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 |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
2,625
shares
|
$341,670
0.01% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,620
shares
|
$341,019
0.06% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,603
shares
|
$338,806
0.08% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,603
shares
|
$338,806
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
2,593
shares
|
$337,504
0.2% of portfolio
|
Q2 2025
Added 74.5%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,592
shares
|
$337,374
0.27% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,559
shares
|
$333,079
0.06% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,552
shares
|
$332,168
0.18% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,540
shares
|
$330,606
0.26% of portfolio
|
Q2 2022
Reduced 18.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,526
shares
|
$328,784
0.01% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,520
shares
|
$328,003
0.05% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
2,516
shares
|
$327,482
0.18% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,513
shares
|
$327,092
0.04% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,511
shares
|
$326,831
0.02% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
2,503
shares
|
$325,790
0.25% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,488
shares
|
$323,838
0.22% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,486
shares
|
$323,577
0.06% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
2,484
shares
|
$323,317
0.05% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
2,477
shares
|
$322,406
0.23% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
2,476
shares
|
$322,276
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
2,474
shares
|
$322,015
0.09% of portfolio
|
Q1 2025
Reduced 19.52%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
2,467
shares
|
$321,104
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,459
shares
|
$320,063
0.02% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
2,452
shares
|
$319,152
0.11% of portfolio
|
Q2 2025
Reduced 69.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,434
shares
|
$316,809
0.01% of portfolio
|
Q2 2025
Reduced 18.24%
|