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 1,969 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $37.2 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
|
$1.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
11,521
shares
|
$1.59 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
11,498
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
11,437
shares
|
$1.58 Million
1.17% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
11,346
shares
|
$1.57 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,323
shares
|
$1.56 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
11,321
shares
|
$1.56 Million
0.46% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
11,252
shares
|
$1.55 Million
3.91% of portfolio
|
Q2 2025
New holding
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,225
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
11,202
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
11,173
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
11,159
shares
|
$1.54 Million
0.7% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
11,119
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
11,099
shares
|
$1.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
11,052
shares
|
$1.53 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
10,831
shares
|
$1.5 Million
0.91% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
10,799
shares
|
$1.49 Million
0.58% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
10,767
shares
|
$1.49 Million
0.98% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
10,747
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
10,671
shares
|
$1.47 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,636
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,582
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
10,566
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 85.74%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
10,558
shares
|
$1.46 Million
0.61% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,556
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|