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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
105
shares
|
$14,020
0.01% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
105
shares
|
$14,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
102
shares
|
$13,620
0.01% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
101
shares
|
$13,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$13,353
0.0% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
100
shares
|
$13,353
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
100
shares
|
$13,353
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
100
shares
|
$13,353
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
100
shares
|
$13,353
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
96
shares
|
$12,818
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
95
shares
|
$12,685
0.0% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
95
shares
|
$12,685
0.01% of portfolio
|
Q1 2025
Reduced 90.08%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
92
shares
|
$12,284
0.0% of portfolio
|
Q1 2024
Added 9.52%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
92
shares
|
$12,284
0.0% of portfolio
|
Q1 2024
Reduced 76.36%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
91
shares
|
$12,151
0.01% of portfolio
|
Q1 2024
Reduced 21.55%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
90
shares
|
$12,017
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
88
shares
|
$11,750
0.0% of portfolio
|
Q4 2023
Reduced 14.56%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
84
shares
|
$11,216
0.0% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
81
shares
|
$10,815
0.0% of portfolio
|
Q1 2025
Reduced 76.99%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
81
shares
|
$10,815
0.0% of portfolio
|
Q4 2024
Reduced 28.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
79
shares
|
$10,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
75
shares
|
$10,014
0.0% of portfolio
|
Q1 2024
Reduced 97.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
74
shares
|
$9,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
73
shares
|
$9,747
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
72
shares
|
$9,614
0.0% of portfolio
|
Q2 2025
Added 1.41%
|