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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
24,203
shares
|
$3.15 Million
0.06% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
23,860
shares
|
$3.11 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
23,562
shares
|
$3.07 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
23,470
shares
|
$3.05 Million
2.43% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
23,457
shares
|
$3.05 Million
1.9% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
23,324
shares
|
$3.04 Million
1.65% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23,180
shares
|
$3.02 Million
5.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,162
shares
|
$3.01 Million
0.51% of portfolio
|
Q3 2022
Added 12.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
23,045
shares
|
$3 Million
0.07% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
23,045
shares
|
$3 Million
0.09% of portfolio
|
Q2 2025
Added 16.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
22,770
shares
|
$2.96 Million
0.27% of portfolio
|
Q2 2025
Added 270.91%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
22,758
shares
|
$2.96 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,739
shares
|
$2.96 Million
0.09% of portfolio
|
Q2 2025
Added 38.79%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
22,696
shares
|
$2.95 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
22,485
shares
|
$2.93 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
22,407
shares
|
$2.92 Million
0.27% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
22,394
shares
|
$2.91 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
22,308
shares
|
$2.9 Million
1.9% of portfolio
|
Q2 2025
Added 344.74%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
22,286
shares
|
$2.9 Million
1.08% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
22,258
shares
|
$2.9 Million
0.06% of portfolio
|
Q2 2025
Added 32.19%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
22,139
shares
|
$2.88 Million
0.1% of portfolio
|
Q2 2025
Reduced 35.48%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
22,078
shares
|
$2.87 Million
0.21% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
22,025
shares
|
$2.87 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
22,013
shares
|
$2.87 Million
0.09% of portfolio
|
Q2 2025
Added 67.9%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
21,977
shares
|
$2.86 Million
1.11% of portfolio
|
Q2 2025
Added 0.1%
|