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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
9,944
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 71.63%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
9,934
shares
|
$1.35 Million
0.38% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
9,892
shares
|
$1.34 Million
1.72% of portfolio
|
Q2 2025
Reduced 76.18%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,861
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2023
Added 3.48%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
9,858
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
9,842
shares
|
$1.33 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,834
shares
|
$1.33 Million
0.15% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,814
shares
|
$1.33 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
9,803
shares
|
$1.33 Million
0.32% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
9,780
shares
|
$1.33 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
9,778
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
9,777
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
9,725
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
9,723
shares
|
$1.32 Million
0.46% of portfolio
|
Q1 2025
Reduced 51.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
9,720
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
9,700
shares
|
$1.32 Million
0.62% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
9,684
shares
|
$1.31 Million
0.54% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,664
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
9,614
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
9,601
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 98.49%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
9,581
shares
|
$1.3 Million
0.35% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,564
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2023
Added 110.48%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
9,539
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 44.72%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
9,511
shares
|
$1.29 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
9,471
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.52%
|