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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
34,668
shares
|
$4.7 Million
0.13% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
34,663
shares
|
$4.7 Million
0.82% of portfolio
|
Q2 2025
Added 666.88%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
34,579
shares
|
$4.69 Million
3.18% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
34,464
shares
|
$4.67 Million
0.09% of portfolio
|
Q2 2024
Added 27.07%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
34,316
shares
|
$4.65 Million
0.29% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
34,039
shares
|
$4.62 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
34,032
shares
|
$4.61 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
33,781
shares
|
$4.58 Million
0.02% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
33,663
shares
|
$4.56 Million
0.38% of portfolio
|
Q1 2025
Added 752.23%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
33,649
shares
|
$4.56 Million
0.49% of portfolio
|
Q1 2025
Added 315.93%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33,530
shares
|
$4.55 Million
1.45% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
33,491
shares
|
$4.54 Million
0.21% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
33,376
shares
|
$4.53 Million
0.19% of portfolio
|
Q2 2025
Reduced 47.28%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
33,344
shares
|
$4.52 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
33,205
shares
|
$4.5 Million
0.32% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
33,072
shares
|
$4.48 Million
0.35% of portfolio
|
Q2 2025
Added 24.05%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
32,994
shares
|
$4.47 Million
0.97% of portfolio
|
Q3 2023
Reduced 8.97%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
32,680
shares
|
$4.43 Million
0.12% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
32,396
shares
|
$4.39 Million
0.04% of portfolio
|
Q1 2025
Added 61.39%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,343
shares
|
$4.39 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
32,249
shares
|
$4.37 Million
0.48% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
31,815
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
31,497
shares
|
$4.27 Million
0.41% of portfolio
|
Q2 2025
Added 179.82%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
31,453
shares
|
$4.27 Million
0.13% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
31,373
shares
|
$4.25 Million
0.01% of portfolio
|
Q1 2025
Added 26.12%
|