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 2,015 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,773
shares
|
$9.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
69,580
shares
|
$9.44 Million
2.5% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
68,678
shares
|
$9.31 Million
0.75% of portfolio
|
Q1 2025
Added 4034.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
68,414
shares
|
$9.28 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
67,685
shares
|
$9.18 Million
0.01% of portfolio
|
Q1 2024
Reduced 64.41%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
67,348
shares
|
$9.13 Million
0.73% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
67,019
shares
|
$9.09 Million
1.3% of portfolio
|
Q4 2024
Added 340.28%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
66,099
shares
|
$8.96 Million
1.5% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
65,968
shares
|
$8.95 Million
4.97% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
64,954
shares
|
$8.81 Million
1.07% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
64,472
shares
|
$8.74 Million
0.45% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
64,395
shares
|
$8.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
64,306
shares
|
$8.72 Million
2.09% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
64,097
shares
|
$8.69 Million
1.94% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
63,646
shares
|
$8.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
63,644
shares
|
$8.63 Million
1.31% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
63,480
shares
|
$8.61 Million
2.21% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
62,975
shares
|
$8.54 Million
0.37% of portfolio
|
Q1 2025
Added 60.84%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
62,546
shares
|
$8.48 Million
2.51% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
62,230
shares
|
$8.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
61,920
shares
|
$8.4 Million
0.32% of portfolio
|
Q3 2022
Reduced 9.53%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
61,382
shares
|
$8.32 Million
0.03% of portfolio
|
Q1 2025
Added 69.44%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
60,947
shares
|
$8.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 57.87%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
60,596
shares
|
$8.22 Million
1.43% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
60,285
shares
|
$8.17 Million
0.11% of portfolio
|
Q1 2025
Added 23.41%
|