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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
6,315
shares
|
$821,960
0.03% of portfolio
|
Q2 2025
Reduced 33.8%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,234
shares
|
$811,417
0.17% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
6,228
shares
|
$810,636
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,224
shares
|
$810,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,210
shares
|
$808,293
0.05% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
6,201
shares
|
$807,122
0.05% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
6,185
shares
|
$805,039
0.76% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,183
shares
|
$804,779
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
6,175
shares
|
$803,738
0.64% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
6,148
shares
|
$800,223
0.12% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
6,121
shares
|
$796,709
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
6,096
shares
|
$793,455
0.22% of portfolio
|
Q1 2025
Added 309.4%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
6,091
shares
|
$792,804
0.07% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
6,076
shares
|
$790,852
0.57% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
6,063
shares
|
$789,160
0.24% of portfolio
|
Q2 2025
Added 33.05%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
6,052
shares
|
$787,728
0.22% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,025
shares
|
$784,214
0.0% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,011
shares
|
$782,391
0.06% of portfolio
|
Q2 2025
Added 50.61%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,996
shares
|
$780,439
0.07% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
5,974
shares
|
$777,575
0.48% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
5,972
shares
|
$777,315
0.38% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
5,970
shares
|
$777,055
0.01% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,970
shares
|
$777,055
1.28% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
5,959
shares
|
$775,623
0.08% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
5,951
shares
|
$774,582
0.17% of portfolio
|
Q2 2025
Added 2.91%
|