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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
3,635
shares
|
$473,131
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,632
shares
|
$472,741
0.04% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
3,630
shares
|
$472,480
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
3,629
shares
|
$472,350
0.08% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,627
shares
|
$472,090
0.16% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
3,622
shares
|
$471,439
0.37% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,585
shares
|
$466,623
0.06% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,562
shares
|
$463,629
0.02% of portfolio
|
Q1 2024
Reduced 71.24%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,559
shares
|
$463,239
0.12% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
3,558
shares
|
$463,109
0.09% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
3,541
shares
|
$460,896
0.21% of portfolio
|
Q2 2025
Reduced 90.89%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,530
shares
|
$459,464
0.06% of portfolio
|
Q4 2022
Added 35.15%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
3,529
shares
|
$459,334
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
3,528
shares
|
$459,204
0.06% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,522
shares
|
$458,423
0.01% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,519
shares
|
$458,033
0.03% of portfolio
|
Q2 2025
Reduced 64.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,506
shares
|
$456,340
0.16% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,503
shares
|
$455,950
0.09% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$455,560
0.28% of portfolio
|
Q2 2023
Reduced 30.0%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,476
shares
|
$452,436
0.03% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
3,476
shares
|
$452,436
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,470
shares
|
$451,655
0.01% of portfolio
|
Q3 2022
Added 100.35%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,459
shares
|
$450,223
0.0% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,452
shares
|
$449,312
0.04% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,452
shares
|
$449,312
0.1% of portfolio
|
Q2 2025
Reduced 14.17%
|