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 2,004 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 $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
53,550
shares
|
$7.15 Million
3.68% of portfolio
|
Q2 2023
Added 6.41%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
53,331
shares
|
$7.12 Million
0.53% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
51,793
shares
|
$6.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
51,499
shares
|
$6.88 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
51,404
shares
|
$6.86 Million
0.43% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,857
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 82.39%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
50,590
shares
|
$6.76 Million
4.61% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
50,020
shares
|
$6.68 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
50,000
shares
|
$6.68 Million
0.04% of portfolio
|
Q4 2024
Reduced 93.34%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Apr 28, 2025 Q1 2025 |
49,824
shares
|
$6.65 Million
8.35% of portfolio
|
Q4 2024
Reduced 28.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
49,515
shares
|
$6.61 Million
0.6% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
49,181
shares
|
$6.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
48,921
shares
|
$6.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
48,659
shares
|
$6.5 Million
0.14% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
48,394
shares
|
$6.46 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
47,773
shares
|
$6.38 Million
2.85% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
47,705
shares
|
$6.37 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
47,631
shares
|
$6.36 Million
0.57% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
47,568
shares
|
$6.35 Million
2.31% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
47,484
shares
|
$6.34 Million
0.0% of portfolio
|
Q1 2025
Added 183.98%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
47,428
shares
|
$6.33 Million
1.1% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
46,072
shares
|
$6.15 Million
1.59% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
45,879
shares
|
$6.13 Million
0.87% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
45,737
shares
|
$6.11 Million
0.59% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
45,569
shares
|
$6.08 Million
2.75% of portfolio
|
Q1 2025
Added 9.99%
|