XLV Institutional Ownership
State Street Health Care Select Sector SPDR ETF
1W: -2.7%
1M: -3.9%
3M: +2.6%
YTD: +6.8%
1Y: +15.8%
3Y: +33.1%
5Y: +34.3%
$166.18
-0.02 (-0.01%)
Weekly Expected Move ±2.1%
$159
$163
$166
$170
$173
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XLV
1,981
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
29B
Total Invested
190
New Positions
677
Increased
810
Reduced
117
Closed
0.85
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2115 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 32,283,419 | 5.4B | +1,261,860 | +4.1% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 13,036,140 | 2.2B | -2,757,923 | -17.5% | 90Q | SEC ↗ |
| 3 | MORGAN STANLEY | 11,713,248 | 1.9B | +281,169 | +2.5% | 60Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 7,613,797 | 1.3B | +433,380 | +6.0% | 15Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 6,778,028 | 1.1B | +394,066 | +6.2% | 99Q | SEC ↗ |
| 6 | LPL Financial LLC | 5,862,907 | 974M | -470,185 | -7.4% | 54Q | SEC ↗ |
| 7 | UBS Group AG | 5,138,311 | 854M | +610,230 | +13.5% | 47Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 4,974,409 | 827M | +187,281 | +3.9% | 7Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 4,241,978 | 705M | -934,052 | -18.0% | 78Q | SEC ↗ |
| 10 | Harel Insurance Investments & Financia | 3,634,449 | 604M | +795,900 | +28.0% | 43Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 3,122,016 | 519M | +476,012 | +18.0% | 82Q | SEC ↗ |
| 12 | Focus Partners Wealth | 3,016,769 | 501M | -64,594 | -2.1% | 11Q | SEC ↗ |
| 13 | BARCLAYS PLC | 2,697,716 | 448M | +749,810 | +38.5% | 67Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 2,654,030 | 441M | -73,783 | -2.7% | 16Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 2,371,350 | 394M | +48,291 | +2.1% | 47Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 2,319,229 | 385M | -41,954 | -1.8% | 8Q | SEC ↗ |
| 17 | WestEnd Advisors, LLC | 1,949,867 | 324M | +71,753 | +3.8% | 16Q | SEC ↗ |
| 18 | Caisse de depot et placement du Quebec | 1,693,225 | 281M | -450,833 | -21.0% | 7Q | SEC ↗ |
| 19 | MENORA MIVTACHIM HOLDINGS LTD. | 1,669,613 | 277M | -64,600 | -3.7% | 14Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 1,465,522 | 244M | -76,222 | -4.9% | 26Q | SEC ↗ |
| 21 | Jordan Park Group LLC | 1,415,160 | 235M | +44,624 | +3.3% | 2Q | SEC ↗ |
| 22 | MEITAV INVESTMENT HOUSE LTD | 1,219,207 | 203M | -367,590 | -23.2% | 35Q | SEC ↗ |
| 23 | PGIM Custom Harvest LLC | 1,148,086 | 191M | +186,837 | +19.4% | 15Q | SEC ↗ |
| 24 | CITIGROUP INC | 1,105,268 | 184M | +497,663 | +81.9% | 83Q | SEC ↗ |
| 25 | Migdal Insurance & Financial Holdings | 1,033,549 | 172M | +353,400 | +52.0% | 27Q | SEC ↗ |
| 26 | Phoenix Financial Ltd. | 1,004,740 | 167M | -524,837 | -34.3% | 26Q | SEC ↗ |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 999,240 | 166M | -4,371 | -0.4% | 15Q | SEC ↗ |
| 28 | Sixth Street Partners Management Compa NEW | 999,240 | 166M | — | +0.0% | 1Q | SEC ↗ |
| 29 | TUDOR INVESTMENT CORP ET AL | 983,436 | 163M | +884,137 | +890.4% | 3Q | SEC ↗ |
| 30 | Jain Global LLC NEW | 910,460 | 151M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 819,649 | 136M | -48,290 | -5.6% | 43Q | SEC ↗ |
| 32 | BANK OF NOVA SCOTIA | 796,960 | 132M | +117,220 | +17.2% | 15Q | SEC ↗ |
| 33 | Main Management Fund Advisors LLC NEW | 761,100 | 126M | — | +0.0% | 1Q | SEC ↗ |
| 34 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 750,640 | 125M | -1,952,254 | -72.2% | 15Q | SEC ↗ |
| 35 | AGF MANAGEMENT LTD | 722,959 | 120M | -3,091 | -0.4% | 15Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 713,602 | 119M | -56,746 | -7.4% | 49Q | SEC ↗ |
| 37 | VICTORY CAPITAL MANAGEMENT INC | 694,506 | 115M | +42,332 | +6.5% | 17Q | SEC ↗ |
| 38 | NEUBERGER BERMAN GROUP LLC | 686,781 | 114M | -53,562 | -7.2% | 31Q | SEC ↗ |
| 39 | BNP PARIBAS FINANCIAL MARKETS | 640,098 | 106M | -751,694 | -54.0% | 76Q | SEC ↗ |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 628,300 | 104M | +536,600 | +585.2% | 2Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 618,590 | 103M | +33,669 | +5.8% | 30Q | SEC ↗ |
| 42 | BlackRock, Inc. | 581,605 | 97M | -88,566 | -13.2% | 8Q | SEC ↗ |
| 43 | NWI MANAGEMENT LP | 565,000 | 94M | +540,000 | +2160.0% | 12Q | SEC ↗ |
| 44 | TWO SIGMA INVESTMENTS, LP | 562,031 | 93M | +416,569 | +286.4% | 2Q | SEC ↗ |
| 45 | SRB CORP | 556,818 | 93M | — | +0.0% | 7Q | SEC ↗ |
| 46 | HighTower Advisors, LLC | 548,802 | 91M | +21,880 | +4.2% | 59Q | SEC ↗ |
| 47 | RiverFront Investment Group, LLC | 526,676 | 88M | +5,564 | +1.1% | 36Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC NEW | 515,327 | 86M | — | +0.0% | 1Q | SEC ↗ |
| 49 | NORTHERN TRUST CORP | 485,006 | 81M | -1,162 | -0.2% | 95Q | SEC ↗ |
| 50 | GREENWOOD GEARHART LLC | 479,226 | 80M | +16,722 | +3.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 999,240 | 166M |
| Jain Global LLC | 910,460 | 151M |
| Main Management Fund Advisors LLC | 761,100 | 126M |
| CITADEL ADVISORS LLC | 515,327 | 86M |
| Caption Management, LLC | 338,498 | 56M |
| Clal Insurance Enterprises Holdings | 318,000 | 53M |
| University of Illinois Foundation | 244,920 | 41M |
| Itau Unibanco Holding S.A. | 202,434 | 34M |
| CSM Advisors, LLC | 202,041 | 34M |
| WESTWOOD HOLDINGS GROUP INC | 175,306 | 29M |
| Diversify Advisory Services, LLC | 169,666 | 28M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 106,500 | 18M |
| Valence8 US LP | 93,378 | 16M |
| Archon Partners LLC | 80,000 | 13M |
| Allianz Asset Management GmbH | 78,860 | 13M |
| WealthCare Asset Management, LLC | 76,906 | 13M |
| Stonebridge Financial Group, LLC/CA | 69,664 | 12M |
| Cairn Investment Group, Inc. | 60,400 | 10M |
| Perbak Capital Partners LLP | 58,330 | 10M |
| Corecam Pte. Ltd. | 56,550 | 9M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Main Management ETF Advisors, LLC | 2,543,237 | 423M |
| PRUDENTIAL FINANCIAL INC | 1,418,516 | 236M |
| Rokos Capital Management LLP | 1,036,116 | 172M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 404,788 | 67M |
| ALPS ADVISORS INC | 398,570 | 66M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 335,996 | 56M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 285,000 | 47M |
| 1832 Asset Management L.P. | 260,673 | 43M |
| CANTOR FITZGERALD, L. P. | 260,000 | 43M |
| Elo Mutual Pension Insurance Co | 257,540 | 43M |
| D. E. Shaw & Co., Inc. | 160,128 | 27M |
| New Harbor Financial Group, LLC | 96,368 | 16M |
| Insight Wealth Strategies, LLC | 85,647 | 14M |
| PINNBROOK CAPITAL MANAGEMENT LP | 76,294 | 13M |
| Atom Investors LP | 71,941 | 12M |
| Redhawk Wealth Advisors, Inc. | 64,967 | 11M |
| Heirloom Wealth Management | 63,391 | 11M |
| Global Endowment Management, LP | 61,592 | 10M |
| Titan Wealth (CI) Ltd | 60,201 | 10M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 57,687 | 10M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,261,860 | +4.1% | 32,283,419 |
| TUDOR INVESTMENT CORP ET AL | +884,137 | +890.4% | 983,436 |
| Harel Insurance Investments & Finan | +795,900 | +28.0% | 3,634,449 |
| BARCLAYS PLC | +749,810 | +38.5% | 2,697,716 |
| UBS Group AG | +610,230 | +13.5% | 5,138,311 |
| NWI MANAGEMENT LP | +540,000 | +2160.0% | 565,000 |
| RENAISSANCE TECHNOLOGIES LLC | +536,600 | +585.2% | 628,300 |
| CITIGROUP INC | +497,663 | +81.9% | 1,105,268 |
| ROYAL BANK OF CANADA | +476,012 | +18.0% | 3,122,016 |
| GOLDMAN SACHS GROUP INC | +433,380 | +6.0% | 7,613,797 |
| TWO SIGMA INVESTMENTS, LP | +416,569 | +286.4% | 562,031 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S. | +413,951 | +1326.8% | 445,151 |
| WELLS FARGO & COMPANY/MN | +394,066 | +6.2% | 6,778,028 |
| Migdal Insurance & Financial Holdin | +353,400 | +52.0% | 1,033,549 |
| MORGAN STANLEY | +281,169 | +2.5% | 11,713,248 |
| Bluespring Wealth Management, LLC | +231,568 | +12023.3% | 233,494 |
| RAYMOND JAMES FINANCIAL INC | +187,281 | +3.9% | 4,974,409 |
| PGIM Custom Harvest LLC | +186,837 | +19.4% | 1,148,086 |
| Quantitative Investment Management, | +177,622 | +231.0% | 254,518 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +161,483 | +1973.4% | 169,666 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -2,757,923 | -17.5% | 13,036,140 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | -1,952,254 | -72.2% | 750,640 |
| STATE STREET CORP | -1,017,255 | -90.6% | 105,561 |
| ENVESTNET ASSET MANAGEMENT INC | -934,052 | -18.0% | 4,241,978 |
| BNP PARIBAS FINANCIAL MARKETS | -751,694 | -54.0% | 640,098 |
| Phoenix Financial Ltd. | -524,837 | -34.3% | 1,004,740 |
| LPL Financial LLC | -470,185 | -7.4% | 5,862,907 |
| CIBC WORLD MARKET INC. | -457,720 | -82.7% | 95,439 |
| Caisse de depot et placement du Que | -450,833 | -21.0% | 1,693,225 |
| MILLENNIUM MANAGEMENT LLC | -398,410 | -68.6% | 182,757 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -368,409 | -96.2% | 14,450 |
| MEITAV INVESTMENT HOUSE LTD | -367,590 | -23.2% | 1,219,207 |
| Trilogy Capital Inc. | -190,256 | -87.7% | 26,645 |
| MONEY CONCEPTS CAPITAL CORP | -183,737 | -88.2% | 24,533 |
| UBS AM, a distinct business unit of | -175,721 | -86.0% | 28,630 |
| POTOMAC FUND MANAGEMENT INC /ADV | -169,444 | -98.7% | 2,306 |
| MML INVESTORS SERVICES, LLC | -152,625 | -42.0% | 211,065 |
| BANK OF MONTREAL /CAN | -143,265 | -29.8% | 337,628 |
| Squarepoint Ops LLC | -140,272 | -69.5% | 61,544 |
| Qube Research & Technologies Ltd | -130,466 | -23.1% | 434,744 |