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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,185
shares
|
$154,239
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,183
shares
|
$153,979
0.06% of portfolio
|
Q1 2025
Reduced 98.63%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
1,175
shares
|
$152,938
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,143
shares
|
$148,772
0.02% of portfolio
|
Q2 2025
Reduced 42.45%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,142
shares
|
$148,642
0.05% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,130
shares
|
$147,080
0.04% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,128
shares
|
$146,820
0.03% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,111
shares
|
$144,607
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,111
shares
|
$144,607
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,082
shares
|
$140,833
0.02% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,071
shares
|
$139,401
0.02% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,063
shares
|
$138,360
0.07% of portfolio
|
Q2 2025
Reduced 41.66%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,056
shares
|
$137,448
0.02% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,040
shares
|
$135,366
0.06% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,037
shares
|
$134,975
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,036
shares
|
$134,845
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,031
shares
|
$134,194
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,019
shares
|
$132,633
0.01% of portfolio
|
Q1 2023
Added 43.32%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
1,005
shares
|
$130,810
0.04% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,002
shares
|
$130,420
0.02% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
980
shares
|
$127,556
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
962
shares
|
$125,213
0.02% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
936
shares
|
$121,829
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
933
shares
|
$121,439
0.01% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
932
shares
|
$121,309
0.03% of portfolio
|
Q2 2025
Added 9.26%
|