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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,239
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
13,111
shares
|
$1.78 Million
0.07% of portfolio
|
Q1 2025
Added 77.13%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
13,075
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 97.36%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
13,060
shares
|
$1.77 Million
1.25% of portfolio
|
Q2 2024
Reduced 13.28%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,029
shares
|
$1.77 Million
0.48% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,017
shares
|
$1.77 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
12,952
shares
|
$1.76 Million
0.39% of portfolio
|
Q1 2025
Reduced 36.06%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,919
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
12,900
shares
|
$1.75 Million
2.1% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
12,865
shares
|
$1.74 Million
0.58% of portfolio
|
Q1 2025
Added 124.72%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
12,847
shares
|
$1.74 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
12,814
shares
|
$1.74 Million
0.46% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,742
shares
|
$1.73 Million
0.11% of portfolio
|
Q1 2025
Added 127.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
12,739
shares
|
$1.73 Million
0.07% of portfolio
|
Q1 2025
Added 74.39%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
12,692
shares
|
$1.72 Million
0.37% of portfolio
|
Q1 2025
Reduced 47.93%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
12,684
shares
|
$1.72 Million
0.09% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,519
shares
|
$1.7 Million
0.37% of portfolio
|
Q2 2024
Added 94.55%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
12,510
shares
|
$1.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
12,506
shares
|
$1.7 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
12,503
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$1.68 Million
1.27% of portfolio
|
Q4 2024
Reduced 28.79%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
12,377
shares
|
$1.68 Million
4.33% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
12,347
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
12,258
shares
|
$1.66 Million
0.12% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
12,233
shares
|
$1.66 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.73%
|