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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,936
shares
|
$382,149
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,936
shares
|
$382,149
0.08% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
2,924
shares
|
$380,587
0.06% of portfolio
|
Q1 2025
Added 31.47%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,905
shares
|
$378,114
0.02% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,905
shares
|
$378,114
0.07% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
2,903
shares
|
$377,854
0.01% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,889
shares
|
$376,032
0.04% of portfolio
|
Q2 2025
Added 52.94%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,878
shares
|
$374,600
0.05% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,873
shares
|
$373,949
0.01% of portfolio
|
Q2 2025
Added 40.76%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,867
shares
|
$373,168
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,851
shares
|
$371,086
0.11% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,841
shares
|
$369,784
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
2,839
shares
|
$369,524
0.04% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
2,830
shares
|
$368,352
0.03% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,823
shares
|
$367,441
0.0% of portfolio
|
Q2 2025
Reduced 34.17%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2,818
shares
|
$366,790
0.06% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,806
shares
|
$365,228
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,804
shares
|
$364,968
0.01% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
2,792
shares
|
$363,406
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,791
shares
|
$363,276
0.05% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,790
shares
|
$363,146
0.2% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
2,787
shares
|
$362,755
0.38% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,786
shares
|
$362,625
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,785
shares
|
$362,495
0.04% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
2,783
shares
|
$362,235
0.02% of portfolio
|
Q1 2025
Added 0.04%
|