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 |
|---|---|---|---|---|---|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
1,645
shares
|
$214,113
0.03% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,644
shares
|
$213,983
0.01% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Stack Financial Management, Inc
|
Jul 25, 2025 Q2 2025 |
1,643
shares
|
$213,852
0.02% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,639
shares
|
$213,332
0.03% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,631
shares
|
$212,290
0.01% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,628
shares
|
$211,900
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,626
shares
|
$211,640
0.07% of portfolio
|
Q1 2023
Reduced 6.5%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,624
shares
|
$211,379
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
1,622
shares
|
$211,119
0.02% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
1,620
shares
|
$210,859
0.1% of portfolio
|
Q2 2025
Reduced 66.39%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
1,614
shares
|
$210,078
0.06% of portfolio
|
Q1 2024
Reduced 40.09%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,612
shares
|
$209,817
0.15% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
1,610
shares
|
$209,557
0.08% of portfolio
|
Q2 2022
Reduced 5.01%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,601
shares
|
$208,386
0.09% of portfolio
|
Q2 2025
Added 249.56%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
1,600
shares
|
$208,256
0.02% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,600
shares
|
$208,256
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,597
shares
|
$207,865
0.17% of portfolio
|
Q3 2023
Reduced 61.98%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
1,596
shares
|
$207,735
0.06% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
1,595
shares
|
$207,605
0.08% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,592
shares
|
$207,214
0.02% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,591
shares
|
$207,084
0.17% of portfolio
|
Q3 2021
Reduced 0.81%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,589
shares
|
$206,824
0.02% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
1,587
shares
|
$206,563
0.08% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
1,584
shares
|
$206,173
0.06% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,570
shares
|
$204,351
0.03% of portfolio
|
Q2 2025
Reduced 37.57%
|