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 |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,249
shares
|
$422,889
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
3,248
shares
|
$422,759
0.01% of portfolio
|
Q2 2025
Reduced 23.34%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
3,244
shares
|
$422,239
0.21% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
3,242
shares
|
$421,978
0.32% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,240
shares
|
$421,718
0.02% of portfolio
|
Q2 2025
Reduced 71.72%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,233
shares
|
$420,807
0.04% of portfolio
|
Q2 2025
Reduced 39.75%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,231
shares
|
$420,546
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,215
shares
|
$418,464
0.17% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,207
shares
|
$417,423
0.03% of portfolio
|
Q2 2022
Added 6.33%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
3,205
shares
|
$417,162
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,197
shares
|
$416,121
0.0% of portfolio
|
Q2 2025
Added 26.31%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,189
shares
|
$415,080
0.08% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,181
shares
|
$414,038
0.13% of portfolio
|
Q2 2025
Added 74.68%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
3,173
shares
|
$412,997
0.02% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
3,165
shares
|
$411,956
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
3,161
shares
|
$411,435
0.06% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,148
shares
|
$409,743
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,139
shares
|
$408,572
0.15% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
3,127
shares
|
$407,010
0.13% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,118
shares
|
$405,838
0.04% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,117
shares
|
$405,708
0.09% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,116
shares
|
$405,578
0.05% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
3,112
shares
|
$405,057
0.11% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,094
shares
|
$402,715
0.28% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
3,088
shares
|
$401,934
0.03% of portfolio
|
Q2 2025
Reduced 51.69%
|