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 |
|---|---|---|---|---|---|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
21,931
shares
|
$3.03 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
21,930
shares
|
$3.03 Million
0.56% of portfolio
|
Q2 2025
Added 123.71%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
21,861
shares
|
$3.02 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
21,749
shares
|
$3 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
21,726
shares
|
$3 Million
0.02% of portfolio
|
Q2 2025
Added 595.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
21,707
shares
|
$3 Million
0.04% of portfolio
|
Q2 2025
Added 101.85%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
21,591
shares
|
$2.98 Million
0.36% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
21,569
shares
|
$2.98 Million
0.36% of portfolio
|
Q2 2025
Added 29.33%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
21,526
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
21,485
shares
|
$2.97 Million
2.53% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
21,374
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2023
Added 8.59%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
21,369
shares
|
$2.95 Million
0.07% of portfolio
|
Q2 2025
Added 105.75%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
21,267
shares
|
$2.94 Million
1.79% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
21,255
shares
|
$2.94 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
21,159
shares
|
$2.92 Million
1.06% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
21,048
shares
|
$2.91 Million
2.02% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
21,001
shares
|
$2.9 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
20,927
shares
|
$2.89 Million
1.78% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
20,821
shares
|
$2.88 Million
0.86% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
20,738
shares
|
$2.86 Million
1.31% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
20,735
shares
|
$2.86 Million
1.44% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
20,702
shares
|
$2.86 Million
0.23% of portfolio
|
Q2 2025
Added 69.49%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
20,592
shares
|
$2.84 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,519
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
20,436
shares
|
$2.82 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.46%
|