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 |
|---|---|---|---|---|---|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
12,226
shares
|
$1.66 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
12,214
shares
|
$1.66 Million
0.16% of portfolio
|
Q1 2025
Reduced 34.3%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
12,203
shares
|
$1.65 Million
0.16% of portfolio
|
Q1 2025
Reduced 19.21%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
12,171
shares
|
$1.65 Million
0.24% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
12,163
shares
|
$1.65 Million
1.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,156
shares
|
$1.65 Million
0.43% of portfolio
|
Q1 2024
Added 306.96%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
12,071
shares
|
$1.64 Million
1.5% of portfolio
|
Q1 2025
Added 931.71%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
12,060
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
12,005
shares
|
$1.63 Million
0.58% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
11,985
shares
|
$1.63 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
11,962
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
11,918
shares
|
$1.62 Million
0.62% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
11,909
shares
|
$1.61 Million
0.37% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
11,855
shares
|
$1.61 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,824
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Added 713.2%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,789
shares
|
$1.6 Million
1.09% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,788
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,780
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 87.08%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
11,763
shares
|
$1.6 Million
1.15% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
11,761
shares
|
$1.59 Million
1.24% of portfolio
|
Q3 2022
Added 10.34%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
11,750
shares
|
$1.59 Million
0.49% of portfolio
|
Q2 2025
Added 72.31%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
11,732
shares
|
$1.59 Million
0.67% of portfolio
|
Q2 2025
Added 30.81%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
11,700
shares
|
$1.59 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
11,621
shares
|
$1.58 Million
1.32% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
11,612
shares
|
$1.57 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.44%
|