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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,955
shares
|
$514,782
0.18% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,952
shares
|
$514,392
0.07% of portfolio
|
Q3 2022
Reduced 4.82%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,950
shares
|
$514,132
0.07% of portfolio
|
Q2 2025
Reduced 50.08%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
3,947
shares
|
$513,741
0.21% of portfolio
|
Q2 2025
Reduced 94.25%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
3,943
shares
|
$513,220
0.01% of portfolio
|
Q4 2022
Reduced 3.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,942
shares
|
$513,090
0.18% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
3,934
shares
|
$512,049
0.0% of portfolio
|
Q2 2025
Reduced 69.91%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
3,920
shares
|
$510,227
0.44% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,903
shares
|
$508,014
0.02% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
3,892
shares
|
$506,582
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
3,882
shares
|
$505,281
0.16% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,875
shares
|
$504,370
0.04% of portfolio
|
Q2 2022
Reduced 22.99%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
3,874
shares
|
$504,239
0.03% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,867
shares
|
$503,328
0.36% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
3,851
shares
|
$501,246
0.1% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,850
shares
|
$501,116
0.16% of portfolio
|
Q2 2025
Reduced 88.84%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
3,850
shares
|
$501,116
0.09% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
3,846
shares
|
$500,595
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,837
shares
|
$499,423
0.34% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,837
shares
|
$499,423
0.03% of portfolio
|
Q3 2022
Added 46.73%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
3,828
shares
|
$498,252
0.2% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,828
shares
|
$498,252
0.14% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
3,827
shares
|
$498,122
0.23% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
3,824
shares
|
$497,731
0.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,810
shares
|
$495,909
0.02% of portfolio
|
Q2 2025
Added 0.85%
|