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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30,753
shares
|
$4.25 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
30,705
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
30,636
shares
|
$4.23 Million
4.74% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
30,533
shares
|
$4.22 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
30,281
shares
|
$4.18 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Aug 13, 2025 Q2 2025 |
30,200
shares
|
$4.17 Million
2.54% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,069
shares
|
$4.15 Million
0.48% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
30,052
shares
|
$4.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
30,026
shares
|
$4.15 Million
0.45% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
29,953
shares
|
$4.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
29,939
shares
|
$4.13 Million
1.02% of portfolio
|
Q2 2025
Reduced 57.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
29,926
shares
|
$4.13 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
29,867
shares
|
$4.12 Million
0.39% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
29,823
shares
|
$4.12 Million
0.27% of portfolio
|
Q2 2025
Reduced 48.62%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
29,768
shares
|
$4.11 Million
1.91% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,748
shares
|
$4.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 64.47%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,745
shares
|
$4.11 Million
0.11% of portfolio
|
Q4 2023
Added 3.03%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
29,737
shares
|
$4.11 Million
1.55% of portfolio
|
Q3 2023
Reduced 17.75%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,693
shares
|
$4.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 33.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
29,489
shares
|
$4.07 Million
0.02% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
29,454
shares
|
$4.07 Million
0.05% of portfolio
|
Q2 2025
Added 63.98%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
29,208
shares
|
$4.03 Million
0.17% of portfolio
|
Q2 2025
Added 114.69%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
29,173
shares
|
$4.03 Million
0.0% of portfolio
|
Q3 2022
Reduced 83.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
29,120
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
29,020
shares
|
$4.01 Million
1.65% of portfolio
|
Q2 2025
Added 10.32%
|