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 1,969 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 $37.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
36,402
shares
|
$5.03 Million
0.29% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
36,374
shares
|
$5.02 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
36,366
shares
|
$5.02 Million
4.81% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
36,359
shares
|
$5.02 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
36,218
shares
|
$5 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
36,182
shares
|
$5 Million
1.53% of portfolio
|
Q2 2025
Added 114.07%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
36,103
shares
|
$4.99 Million
2.7% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
36,098
shares
|
$4.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
36,074
shares
|
$4.98 Million
0.16% of portfolio
|
Q2 2025
Reduced 61.32%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
36,030
shares
|
$4.98 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
35,756
shares
|
$4.94 Million
0.59% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
35,621
shares
|
$4.92 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
35,482
shares
|
$4.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 71.97%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
35,334
shares
|
$4.88 Million
0.72% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
35,248
shares
|
$4.87 Million
0.11% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
34,898
shares
|
$4.82 Million
5.47% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
34,806
shares
|
$4.81 Million
0.66% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
34,802
shares
|
$4.81 Million
0.03% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
34,782
shares
|
$4.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
34,676
shares
|
$4.79 Million
0.1% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
34,663
shares
|
$4.79 Million
0.82% of portfolio
|
Q2 2025
Added 666.88%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
34,651
shares
|
$4.79 Million
2.57% of portfolio
|
Q2 2025
New holding
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
34,595
shares
|
$4.78 Million
2.32% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
34,464
shares
|
$4.76 Million
0.09% of portfolio
|
Q2 2024
Added 27.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
34,139
shares
|
$4.71 Million
0.11% of portfolio
|
Q2 2025
Reduced 77.32%
|