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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,790
shares
|
$232,986
0.05% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
1,786
shares
|
$232,465
0.05% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,782
shares
|
$231,945
0.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
1,782
shares
|
$231,945
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
1,780
shares
|
$231,684
0.1% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,768
shares
|
$230,122
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
1,766
shares
|
$229,862
0.31% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,765
shares
|
$229,732
0.03% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,763
shares
|
$229,472
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,763
shares
|
$229,472
0.11% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
1,760
shares
|
$229,081
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
1,758
shares
|
$228,821
0.05% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
1,758
shares
|
$228,821
0.12% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
1,756
shares
|
$228,560
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,753
shares
|
$228,170
0.07% of portfolio
|
Q4 2022
Reduced 6.01%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
1,752
shares
|
$228,040
0.12% of portfolio
|
Q2 2025
Reduced 40.93%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,741
shares
|
$226,608
0.09% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
1,739
shares
|
$226,348
0.08% of portfolio
|
Q1 2024
Added 5.84%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
1,738
shares
|
$226,218
0.02% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
1,736
shares
|
$225,957
0.34% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,734
shares
|
$225,697
0.01% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,731
shares
|
$225,306
0.02% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,724
shares
|
$224,395
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,723
shares
|
$224,265
0.04% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,716
shares
|
$223,354
0.02% of portfolio
|
Q2 2025
Added 2.08%
|