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 |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,452
shares
|
$449,312
0.1% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,451
shares
|
$449,182
0.4% of portfolio
|
Q4 2022
Reduced 9.64%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,446
shares
|
$448,531
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,440
shares
|
$447,750
0.16% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,438
shares
|
$447,490
0.2% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
3,423
shares
|
$445,537
0.07% of portfolio
|
Q2 2025
Reduced 52.79%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
3,408
shares
|
$443,585
0.18% of portfolio
|
Q2 2025
Reduced 66.64%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
3,407
shares
|
$443,455
0.35% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
3,401
shares
|
$442,674
0.32% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,398
shares
|
$442,283
0.01% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,390
shares
|
$441,242
0.03% of portfolio
|
Q4 2023
Reduced 29.15%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,385
shares
|
$440,591
0.15% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
3,376
shares
|
$439,420
0.16% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,365
shares
|
$437,988
0.01% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
3,365
shares
|
$437,988
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
3,362
shares
|
$437,597
0.04% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
3,359
shares
|
$437,207
0.06% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,348
shares
|
$435,775
0.05% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,345
shares
|
$435,385
0.02% of portfolio
|
Q2 2025
Reduced 79.74%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
3,326
shares
|
$432,912
0.22% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
3,313
shares
|
$431,220
0.01% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,300
shares
|
$429,528
0.11% of portfolio
|
Q3 2021
Reduced 1.79%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
3,298
shares
|
$429,267
0.02% of portfolio
|
Q2 2025
Reduced 41.91%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
3,283
shares
|
$427,315
0.05% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,268
shares
|
$425,362
0.08% of portfolio
|
Q2 2025
Reduced 6.92%
|