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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
7,308
shares
|
$951,209
0.07% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
7,273
shares
|
$946,653
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
7,271
shares
|
$946,393
0.14% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,224
shares
|
$940,275
0.38% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$937,282
0.08% of portfolio
|
Q3 2022
Added 28.75%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,197
shares
|
$936,761
0.12% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
7,134
shares
|
$928,561
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,131
shares
|
$928,170
0.03% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
7,121
shares
|
$926,869
0.67% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
7,115
shares
|
$926,088
0.0% of portfolio
|
Q1 2025
Reduced 74.85%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,107
shares
|
$925,047
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,101
shares
|
$924,266
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,092
shares
|
$923,094
0.08% of portfolio
|
Q3 2022
Reduced 17.0%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,076
shares
|
$921,012
0.06% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
7,069
shares
|
$920,101
0.46% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,059
shares
|
$918,799
0.08% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
7,026
shares
|
$914,504
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$911,120
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
6,988
shares
|
$909,558
0.15% of portfolio
|
Q2 2025
Added 402.37%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
6,986
shares
|
$909,297
0.15% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
6,963
shares
|
$906,304
0.09% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,931
shares
|
$902,138
0.01% of portfolio
|
Q2 2025
Reduced 33.07%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
6,924
shares
|
$901,227
0.64% of portfolio
|
Q2 2025
Added 4776.06%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
6,916
shares
|
$900,186
0.22% of portfolio
|
Q2 2025
Added 11824.14%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
6,888
shares
|
$896,542
0.5% of portfolio
|
Q2 2025
Added 266.58%
|