SS Health Care Select SectorXLVETF
13F holders, Q4 2024 (December 31)1,766holders +33
105new positions
174sold out
8famous investors
$137.61avg. 13F price*
At the end of Q4 2024, 1,766 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 33 from Q3 2024. 105 opened new positions and 174 sold out. The largest holders were Bank of America Corp. ($5.0B), JPMorgan Chase & Co. ($1.5B) and Morgan Stanley ($1.5B). 8 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2024)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $925.4M |
| Exits | 174 | $644.1M |
All 13F filers, Q3 2024 → Q4 2024: 15,375,631 shares bought and 25,323,622 shares sold, net −9,947,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,766 holders
| Bank of America Corp. | 0.47% | Reduce -0.5% | 36,595,613 | $5.0B |
| JPMorgan Chase & Co. | 0.12% | Reduce -19.2% | 10,931,256 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -9.4% | 10,877,854 | $1.5B |
| LPL Financial LLC | 0.38% | Add +1.1% | 6,743,466 | $927.7M |
| Raymond James Financial Inc. | 0.31% | — | 6,019,648 | $828.1M |
| Envestnet Asset Management Inc. | 0.26% | Add +0.3% | 5,921,640 | $814.6M |
| Wells Fargo & Company | 0.19% | Reduce -16.5% | 5,858,566 | $806.0M |
| Goldman Sachs Group Inc. | 0.15% | Reduce -13.0% | 5,733,021 | $788.7M |
| Nissay Asset Management Corp. /Japan | 3.36% | Reduce -19.1% | 3,965,168 | $551.0M |
| UBS Group AG | 0.11% | Reduce -2.0% | 3,475,534 | $478.1M |
| Janney Montgomery Scott LLC | 1.31% | Add +8.2% | 3,433,937 | $472.4M |
| Caisse de depot et placement du Quebec | 0.98% | New | 3,433,028 | $472.3M |
| Truist Financial Corp. | 0.67% | Add +9.6% | 3,093,349 | $425.6M |
| Ameriprise Financial Inc. | 0.11% | Reduce -15.5% | 3,081,463 | $423.9M |
| Royal Bank of Canada | 0.09% | Reduce -0.6% | 3,022,240 | $415.8M |
| Harel Insurance Investments & Financial Services Ltd. | 6.55% | Reduce -0.0% | 2,908,109 | $400.1M |
| WestEnd Advisors, LLC | 9.44% | Add +10.6% | 2,694,137 | $370.6M |
| Two Sigma Investments, LP | 0.79% | Add +56.9% | 2,371,357 | $326.2M |
| CHURCHILL MANAGEMENT Corp | 2.94% | Reduce -18.5% | 1,955,905 | $269.1M |
| Meitav Investment House Ltd. | 3.65% | Reduce -19.1% | 1,572,956 | $216.3M |
| Menora Mivtachim Holdings LTD. | 1.27% | Reduce -11.3% | 1,468,782 | $202.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.43% | Reduce -33.0% | 1,460,000 | $200.9M |
| Phoenix Financial Ltd. | 2.43% | Reduce -23.5% | 1,293,409 | $177.9M |
| PGIM Custom Harvest LLC | 3.09% | Add +9.8% | 1,147,714 | $157.9M |
| Agf Management Ltd. | 0.65% | Add +2.0% | 939,541 | $129.3M |
| Victory Capital Management Inc. | 0.12% | Add +18.1% | 908,096 | $124.9M |
| TD Asset Management Inc | 0.11% | Add +1.5% | 900,732 | $123.9M |
| Focus Partners Wealth | 0.32% | Add +9.9% | 881,558 | $121.3M |
| Quantitative Investment Management, LLC | 8.90% | New | 863,670 | $118.8M |
| Stifel Financial Corp. | 0.12% | Reduce -1.5% | 847,196 | $116.6M |
| Cetera Investment Advisers | 0.24% | Reduce -5.2% | 841,808 | $115.8M |
| Citigroup Inc. | 0.10% | Reduce -43.7% | 725,763 | $99.8M |
| BlackRock, Inc. | 0.00% | Reduce -33.1% | 723,287 | $99.5M |
| HighTower Advisors, LLC | 0.13% | Reduce -5.1% | 709,237 | $97.6M |
| Commonwealth Equity Services, LLC | 0.14% | Add +2.0% | 678,722 | $93.4M |
| Marshall Wace, LLP | 0.11% | Add +29.2% | 631,471 | $86.9M |
| Barclays PLC | 0.04% | Add +28.9% | 626,943 | $86.2M |
| Main Management ETF Advisors, LLC | 3.75% | Add +3.2% | 600,650 | $82.6M |
| Cercano Management LLC | 2.05% | New | 584,756 | $80.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.5% | 576,430 | $79.3M |
| Northern Trust Corp. | 0.01% | Reduce -5.8% | 572,870 | $78.8M |
| Bank of Nova Scotia | 0.14% | Add +841.8% | 561,734 | $77.3M |
| Capital Investment Advisors, LLC | 1.57% | Add +2.4% | 561,268 | $77.2M |
| Osaic Holdings, Inc. | 0.17% | Add +1.3% | 603,579 | $76.6M |
| Millennium Management | 0.07% | Add +1701.4% | 549,060 | $75.5M |
| Twin Tree Management, LP | 1.77% | Add +61.1% | 531,717 | $73.1M |
| D. E. Shaw & Co. | 0.09% | Add +427.2% | 525,485 | $72.3M |
| Conservest Capital Advisors, Inc. | 7.28% | Reduce -6.3% | 512,581 | $70.5M |
| RiverFront Investment Group, LLC | 1.58% | Add +0.9% | 505,971 | $69.6M |
| US Bancorp \de | 0.09% | Reduce -9.3% | 472,648 | $65.0M |
| Alaska Permanent Fund Corp | 0.96% | Add +157.6% | 469,906 | $64.6M |
| Rockefeller Capital Management L.P. | 0.16% | Reduce -1.1% | 461,816 | $63.6M |
| Neuberger Berman Group LLC | 0.05% | Add +3705.0% | 419,810 | $57.8M |
| J.Safra Asset Management Corp | 4.47% | Reduce -12.4% | 400,122 | $54.9M |
| Advisory Alpha, LLC | 1.90% | Add +45.8% | 388,814 | $53.5M |
| Foundations Investment Advisors, LLC | 1.00% | Add +17.0% | 375,482 | $51.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.74% | Reduce -49.3% | 373,125 | $51.3M |
| Assetmark, Inc. | 0.14% | Reduce -44.8% | 371,606 | $51.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -9.7% | 342,664 | $47.1M |
| CW Advisors, LLC | 0.65% | Reduce -48.7% | 341,632 | $47.0M |
| MML Investors Services, LLC | 0.16% | Reduce -24.8% | 338,269 | $46.5M |
| Private Advisor Group, LLC | 0.26% | Reduce -11.8% | 334,910 | $46.1M |
| Swan Global Investments, LLC | 2.23% | Reduce -14.3% | 334,892 | $46.1M |
| Greenwood Gearhart LLC | 3.09% | Add +39.9% | 325,872 | $44.8M |
| KCM Investment Advisors LLC | 1.53% | Add +0.5% | 320,837 | $44.1M |
| Tower Research Capital LLC (TRC) | 0.87% | Add +8530.5% | 318,724 | $43.8M |
| Gerber Kawasaki Wealth & Investment Management | 1.90% | Add +0.9% | 317,567 | $43.7M |
| TD Waterhouse Canada Inc. | 0.34% | Add +3.5% | 309,966 | $42.6M |
| Susquehanna International Group, LLP | 0.06% | Reduce -25.1% | 288,779 | $39.7M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -0.1% | 281,944 | $38.8M |
| State of Michigan Retirement System | 0.20% | Add +15.6% | 274,588 | $37.8M |
| Alps Advisors Inc. | 0.23% | Add +16.8% | 266,206 | $36.6M |
| Balyasny Asset Management L.P. | 0.09% | Add +12868.7% | 262,616 | $36.1M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.64% | No change | 249,300 | $34.3M |
| Sanctuary Advisors, LLC | 0.21% | Add +2.4% | 229,021 | $33.7M |
| BW Gestao de Investimentos Ltda. | 1.52% | New | 236,292 | $32.5M |
| Wharton Business Group, LLC | 1.46% | Reduce -0.4% | 235,509 | $32.4M |
| Cullen Capital Management, LLC | 0.38% | Add +384.2% | 234,759 | $32.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.66% | Add +0.4% | 231,798 | $31.9M |
| Summit Trail Advisors, LLC | 1.17% | Reduce -40.8% | 230,587 | $31.7M |
| MMBG Investment Advisors Co. | 3.36% | Reduce -1.4% | 229,854 | $31.6M |
| Composition Wealth, LLC | 0.64% | Reduce -31.6% | 229,079 | $31.5M |
| Main Management LLC | 2.55% | Add +4.1% | 226,505 | $31.2M |
| Renaissance Technologies | 0.04% | Add +32.8% | 220,100 | $30.3M |
| Parallax Volatility Advisers, L.P. | 0.77% | Add +22006600.0% | 220,067 | $30.3M |
| Exchange Traded Concepts, LLC | 0.61% | Reduce -60.9% | 217,396 | $29.9M |
| Mariner, LLC | 0.05% | Add +0.3% | 215,254 | $29.6M |
| Woodline Partners LP | 0.20% | New | 213,881 | $29.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.28% | Reduce -25.1% | 210,574 | $28.9M |
| Graypoint LLC | 1.74% | Reduce -4.6% | 208,930 | $28.7M |
| Full Sail Capital, LLC | 1.76% | Reduce -5.0% | 200,505 | $27.6M |
| Peapack Gladstone Financial Corp. | 0.40% | Reduce -0.4% | 200,408 | $27.6M |
| Fifth Third Bancorp | 0.10% | Reduce -5.3% | 199,725 | $27.5M |
| Trek Financial, LLC | 2.03% | Add +8.0% | 198,004 | $27.2M |
| Bank of Montreal | 0.01% | Reduce -29.3% | 197,654 | $27.2M |
| Kingsview Wealth Management, LLC | 0.52% | Add +6.6% | 194,080 | $26.7M |
| Spinnaker Trust | 1.68% | Add +1.5% | 194,073 | $26.7M |
| MAI Capital Management | 0.20% | Reduce -2.8% | 193,403 | $26.6M |
| NewEdge Advisors, LLC | 0.16% | Reduce -1.9% | 191,250 | $26.3M |
| Spire Wealth Management | 0.79% | Add +1.4% | 185,052 | $25.5M |
"% 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.