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 |
|---|---|---|---|---|---|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
32
shares
|
$4,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
30
shares
|
$4,005
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
30
shares
|
$4,005
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
29
shares
|
$3,872
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$3,738
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
27
shares
|
$3,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
27
shares
|
$3,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
25
shares
|
$3,338
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
25
shares
|
$3,338
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
23
shares
|
$3,071
0.0% of portfolio
|
Q2 2025
Reduced 86.47%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
23
shares
|
$3,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
21
shares
|
$2,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
19
shares
|
$2,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
17
shares
|
$2,270
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$2,002
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
13
shares
|
$1,735
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$1,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
12
shares
|
$1,602
0.0% of portfolio
|
Q2 2025
Reduced 87.76%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
12
shares
|
$1,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
11
shares
|
$1,468
0.0% of portfolio
|
Q2 2025
Reduced 78.43%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
11
shares
|
$1,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
10
shares
|
$1,335
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
9
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
8
shares
|
$1,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
7
shares
|
$934
0.0% of portfolio
|
Q2 2025
Reduced 91.95%
|