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 2,004 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 $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
368
shares
|
$49,139
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
360
shares
|
$48,070
0.0% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
355
shares
|
$47,403
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
352
shares
|
$47,002
0.0% of portfolio
|
Q4 2023
Added 7.98%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
349
shares
|
$46,601
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
338
shares
|
$45,133
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
325
shares
|
$43,397
0.02% of portfolio
|
Q3 2021
Reduced 1.22%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
324
shares
|
$43,263
0.04% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
321
shares
|
$42,863
0.03% of portfolio
|
Q1 2025
Added 176.72%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
320
shares
|
$42,729
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
314
shares
|
$41,928
0.0% of portfolio
|
Q2 2023
Reduced 49.19%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
312
shares
|
$41,661
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
308
shares
|
$41,127
0.0% of portfolio
|
Q2 2023
Added 14.07%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
306
shares
|
$40,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
305
shares
|
$40,726
0.02% of portfolio
|
Q2 2024
Reduced 82.47%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
305
shares
|
$40,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
305
shares
|
$40,726
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
303
shares
|
$40,459
0.01% of portfolio
|
Q2 2023
Added 13.48%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
300
shares
|
$40,059
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
300
shares
|
$40,059
0.01% of portfolio
|
Q1 2022
Reduced 44.65%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
300
shares
|
$40,059
0.01% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
300
shares
|
$40,059
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
300
shares
|
$40,059
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
294
shares
|
$39,257
0.02% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
290
shares
|
$38,723
0.01% of portfolio
|
Q1 2025
Reduced 17.14%
|