Institutional Ownership Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV). We have compiled data on the 1,967 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
71,166,053
shares
|
$9.26 Billion
1.58% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
33,226,352
shares
|
$4.32 Billion
0.34% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
13,228,688
shares
|
$1.72 Billion
0.12% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,681,479
shares
|
$1.65 Billion
0.15% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,833,969
shares
|
$890 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,805,498
shares
|
$756 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
5,763,171
shares
|
$750 Million
0.11% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,675,064
shares
|
$739 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,647,759
shares
|
$735 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,093,965
shares
|
$533 Million
0.39% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
3,858,426
shares
|
$502 Million
1.14% of portfolio
|
Q2 2025
Added 641.1%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,517,825
shares
|
$458 Million
2.83% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,289,584
shares
|
$428 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,273,146
shares
|
$426 Million
0.08% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,087,466
shares
|
$402 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,860,751
shares
|
$372 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,769,449
shares
|
$360 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,624,490
shares
|
$342 Million
8.8% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
2,305,920
shares
|
$300 Million
3.4% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,056,721
shares
|
$268 Million
3.17% of portfolio
|
Q2 2025
Reduced 29.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,612,534
shares
|
$210 Million
0.34% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,325,623
shares
|
$173 Million
0.01% of portfolio
|
Q2 2025
Added 897.64%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,267,023
shares
|
$165 Million
0.18% of portfolio
|
Q2 2025
Added 1252.2%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,263,057
shares
|
$164 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,140,688
shares
|
$148 Million
3.19% of portfolio
|
Q2 2025
Reduced 10.02%
|