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 2,004 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 $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
140,965
shares
|
$18.8 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
140,556
shares
|
$18.8 Million
1.89% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
140,484
shares
|
$18.8 Million
0.09% of portfolio
|
Q1 2025
Added 88.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
139,984
shares
|
$18.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
138,069
shares
|
$18.4 Million
5.37% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
137,877
shares
|
$18.4 Million
0.09% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
136,099
shares
|
$18.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136,034
shares
|
$18.2 Million
2.12% of portfolio
|
Q3 2023
Added 0.51%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
135,510
shares
|
$18.1 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
133,986
shares
|
$17.9 Million
3.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
132,876
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
131,129
shares
|
$17.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 50.07%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
130,526
shares
|
$17.4 Million
6.89% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
128,961
shares
|
$17.2 Million
2.62% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
127,318
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Added 155.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
126,603
shares
|
$16.9 Million
1.03% of portfolio
|
Q1 2025
Added 283.32%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
125,990
shares
|
$16.8 Million
3.16% of portfolio
|
Q1 2025
Added 58.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
125,071
shares
|
$16.7 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
125,037
shares
|
$16.7 Million
2.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
123,855
shares
|
$16.5 Million
0.59% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
123,280
shares
|
$16.5 Million
1.11% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
123,039
shares
|
$16.4 Million
3.44% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
122,710
shares
|
$16.4 Million
0.23% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
121,535
shares
|
$16.2 Million
0.42% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
120,914
shares
|
$16.1 Million
0.02% of portfolio
|
Q1 2025
Added 20.54%
|