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 |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,083
shares
|
$401,283
0.03% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
3,079
shares
|
$400,762
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,064
shares
|
$398,810
0.0% of portfolio
|
Q2 2025
Reduced 47.35%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
3,062
shares
|
$398,549
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
3,060
shares
|
$398,289
0.12% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
3,060
shares
|
$398,289
0.08% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,057
shares
|
$397,899
0.1% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,055
shares
|
$397,638
0.09% of portfolio
|
Q1 2023
Reduced 12.29%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,047
shares
|
$396,597
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,040
shares
|
$395,686
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,031
shares
|
$394,514
0.04% of portfolio
|
Q2 2025
Reduced 53.05%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,026
shares
|
$393,864
0.01% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,011
shares
|
$391,911
0.17% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,009
shares
|
$391,651
0.07% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$390,480
0.21% of portfolio
|
Q2 2025
Reduced 86.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,996
shares
|
$389,959
0.01% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
2,983
shares
|
$388,267
0.01% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,979
shares
|
$387,746
0.12% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
2,975
shares
|
$387,226
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,964
shares
|
$385,794
0.17% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,951
shares
|
$384,102
0.11% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,950
shares
|
$383,972
0.1% of portfolio
|
Q1 2025
Added 47.5%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
2,945
shares
|
$383,321
0.37% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,940
shares
|
$382,670
0.07% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,938
shares
|
$382,410
0.01% of portfolio
|
Q2 2025
Reduced 83.57%
|