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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,683
shares
|
$609,539
0.06% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
4,677
shares
|
$608,758
0.09% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,670
shares
|
$607,847
0.01% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,620
shares
|
$601,339
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,617
shares
|
$600,948
0.51% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
4,588
shares
|
$597,174
0.04% of portfolio
|
Q2 2025
Added 18.61%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,575
shares
|
$595,482
0.09% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,567
shares
|
$594,440
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,565
shares
|
$594,180
0.1% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,564
shares
|
$594,050
0.26% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
4,558
shares
|
$593,269
0.03% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
4,540
shares
|
$590,926
0.08% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
4,531
shares
|
$589,754
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
4,490
shares
|
$584,418
0.18% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,488
shares
|
$584,158
0.13% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
4,484
shares
|
$583,637
0.33% of portfolio
|
Q2 2025
Reduced 29.93%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,482
shares
|
$583,377
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,480
shares
|
$583,116
0.54% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
4,447
shares
|
$578,821
0.15% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
4,444
shares
|
$578,431
0.09% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,441
shares
|
$578,040
0.12% of portfolio
|
Q2 2025
Added 54.9%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
4,439
shares
|
$577,780
0.05% of portfolio
|
Q2 2025
Added 37.05%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
4,423
shares
|
$575,697
0.19% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,419
shares
|
$575,177
0.04% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,411
shares
|
$574,135
0.28% of portfolio
|
Q2 2025
Added 0.07%
|