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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
2,278
shares
|
$296,504
0.04% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,274
shares
|
$295,983
0.13% of portfolio
|
Q2 2025
Added 92.55%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
2,267
shares
|
$295,072
0.13% of portfolio
|
Q2 2025
Reduced 22.68%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,261
shares
|
$294,291
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,257
shares
|
$293,771
0.08% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,253
shares
|
$293,250
0.04% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,251
shares
|
$292,990
0.14% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,241
shares
|
$291,688
0.02% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
2,239
shares
|
$291,428
0.02% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
2,227
shares
|
$289,866
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
2,227
shares
|
$289,866
0.2% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
2,224
shares
|
$289,475
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,218
shares
|
$288,694
0.12% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
2,212
shares
|
$287,913
0.08% of portfolio
|
Q2 2025
Added 43.73%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
2,211
shares
|
$287,783
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,210
shares
|
$287,653
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
2,204
shares
|
$286,872
0.29% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,186
shares
|
$284,529
0.14% of portfolio
|
Q2 2025
Reduced 21.98%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,176
shares
|
$283,228
0.05% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,173
shares
|
$282,837
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
2,162
shares
|
$281,405
0.16% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
2,145
shares
|
$279,193
0.03% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,143
shares
|
$278,932
0.22% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
2,142
shares
|
$278,802
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,130
shares
|
$277,240
0.02% of portfolio
|
Q2 2025
Reduced 24.09%
|