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 |
|---|---|---|---|---|---|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,478
shares
|
$192,376
0.23% of portfolio
|
Q1 2025
Reduced 39.99%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,470
shares
|
$191,335
0.14% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,470
shares
|
$191,335
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,445
shares
|
$188,081
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,440
shares
|
$187,430
0.03% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
1,427
shares
|
$185,738
0.0% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,422
shares
|
$185,087
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,411
shares
|
$183,655
0.05% of portfolio
|
Q2 2025
Added 149.73%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,391
shares
|
$181,052
0.0% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,391
shares
|
$181,052
0.02% of portfolio
|
Q2 2025
Added 97.87%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,384
shares
|
$180,141
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,366
shares
|
$177,798
0.06% of portfolio
|
Q2 2025
Added 58.1%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,355
shares
|
$176,366
0.04% of portfolio
|
Q4 2024
Added 55.93%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
1,335
shares
|
$173,763
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,325
shares
|
$172,462
0.04% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
1,321
shares
|
$171,941
0.07% of portfolio
|
Q1 2025
Added 296.7%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,319
shares
|
$171,681
0.01% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,272
shares
|
$165,563
0.01% of portfolio
|
Q2 2025
Reduced 37.22%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,270
shares
|
$165,303
0.06% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,223
shares
|
$159,185
0.03% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,203
shares
|
$156,582
0.01% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$156,192
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,193
shares
|
$155,280
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,190
shares
|
$154,890
0.09% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,187
shares
|
$154,499
0.0% of portfolio
|
Q3 2022
Added 87.82%
|