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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
45,269
shares
|
$6.04 Million
0.47% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
45,249
shares
|
$6.04 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
44,890
shares
|
$5.99 Million
0.13% of portfolio
|
Q1 2025
Reduced 88.04%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
44,884
shares
|
$5.99 Million
1.07% of portfolio
|
Q1 2025
Reduced 37.42%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
44,758
shares
|
$5.98 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
44,736
shares
|
$5.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
44,046
shares
|
$5.88 Million
0.2% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
43,816
shares
|
$5.85 Million
1.64% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
43,713
shares
|
$5.84 Million
1.24% of portfolio
|
Q1 2025
Added 35152.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,587
shares
|
$5.82 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
43,585
shares
|
$5.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.7%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
43,424
shares
|
$5.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
43,348
shares
|
$5.79 Million
0.08% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
43,096
shares
|
$5.75 Million
4.89% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,997
shares
|
$5.74 Million
0.07% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
42,518
shares
|
$5.68 Million
0.16% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
42,377
shares
|
$5.66 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
41,597
shares
|
$5.55 Million
2.21% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
41,552
shares
|
$5.55 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
41,041
shares
|
$5.48 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
40,937
shares
|
$5.47 Million
0.17% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
40,926
shares
|
$5.46 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
40,781
shares
|
$5.45 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
40,637
shares
|
$5.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.6%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
40,401
shares
|
$5.39 Million
1.49% of portfolio
|
Q1 2025
Added 0.01%
|