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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,126
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.49%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,122
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2023
Reduced 41.94%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
8,097
shares
|
$1.08 Million
1.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
8,095
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
8,077
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,073
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
8,006
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,960
shares
|
$1.06 Million
0.63% of portfolio
|
Q2 2023
Added 25.51%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
7,957
shares
|
$1.06 Million
0.79% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
7,913
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Added 99.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,874
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,872
shares
|
$1.05 Million
0.17% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
7,870
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
7,842
shares
|
$1.05 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,783
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 79.66%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,781
shares
|
$1.04 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,752
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 61.9%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
7,727
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
7,710
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
7,642
shares
|
$1.02 Million
0.53% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
7,640
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
7,628
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Added 117.26%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
7,609
shares
|
$1.02 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
7,575
shares
|
$1.01 Million
0.39% of portfolio
|
Q1 2025
Added 44.51%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
7,572
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.86%
|