SS Health Care Select SectorXLVETF
13F holders, Q1 2025 (March 31)1,772holders +6
143new positions
130sold out
8famous investors
$146.15avg. 13F price*
At the end of Q1 2025, 1,772 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 6 from Q4 2024. 143 opened new positions and 130 sold out. The largest holders were Bank of America Corp. ($5.0B), JPMorgan Chase & Co. ($1.9B) and Morgan Stanley ($1.8B). 8 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q1 2025)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $477.9M |
| Exits | 130 | $451.5M |
All 13F filers, Q4 2024 → Q1 2025: 19,760,604 shares bought and 18,062,919 shares sold, net +1,697,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,772 holders
| Bank of America Corp. | 0.44% | Reduce -6.8% | 34,121,943 | $5.0B |
| JPMorgan Chase & Co. | 0.14% | Add +16.0% | 12,681,479 | $1.9B |
| Morgan Stanley | 0.13% | Add +11.4% | 12,120,071 | $1.8B |
| LPL Financial LLC | 0.39% | Add +2.9% | 6,935,385 | $1.0B |
| Envestnet Asset Management Inc. | 0.30% | Add +9.3% | 6,474,961 | $945.4M |
| Raymond James Financial Inc. | 0.33% | Add +0.3% | 6,040,006 | $881.9M |
| Wells Fargo & Company | 0.21% | Reduce -0.4% | 5,836,233 | $852.1M |
| Goldman Sachs Group Inc. | 0.14% | Reduce -12.4% | 5,021,842 | $733.2M |
| UBS Group AG | 0.13% | Add +16.2% | 4,039,539 | $589.8M |
| Ameriprise Financial Inc. | 0.14% | Add +11.0% | 3,421,288 | $523.7M |
| Nissay Asset Management Corp. /Japan | 3.34% | Reduce -11.3% | 3,517,825 | $513.6M |
| Janney Montgomery Scott LLC | 1.43% | Add +0.6% | 3,452,734 | $504.1M |
| Truist Financial Corp. | 0.73% | Add +1.0% | 3,125,405 | $456.3M |
| Royal Bank of Canada | 0.10% | Add +3.3% | 3,120,800 | $455.7M |
| Harel Insurance Investments & Financial Services Ltd. | 5.56% | Add +0.1% | 2,910,865 | $425.0M |
| WestEnd Advisors, LLC | 10.66% | Add +2.1% | 2,750,662 | $401.6M |
| CHURCHILL MANAGEMENT Corp | 4.98% | Add +37.6% | 2,690,451 | $392.8M |
| Meitav Investment House Ltd. | 5.28% | Add +24.8% | 1,962,281 | $286.4M |
| Menora Mivtachim Holdings LTD. | 1.82% | Add +30.6% | 1,918,932 | $280.2M |
| Two Sigma Investments, LP | 0.52% | Reduce -34.2% | 1,559,500 | $227.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.48% | No change | 1,460,000 | $213.2M |
| Barclays PLC | 0.10% | Add +131.5% | 1,451,507 | $211.9M |
| Phoenix Financial Ltd. | 3.05% | Add +5.4% | 1,363,686 | $199.1M |
| PGIM Custom Harvest LLC | 4.42% | Add +10.4% | 1,267,682 | $185.1M |
| Voya Investment Management LLC | 0.23% | New | 1,186,774 | $173.3M |
| Citigroup Inc. | 0.13% | Add +57.2% | 1,140,712 | $166.6M |
| BNP Paribas Financial Markets | 0.12% | Add +1384.6% | 1,088,028 | $158.9M |
| BlackRock, Inc. | 0.00% | Add +44.4% | 1,044,610 | $152.5M |
| Cibc World Market Inc. | 0.34% | Add +2657.1% | 1,033,590 | $150.9M |
| Cetera Investment Advisers | 0.27% | Add +12.3% | 945,594 | $138.1M |
| Victory Capital Management Inc. | 0.14% | Add +2.8% | 933,887 | $136.4M |
| Cercano Management LLC | 3.83% | Add +52.6% | 892,458 | $130.3M |
| TD Asset Management Inc | 0.12% | Reduce -1.5% | 887,121 | $129.5M |
| Focus Partners Wealth | 0.32% | Reduce -2.1% | 863,201 | $126.0M |
| Neuberger Berman Group LLC | 0.10% | Add +87.7% | 787,772 | $115.0M |
| Stifel Financial Corp. | 0.12% | Reduce -12.3% | 743,024 | $108.5M |
| Commonwealth Equity Services, LLC | 0.14% | Add +1.4% | 688,005 | $100.5M |
| HighTower Advisors, LLC | 0.13% | Reduce -4.9% | 674,249 | $98.4M |
| Main Management ETF Advisors, LLC | 4.60% | Reduce -20.1% | 479,745 | $94.7M |
| Osaic Holdings, Inc. | 0.20% | Add +2.7% | 619,620 | $90.5M |
| Capital Investment Advisors, LLC | 1.76% | Add +9.5% | 614,436 | $89.7M |
| Bank of Nova Scotia | 0.19% | Reduce -0.3% | 560,285 | $81.8M |
| Northern Trust Corp. | 0.01% | Reduce -3.2% | 554,683 | $81.0M |
| Bank of Montreal | 0.04% | Add +178.3% | 549,983 | $80.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.6% | 538,254 | $78.6M |
| RiverFront Investment Group, LLC | 1.70% | Add +3.4% | 522,942 | $76.4M |
| Caisse de depot et placement du Quebec | 0.16% | Reduce -84.8% | 520,632 | $76.0M |
| Conservest Capital Advisors, Inc. | 7.73% | Reduce -1.6% | 504,178 | $73.6M |
| CW Advisors, LLC | 0.87% | Add +45.3% | 496,404 | $72.5M |
| Rockefeller Capital Management L.P. | 0.18% | Add +5.7% | 488,071 | $71.3M |
| Agf Management Ltd. | 0.38% | Reduce -48.3% | 485,894 | $70.9M |
| US Bancorp \de | 0.09% | Reduce -4.9% | 449,440 | $65.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.64% | Add +1997.5% | 433,402 | $63.4M |
| MML Investors Services, LLC | 0.21% | Add +25.7% | 425,066 | $62.1M |
| Advisory Alpha, LLC | 2.11% | Add +9.1% | 424,221 | $61.9M |
| J.Safra Asset Management Corp | 4.67% | Reduce -1.8% | 393,072 | $57.4M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +11.8% | 383,047 | $55.9M |
| Signature Estate & Investment Advisors LLC | 1.40% | Add +869.8% | 364,977 | $53.3M |
| Assetmark, Inc. | 0.15% | Reduce -2.1% | 363,664 | $53.1M |
| Alaska Permanent Fund Corp | 0.72% | Reduce -22.6% | 363,906 | $51.1M |
| KCM Investment Advisors LLC | 1.79% | Add +5.5% | 338,414 | $49.4M |
| Gerber Kawasaki Wealth & Investment Management | 2.19% | Add +5.3% | 334,287 | $48.8M |
| Greenwood Gearhart LLC | 3.32% | Add +0.9% | 328,706 | $48.0M |
| Main Management LLC | 4.12% | Add +41.4% | 320,201 | $46.8M |
| Swan Global Investments, LLC | 2.30% | Reduce -7.3% | 310,347 | $45.3M |
| Alps Advisors Inc. | 0.26% | Add +15.2% | 306,788 | $44.8M |
| Private Advisor Group, LLC | 0.27% | Reduce -9.3% | 303,624 | $44.3M |
| State of Michigan Retirement System | 0.25% | Add +7.8% | 295,988 | $43.2M |
| TD Waterhouse Canada Inc. | 0.35% | Reduce -4.1% | 297,268 | $42.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.28% | Add +376.6% | 282,995 | $41.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.5% | 266,554 | $38.9M |
| HSBC Holdings PLC | 0.03% | Add +60.4% | 266,834 | $38.6M |
| 1832 Asset Management L.P. | 0.07% | Add +86.0% | 263,882 | $38.5M |
| Cantor Fitzgerald, L. P. | 1.43% | Add +62.5% | 260,005 | $38.0M |
| Twin Tree Management, LP | 0.79% | Reduce -53.6% | 246,878 | $36.0M |
| Wharton Business Group, LLC | 1.55% | Add +0.2% | 235,889 | $34.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.84% | Add +0.9% | 233,982 | $34.2M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -0.7% | 227,323 | $33.2M |
| Composition Wealth, LLC | 0.66% | Reduce -1.2% | 226,319 | $33.0M |
| Vestor Capital, LLC | 2.62% | Add +22382.4% | 218,079 | $31.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.52% | No change | 210,574 | $30.7M |
| Graypoint LLC | 1.83% | Reduce -3.9% | 200,792 | $29.3M |
| Peapack Gladstone Financial Corp. | 0.43% | Reduce -0.9% | 198,656 | $29.0M |
| MMBG Investment Advisors Co. | 3.25% | Reduce -14.2% | 197,134 | $28.8M |
| MAI Capital Management | 0.21% | Reduce -1.1% | 191,311 | $27.9M |
| Mariner, LLC | 0.05% | Reduce -11.4% | 190,799 | $27.9M |
| Full Sail Capital, LLC | 1.80% | Reduce -5.0% | 190,578 | $27.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.39% | Reduce -49.3% | 189,275 | $27.6M |
| Trek Financial, LLC | 1.99% | Reduce -4.7% | 188,760 | $27.6M |
| Spinnaker Trust | 1.77% | Reduce -4.2% | 185,977 | $27.2M |
| Spire Wealth Management | 0.86% | Reduce -0.6% | 183,862 | $26.8M |
| Kingsview Wealth Management, LLC | 0.51% | Reduce -5.4% | 183,595 | $26.8M |
| Fifth Third Bancorp | 0.10% | Reduce -8.3% | 183,207 | $26.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.35% | Reduce -27.7% | 180,300 | $26.3M |
| FMR LLC | 0.00% | Add +1.2% | 179,892 | $26.3M |
| Makena Capital Management LLC | 2.69% | Add +62.4% | 178,487 | $26.1M |
| SP Asset Management LLC | 2.30% | Add +0.5% | 178,374 | $26.0M |
| Stonebridge Financial Group, LLC | 2.77% | Add +1615.5% | 178,081 | $26.0M |
| Yelin Lapidot Holdings Management Ltd. | 4.94% | Reduce -0.3% | 175,129 | $25.6M |
| Bank Hapoalim BM | 3.84% | Add +110.4% | 174,775 | $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.