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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
902
shares
|
$117,404
0.05% of portfolio
|
Q1 2025
Added 50.33%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
873
shares
|
$113,629
0.02% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
870
shares
|
$113,239
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
855
shares
|
$111,286
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
855
shares
|
$111,286
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
852
shares
|
$110,896
0.04% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
849
shares
|
$110,505
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
844
shares
|
$109,855
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
839
shares
|
$109,204
0.02% of portfolio
|
Q2 2025
Reduced 54.13%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
838
shares
|
$109,074
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
832
shares
|
$108,293
0.05% of portfolio
|
Q2 2024
Reduced 43.4%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
824
shares
|
$107,251
0.01% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
823
shares
|
$107,121
0.01% of portfolio
|
Q2 2024
Added 157.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
817
shares
|
$106,340
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
813
shares
|
$105,820
0.0% of portfolio
|
Q1 2025
Added 31.13%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
812
shares
|
$105,689
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
810
shares
|
$105,429
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
803
shares
|
$104,518
0.0% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
802
shares
|
$104,388
0.07% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
787
shares
|
$102,435
0.09% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
783
shares
|
$101,915
0.02% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
765
shares
|
$99,572
0.04% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
752
shares
|
$97,880
0.0% of portfolio
|
Q1 2025
Reduced 81.22%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
734
shares
|
$95,537
0.15% of portfolio
|
Q3 2022
Added 41.7%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
728
shares
|
$94,756
0.01% of portfolio
|
Q1 2025
Added 31.88%
|