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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
18,777
shares
|
$2.55 Million
0.76% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
18,752
shares
|
$2.54 Million
1.4% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
18,669
shares
|
$2.53 Million
0.99% of portfolio
|
Q1 2025
Added 651.87%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
18,638
shares
|
$2.53 Million
0.62% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
18,604
shares
|
$2.52 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
18,505
shares
|
$2.51 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
18,359
shares
|
$2.49 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
18,341
shares
|
$2.49 Million
0.23% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
18,334
shares
|
$2.49 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
18,233
shares
|
$2.47 Million
0.1% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
18,129
shares
|
$2.46 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
18,017
shares
|
$2.44 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
18,010
shares
|
$2.44 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
17,962
shares
|
$2.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
17,934
shares
|
$2.43 Million
0.78% of portfolio
|
Q1 2025
Added 136.1%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
17,911
shares
|
$2.43 Million
0.32% of portfolio
|
Q1 2024
Added 143.92%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,907
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 68.56%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
17,881
shares
|
$2.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
17,819
shares
|
$2.42 Million
2.23% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
17,780
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
17,743
shares
|
$2.41 Million
0.5% of portfolio
|
Q1 2025
Added 257.58%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
17,713
shares
|
$2.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
17,694
shares
|
$2.4 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,656
shares
|
$2.39 Million
0.24% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17,486
shares
|
$2.37 Million
0.57% of portfolio
|
Q2 2025
Added 1.74%
|