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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
26,305
shares
|
$3.57 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
26,270
shares
|
$3.56 Million
1.77% of portfolio
|
Q2 2025
Added 80.41%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
26,186
shares
|
$3.55 Million
1.36% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,002
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Added 64.96%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
25,975
shares
|
$3.52 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
25,908
shares
|
$3.51 Million
0.94% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
25,880
shares
|
$3.51 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
25,817
shares
|
$3.5 Million
0.1% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
25,767
shares
|
$3.49 Million
0.41% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
25,758
shares
|
$3.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 58.46%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25,696
shares
|
$3.48 Million
0.2% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
25,588
shares
|
$3.47 Million
0.6% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
25,512
shares
|
$3.46 Million
0.21% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
25,449
shares
|
$3.45 Million
0.17% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
25,391
shares
|
$3.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
25,300
shares
|
$3.43 Million
0.16% of portfolio
|
Q1 2025
Reduced 61.37%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
25,188
shares
|
$3.42 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
25,049
shares
|
$3.4 Million
1.65% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
25,000
shares
|
$3.39 Million
0.48% of portfolio
|
Q3 2023
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
24,860
shares
|
$3.37 Million
1.47% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
24,848
shares
|
$3.37 Million
1.6% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
24,820
shares
|
$3.37 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
24,610
shares
|
$3.34 Million
0.11% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
24,524
shares
|
$3.33 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,387
shares
|
$3.31 Million
0.26% of portfolio
|
Q4 2023
Reduced 9.58%
|