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 |
|---|---|---|---|---|---|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
13,556
shares
|
$1.76 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
13,542
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,525
shares
|
$1.76 Million
0.14% of portfolio
|
Q2 2025
Reduced 26.26%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,471
shares
|
$1.75 Million
0.1% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
13,434
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,395
shares
|
$1.74 Million
0.31% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
13,392
shares
|
$1.74 Million
0.4% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
13,375
shares
|
$1.74 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,239
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
13,088
shares
|
$1.7 Million
0.39% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
13,047
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2025
Added 163.58%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,017
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,938
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
12,847
shares
|
$1.67 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
12,839
shares
|
$1.67 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
12,760
shares
|
$1.66 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,721
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 63.45%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
12,671
shares
|
$1.65 Million
0.42% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
12,653
shares
|
$1.65 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
12,648
shares
|
$1.65 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,599
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
12,553
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 30.75%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,532
shares
|
$1.63 Million
0.47% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,519
shares
|
$1.63 Million
0.37% of portfolio
|
Q2 2024
Added 94.55%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
12,506
shares
|
$1.63 Million
1.23% of portfolio
|
Q2 2025
New holding
|