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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,715
shares
|
$1.16 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
8,700
shares
|
$1.16 Million
0.29% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
8,693
shares
|
$1.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.67%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
8,666
shares
|
$1.16 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
8,658
shares
|
$1.16 Million
0.48% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,656
shares
|
$1.16 Million
0.2% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,638
shares
|
$1.15 Million
0.34% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
8,624
shares
|
$1.15 Million
0.93% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,550
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,526
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
8,434
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
8,416
shares
|
$1.12 Million
1.34% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,411
shares
|
$1.12 Million
0.43% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,404
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
8,398
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,379
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
8,355
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
8,312
shares
|
$1.11 Million
0.48% of portfolio
|
Q1 2025
Added 39.96%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,242
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
8,219
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
8,197
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 42.47%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
8,193
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
8,160
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
8,152
shares
|
$1.09 Million
1.57% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
8,130
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2023
Reduced 2.98%
|