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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,667
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
10,599
shares
|
$1.44 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
10,509
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
May 15, 2025 Q1 2025 |
10,500
shares
|
$1.42 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
10,400
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
10,386
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 57.31%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,365
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 95.42%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,356
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,354
shares
|
$1.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
10,334
shares
|
$1.4 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
10,313
shares
|
$1.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,295
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,236
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,199
shares
|
$1.38 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.84%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
10,180
shares
|
$1.38 Million
1.2% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
10,146
shares
|
$1.38 Million
0.45% of portfolio
|
Q2 2025
Added 611.5%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,136
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2025
Added 22.39%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
10,110
shares
|
$1.37 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
10,088
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,068
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
10,020
shares
|
$1.36 Million
0.41% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,992
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
9,977
shares
|
$1.35 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
9,963
shares
|
$1.35 Million
0.82% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
9,946
shares
|
$1.35 Million
1.22% of portfolio
|
Q2 2025
Added 3.16%
|