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 |
|---|---|---|---|---|---|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
37,444
shares
|
$5.08 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
37,078
shares
|
$5.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
37,063
shares
|
$5.03 Million
1.98% of portfolio
|
Q2 2022
Reduced 3.77%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
36,811
shares
|
$4.99 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
36,662
shares
|
$4.97 Million
0.51% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,568
shares
|
$4.96 Million
2.54% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
36,427
shares
|
$4.94 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
36,374
shares
|
$4.93 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
36,366
shares
|
$4.93 Million
4.81% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
36,030
shares
|
$4.89 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
35,756
shares
|
$4.85 Million
0.59% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
35,452
shares
|
$4.81 Million
0.07% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
35,343
shares
|
$4.79 Million
0.15% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
35,334
shares
|
$4.79 Million
0.72% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
35,217
shares
|
$4.78 Million
0.35% of portfolio
|
Q1 2025
Reduced 58.92%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
35,165
shares
|
$4.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
35,024
shares
|
$4.75 Million
0.41% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
35,006
shares
|
$4.75 Million
3.8% of portfolio
|
Q1 2025
New holding
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
34,965
shares
|
$4.74 Million
2.47% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
34,909
shares
|
$4.73 Million
0.08% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
34,898
shares
|
$4.73 Million
5.47% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
34,806
shares
|
$4.72 Million
0.66% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
34,802
shares
|
$4.72 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
|
$4.72 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
34,694
shares
|
$4.7 Million
1.58% of portfolio
|
Q1 2025
Added 11275.08%
|