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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,122
shares
|
$536,519
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,109
shares
|
$534,827
0.12% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
4,097
shares
|
$533,265
0.31% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
4,089
shares
|
$532,224
0.07% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
4,087
shares
|
$531,963
0.19% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,085
shares
|
$531,703
0.16% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
4,080
shares
|
$531,052
0.3% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,066
shares
|
$529,230
0.07% of portfolio
|
Q2 2025
Reduced 96.89%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,064
shares
|
$528,970
0.2% of portfolio
|
Q2 2022
Reduced 7.72%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,063
shares
|
$528,840
0.18% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,052
shares
|
$527,408
0.23% of portfolio
|
Q2 2025
Added 87.25%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
4,047
shares
|
$526,757
0.2% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,045
shares
|
$526,497
0.01% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,044
shares
|
$526,367
0.13% of portfolio
|
Q4 2022
Reduced 19.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,035
shares
|
$525,195
0.07% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
4,027
shares
|
$524,154
0.11% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,010
shares
|
$521,941
0.12% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$520,640
0.53% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
4,000
shares
|
$520,640
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
3,986
shares
|
$518,817
0.07% of portfolio
|
Q2 2025
Added 32.07%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
3,984
shares
|
$518,557
0.17% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,981
shares
|
$518,166
0.07% of portfolio
|
Q2 2025
Reduced 41.1%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,975
shares
|
$517,386
0.02% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,973
shares
|
$517,125
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
3,961
shares
|
$515,563
0.14% of portfolio
|
Q2 2025
Reduced 0.13%
|