SS Health Care Select SectorXLVETF
13F holders, Q3 2025 (September 30)1,651holders −31
110new positions
132sold out
8famous investors
$139.12avg. 13F price*
At the end of Q3 2025, 1,651 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, down 31 from Q2 2025. 110 opened new positions and 132 sold out. The largest holders were Bank of America Corp. ($3.9B), JPMorgan Chase & Co. ($1.9B) and Morgan Stanley ($1.5B). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q3 2025)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $621.8M |
| Exits | 132 | $253.1M |
All 13F filers, Q2 2025 → Q3 2025: 20,515,782 shares bought and 22,212,805 shares sold, net −1,697,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,651 holders
| Bank of America Corp. | 0.30% | Reduce -14.8% | 28,301,127 | $3.9B |
| JPMorgan Chase & Co. | 0.12% | Add +7.8% | 13,810,675 | $1.9B |
| Morgan Stanley | 0.09% | Reduce -19.9% | 10,600,442 | $1.5B |
| Goldman Sachs Group Inc. | 0.15% | Add +25.3% | 7,218,606 | $1.0B |
| LPL Financial LLC | 0.26% | Reduce -5.8% | 6,435,441 | $895.6M |
| Wells Fargo & Company | 0.17% | Add +5.5% | 5,986,800 | $833.2M |
| Raymond James Financial Inc. | 0.22% | Reduce -13.4% | 4,892,752 | $680.9M |
| Envestnet Asset Management Inc. | 0.19% | Reduce -18.3% | 4,741,355 | $659.9M |
| UBS Group AG | 0.10% | Add +14.4% | 3,743,958 | $521.0M |
| Nissay Asset Management Corp. /Japan | 2.70% | No change | 3,517,825 | $489.6M |
| Caisse de depot et placement du Quebec | 0.84% | Reduce -13.1% | 3,354,440 | $466.8M |
| Royal Bank of Canada | 0.08% | Add +17.1% | 3,242,916 | $451.3M |
| Harel Insurance Investments & Financial Services Ltd. | 3.94% | Add +53.1% | 3,148,378 | $438.1M |
| Ameriprise Financial Inc. | 0.09% | Reduce -3.1% | 2,772,054 | $385.9M |
| Focus Partners Wealth | 0.62% | Add +191.2% | 2,739,901 | $381.3M |
| Janney Montgomery Scott LLC | 0.85% | Reduce -21.7% | 2,575,061 | $358.4M |
| Truist Financial Corp. | 0.45% | Reduce -22.6% | 2,388,993 | $332.5M |
| Main Management ETF Advisors, LLC | 11.92% | Add +59.1% | 2,312,232 | $321.8M |
| WestEnd Advisors, LLC | 6.64% | Reduce -22.2% | 2,041,262 | $284.1M |
| BNP Paribas Financial Markets | 0.21% | Add +126.2% | 1,875,616 | $261.0M |
| Citigroup Inc. | 0.16% | Add +107.9% | 1,657,341 | $230.7M |
| State Street Corp. | 0.01% | Add +13.9% | 1,509,641 | $210.1M |
| Prudential Financial Inc. | 0.23% | New | 1,418,516 | $197.4M |
| Osaic Holdings, Inc. | 0.23% | Add +88.1% | 1,193,538 | $164.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.29% | Add +13.5% | 1,135,000 | $158.0M |
| Meitav Investment House Ltd. | 2.01% | Add +4.5% | 1,095,291 | $152.2M |
| Cibc World Market Inc. | 0.31% | Add +2.4% | 1,078,200 | $150.1M |
| Menora Mivtachim Holdings LTD. | 0.72% | Add +0.6% | 1,025,882 | $142.8M |
| Elo Mutual Pension Insurance Co | 2.24% | New | 979,291 | $136.3M |
| Phoenix Financial Ltd. | 1.64% | Reduce -0.1% | 966,324 | $134.5M |
| PGIM Custom Harvest LLC | 1.95% | Reduce -18.5% | 930,062 | $129.4M |
| Cetera Investment Advisers | 0.14% | Reduce -9.8% | 838,516 | $116.7M |
| Agf Management Ltd. | 0.49% | Add +18.5% | 784,977 | $109.2M |
| Neuberger Berman Group LLC | 0.08% | Reduce -0.9% | 784,436 | $109.2M |
| BlackRock, Inc. | 0.00% | Add +7.8% | 761,502 | $106.0M |
| Nan Shan Life Insurance Co., Ltd. | 2.14% | Add +496.4% | 724,851 | $100.9M |
| Victory Capital Management Inc. | 0.06% | Reduce -22.5% | 700,008 | $97.4M |
| Capital Investment Advisors, LLC | 1.57% | Add +6.0% | 686,381 | $95.5M |
| Stifel Financial Corp. | 0.09% | Reduce -10.3% | 669,405 | $93.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.00% | Reduce -4.6% | 669,000 | $93.1M |
| Qube Research & Technologies Ltd | 0.12% | Reduce -50.1% | 631,668 | $87.9M |
| HighTower Advisors, LLC | 0.10% | Reduce -9.0% | 619,929 | $86.3M |
| Barclays PLC | 0.03% | Add +217.2% | 596,663 | $83.0M |
| Main Management LLC | 5.77% | Add +96.0% | 565,733 | $78.7M |
| SRB Corp. | 4.44% | No change | 556,818 | $77.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -18.8% | 535,888 | $74.6M |
| Main Management Fund Advisors LLC | 7.01% | New | 520,000 | $72.4M |
| Rockefeller Capital Management L.P. | 0.14% | Add +1.0% | 519,667 | $72.3M |
| RiverFront Investment Group, LLC | 1.26% | Add +1.0% | 514,790 | $71.6M |
| Millennium Management | 0.06% | Reduce -3.7% | 502,697 | $70.0M |
| Northern Trust Corp. | 0.01% | Reduce -9.1% | 502,626 | $70.0M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -25.1% | 500,384 | $69.6M |
| Simplex Trading, LLC | 1.52% | Add +48.4% | 494,956 | $68.9M |
| Conservest Capital Advisors, Inc. | 6.23% | Reduce -1.4% | 483,785 | $67.3M |
| D. E. Shaw & Co. | 0.06% | Add +179.9% | 480,080 | $66.8M |
| Greenwood Gearhart LLC | 3.52% | Add +3.5% | 439,001 | $61.1M |
| US Bancorp \de | 0.07% | Add +1.7% | 428,488 | $59.6M |
| Two Sigma Investments, LP | 0.09% | Reduce -48.5% | 422,091 | $58.7M |
| J.Safra Asset Management Corp | 3.51% | Add +3.8% | 414,892 | $57.7M |
| Advisory Alpha, LLC | 1.52% | Reduce -12.8% | 381,763 | $54.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.83% | Add +19.2% | 383,063 | $53.3M |
| Schroder Investment Management Group | 0.04% | Add +1055.1% | 379,593 | $51.6M |
| FIL Ltd | 0.04% | Add +0.1% | 363,963 | $50.7M |
| Signature Estate & Investment Advisors LLC | 1.07% | Add +3.4% | 359,176 | $50.0M |
| State of Michigan Retirement System | 0.24% | Reduce -1.6% | 354,888 | $49.4M |
| Alps Advisors Inc. | 0.27% | Reduce -2.8% | 345,603 | $48.1M |
| Renaissance Technologies | 0.06% | Add +17.9% | 341,900 | $47.6M |
| KCM Investment Advisors LLC | 1.53% | Reduce -6.1% | 339,841 | $47.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.13% | Add +58.7% | 334,240 | $46.4M |
| Assetmark, Inc. | 0.09% | Reduce -39.4% | 302,501 | $42.1M |
| BW Gestao de Investimentos Ltda. | 3.17% | Add +31.4% | 301,000 | $41.9M |
| MML Investors Services, LLC | 0.11% | Reduce -2.8% | 296,026 | $41.2M |
| Mercer Global Advisors Inc. | 0.07% | Add +533.5% | 291,031 | $40.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -4.6% | 271,974 | $37.9M |
| 1832 Asset Management L.P. | 0.06% | Reduce -1.5% | 268,942 | $37.4M |
| Wellspring Financial Advisors, LLC | 3.39% | New | 265,222 | $36.9M |
| Cantor Fitzgerald, L. P. | 0.71% | Reduce 0.0% | 260,000 | $36.2M |
| Bank of Montreal | 0.02% | Reduce -54.4% | 256,296 | $35.7M |
| HSBC Holdings PLC | 0.02% | Reduce -5.6% | 250,000 | $34.5M |
| TD Waterhouse Canada Inc. | 0.22% | Reduce -6.6% | 238,612 | $34.2M |
| Swan Global Investments, LLC | 1.51% | Reduce -13.9% | 245,213 | $34.1M |
| Private Advisor Group, LLC | 0.17% | Reduce -7.6% | 241,405 | $33.6M |
| Makena Capital Management LLC | 3.38% | Add +5.0% | 235,409 | $32.8M |
| Wharton Business Group, LLC | 1.42% | Add +0.2% | 233,923 | $32.6M |
| Kingsview Wealth Management, LLC | 0.50% | Reduce -16.1% | 233,518 | $32.5M |
| Krilogy Financial LLC | 1.21% | Add +34.2% | 220,756 | $32.2M |
| Equitable Holdings, Inc. | 0.23% | Add +35.2% | 226,875 | $31.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -16.0% | 218,051 | $30.3M |
| National Bank of Canada | 0.03% | Add +118.5% | 216,772 | $30.2M |
| Balance Wealth Partners LLC | 7.38% | New | 214,617 | $29.9M |
| MAI Capital Management | 0.19% | Add +7.2% | 214,180 | $29.8M |
| NewEdge Advisors, LLC | 0.13% | Add +13.0% | 208,387 | $29.0M |
| Farther Finance Advisors, LLC | 0.43% | Add +642.4% | 206,209 | $28.7M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -6.7% | 205,912 | $28.7M |
| MMBG Investment Advisors Co. | 2.46% | Add +0.3% | 199,494 | $27.8M |
| Peapack Gladstone Financial Corp. | 0.36% | Reduce -1.0% | 198,698 | $27.7M |
| Trek Financial, LLC | 1.61% | Add +1.8% | 194,554 | $27.1M |
| Squarepoint Ops LLC | 0.06% | Add +86.4% | 190,022 | $26.4M |
| Spinnaker Trust | 1.42% | Reduce -0.1% | 183,911 | $25.6M |
| Full Sail Capital, LLC | 1.39% | Reduce -6.1% | 181,119 | $25.2M |
"% 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.