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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,664
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,564
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2023
Added 110.48%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
9,539
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,482
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 54.95%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
9,449
shares
|
$1.23 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
9,425
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
9,370
shares
|
$1.22 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
9,367
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,348
shares
|
$1.22 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
9,340
shares
|
$1.22 Million
0.71% of portfolio
|
Q2 2025
Reduced 35.27%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,321
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
9,214
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
9,212
shares
|
$1.2 Million
0.36% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
9,159
shares
|
$1.19 Million
0.37% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,143
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,081
shares
|
$1.18 Million
0.38% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
9,055
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
9,022
shares
|
$1.17 Million
1.24% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
9,018
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
9,000
shares
|
$1.17 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
8,995
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,988
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
8,983
shares
|
$1.17 Million
0.44% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
8,915
shares
|
$1.16 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
8,913
shares
|
$1.16 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.38%
|