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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,473
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.81%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,365
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 95.42%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,354
shares
|
$1.35 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
10,297
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,236
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,199
shares
|
$1.33 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.84%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
10,164
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
10,151
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
10,148
shares
|
$1.32 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
10,146
shares
|
$1.32 Million
0.45% of portfolio
|
Q2 2025
Added 611.5%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
10,110
shares
|
$1.32 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
10,088
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,068
shares
|
$1.31 Million
0.13% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
10,012
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
10,003
shares
|
$1.3 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,992
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
9,946
shares
|
$1.29 Million
1.22% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
9,892
shares
|
$1.29 Million
1.72% of portfolio
|
Q2 2025
Reduced 76.18%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,861
shares
|
$1.28 Million
0.2% of portfolio
|
Q2 2023
Added 3.48%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
9,846
shares
|
$1.28 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
9,780
shares
|
$1.27 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
9,777
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
9,725
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
9,700
shares
|
$1.26 Million
0.62% of portfolio
|
Q1 2024
Reduced 9.35%
|