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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,943
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,933
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 120.06%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
7,932
shares
|
$1.03 Million
0.24% of portfolio
|
Q2 2025
Reduced 67.66%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
7,870
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,781
shares
|
$1.01 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
7,759
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 77.97%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
7,684
shares
|
$1 Million
0.32% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
7,676
shares
|
$999,108
0.36% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
7,647
shares
|
$995,333
0.19% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
7,640
shares
|
$994,422
0.04% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
7,628
shares
|
$992,860
0.16% of portfolio
|
Q1 2025
Added 117.26%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
7,624
shares
|
$992,339
1.32% of portfolio
|
Q2 2025
Added 40.06%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
7,617
shares
|
$991,428
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
7,609
shares
|
$990,387
0.56% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
7,591
shares
|
$988,044
0.49% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
7,487
shares
|
$974,507
1.12% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
7,442
shares
|
$968,650
0.12% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
7,394
shares
|
$962,403
1.49% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
7,391
shares
|
$962,012
0.04% of portfolio
|
Q2 2025
Added 171.93%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,376
shares
|
$960,060
0.09% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
7,370
shares
|
$959,279
0.08% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
7,345
shares
|
$956,025
0.62% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,338
shares
|
$955,114
0.01% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
7,330
shares
|
$954,072
0.86% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
7,323
shares
|
$953,161
0.28% of portfolio
|
Q2 2025
Added 11.17%
|