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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,935
shares
|
$251,859
0.07% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
1,933
shares
|
$251,599
0.08% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,932
shares
|
$251,469
0.01% of portfolio
|
Q1 2025
Added 222.0%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,926
shares
|
$250,688
0.02% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,921
shares
|
$250,037
0.06% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,920
shares
|
$249,907
0.06% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
1,920
shares
|
$249,907
0.08% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
1,919
shares
|
$249,777
0.04% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,917
shares
|
$249,516
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,914
shares
|
$249,126
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
1,912
shares
|
$248,865
0.04% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
1,912
shares
|
$248,865
0.03% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,911
shares
|
$248,735
0.09% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
1,905
shares
|
$247,954
0.01% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,905
shares
|
$247,954
0.08% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
1,905
shares
|
$247,954
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,901
shares
|
$247,434
0.02% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,898
shares
|
$247,043
0.1% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
1,898
shares
|
$247,043
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,895
shares
|
$246,653
0.04% of portfolio
|
Q4 2022
Added 1.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,892
shares
|
$246,262
0.0% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,892
shares
|
$246,262
0.24% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
1,886
shares
|
$245,481
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
First Long Island Investors, LLC
|
Aug 12, 2025 Q2 2025 |
1,880
shares
|
$244,700
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,872
shares
|
$243,659
0.04% of portfolio
|
Q2 2025
Added 16.06%
|