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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
21,435
shares
|
$2.91 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
21,374
shares
|
$2.9 Million
0.05% of portfolio
|
Q4 2023
Added 8.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
21,373
shares
|
$2.9 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
21,267
shares
|
$2.88 Million
1.79% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
21,245
shares
|
$2.88 Million
0.75% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
21,200
shares
|
$2.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
21,050
shares
|
$2.85 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
21,048
shares
|
$2.85 Million
2.02% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
20,936
shares
|
$2.84 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
20,927
shares
|
$2.84 Million
2.04% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
20,735
shares
|
$2.81 Million
1.44% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
20,531
shares
|
$2.78 Million
1.24% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,519
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
20,492
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.44%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
20,456
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
20,402
shares
|
$2.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
20,399
shares
|
$2.77 Million
0.22% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
20,262
shares
|
$2.75 Million
0.24% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
20,256
shares
|
$2.75 Million
0.3% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
20,203
shares
|
$2.74 Million
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
20,158
shares
|
$2.73 Million
3.9% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
20,154
shares
|
$2.73 Million
0.19% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
20,031
shares
|
$2.72 Million
2.74% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
20,000
shares
|
$2.71 Million
2.88% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19,950
shares
|
$2.71 Million
0.2% of portfolio
|
Q1 2025
Added 1.62%
|