SS Health Care Select SectorXLVETF
13F holders, Q4 2025 (December 31)1,843holders +192
204new positions
91sold out
9famous investors
$154.58avg. 13F price*
At the end of Q4 2025, 1,843 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 192 from Q3 2025. 204 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($4.3B), JPMorgan Chase & Co. ($2.6B) and Morgan Stanley ($1.8B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2025)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 204 | $682.9M |
| Exits | 91 | $435.3M |
All 13F filers, Q3 2025 → Q4 2025: 22,241,278 shares bought and 13,765,901 shares sold, net +8,475,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,843 holders
| Bank of America Corp. | 0.31% | Reduce -1.9% | 27,761,602 | $4.3B |
| JPMorgan Chase & Co. | 0.17% | Add +21.4% | 16,768,323 | $2.6B |
| Morgan Stanley | 0.11% | Add +8.4% | 11,486,551 | $1.8B |
| Goldman Sachs Group Inc. | 0.15% | Reduce -6.1% | 6,775,392 | $1.0B |
| LPL Financial LLC | 0.28% | Add +2.0% | 6,563,313 | $1.0B |
| Wells Fargo & Company | 0.19% | Add +6.2% | 6,359,820 | $984.5M |
| Envestnet Asset Management Inc. | 0.24% | Add +8.4% | 5,140,335 | $795.7M |
| Raymond James Financial Inc. | 0.24% | Add +1.7% | 4,974,099 | $770.0M |
| UBS Group AG | 0.14% | Add +26.1% | 4,721,744 | $730.9M |
| Harel Insurance Investments & Financial Services Ltd. | 5.66% | Add +34.2% | 4,224,401 | $653.9M |
| Nissay Asset Management Corp. /Japan | 2.51% | Reduce -11.5% | 3,114,164 | $482.1M |
| Focus Partners Wealth | 0.55% | Add +13.1% | 3,098,148 | $479.6M |
| Main Management ETF Advisors, LLC | 15.77% | Add +23.6% | 2,858,277 | $442.5M |
| Ameriprise Financial Inc. | 0.10% | Add +2.8% | 2,848,726 | $441.0M |
| Royal Bank of Canada | 0.08% | Reduce -12.6% | 2,833,116 | $438.6M |
| BNP Paribas Financial Markets | 0.25% | Add +33.4% | 2,502,563 | $387.4M |
| Janney Montgomery Scott LLC | 0.85% | Reduce -7.6% | 2,379,303 | $368.3M |
| Truist Financial Corp. | 0.47% | Reduce -4.6% | 2,279,806 | $352.9M |
| WestEnd Advisors, LLC | 6.66% | Reduce -9.5% | 1,846,668 | $285.9M |
| Citigroup Inc. | 0.19% | Add +7.8% | 1,787,478 | $276.7M |
| Menora Mivtachim Holdings LTD. | 1.27% | Add +70.1% | 1,745,213 | $270.2M |
| Meitav Investment House Ltd. | 3.03% | Add +55.0% | 1,697,210 | $262.7M |
| Rokos Capital Management LLP | 3.81% | New | 1,657,495 | $256.6M |
| Caisse de depot et placement du Quebec | 0.39% | Reduce -55.9% | 1,478,334 | $228.8M |
| Prudential Financial Inc. | 0.27% | No change | 1,418,516 | $220.8M |
| Osaic Holdings, Inc. | 0.30% | Add +11.9% | 1,335,820 | $206.9M |
| Phoenix Financial Ltd. | 1.98% | Add +22.3% | 1,181,339 | $182.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.30% | No change | 1,135,000 | $175.7M |
| Cibc World Market Inc. | 0.30% | Add +0.8% | 1,087,319 | $168.3M |
| State Street Corp. | 0.01% | Reduce -31.7% | 1,031,165 | $159.6M |
| PGIM Custom Harvest LLC | 2.34% | Add +9.9% | 1,022,257 | $158.2M |
| Barclays PLC | 0.06% | Add +60.9% | 959,994 | $148.6M |
| Cetera Investment Advisers | 0.16% | Add +11.5% | 934,869 | $144.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +71.3% | 917,707 | $142.1M |
| Agf Management Ltd. | 0.58% | Add +8.7% | 852,861 | $132.0M |
| Neuberger Berman Group LLC | 0.09% | Reduce -0.6% | 779,946 | $120.7M |
| Capital Investment Advisors, LLC | 1.78% | Add +10.0% | 755,290 | $116.9M |
| Main Management LLC | 8.02% | Add +27.3% | 720,318 | $111.5M |
| Stifel Financial Corp. | 0.10% | Add +3.2% | 690,726 | $106.9M |
| Main Management Fund Advisors LLC | 9.48% | Add +29.1% | 671,500 | $103.9M |
| Victory Capital Management Inc. | 0.06% | Reduce -7.8% | 645,781 | $100.0M |
| Rockefeller Capital Management L.P. | 0.16% | Add +11.0% | 576,599 | $89.3M |
| FIL Ltd | 0.06% | Add +53.2% | 557,620 | $86.3M |
| SRB Corp. | 4.73% | No change | 556,818 | $86.2M |
| Bank of Montreal | 0.03% | Add +109.1% | 535,922 | $83.0M |
| Capital Fund Management S.A. | 0.76% | Add +279.7% | 520,868 | $80.6M |
| RiverFront Investment Group, LLC | 1.32% | Add +0.6% | 517,598 | $80.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -16.9% | 514,902 | $79.7M |
| Bank of Nova Scotia | 0.12% | Add +303.9% | 498,856 | $77.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.5% | 485,186 | $75.1M |
| Conservest Capital Advisors, Inc. | 6.66% | Reduce -1.4% | 477,221 | $73.9M |
| Greenwood Gearhart LLC | 3.82% | Add +2.1% | 448,436 | $69.4M |
| MML Investors Services, LLC | 0.17% | Add +49.9% | 443,753 | $68.7M |
| J.Safra Asset Management Corp | 3.53% | Add +4.9% | 435,331 | $67.4M |
| BlackRock, Inc. | 0.00% | Reduce -42.9% | 434,865 | $67.3M |
| US Bancorp \de | 0.08% | Reduce -1.5% | 422,040 | $65.3M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -18.0% | 410,298 | $63.5M |
| Nwi Management LP | 3.84% | Add +1525.2% | 406,300 | $62.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.48% | Add +147.9% | 399,881 | $61.9M |
| Gerber Kawasaki Wealth & Investment Management | 2.14% | Add +3.3% | 395,704 | $61.3M |
| Advisory Alpha, LLC | 1.58% | Reduce -1.8% | 374,757 | $58.0M |
| Signature Estate & Investment Advisors LLC | 1.14% | Add +1.9% | 366,040 | $56.7M |
| State of Michigan Retirement System | 0.27% | Add +2.6% | 364,188 | $56.4M |
| Alps Advisors Inc. | 0.31% | Reduce -1.2% | 341,368 | $52.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.38% | No change | 334,240 | $51.7M |
| KCM Investment Advisors LLC | 1.65% | Reduce -2.5% | 331,326 | $51.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.43% | Reduce -52.1% | 320,504 | $49.6M |
| Private Advisor Group, LLC | 0.23% | Add +30.5% | 315,051 | $48.8M |
| Cerity Partners LLC | 0.07% | Add +373.3% | 304,466 | $47.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +8.8% | 295,824 | $45.8M |
| HSBC Holdings PLC | 0.03% | Add +13.2% | 282,927 | $44.0M |
| Wellspring Financial Advisors, LLC | 3.45% | Add +6.2% | 281,718 | $43.6M |
| TD Waterhouse Canada Inc. | 0.26% | Add +13.4% | 270,604 | $41.9M |
| BW Gestao de Investimentos Ltda. | 1.45% | Reduce -11.6% | 266,000 | $41.2M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -8.6% | 266,132 | $40.5M |
| 1832 Asset Management L.P. | 0.05% | Reduce -3.1% | 260,673 | $40.4M |
| Cantor Fitzgerald, L. P. | 1.20% | No change | 260,000 | $40.2M |
| Farther Finance Advisors, LLC | 0.43% | Add +25.4% | 258,666 | $40.0M |
| Elo Mutual Pension Insurance Co | 0.61% | Reduce -73.7% | 257,540 | $39.9M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +148.9% | 253,314 | $39.2M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.27% | Add +39.0% | 245,800 | $38.0M |
| Assetmark, Inc. | 0.08% | Reduce -20.8% | 239,703 | $37.1M |
| Wharton Business Group, LLC | 1.38% | Add +0.0% | 233,963 | $36.2M |
| Krilogy Financial LLC | 1.23% | Add +3.4% | 228,333 | $36.1M |
| MAI Capital Management | 0.21% | Add +8.7% | 232,822 | $36.0M |
| Kingsview Wealth Management, LLC | 0.50% | Reduce -3.1% | 226,282 | $35.0M |
| NewEdge Advisors, LLC | 0.12% | Add +2.7% | 214,013 | $33.1M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -2.6% | 212,392 | $32.9M |
| Jones Financial Companies LLLP | 0.02% | Add +18.7% | 211,247 | $32.7M |
| Sanctuary Advisors, LLC | 0.18% | Add +1.1% | 208,275 | $32.2M |
| Mariner, LLC | 0.04% | Add +18.9% | 206,456 | $32.0M |
| Miller Investment Management, LP | 3.00% | Add +28.5% | 198,322 | $30.7M |
| Rothschild Capital Partners, LLC | 7.24% | Add +74.9% | 198,138 | $30.7M |
| Peapack Gladstone Financial Corp. | 0.38% | Reduce -0.7% | 197,281 | $30.5M |
| Stonebridge Financial Group, LLC | 2.56% | New | 193,341 | $29.9M |
| Swan Global Investments, LLC | 1.40% | Reduce -22.4% | 190,351 | $29.5M |
| FMR LLC | 0.00% | Add +5.6% | 189,130 | $29.3M |
| Equitable Holdings, Inc. | 0.20% | Reduce -18.2% | 185,665 | $28.7M |
| Spinnaker Trust | 1.53% | Add +0.3% | 184,367 | $28.5M |
| Corient Private Wealth LP | 0.04% | Add +23.9% | 183,486 | $28.4M |
"% 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.