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 |
|---|---|---|---|---|---|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
9,451
shares
|
$1.26 Million
0.57% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
9,427
shares
|
$1.26 Million
0.27% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
9,340
shares
|
$1.25 Million
0.71% of portfolio
|
Q2 2025
Reduced 35.27%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
9,317
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
9,292
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 69.9%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
9,211
shares
|
$1.23 Million
0.44% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
9,159
shares
|
$1.22 Million
0.37% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,081
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
9,055
shares
|
$1.21 Million
0.5% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
9,018
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
9,000
shares
|
$1.2 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
8,995
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,963
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
8,959
shares
|
$1.2 Million
0.61% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
8,950
shares
|
$1.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
8,913
shares
|
$1.19 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
8,890
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
8,874
shares
|
$1.18 Million
0.78% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
8,851
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 76.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,850
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
8,850
shares
|
$1.18 Million
0.63% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
8,817
shares
|
$1.18 Million
0.31% of portfolio
|
Q2 2025
Added 61.6%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
8,799
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
8,778
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 55.59%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
8,717
shares
|
$1.16 Million
0.44% of portfolio
|
Q2 2025
Added 1.77%
|