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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
15,637
shares
|
$2.04 Million
0.28% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
15,613
shares
|
$2.03 Million
1.45% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
15,534
shares
|
$2.02 Million
1.22% of portfolio
|
Q2 2025
Added 32.06%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
15,528
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
15,393
shares
|
$2 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
15,318
shares
|
$1.99 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
15,291
shares
|
$1.99 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
15,286
shares
|
$1.99 Million
0.14% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,280
shares
|
$1.99 Million
0.9% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
15,276
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,061
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
15,029
shares
|
$1.96 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
15,027
shares
|
$1.96 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,023
shares
|
$1.96 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
14,947
shares
|
$1.95 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
14,943
shares
|
$1.94 Million
1.84% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
14,896
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
14,895
shares
|
$1.94 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
14,846
shares
|
$1.93 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,743
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2023
Reduced 85.08%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
14,651
shares
|
$1.91 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
14,628
shares
|
$1.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 31.0%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
14,587
shares
|
$1.9 Million
0.33% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
14,565
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
14,368
shares
|
$1.87 Million
1.28% of portfolio
|
Q2 2024
Reduced 65.99%
|