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 |
|---|---|---|---|---|---|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
5,634
shares
|
$733,321
0.09% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,614
shares
|
$730,718
0.15% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,542
shares
|
$721,346
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
5,534
shares
|
$720,305
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
5,512
shares
|
$717,441
0.64% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
5,504
shares
|
$716,400
0.13% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
5,503
shares
|
$716,270
0.13% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
5,500
shares
|
$715,880
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
5,481
shares
|
$713,406
0.0% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
5,475
shares
|
$712,626
0.15% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
5,474
shares
|
$712,495
0.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,474
shares
|
$712,495
0.14% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
5,470
shares
|
$711,975
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,469
shares
|
$711,845
0.06% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
5,441
shares
|
$708,200
0.56% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,423
shares
|
$705,857
0.15% of portfolio
|
Q2 2025
Added 45.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,423
shares
|
$705,857
0.0% of portfolio
|
Q2 2025
Added 131.65%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
5,407
shares
|
$703,775
0.12% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
5,400
shares
|
$702,864
0.07% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
5,387
shares
|
$701,171
0.32% of portfolio
|
Q2 2025
Reduced 54.56%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,383
shares
|
$700,651
0.04% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
5,367
shares
|
$698,568
0.0% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
5,357
shares
|
$697,267
0.4% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,347
shares
|
$695,965
0.06% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
5,346
shares
|
$695,835
1.23% of portfolio
|
Q2 2022
Reduced 3.36%
|