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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
19,858
shares
|
$2.69 Million
0.27% of portfolio
|
Q1 2025
Reduced 75.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,846
shares
|
$2.69 Million
0.1% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
19,797
shares
|
$2.68 Million
0.49% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
19,672
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19,622
shares
|
$2.66 Million
0.27% of portfolio
|
Q1 2025
Added 128.46%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
19,547
shares
|
$2.65 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
19,499
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
19,491
shares
|
$2.64 Million
1.23% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
19,436
shares
|
$2.64 Million
1.59% of portfolio
|
Q1 2025
Reduced 99.32%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
19,377
shares
|
$2.63 Million
0.75% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
19,337
shares
|
$2.62 Million
1.74% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
19,301
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
19,286
shares
|
$2.62 Million
1.55% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
19,286
shares
|
$2.62 Million
1.93% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
19,200
shares
|
$2.6 Million
0.02% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
19,175
shares
|
$2.6 Million
0.8% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
19,171
shares
|
$2.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
19,149
shares
|
$2.6 Million
1.1% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,081
shares
|
$2.59 Million
0.16% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,061
shares
|
$2.58 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
19,003
shares
|
$2.58 Million
0.8% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
18,964
shares
|
$2.57 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
18,836
shares
|
$2.55 Million
0.28% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
18,830
shares
|
$2.55 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
18,826
shares
|
$2.55 Million
0.38% of portfolio
|
Q1 2025
Added 1.17%
|