SS Health Care Select SectorXLVETF
13F holders, Q3 2024 (September 30)1,733holders +65
136new positions
70sold out
8famous investors
$153.96avg. 13F price*
At the end of Q3 2024, 1,733 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 65 from Q2 2024. 136 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($5.7B), JPMorgan Chase & Co. ($2.1B) and Morgan Stanley ($1.8B). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q3 2024)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $731.2M |
| Exits | 70 | $265.7M |
All 13F filers, Q2 2024 → Q3 2024: 22,130,643 shares bought and 14,472,735 shares sold, net +7,657,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,733 holders
| Bank of America Corp. | 0.50% | Reduce -4.0% | 36,779,255 | $5.7B |
| JPMorgan Chase & Co. | 0.17% | Add +22.6% | 13,525,065 | $2.1B |
| Morgan Stanley | 0.13% | Add +7.9% | 12,004,485 | $1.8B |
| Wells Fargo & Company | 0.26% | Add +3.2% | 7,015,361 | $1.1B |
| LPL Financial LLC | 0.46% | Add +10.1% | 6,671,871 | $1.0B |
| Goldman Sachs Group Inc. | 0.19% | Add +102.2% | 6,586,382 | $1.0B |
| Envestnet Asset Management Inc. | 0.29% | Reduce -4.7% | 5,907,024 | $909.8M |
| Nissay Asset Management Corp. /Japan | 4.78% | Reduce -7.8% | 4,899,336 | $754.6M |
| Raymond James & Associates | 0.38% | Reduce -10.8% | 4,093,965 | $630.6M |
| Ameriprise Financial Inc. | 0.14% | Add +2.7% | 3,646,188 | $562.8M |
| UBS Group AG | 0.15% | Reduce -8.9% | 3,545,974 | $546.2M |
| Janney Montgomery Scott LLC | 1.37% | New | 3,174,250 | $488.9M |
| Royal Bank of Canada | 0.10% | Add +8.2% | 3,040,777 | $468.3M |
| Harel Insurance Investments & Financial Services Ltd. | 7.73% | Add +3.0% | 2,909,369 | $448.1M |
| Truist Financial Corp. | 0.68% | Reduce -10.8% | 2,821,570 | $434.6M |
| WestEnd Advisors, LLC | 9.21% | Reduce -14.6% | 2,436,176 | $375.2M |
| CHURCHILL MANAGEMENT Corp | 4.24% | Add +19.7% | 2,400,365 | $369.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.82% | Add +94.6% | 2,180,000 | $335.8M |
| Meitav Investment House Ltd. | 5.02% | Add +18.2% | 1,944,071 | $299.5M |
| Phoenix Financial Ltd. | 3.85% | Add +29.6% | 1,690,780 | $260.4M |
| Menora Mivtachim Holdings LTD. | 1.61% | Add +57.4% | 1,654,944 | $254.9M |
| Bessemer Group Inc. | 0.41% | Add +74.1% | 1,634,476 | $251.7M |
| Raymond James Financial Services Advisors, Inc. | 0.33% | Add +2.7% | 1,612,534 | $248.4M |
| Two Sigma Investments, LP | 0.54% | Reduce -2.7% | 1,511,200 | $232.8M |
| Citigroup Inc. | 0.18% | Reduce -41.8% | 1,289,077 | $198.5M |
| BlackRock, Inc. | 0.00% | — | 1,081,750 | $166.6M |
| PGIM Custom Harvest LLC | 3.26% | Add +9.5% | 1,045,232 | $161.0M |
| Two Sigma Advisers, LP | 0.35% | Reduce -13.4% | 960,700 | $148.0M |
| Agf Management Ltd. | 0.72% | Reduce -4.8% | 920,767 | $141.8M |
| Cetera Investment Advisers | 0.30% | Reduce -0.9% | 888,093 | $136.8M |
| TD Asset Management Inc | 0.12% | Add +0.0% | 887,536 | $135.8M |
| Stifel Financial Corp. | 0.14% | Add +5.7% | 860,233 | $132.5M |
| Focus Partners Wealth | 0.39% | Add +1.2% | 801,874 | $123.5M |
| Victory Capital Management Inc. | 0.12% | Reduce -13.6% | 769,157 | $118.5M |
| Natixis | 0.70% | Add +64.9% | 750,379 | $115.6M |
| HighTower Advisors, LLC | 0.17% | Reduce -4.2% | 747,399 | $115.1M |
| Migdal Insurance & Financial Holdings Ltd. | 1.83% | Add +4026.2% | 735,205 | $113.2M |
| Assetmark, Inc. | 0.30% | Add +71.3% | 672,683 | $103.6M |
| CW Advisors, LLC | 1.37% | Reduce -2.8% | 666,435 | $102.6M |
| Commonwealth Equity Services, LLC | 0.16% | Add +2.7% | 665,351 | $102.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -58.0% | 610,044 | $94.0M |
| Northern Trust Corp. | 0.02% | Add +0.1% | 607,879 | $93.6M |
| Osaic Holdings, Inc. | 0.21% | Add +0.4% | 595,948 | $91.8M |
| Main Management ETF Advisors, LLC | 4.25% | Add +2.5% | 582,170 | $89.7M |
| Exchange Traded Concepts, LLC | 2.03% | Reduce -12.1% | 555,247 | $85.5M |
| Capital Investment Advisors, LLC | 1.74% | Add +2.0% | 548,179 | $84.4M |
| Conservest Capital Advisors, Inc. | 8.28% | Add +4.8% | 546,820 | $80.8M |
| US Bancorp \de | 0.10% | Reduce -5.1% | 521,007 | $80.2M |
| RiverFront Investment Group, LLC | 1.82% | Add +1.5% | 501,525 | $77.2M |
| Marshall Wace, LLP | 0.10% | Add +129.1% | 488,921 | $75.3M |
| Barclays PLC | 0.03% | Add +124.1% | 486,570 | $74.9M |
| Qube Research & Technologies Ltd | 0.13% | Add +21.4% | 469,251 | $72.3M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -3.5% | 466,993 | $71.9M |
| J.Safra Asset Management Corp | 6.64% | Add +6.3% | 456,537 | $69.9M |
| MML Investors Services, LLC | 0.25% | Add +12.5% | 449,681 | $69.3M |
| 1832 Asset Management L.P. | 0.11% | Reduce -11.7% | 421,485 | $64.9M |
| Swan Global Investments, LLC | 2.90% | Reduce -10.1% | 390,535 | $60.2M |
| Summit Trail Advisors, LLC | 1.49% | Reduce -0.6% | 389,340 | $60.0M |
| Susquehanna International Group, LLP | 0.10% | Reduce -14.7% | 385,705 | $59.4M |
| Private Advisor Group, LLC | 0.36% | Add +2.0% | 379,784 | $58.5M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +0.4% | 379,506 | $58.5M |
| Composition Wealth, LLC | 1.19% | Add +1.0% | 334,762 | $51.6M |
| Twin Tree Management, LP | 1.18% | Add +848.7% | 329,985 | $50.8M |
| Foundations Investment Advisors, LLC | 1.04% | Add +87.7% | 320,842 | $49.4M |
| KCM Investment Advisors LLC | 1.68% | Add +1.2% | 319,320 | $49.2M |
| Gerber Kawasaki Wealth & Investment Management | 2.23% | Reduce -8.0% | 314,631 | $48.5M |
| Signature Estate & Investment Advisors LLC | 1.11% | Reduce -22.8% | 313,052 | $48.2M |
| TD Waterhouse Canada Inc. | 0.37% | Add +9.5% | 299,379 | $45.9M |
| Capital Fund Management S.A. | 0.51% | Add +225.8% | 295,057 | $45.4M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -9.7% | 282,083 | $43.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.60% | No change | 281,325 | $43.3M |
| Provida Pension Fund Administrator | 0.94% | Reduce -9.0% | 281,025 | $43.3M |
| Bank of Montreal | 0.02% | Add +19.3% | 279,640 | $42.8M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -3.1% | 270,597 | $41.5M |
| Advisory Alpha, LLC | 1.46% | Reduce -17.8% | 266,689 | $41.1M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.27% | Add +128.1% | 249,300 | $38.4M |
| MBB Public Markets I LLC | 3.23% | Add +1.2% | 246,933 | $38.0M |
| State of Michigan Retirement System | 0.18% | Reduce -11.5% | 237,488 | $36.6M |
| Wharton Business Group, LLC | 1.64% | Add +0.1% | 236,480 | $36.4M |
| Rockport Wealth LLC | 9.61% | Add +8.2% | 233,905 | $36.0M |
| MMBG Investment Advisors Co. | 3.75% | Reduce -1.7% | 233,215 | $35.9M |
| Greenwood Gearhart LLC | 2.98% | Add +9.3% | 232,876 | $35.9M |
| Baltimore-Washington Financial Advisors, Inc. | 1.93% | Add +0.1% | 230,775 | $35.5M |
| Alps Advisors Inc. | 0.23% | Add +4.5% | 227,968 | $35.1M |
| Graypoint LLC | 2.16% | Reduce -2.7% | 218,922 | $33.7M |
| Main Management LLC | 2.76% | Reduce -0.9% | 217,637 | $33.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.90% | Add +3.9% | 216,891 | $33.4M |
| Mariner, LLC | 0.06% | Reduce -12.6% | 214,697 | $33.1M |
| Thrivent Financial for Lutherans | 0.06% | Add +12.7% | 212,217 | $32.7M |
| Full Sail Capital, LLC | 2.08% | Reduce -1.7% | 211,163 | $32.5M |
| Fifth Third Bancorp | 0.12% | Reduce -1.9% | 210,977 | $32.5M |
| Bouchey Financial Group, Ltd. | 2.90% | Reduce -8.0% | 210,617 | $32.4M |
| Sanctuary Advisors, LLC | 0.20% | Reduce -1.4% | 223,566 | $32.2M |
| Cwm, LLC | 0.13% | Reduce -30.7% | 202,828 | $31.2M |
| Peapack Gladstone Financial Corp. | 0.45% | Add +0.6% | 201,293 | $31.0M |
| Equitable Holdings, Inc. | 0.30% | Add +0.9% | 200,519 | $30.9M |
| MAI Capital Management | 0.29% | Reduce -0.5% | 198,901 | $30.6M |
| NewEdge Advisors, LLC | 0.19% | Reduce -18.3% | 195,022 | $30.0M |
| Spinnaker Trust | 1.82% | Reduce -27.2% | 191,269 | $29.5M |
| Country Trust Bank | 0.71% | Reduce -14.5% | 187,618 | $28.9M |
"% 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.