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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
281
shares
|
$37,521
0.01% of portfolio
|
Q1 2025
Added 116.15%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
280
shares
|
$37,388
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
277
shares
|
$36,987
0.01% of portfolio
|
Q4 2024
Added 147.32%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
272
shares
|
$36,320
0.02% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
267
shares
|
$35,652
0.02% of portfolio
|
Q1 2025
Reduced 80.74%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
265
shares
|
$35,385
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
257
shares
|
$34,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
255
shares
|
$34,050
0.01% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
255
shares
|
$34,050
0.01% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
251
shares
|
$33,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
250
shares
|
$33,382
0.01% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
250
shares
|
$33,382
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
249
shares
|
$33,248
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
249
shares
|
$33,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
242
shares
|
$32,314
0.0% of portfolio
|
Q1 2024
Reduced 46.1%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
242
shares
|
$32,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
240
shares
|
$32,047
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
240
shares
|
$32,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
232
shares
|
$30,978
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
223
shares
|
$29,777
0.02% of portfolio
|
Q3 2023
Reduced 79.12%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
220
shares
|
$29,376
0.02% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
220
shares
|
$29,376
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
216
shares
|
$28,842
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
214
shares
|
$28,575
0.0% of portfolio
|
Q2 2025
Reduced 27.21%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
214
shares
|
$28,575
0.01% of portfolio
|
Q2 2025
Added 87.72%
|