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 |
|---|---|---|---|---|---|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
2,009
shares
|
$261,491
0.18% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,007
shares
|
$261,231
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$260,320
0.05% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,993
shares
|
$259,408
0.19% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
1,992
shares
|
$259,278
0.17% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,988
shares
|
$258,758
0.02% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,978
shares
|
$257,456
0.04% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,976
shares
|
$257,196
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
1,975
shares
|
$257,066
0.02% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
1,974
shares
|
$256,935
0.05% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
1,972
shares
|
$256,675
0.16% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,971
shares
|
$256,545
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,970
shares
|
$256,415
0.01% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
1,969
shares
|
$256,285
0.11% of portfolio
|
Q2 2025
Reduced 19.67%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,965
shares
|
$255,764
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,960
shares
|
$255,113
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,960
shares
|
$255,113
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
1,959
shares
|
$254,983
0.0% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,958
shares
|
$254,853
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,957
shares
|
$254,723
0.01% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,956
shares
|
$254,592
0.01% of portfolio
|
Q2 2025
Added 3004.76%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,956
shares
|
$254,592
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,950
shares
|
$253,812
0.09% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
1,949
shares
|
$253,681
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,939
shares
|
$252,380
0.0% of portfolio
|
Q2 2025
Reduced 96.49%
|