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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
2,130
shares
|
$277,240
0.01% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,129
shares
|
$277,110
0.0% of portfolio
|
Q2 2025
Added 118.58%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
2,119
shares
|
$275,809
0.12% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,118
shares
|
$275,678
0.26% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
2,115
shares
|
$275,288
0.06% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
2,113
shares
|
$275,028
0.14% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
2,111
shares
|
$274,767
0.07% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,109
shares
|
$274,507
0.03% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,105
shares
|
$273,986
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,103
shares
|
$273,726
0.11% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,100
shares
|
$273,336
0.03% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,087
shares
|
$271,643
0.02% of portfolio
|
Q2 2025
Added 188.66%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,081
shares
|
$270,862
0.05% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,076
shares
|
$270,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
2,073
shares
|
$269,821
0.05% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,070
shares
|
$269,431
0.23% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,050
shares
|
$266,828
0.72% of portfolio
|
Q1 2022
Added 7.89%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,042
shares
|
$265,786
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
2,038
shares
|
$265,266
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,036
shares
|
$265,005
0.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
2,033
shares
|
$264,615
0.04% of portfolio
|
Q4 2024
Reduced 33.08%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,025
shares
|
$263,574
0.07% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,025
shares
|
$263,574
0.17% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,024
shares
|
$263,443
0.02% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
2,022
shares
|
$263,183
0.03% of portfolio
|
Q2 2025
New holding
|