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 |
|---|---|---|---|---|---|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
26,270
shares
|
$3.42 Million
1.77% of portfolio
|
Q2 2025
Added 80.41%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
26,186
shares
|
$3.41 Million
1.36% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
26,117
shares
|
$3.4 Million
0.08% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
26,015
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.57%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
25,975
shares
|
$3.38 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
25,883
shares
|
$3.37 Million
1.31% of portfolio
|
Q2 2025
Reduced 65.1%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,754
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25,696
shares
|
$3.34 Million
0.2% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
25,391
shares
|
$3.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
25,026
shares
|
$3.26 Million
4.24% of portfolio
|
Q2 2025
Reduced 79.72%
|
|
|
Nwi Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$3.25 Million
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
24,860
shares
|
$3.24 Million
1.47% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
24,848
shares
|
$3.23 Million
1.6% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
24,765
shares
|
$3.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
24,752
shares
|
$3.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
24,696
shares
|
$3.21 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
24,675
shares
|
$3.21 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
24,615
shares
|
$3.2 Million
0.01% of portfolio
|
Q2 2025
Added 2461400.0%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
24,608
shares
|
$3.2 Million
0.44% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
24,535
shares
|
$3.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
24,425
shares
|
$3.18 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,387
shares
|
$3.17 Million
0.26% of portfolio
|
Q4 2023
Reduced 9.58%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
24,337
shares
|
$3.17 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
24,336
shares
|
$3.17 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
24,332
shares
|
$3.17 Million
0.11% of portfolio
|
Q2 2025
Added 33.45%
|