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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,385
shares
|
$570,751
0.39% of portfolio
|
Q1 2023
Added 14.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,376
shares
|
$569,580
0.05% of portfolio
|
Q4 2022
Reduced 7.93%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
4,338
shares
|
$564,634
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,338
shares
|
$564,634
0.03% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,310
shares
|
$560,989
0.01% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
4,274
shares
|
$556,303
0.05% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
4,267
shares
|
$555,392
0.26% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
4,259
shares
|
$554,351
0.2% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
4,249
shares
|
$553,049
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,248
shares
|
$552,919
0.13% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
4,247
shares
|
$552,789
0.02% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,229
shares
|
$550,446
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,225
shares
|
$549,926
0.21% of portfolio
|
Q2 2022
Added 8.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,215
shares
|
$548,624
0.01% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,214
shares
|
$548,494
0.05% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,210
shares
|
$547,973
0.28% of portfolio
|
Q2 2025
Added 39.31%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
4,208
shares
|
$547,713
0.1% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,205
shares
|
$547,322
0.02% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,200
shares
|
$546,672
0.01% of portfolio
|
Q2 2025
Added 37.84%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
4,192
shares
|
$545,630
0.18% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,191
shares
|
$545,500
0.61% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
4,170
shares
|
$542,767
0.27% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,150
shares
|
$540,164
0.0% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
4,140
shares
|
$538,862
0.12% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
4,127
shares
|
$537,170
0.11% of portfolio
|
Q2 2025
Reduced 5.95%
|