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 |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
3,804
shares
|
$495,128
0.15% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,802
shares
|
$494,868
0.01% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$494,608
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
3,799
shares
|
$494,477
0.21% of portfolio
|
Q2 2025
Added 39.36%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,793
shares
|
$493,696
0.08% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,788
shares
|
$493,046
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,772
shares
|
$490,963
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,769
shares
|
$490,573
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,767
shares
|
$490,312
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
3,754
shares
|
$488,620
0.49% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
3,744
shares
|
$487,319
0.1% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
3,743
shares
|
$487,188
0.06% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,725
shares
|
$484,846
0.23% of portfolio
|
Q2 2025
Reduced 53.22%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,713
shares
|
$483,284
0.01% of portfolio
|
Q2 2025
Reduced 23.47%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,712
shares
|
$483,153
0.01% of portfolio
|
Q2 2025
Reduced 93.45%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
3,711
shares
|
$483,023
0.12% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
3,696
shares
|
$481,071
0.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
3,695
shares
|
$480,941
0.33% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
3,688
shares
|
$480,030
0.21% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,687
shares
|
$479,899
0.11% of portfolio
|
Q2 2025
Reduced 33.39%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
3,665
shares
|
$477,036
0.24% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,657
shares
|
$475,995
0.01% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,652
shares
|
$475,344
0.05% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
3,642
shares
|
$474,042
0.14% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
3,641
shares
|
$473,912
0.38% of portfolio
|
Q2 2025
Added 2393.84%
|