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 2,011 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 $36.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
15,352
shares
|
$2.08 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,336
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
15,291
shares
|
$2.07 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
15,076
shares
|
$2.04 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
15,029
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
15,027
shares
|
$2.04 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,023
shares
|
$2.04 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
15,019
shares
|
$2.04 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
15,000
shares
|
$2.03 Million
0.25% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
14,965
shares
|
$2.03 Million
0.09% of portfolio
|
Q1 2025
Reduced 75.34%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
14,947
shares
|
$2.03 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
14,867
shares
|
$2.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 77.88%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
14,846
shares
|
$2.01 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
14,828
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,743
shares
|
$2 Million
0.03% of portfolio
|
Q3 2023
Reduced 85.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
14,628
shares
|
$1.98 Million
0.11% of portfolio
|
Q2 2025
Reduced 31.0%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
14,587
shares
|
$1.98 Million
0.33% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,540
shares
|
$1.97 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
14,368
shares
|
$1.95 Million
1.28% of portfolio
|
Q2 2024
Reduced 65.99%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
14,282
shares
|
$1.94 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
14,263
shares
|
$1.93 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,234
shares
|
$1.93 Million
0.41% of portfolio
|
Q4 2022
Reduced 22.86%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,234
shares
|
$1.93 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,201
shares
|
$1.93 Million
0.26% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
14,197
shares
|
$1.93 Million
0.58% of portfolio
|
Q1 2025
Added 9.88%
|