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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
8,890
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
8,874
shares
|
$1.16 Million
0.78% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
8,852
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,850
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
8,850
shares
|
$1.15 Million
0.63% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,826
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
8,817
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2025
Added 61.6%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
8,816
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
8,795
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
8,760
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
8,744
shares
|
$1.14 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
8,717
shares
|
$1.13 Million
0.44% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
8,715
shares
|
$1.13 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
8,700
shares
|
$1.13 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
8,693
shares
|
$1.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
8,677
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
8,666
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,638
shares
|
$1.12 Million
0.34% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
8,636
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,633
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.98%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
8,624
shares
|
$1.12 Million
0.93% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
8,540
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
8,520
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,492
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.68%
|