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 2,026 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
178,374
shares
|
$23.7 Million
2.32% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
178,081
shares
|
$23.6 Million
2.77% of portfolio
|
Q1 2025
Added 1615.45%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
175,129
shares
|
$23.2 Million
4.94% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
174,775
shares
|
$23.2 Million
3.7% of portfolio
|
Q1 2025
Added 110.38%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
166,785
shares
|
$22.1 Million
2.76% of portfolio
|
Q3 2022
Added 12.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
166,240
shares
|
$22.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
164,273
shares
|
$21.8 Million
2.92% of portfolio
|
Q2 2022
Added 0.38%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
163,780
shares
|
$21.7 Million
2.75% of portfolio
|
Q1 2025
Added 22.23%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
163,312
shares
|
$21.7 Million
3.95% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
162,384
shares
|
$21.5 Million
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
155,721
shares
|
$20.7 Million
9.6% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
155,622
shares
|
$20.6 Million
0.28% of portfolio
|
Q1 2025
Added 31.22%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
155,300
shares
|
$20.6 Million
30.02% of portfolio
|
Q4 2018
Reduced 41.65%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
152,226
shares
|
$20.2 Million
0.14% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
152,109
shares
|
$20.2 Million
1.59% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
152,051
shares
|
$20.2 Million
0.2% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
150,910
shares
|
$20 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
150,557
shares
|
$20 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Tiff Advisory Services Inc
|
May 13, 2025 Q1 2025 |
149,621
shares
|
$19.8 Million
5.2% of portfolio
|
Q2 2024
Reduced 47.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
148,346
shares
|
$19.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 99.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
148,215
shares
|
$19.7 Million
0.53% of portfolio
|
Q1 2025
Added 27.22%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
147,880
shares
|
$19.6 Million
4.83% of portfolio
|
Q1 2025
Added 207.3%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
147,578
shares
|
$19.6 Million
0.11% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
147,576
shares
|
$19.6 Million
0.22% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
147,273
shares
|
$19.5 Million
3.27% of portfolio
|
Q1 2025
Reduced 2.45%
|