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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
24,322
shares
|
$3.3 Million
2.84% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
24,204
shares
|
$3.28 Million
1.23% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
24,093
shares
|
$3.27 Million
0.32% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
24,033
shares
|
$3.26 Million
0.61% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
23,903
shares
|
$3.24 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
23,860
shares
|
$3.24 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
23,457
shares
|
$3.18 Million
1.9% of portfolio
|
Q1 2025
Added 113.38%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
23,335
shares
|
$3.16 Million
1.61% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
23,280
shares
|
$3.16 Million
0.1% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
23,180
shares
|
$3.14 Million
5.74% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,162
shares
|
$3.14 Million
0.51% of portfolio
|
Q3 2022
Added 12.42%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
23,109
shares
|
$3.13 Million
0.95% of portfolio
|
Q1 2025
Added 698.24%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
23,027
shares
|
$3.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 75.75%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
22,794
shares
|
$3.09 Million
1.83% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
22,770
shares
|
$3.09 Million
0.27% of portfolio
|
Q2 2025
Added 270.91%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
22,407
shares
|
$3.04 Million
0.27% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
22,266
shares
|
$3.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
22,193
shares
|
$3.01 Million
0.08% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
22,181
shares
|
$3.01 Million
0.14% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
22,163
shares
|
$3.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
22,148
shares
|
$3 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
21,999
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
21,957
shares
|
$2.98 Million
0.42% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
21,955
shares
|
$2.98 Million
1.55% of portfolio
|
Q1 2025
Reduced 26.33%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
21,571
shares
|
$2.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.4%
|