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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
19,286
shares
|
$2.66 Million
1.55% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
19,191
shares
|
$2.65 Million
0.87% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
19,175
shares
|
$2.65 Million
0.8% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
19,149
shares
|
$2.64 Million
1.1% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
19,110
shares
|
$2.64 Million
1.0% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
19,101
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,061
shares
|
$2.63 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
|
$2.62 Million
0.8% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
18,981
shares
|
$2.62 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
18,981
shares
|
$2.62 Million
1.26% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18,943
shares
|
$2.62 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
18,916
shares
|
$2.61 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
18,853
shares
|
$2.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
18,830
shares
|
$2.6 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
18,716
shares
|
$2.58 Million
0.02% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
18,677
shares
|
$2.58 Million
0.12% of portfolio
|
Q2 2025
Reduced 44.49%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
18,638
shares
|
$2.57 Million
0.62% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
18,627
shares
|
$2.57 Million
0.58% of portfolio
|
Q2 2025
Reduced 53.77%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
18,560
shares
|
$2.56 Million
0.99% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
18,505
shares
|
$2.56 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
18,435
shares
|
$2.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
18,367
shares
|
$2.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
18,359
shares
|
$2.54 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
18,134
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Added 82.36%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
18,129
shares
|
$2.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.26%
|