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 |
|---|---|---|---|---|---|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,082
shares
|
$3.81 Million
0.29% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
27,994
shares
|
$3.8 Million
0.15% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
27,856
shares
|
$3.78 Million
2.64% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
27,801
shares
|
$3.77 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
27,778
shares
|
$3.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
27,765
shares
|
$3.76 Million
0.95% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
27,694
shares
|
$3.76 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
27,553
shares
|
$3.74 Million
3.02% of portfolio
|
Q2 2025
Added 123.43%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
27,450
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
27,411
shares
|
$3.72 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
27,401
shares
|
$3.72 Million
2.08% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
27,286
shares
|
$3.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
27,245
shares
|
$3.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
27,153
shares
|
$3.68 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
27,112
shares
|
$3.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
27,109
shares
|
$3.68 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
26,827
shares
|
$3.64 Million
1.23% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
26,667
shares
|
$3.62 Million
0.7% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
26,620
shares
|
$3.61 Million
0.43% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
26,512
shares
|
$3.6 Million
0.18% of portfolio
|
Q1 2025
Added 62.46%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
26,450
shares
|
$3.59 Million
2.86% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,425
shares
|
$3.58 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
26,407
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
26,319
shares
|
$3.57 Million
0.23% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
26,312
shares
|
$3.57 Million
0.82% of portfolio
|
Q1 2025
Added 22.31%
|