,091 | $115.4M |
| HighTower Advisors, LLC | 0.18% | Reduce -19.4% | 780,203 | $113.7M |
| CW Advisors, LLC | 1.59% | Reduce -0.0% | 685,643 | $99.9M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -5.7% | 647,703 | $94.4M |
| Exchange Traded Concepts, LLC | 2.35% | Add +1445.0% | 631,740 | $92.1M |
| Northern Trust Corp. | 0.01% | Add +2.5% | 607,063 | $88.5M |
| Osaic Holdings, Inc. | 0.20% | Reduce -30.8% | 593,494 | $86.5M |
| Main Management ETF Advisors, LLC | 4.13% | Add +2.6% | 567,890 | $82.8M |
| Bank of Nova Scotia | 0.16% | Reduce -30.8% | 560,119 | $81.6M |
| US Bancorp \de | 0.11% | Reduce -1.4% | 549,174 | $80.0M |
| Capital Investment Advisors, LLC | 1.77% | Add +73.3% | 537,167 | $78.3M |
| Conservest Capital Advisors, Inc. | 8.31% | Reduce -5.0% | 521,735 | $77.1M |
| RiverFront Investment Group, LLC | 1.92% | Add +1.0% | 494,070 | $72.0M |
| Rockefeller Capital Management L.P. | 0.20% | Reduce -28.0% | 483,778 | $70.5M |
| 1832 Asset Management L.P. | 0.13% | Reduce -8.1% | 477,433 | $69.6M |
| Natixis | 0.42% | Add +82.0% | 454,989 | $66.3M |
| Susquehanna International Group, LLP | 0.12% | Add +35.3% | 452,278 | $65.9M |
| Millennium Management | 0.05% | Add +5763.5% | 436,540 | $63.6M |
| Swan Global Investments, LLC | 3.16% | Reduce -11.5% | 434,200 | $63.3M |
| J.Safra Asset Management Corp | 6.32% | Add +2.1% | 429,496 | $62.6M |
| Signature Estate & Investment Advisors LLC | 1.48% | Reduce -31.6% | 405,346 | $59.1M |
| MML Investors Services, LLC | 0.24% | Add +0.1% | 399,644 | $58.2M |
| Assetmark, Inc. | 0.18% | Reduce -22.5% | 392,797 | $57.3M |
| Summit Trail Advisors, LLC | 1.50% | Reduce -2.0% | 391,575 | $57.1M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -1.1% | 386,475 | $56.3M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -3.7% | 378,060 | $55.1M |
| Private Advisor Group, LLC | 0.36% | Reduce -0.9% | 372,193 | $54.2M |
| Gerber Kawasaki Wealth & Investment Management | 2.50% | Add +5.4% | 342,009 | $49.8M |
| Composition Wealth, LLC | 1.18% | Add +3.7% | 331,473 | $48.3M |
| Advisory Alpha, LLC | 1.86% | Reduce -16.5% | 324,543 | $47.3M |
| GTS Securities LLC | 0.98% | Add +780.5% | 322,192 | $47.0M |
| KCM Investment Advisors LLC | 1.66% | Add +1.3% | 315,472 | $46.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -13.0% | 312,503 | $45.5M |
| Provida Pension Fund Administrator | 1.13% | Add +19.1% | 308,675 | $45.0M |
| Cwm, LLC | 0.20% | Add +4.1% | 292,563 | $42.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.69% | No change | 281,325 | $41.0M |
| TD Waterhouse Canada Inc. | 0.36% | Add +2.0% | 273,397 | $39.6M |
| State of Michigan Retirement System | 0.20% | Add +4.9% | 268,288 | $39.1M |
| Mercer Global Advisors Inc. | 0.11% | Add +1.5% | 279,242 | $38.7M |
| Spinnaker Trust | 2.45% | Reduce -0.5% | 262,616 | $38.3M |
| Mariner, LLC | 0.07% | Reduce -2.4% | 245,497 | $35.8M |
| MBB Public Markets I LLC | 0.73% | Reduce -55.9% | 243,956 | $35.6M |
| Squarepoint Ops LLC | 0.13% | Add +90.7% | 239,722 | $34.9M |
| NewEdge Advisors, LLC | 0.25% | Add +34.0% | 238,679 | $34.8M |
| MMBG Investment Advisors Co. | 3.71% | No change | 237,344 | $34.6M |
| Wharton Business Group, LLC | 1.78% | Add +0.0% | 236,159 | $34.4M |
| Bank of Montreal | 0.01% | Reduce -15.4% | 234,494 | $34.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.98% | Add +3.8% | 230,556 | $33.6M |
| Avantax Advisory Services, Inc. | 0.24% | Add +1.0% | 229,589 | $33.5M |
| Bouchey Financial Group, Ltd. | 3.17% | Reduce -4.1% | 229,025 | $33.4M |
| Cullen Capital Management, LLC | 0.38% | Add +8349.6% | 228,476 | $33.3M |
| Graypoint LLC | 2.27% | Add +2.4% | 225,067 | $32.8M |
| Main Management LLC | 2.65% | Reduce -4.9% | 219,638 | $32.0M |
| Country Trust Bank | 0.81% | Add +0.5% | 219,329 | $32.0M |
| Alps Advisors Inc. | 0.22% | Add +6.3% | 218,082 | $31.8M |
| Sanctuary Advisors, LLC | 0.23% | — | 226,662 | $31.7M |
| Barclays PLC | 0.01% | Reduce -29.2% | 217,124 | $31.6M |
| Rockport Wealth LLC | 13.31% | Add +939.3% | 216,261 | $31.5M |
| Fifth Third Bancorp | 0.12% | Reduce -2.5% | 215,045 | $31.3M |
| Full Sail Capital, LLC | 2.11% | Add +4.8% | 214,902 | $31.3M |
| Marshall Wace, LLP | 0.04% | Add +390.0% | 213,452 | $31.1M |
| Greenwood Gearhart LLC | 2.93% | Add +0.8% | 213,156 | $31.1M |
| Taiyo Life Insurance Co. | 2.45% | No change | 210,000 | $30.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.91% | Reduce -29.2% | 208,761 | $30.4M |
| Mirae Asset Securities (usa) Inc. | 1.89% | — | 201,723 | $29.4M |
"% 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.