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 |
|---|---|---|---|---|---|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
14,263
shares
|
$1.86 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
14,258
shares
|
$1.86 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
14,250
shares
|
$1.85 Million
0.29% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,234
shares
|
$1.85 Million
0.41% of portfolio
|
Q4 2022
Reduced 22.86%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,234
shares
|
$1.85 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,228
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,201
shares
|
$1.85 Million
0.26% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
14,144
shares
|
$1.84 Million
0.36% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,113
shares
|
$1.84 Million
0.68% of portfolio
|
Q1 2024
Added 2864.92%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
14,100
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2025
Added 35.58%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
14,031
shares
|
$1.83 Million
0.15% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
14,010
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
13,974
shares
|
$1.82 Million
1.59% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
13,966
shares
|
$1.82 Million
0.32% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
13,944
shares
|
$1.81 Million
0.17% of portfolio
|
Q2 2025
Reduced 42.12%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
13,918
shares
|
$1.81 Million
0.24% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,836
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
13,830
shares
|
$1.8 Million
0.45% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,804
shares
|
$1.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 44.08%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
13,779
shares
|
$1.79 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
13,745
shares
|
$1.79 Million
0.36% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,724
shares
|
$1.79 Million
1.5% of portfolio
|
Q3 2022
Reduced 41.18%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
13,676
shares
|
$1.78 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
13,660
shares
|
$1.78 Million
1.07% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
13,643
shares
|
$1.78 Million
0.19% of portfolio
|
Q2 2025
Added 1.94%
|