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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
16,904
shares
|
$2.2 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
16,816
shares
|
$2.19 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,806
shares
|
$2.19 Million
0.24% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
16,800
shares
|
$2.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 33.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,786
shares
|
$2.18 Million
0.43% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,758
shares
|
$2.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
16,507
shares
|
$2.15 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
16,422
shares
|
$2.14 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
16,367
shares
|
$2.13 Million
0.4% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
16,289
shares
|
$2.12 Million
0.66% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
16,261
shares
|
$2.12 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
16,215
shares
|
$2.11 Million
0.19% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
16,194
shares
|
$2.11 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
16,153
shares
|
$2.1 Million
1.47% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
16,149
shares
|
$2.1 Million
1.6% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
16,000
shares
|
$2.08 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
15,997
shares
|
$2.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
15,940
shares
|
$2.07 Million
0.18% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
15,870
shares
|
$2.07 Million
0.51% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
15,850
shares
|
$2.06 Million
1.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
15,825
shares
|
$2.06 Million
0.2% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
15,800
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,761
shares
|
$2.05 Million
0.89% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
15,741
shares
|
$2.05 Million
0.09% of portfolio
|
Q2 2025
Added 327.51%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
15,671
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.13%
|