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 |
|---|---|---|---|---|---|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
18,081
shares
|
$2.5 Million
0.05% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
18,017
shares
|
$2.49 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
17,912
shares
|
$2.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 29.62%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
17,911
shares
|
$2.47 Million
0.28% of portfolio
|
Q1 2024
Added 143.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
17,875
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
17,819
shares
|
$2.46 Million
1.92% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
17,809
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
17,735
shares
|
$2.45 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
17,713
shares
|
$2.45 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
17,694
shares
|
$2.44 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,656
shares
|
$2.44 Million
0.24% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
17,519
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 96.87%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
17,497
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17,486
shares
|
$2.41 Million
0.57% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
17,434
shares
|
$2.41 Million
0.32% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
17,430
shares
|
$2.41 Million
0.32% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
17,416
shares
|
$2.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 50.27%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
17,390
shares
|
$2.4 Million
2.56% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
17,275
shares
|
$2.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
17,118
shares
|
$2.36 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
17,089
shares
|
$2.36 Million
1.61% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
17,087
shares
|
$2.36 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
17,046
shares
|
$2.35 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
17,036
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
16,987
shares
|
$2.35 Million
0.47% of portfolio
|
Q2 2025
Added 33.84%
|