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 |
|---|---|---|---|---|---|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
2,774
shares
|
$361,063
0.3% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
2,770
shares
|
$360,543
0.2% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$359,241
0.18% of portfolio
|
Q1 2023
Added 27.78%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
2,756
shares
|
$358,720
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2,755
shares
|
$358,590
0.15% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,750
shares
|
$357,940
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,750
shares
|
$357,940
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,747
shares
|
$357,549
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
2,745
shares
|
$357,289
0.06% of portfolio
|
Q2 2025
Reduced 34.77%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,713
shares
|
$353,124
0.06% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
2,709
shares
|
$352,603
0.09% of portfolio
|
Q2 2025
Reduced 88.28%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,709
shares
|
$352,603
0.04% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
2,703
shares
|
$351,822
0.09% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,699
shares
|
$351,301
0.24% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,683
shares
|
$349,219
0.05% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,683
shares
|
$349,219
0.16% of portfolio
|
Q4 2023
Added 6.94%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,677
shares
|
$348,438
0.31% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
2,675
shares
|
$348,178
0.18% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,667
shares
|
$347,136
0.28% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
2,663
shares
|
$346,616
0.01% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
2,647
shares
|
$344,533
0.12% of portfolio
|
Q4 2024
Reduced 41.31%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,647
shares
|
$344,533
0.06% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
2,647
shares
|
$344,533
0.09% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,641
shares
|
$343,752
0.1% of portfolio
|
Q2 2025
Reduced 40.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,625
shares
|
$341,670
0.01% of portfolio
|
Q2 2025
Reduced 48.12%
|