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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
5,298
shares
|
$689,587
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
5,284
shares
|
$687,765
0.27% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
5,239
shares
|
$681,908
0.17% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
5,236
shares
|
$681,517
0.0% of portfolio
|
Q2 2025
Added 14860.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,217
shares
|
$679,044
0.05% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
5,214
shares
|
$678,654
0.51% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,200
shares
|
$676,832
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,200
shares
|
$676,832
0.03% of portfolio
|
Q2 2025
Reduced 68.28%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
5,200
shares
|
$676,832
0.51% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,175
shares
|
$673,578
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,166
shares
|
$672,406
0.02% of portfolio
|
Q4 2022
Added 9.54%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,150
shares
|
$670,324
0.05% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
5,139
shares
|
$668,892
0.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,116
shares
|
$665,898
0.04% of portfolio
|
Q1 2021
Added 0.29%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,115
shares
|
$665,768
0.28% of portfolio
|
Q1 2025
Added 47.92%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
5,101
shares
|
$663,946
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
5,095
shares
|
$663,165
0.14% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
5,072
shares
|
$660,171
0.04% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,038
shares
|
$655,746
0.19% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
5,038
shares
|
$655,746
0.26% of portfolio
|
Q2 2025
Reduced 34.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,031
shares
|
$654,834
0.19% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,027
shares
|
$654,314
0.19% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
5,003
shares
|
$651,190
0.2% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$650,800
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
4,993
shares
|
$649,888
0.06% of portfolio
|
Q1 2025
Reduced 0.62%
|