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 |
|---|---|---|---|---|---|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
60,056
shares
|
$8.14 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
59,631
shares
|
$8.09 Million
0.29% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
59,362
shares
|
$8.05 Million
0.01% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
58,845
shares
|
$7.98 Million
1.55% of portfolio
|
Q3 2022
New holding
|
|
|
Srb Corp
Boston, MA |
May 13, 2025 Q1 2025 |
58,591
shares
|
$7.94 Million
0.56% of portfolio
|
Q1 2025
Added 139.84%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
58,558
shares
|
$7.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.62%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
58,043
shares
|
$7.87 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,945
shares
|
$7.86 Million
0.3% of portfolio
|
Q2 2020
Added 1.42%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
57,682
shares
|
$7.82 Million
1.15% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
57,217
shares
|
$7.76 Million
2.8% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
57,023
shares
|
$7.73 Million
0.09% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
56,685
shares
|
$7.69 Million
0.25% of portfolio
|
Q1 2025
Reduced 82.22%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
56,412
shares
|
$7.65 Million
1.14% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
56,401
shares
|
$7.65 Million
0.1% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
56,362
shares
|
$7.64 Million
6.42% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
56,288
shares
|
$7.63 Million
1.79% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
56,288
shares
|
$7.63 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
56,090
shares
|
$7.61 Million
1.25% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
56,021
shares
|
$7.6 Million
4.52% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
55,973
shares
|
$7.59 Million
0.53% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
55,260
shares
|
$7.49 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
54,961
shares
|
$7.45 Million
1.91% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
54,723
shares
|
$7.42 Million
0.34% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
54,381
shares
|
$7.37 Million
0.94% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
54,169
shares
|
$7.35 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.51%
|