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 1,968 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 |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
6,879
shares
|
$895,370
0.09% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
6,826
shares
|
$888,472
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,794
shares
|
$884,307
0.01% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,777
shares
|
$882,094
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
6,743
shares
|
$877,668
0.67% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
6,741
shares
|
$877,408
0.37% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,700
shares
|
$872,072
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,674
shares
|
$868,687
0.08% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
6,642
shares
|
$864,522
0.25% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,631
shares
|
$863,090
0.12% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
6,555
shares
|
$853,198
0.07% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
6,540
shares
|
$851,246
0.26% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,529
shares
|
$849,814
0.59% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
6,525
shares
|
$849,294
0.1% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,518
shares
|
$848,382
0.0% of portfolio
|
Q2 2025
Added 75.69%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,515
shares
|
$847,992
0.49% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,512
shares
|
$847,601
0.18% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
6,488
shares
|
$844,478
0.75% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
6,486
shares
|
$844,217
0.03% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
6,475
shares
|
$842,786
0.18% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
6,450
shares
|
$839,532
0.37% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
6,408
shares
|
$834,065
0.04% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,397
shares
|
$832,633
0.09% of portfolio
|
Q2 2024
Reduced 18.56%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
6,322
shares
|
$822,871
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
6,317
shares
|
$822,220
0.76% of portfolio
|
Q2 2025
Added 24.5%
|