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 |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
7,568
shares
|
$1.01 Million
0.6% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
7,553
shares
|
$1.01 Million
0.47% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
7,523
shares
|
$1 Million
1.06% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
7,487
shares
|
$999,739
1.32% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
7,445
shares
|
$994,130
0.79% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
7,437
shares
|
$993,062
0.04% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
7,394
shares
|
$987,320
1.49% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,376
shares
|
$984,917
0.09% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
7,332
shares
|
$979,041
0.8% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
7,313
shares
|
$976,504
0.05% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
7,251
shares
|
$968,226
0.17% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
7,246
shares
|
$967,558
0.76% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
7,214
shares
|
$963,285
0.09% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$961,549
0.08% of portfolio
|
Q3 2022
Added 28.75%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,197
shares
|
$961,015
0.12% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,131
shares
|
$952,202
0.03% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
7,115
shares
|
$950,065
0.0% of portfolio
|
Q1 2025
Reduced 74.85%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,107
shares
|
$948,997
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,101
shares
|
$948,196
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
7,094
shares
|
$947,261
0.1% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,092
shares
|
$946,994
0.08% of portfolio
|
Q3 2022
Reduced 17.0%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
7,069
shares
|
$943,923
0.46% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
7,026
shares
|
$938,181
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
7,016
shares
|
$936,846
0.74% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$934,710
0.36% of portfolio
|
Q4 2024
New holding
|