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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,574
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
11,498
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
11,458
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 38.75%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
11,437
shares
|
$1.55 Million
1.17% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
11,321
shares
|
$1.54 Million
0.46% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Bw Gestao De Investimentos Ltda.
|
May 15, 2025 Q1 2025 |
11,292
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
11,259
shares
|
$1.53 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
11,252
shares
|
$1.53 Million
3.91% of portfolio
|
Q2 2025
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
11,192
shares
|
$1.52 Million
0.29% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
11,159
shares
|
$1.51 Million
0.7% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
11,148
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
11,114
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
11,100
shares
|
$1.51 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
11,099
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
11,052
shares
|
$1.5 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,010
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
11,008
shares
|
$1.49 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
10,981
shares
|
$1.49 Million
0.81% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
10,973
shares
|
$1.49 Million
0.34% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
10,830
shares
|
$1.47 Million
1.05% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
10,799
shares
|
$1.46 Million
0.58% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
10,754
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,744
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
10,741
shares
|
$1.46 Million
1.76% of portfolio
|
Q1 2025
Added 50.56%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
10,676
shares
|
$1.45 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.33%
|