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 |
|---|---|---|---|---|---|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
1,872
shares
|
$243,659
0.08% of portfolio
|
Q2 2025
Reduced 89.97%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,870
shares
|
$243,399
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
1,867
shares
|
$243,008
0.08% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
1,864
shares
|
$242,618
0.14% of portfolio
|
Q2 2025
Added 26.54%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,863
shares
|
$242,488
0.2% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,860
shares
|
$242,097
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,859
shares
|
$241,967
0.02% of portfolio
|
Q2 2025
Added 82.97%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,858
shares
|
$241,837
0.1% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
1,855
shares
|
$241,446
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,849
shares
|
$240,665
0.03% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,845
shares
|
$240,145
0.02% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,844
shares
|
$240,015
0.08% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,842
shares
|
$239,754
0.02% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,842
shares
|
$239,754
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
1,827
shares
|
$237,802
0.17% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,823
shares
|
$237,281
0.19% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
1,820
shares
|
$236,891
0.06% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
1,820
shares
|
$236,891
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,809
shares
|
$235,459
0.11% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
1,809
shares
|
$235,459
0.03% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,807
shares
|
$235,199
0.06% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
1,804
shares
|
$234,808
0.15% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,803
shares
|
$234,678
0.08% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
1,800
shares
|
$234,288
0.06% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
1,799
shares
|
$234,157
0.15% of portfolio
|
Q2 2025
Reduced 11.25%
|