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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
31,355
shares
|
$4.25 Million
3.96% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31,347
shares
|
$4.25 Million
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
30,795
shares
|
$4.18 Million
1.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
30,728
shares
|
$4.17 Million
0.31% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
30,636
shares
|
$4.15 Million
4.74% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,069
shares
|
$4.08 Million
0.48% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
30,026
shares
|
$4.07 Million
0.45% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
29,939
shares
|
$4.06 Million
1.02% of portfolio
|
Q2 2025
Reduced 57.57%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,745
shares
|
$4.03 Million
0.11% of portfolio
|
Q4 2023
Added 3.03%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
29,744
shares
|
$4.03 Million
0.14% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
29,737
shares
|
$4.03 Million
1.55% of portfolio
|
Q3 2023
Reduced 17.75%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
29,658
shares
|
$4.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
29,574
shares
|
$4.01 Million
1.2% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
29,173
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2022
Reduced 83.81%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
28,761
shares
|
$3.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
28,750
shares
|
$3.9 Million
0.02% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,645
shares
|
$3.88 Million
0.12% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
28,604
shares
|
$3.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
28,475
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
28,472
shares
|
$3.86 Million
0.25% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
28,424
shares
|
$3.85 Million
4.26% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
28,405
shares
|
$3.85 Million
1.1% of portfolio
|
Q1 2025
Added 353.61%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
28,397
shares
|
$3.85 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
28,322
shares
|
$3.84 Million
1.0% of portfolio
|
Q1 2025
Added 296.94%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
28,129
shares
|
$3.81 Million
4.13% of portfolio
|
Q1 2025
Added 5.83%
|