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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,985
shares
|
$648,847
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
4,965
shares
|
$646,244
0.31% of portfolio
|
Q2 2025
Reduced 49.51%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
4,945
shares
|
$643,641
0.54% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,939
shares
|
$642,860
0.0% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
4,920
shares
|
$640,387
0.37% of portfolio
|
Q2 2025
Added 160.73%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,894
shares
|
$637,003
0.18% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,885
shares
|
$635,831
0.26% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,876
shares
|
$634,660
0.9% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
4,875
shares
|
$634,530
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
4,875
shares
|
$634,530
0.04% of portfolio
|
Q2 2025
Reduced 59.25%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
4,869
shares
|
$633,749
0.16% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
4,866
shares
|
$633,358
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,825
shares
|
$628,022
0.1% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,815
shares
|
$626,720
0.01% of portfolio
|
Q1 2025
Reduced 97.95%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,802
shares
|
$625,028
0.42% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
4,800
shares
|
$624,768
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
4,798
shares
|
$624,507
0.09% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
4,787
shares
|
$623,075
0.07% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
4,732
shares
|
$615,917
0.64% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,730
shares
|
$615,656
0.12% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
4,713
shares
|
$613,444
0.28% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
4,712
shares
|
$613,313
0.06% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
4,705
shares
|
$612,402
0.11% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
4,686
shares
|
$609,929
0.07% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,684
shares
|
$609,669
0.06% of portfolio
|
Q1 2025
Added 4.09%
|