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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
14,119
shares
|
$1.91 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,113
shares
|
$1.91 Million
0.68% of portfolio
|
Q1 2024
Added 2864.92%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
14,057
shares
|
$1.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 40.93%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
13,823
shares
|
$1.87 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
13,814
shares
|
$1.87 Million
0.15% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,804
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2025
Reduced 44.08%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
13,745
shares
|
$1.86 Million
0.36% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,724
shares
|
$1.86 Million
1.5% of portfolio
|
Q3 2022
Reduced 41.18%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
13,715
shares
|
$1.86 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
13,676
shares
|
$1.85 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
13,660
shares
|
$1.85 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
13,635
shares
|
$1.85 Million
0.09% of portfolio
|
Q1 2025
Added 73.36%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
13,626
shares
|
$1.85 Million
0.38% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
13,556
shares
|
$1.84 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
13,556
shares
|
$1.84 Million
0.69% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,533
shares
|
$1.84 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,471
shares
|
$1.83 Million
0.1% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
13,434
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
13,412
shares
|
$1.82 Million
1.76% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,410
shares
|
$1.82 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,395
shares
|
$1.82 Million
0.31% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,383
shares
|
$1.81 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
13,313
shares
|
$1.81 Million
0.13% of portfolio
|
Q1 2025
Reduced 26.05%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,285
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,239
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|