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 |
|---|---|---|---|---|---|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
1,567
shares
|
$203,960
0.08% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,563
shares
|
$203,440
0.06% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,560
shares
|
$203,049
0.05% of portfolio
|
Q4 2019
Reduced 11.36%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
1,556
shares
|
$202,528
0.02% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,555
shares
|
$202,398
0.02% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
1,551
shares
|
$201,878
0.11% of portfolio
|
Q2 2025
Reduced 33.12%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
1,550
shares
|
$201,748
0.13% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,543
shares
|
$200,836
0.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
1,538
shares
|
$200,186
0.5% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
1,536
shares
|
$199,925
0.03% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,533
shares
|
$199,535
0.03% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
1,530
shares
|
$199,144
0.06% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
1,530
shares
|
$199,144
0.03% of portfolio
|
Q2 2025
Reduced 90.88%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
1,528
shares
|
$198,884
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,520
shares
|
$197,843
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,517
shares
|
$197,452
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
1,516
shares
|
$197,322
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,515
shares
|
$197,192
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,515
shares
|
$197,192
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
1,515
shares
|
$197,192
0.05% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,513
shares
|
$196,932
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,506
shares
|
$196,020
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
1,504
shares
|
$195,760
0.01% of portfolio
|
Q2 2025
Reduced 81.7%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,502
shares
|
$195,500
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
1,496
shares
|
$194,719
0.16% of portfolio
|
Q2 2025
Reduced 10.9%
|