SS Health Care Select SectorXLVETF

13F holders, Q2 2025 (June 30)
1,682holders −90
99new positions
174sold out
9famous investors
$133.86avg. 13F price*

At the end of Q2 2025, 1,682 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, down 90 from Q1 2025. 99 opened new positions and 174 sold out. The largest holders were Bank of America Corp. ($4.5B), Morgan Stanley ($1.8B) and JPMorgan Chase & Co. ($1.7B). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
SS Health Care Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2025)
CUSIP
81369Y209
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions99$305.6M
Exits174$624.4M

All 13F filers, Q1 2025 → Q2 2025: 18,830,859 shares bought and 22,052,172 shares sold, net −3,221,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,682 holders

Bank of America Corp. 0.36% Reduce -2.6% 33,226,352 $4.5B
Morgan Stanley 0.12% Add +9.2% 13,228,688 $1.8B
JPMorgan Chase & Co. 0.12% Add +1.0% 12,811,819 $1.7B
LPL Financial LLC 0.31% Reduce -1.5% 6,833,969 $921.2M
Envestnet Asset Management Inc. 0.23% Reduce -10.3% 5,805,498 $782.5M
Goldman Sachs Group Inc. 0.13% Add +14.8% 5,763,171 $776.8M
Wells Fargo & Company 0.17% Reduce -2.8% 5,675,064 $764.9M
Raymond James Financial Inc. 0.26% Reduce -6.5% 5,647,759 $761.3M
Caisse de depot et placement du Quebec 1.11% Add +641.1% 3,858,426 $520.1M
Nissay Asset Management Corp. /Japan 2.78% No change 3,517,825 $474.2M
Janney Montgomery Scott LLC 1.16% Reduce -4.7% 3,289,584 $443.4M
UBS Group AG 0.09% Reduce -19.0% 3,273,146 $441.2M
Truist Financial Corp. 0.61% Reduce -1.2% 3,087,466 $416.2M
Ameriprise Financial Inc. 0.10% Reduce -16.4% 2,860,751 $385.5M
Royal Bank of Canada 0.07% Reduce -11.3% 2,769,449 $373.3M
WestEnd Advisors, LLC 8.77% Reduce -4.6% 2,624,490 $353.8M
CHURCHILL MANAGEMENT Corp 3.37% Reduce -14.3% 2,305,920 $310.8M
Harel Insurance Investments & Financial Services Ltd. 3.17% Reduce -29.3% 2,056,721 $277.2M
Main Management ETF Advisors, LLC 8.14% Add +202.9% 1,453,052 $195.9M
State Street Corp. 0.01% Add +897.6% 1,325,623 $178.7M
Qube Research & Technologies Ltd 0.24% Add +1252.2% 1,267,023 $170.8M
PGIM Custom Harvest LLC 3.17% Reduce -10.0% 1,140,688 $153.8M
Cibc World Market Inc. 0.31% Add +1.9% 1,052,932 $141.9M
Meitav Investment House Ltd. 1.90% Reduce -46.6% 1,047,929 $141.3M
Menora Mivtachim Holdings LTD. 0.79% Reduce -46.9% 1,019,882 $137.5M
Healthcare of Ontario Pension Plan Trust Fund 0.27% Reduce -31.5% 1,000,000 $134.8M
Phoenix Financial Ltd. 1.72% Reduce -29.1% 966,761 $130.3M
Focus Partners Wealth 0.28% Add +9.0% 940,798 $126.8M
Cetera Investment Advisers 0.21% Reduce -1.7% 929,752 $125.3M
Victory Capital Management Inc. 0.08% Reduce -3.2% 903,704 $121.8M
BNP Paribas Financial Markets 0.09% Reduce -23.8% 829,088 $111.8M
Two Sigma Investments, LP 0.21% Reduce -47.4% 820,300 $110.6M
Citigroup Inc. 0.07% Reduce -30.1% 797,134 $107.4M
Neuberger Berman Group LLC 0.08% Add +0.5% 791,738 $106.7M
Stifel Financial Corp. 0.10% Add +0.5% 746,701 $100.7M
BlackRock, Inc. 0.00% Reduce -32.4% 706,435 $95.2M
Migdal Insurance & Financial Holdings Ltd. 1.12% Add +270.7% 701,569 $94.6M
HighTower Advisors, LLC 0.12% Add +1.0% 681,064 $91.8M
Commonwealth Equity Services, LLC 0.12% Reduce -2.9% 668,296 $90.1M
Agf Management Ltd. 0.41% Add +36.3% 662,304 $89.3M
Charles Schwab Investment Management Inc. 0.02% Add +22.6% 660,127 $89.0M
Capital Investment Advisors, LLC 1.55% Add +5.3% 647,214 $87.9M
Osaic Holdings, Inc. 0.15% Add +2.4% 634,507 $86.1M
Bank of Montreal 0.04% Add +2.2% 561,903 $75.7M
SRB Corp. 4.50% Add +850.4% 556,818 $75.1M
Northern Trust Corp. 0.01% Reduce -0.3% 552,824 $74.5M
CW Advisors, LLC 0.70% Add +7.9% 535,405 $72.2M
Millennium Management 0.07% Add +1184.7% 522,043 $70.4M
Rockefeller Capital Management L.P. 0.15% Add +5.4% 514,496 $69.8M
RiverFront Investment Group, LLC 1.34% Reduce -2.5% 509,627 $68.7M
Assetmark, Inc. 0.16% Add +37.3% 499,236 $67.3M
Conservest Capital Advisors, Inc. 6.53% Reduce -2.7% 490,691 $66.1M
Advisory Alpha, LLC 1.84% Add +3.1% 437,543 $59.0M
Greenwood Gearhart LLC 3.57% Add +29.1% 424,295 $57.2M
US Bancorp \de 0.07% Reduce -6.2% 421,450 $56.8M
J.Safra Asset Management Corp 3.75% Add +1.7% 399,912 $53.9M
FIL Ltd 0.04% Add +1944.2% 363,450 $49.0M
KCM Investment Advisors LLC 1.65% Add +6.9% 361,852 $48.8M
State of Michigan Retirement System 0.25% Add +21.8% 360,588 $48.6M
Cercano Management LLC 1.38% Reduce -59.8% 358,568 $48.3M
Alps Advisors Inc. 0.28% Add +15.8% 355,416 $47.9M
Goldentree Asset Management LP 4.62% New 350,000 $47.1M
Signature Estate & Investment Advisors LLC 1.08% Reduce -4.8% 347,495 $46.8M
Simplex Trading, LLC 1.21% Add +1115.2% 333,580 $45.0M
Gerber Kawasaki Wealth & Investment Management 1.67% Reduce -3.8% 321,458 $43.3M
MML Investors Services, LLC 0.12% Reduce -28.4% 304,571 $41.1M
Renaissance Technologies 0.05% Add +166.8% 290,000 $39.1M
Main Management LLC 3.06% Reduce -9.8% 288,661 $38.9M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -25.6% 285,181 $38.4M
Swan Global Investments, LLC 1.78% Reduce -8.2% 284,977 $38.4M
Kingsview Wealth Management, LLC 0.63% Add +51.5% 278,183 $37.5M
1832 Asset Management L.P. 0.06% Add +3.5% 273,147 $36.8M
HSBC Holdings PLC 0.02% Reduce -0.7% 264,898 $35.6M
Private Advisor Group, LLC 0.19% Reduce -14.0% 261,158 $35.2M
Cantor Fitzgerald, L. P. 0.87% No change 260,005 $35.0M
PNC Financial Services Group, Inc. 0.02% Reduce -2.6% 259,554 $35.0M
TD Waterhouse Canada Inc. 0.25% Reduce -14.1% 255,382 $34.9M
Wharton Business Group, LLC 1.33% Reduce -1.0% 233,483 $31.6M
BW Gestao de Investimentos Ltda. 2.93% Add +1928.0% 229,000 $30.9M
Makena Capital Management LLC 3.03% Add +25.6% 224,158 $30.2M
Sanctuary Advisors, LLC 0.18% Reduce -2.9% 220,790 $29.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4.47% Add +19.4% 215,300 $29.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.06% No change 210,574 $28.4M
Trilogy Capital Inc. 1.37% Add +2780.5% 209,353 $28.2M
Country Trust Bank 0.61% Add +2190.5% 202,733 $27.3M
Graypoint LLC 1.53% Add +0.6% 201,949 $27.2M
Peapack Gladstone Financial Corp. 0.38% Add +1.0% 200,693 $27.1M
MAI Capital Management 0.19% Add +4.4% 199,731 $26.9M
MMBG Investment Advisors Co. 2.67% Add +0.9% 198,854 $26.8M
Full Sail Capital, LLC 1.50% Add +1.2% 192,809 $26.0M
Trek Financial, LLC 1.73% Add +1.2% 191,069 $25.8M
Barclays PLC 0.01% Reduce -87.0% 188,078 $25.4M
NewEdge Advisors, LLC 0.13% Add +10.9% 184,434 $24.9M
Spinnaker Trust 1.49% Reduce -1.0% 184,043 $24.8M
Susquehanna International Group, LLP 0.04% Add +254.9% 180,511 $24.3M
Mariner, LLC 0.03% Reduce -6.5% 178,427 $24.1M
FMR LLC 0.00% Reduce -2.4% 175,633 $23.7M
SP Asset Management LLC 1.94% Reduce -2.3% 174,240 $23.5M
Bank Hapoalim BM 3.33% Reduce -5.4% 165,369 $23.3M
D. E. Shaw & Co. 0.02% New 171,536 $23.1M

"% 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.

Show all 1,682 holders