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 |
|---|---|---|---|---|---|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
5,933
shares
|
$772,239
0.18% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
5,916
shares
|
$770,026
0.18% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
5,914
shares
|
$769,766
0.13% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
5,887
shares
|
$766,251
0.29% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
5,864
shares
|
$763,258
0.01% of portfolio
|
Q2 2025
Reduced 36.89%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,863
shares
|
$763,128
0.66% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
5,851
shares
|
$761,566
0.03% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,843
shares
|
$760,524
0.2% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
5,824
shares
|
$758,051
0.03% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
5,814
shares
|
$756,750
0.25% of portfolio
|
Q2 2025
Added 42.92%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$754,016
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,770
shares
|
$751,023
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,755
shares
|
$749,070
0.18% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,755
shares
|
$749,070
0.49% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
5,744
shares
|
$747,639
0.0% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
5,738
shares
|
$746,858
0.17% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
5,706
shares
|
$742,692
0.62% of portfolio
|
Q2 2025
Reduced 24.15%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
5,705
shares
|
$742,562
0.23% of portfolio
|
Q2 2025
Reduced 68.19%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
5,697
shares
|
$741,521
0.24% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
5,686
shares
|
$740,089
0.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
5,683
shares
|
$739,699
0.22% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,679
shares
|
$739,178
0.03% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
5,677
shares
|
$738,918
0.72% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
5,669
shares
|
$737,877
0.08% of portfolio
|
Q2 2025
Added 192.82%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,640
shares
|
$734,102
0.12% of portfolio
|
Q2 2025
Reduced 18.39%
|