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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,714
shares
|
$223,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
1,702
shares
|
$221,532
0.05% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
1,700
shares
|
$221,272
1.28% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
1,700
shares
|
$221,272
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
1,700
shares
|
$221,272
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
1,698
shares
|
$221,011
0.23% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,695
shares
|
$220,621
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
1,691
shares
|
$220,100
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
1,690
shares
|
$219,970
0.03% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,690
shares
|
$219,970
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,687
shares
|
$219,579
0.18% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Aug 11, 2025 Q2 2025 |
1,682
shares
|
$218,929
0.03% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,673
shares
|
$217,757
0.03% of portfolio
|
Q2 2025
Reduced 44.55%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,670
shares
|
$217,367
0.06% of portfolio
|
Q2 2025
Reduced 47.65%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,669
shares
|
$217,237
0.02% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
1,669
shares
|
$217,237
0.06% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
1,668
shares
|
$217,106
0.08% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,667
shares
|
$216,976
0.04% of portfolio
|
Q2 2023
Reduced 4.2%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,657
shares
|
$215,675
0.02% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,657
shares
|
$215,675
0.02% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,651
shares
|
$214,894
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
1,649
shares
|
$214,633
0.09% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,648
shares
|
$214,503
0.01% of portfolio
|
Q2 2025
Reduced 64.44%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
1,647
shares
|
$214,373
0.05% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,647
shares
|
$214,373
0.04% of portfolio
|
Q2 2025
Added 1.67%
|