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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
29,020
shares
|
$3.78 Million
1.65% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
28,796
shares
|
$3.75 Million
0.09% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
28,478
shares
|
$3.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.67%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
28,397
shares
|
$3.7 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
28,354
shares
|
$3.69 Million
0.71% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
28,321
shares
|
$3.69 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
28,093
shares
|
$3.66 Million
0.12% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
27,994
shares
|
$3.64 Million
0.15% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
27,939
shares
|
$3.64 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,857
shares
|
$3.63 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
27,829
shares
|
$3.62 Million
3.14% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
27,790
shares
|
$3.62 Million
0.86% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
27,778
shares
|
$3.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
27,696
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
27,580
shares
|
$3.59 Million
0.11% of portfolio
|
Q2 2025
Reduced 49.6%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
27,553
shares
|
$3.59 Million
3.02% of portfolio
|
Q2 2025
Added 123.43%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
27,411
shares
|
$3.57 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
27,359
shares
|
$3.56 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
27,209
shares
|
$3.54 Million
0.86% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
27,109
shares
|
$3.53 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
27,031
shares
|
$3.52 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
26,827
shares
|
$3.49 Million
1.23% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
26,660
shares
|
$3.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,425
shares
|
$3.44 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
26,342
shares
|
$3.43 Million
0.01% of portfolio
|
Q2 2025
Added 77.65%
|