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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$1.61 Million
1.27% of portfolio
|
Q4 2024
Reduced 28.79%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
12,377
shares
|
$1.61 Million
4.33% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
12,372
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,343
shares
|
$1.61 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
12,342
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Added 127.8%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,341
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
12,315
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
12,233
shares
|
$1.59 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
12,226
shares
|
$1.59 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
12,170
shares
|
$1.58 Million
0.38% of portfolio
|
Q2 2025
Reduced 42.72%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,156
shares
|
$1.58 Million
0.43% of portfolio
|
Q1 2024
Added 306.96%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
12,071
shares
|
$1.57 Million
1.5% of portfolio
|
Q1 2025
Added 931.71%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
11,995
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
11,930
shares
|
$1.55 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,859
shares
|
$1.54 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,789
shares
|
$1.53 Million
1.09% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,788
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
11,761
shares
|
$1.53 Million
1.24% of portfolio
|
Q3 2022
Added 10.34%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
11,754
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
11,750
shares
|
$1.53 Million
0.49% of portfolio
|
Q2 2025
Added 72.31%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
11,732
shares
|
$1.53 Million
0.67% of portfolio
|
Q2 2025
Added 30.81%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
11,700
shares
|
$1.52 Million
1.84% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
11,682
shares
|
$1.52 Million
1.09% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
11,612
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,574
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.94%
|