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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
41,041
shares
|
$5.57 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
40,937
shares
|
$5.55 Million
0.17% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
40,926
shares
|
$5.55 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
40,781
shares
|
$5.53 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
40,637
shares
|
$5.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.6%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
40,401
shares
|
$5.48 Million
1.49% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
40,360
shares
|
$5.47 Million
1.44% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
40,293
shares
|
$5.46 Million
2.08% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
39,541
shares
|
$5.36 Million
2.9% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
39,522
shares
|
$5.36 Million
1.27% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
39,311
shares
|
$5.33 Million
3.21% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
39,156
shares
|
$5.31 Million
3.04% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
39,113
shares
|
$5.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
39,102
shares
|
$5.3 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
38,886
shares
|
$5.27 Million
2.77% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
38,726
shares
|
$5.25 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
38,464
shares
|
$5.22 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
38,414
shares
|
$5.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
38,290
shares
|
$5.19 Million
1.96% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
38,219
shares
|
$5.18 Million
0.17% of portfolio
|
Q4 2023
Added 21.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,081
shares
|
$5.16 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
37,689
shares
|
$5.11 Million
0.69% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
37,631
shares
|
$5.1 Million
3.92% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
37,590
shares
|
$5.1 Million
0.31% of portfolio
|
Q1 2025
Added 37.12%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
37,536
shares
|
$5.09 Million
5.05% of portfolio
|
Q1 2025
Added 9.66%
|