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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
17,434
shares
|
$2.36 Million
0.32% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
17,430
shares
|
$2.36 Million
0.32% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
17,390
shares
|
$2.36 Million
2.56% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
17,272
shares
|
$2.34 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
17,224
shares
|
$2.34 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
17,126
shares
|
$2.32 Million
1.05% of portfolio
|
Q1 2025
Added 206.2%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
17,089
shares
|
$2.32 Million
1.61% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
17,087
shares
|
$2.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
17,074
shares
|
$2.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
16,973
shares
|
$2.3 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
16,964
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
16,904
shares
|
$2.29 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
16,902
shares
|
$2.29 Million
0.88% of portfolio
|
Q1 2025
Added 37.74%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
16,838
shares
|
$2.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
16,816
shares
|
$2.28 Million
1.77% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,786
shares
|
$2.28 Million
0.43% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
16,776
shares
|
$2.27 Million
0.05% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
16,775
shares
|
$2.27 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,758
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
16,695
shares
|
$2.26 Million
0.19% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
16,678
shares
|
$2.26 Million
0.33% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
16,508
shares
|
$2.24 Million
0.12% of portfolio
|
Q1 2025
Added 64.95%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
16,477
shares
|
$2.23 Million
0.04% of portfolio
|
Q1 2025
Added 107.21%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,444
shares
|
$2.23 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
16,422
shares
|
$2.23 Million
0.4% of portfolio
|
Q1 2024
New holding
|