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 2,004 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
6,873
shares
|
$917,751
0.42% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
6,861
shares
|
$916,149
0.11% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,807
shares
|
$908,938
0.02% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
6,800
shares
|
$908,004
0.09% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,777
shares
|
$904,932
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
6,772
shares
|
$904,265
0.29% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
6,771
shares
|
$904,131
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
6,741
shares
|
$900,125
0.37% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
6,720
shares
|
$897,321
0.89% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,700
shares
|
$894,651
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,682
shares
|
$892,247
0.07% of portfolio
|
Q1 2025
Added 26.87%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,631
shares
|
$885,437
0.12% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
6,614
shares
|
$883,167
0.17% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
6,594
shares
|
$880,496
0.26% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
6,587
shares
|
$879,562
0.33% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
6,555
shares
|
$875,289
0.07% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
6,540
shares
|
$873,286
0.26% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,529
shares
|
$871,817
0.59% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
6,525
shares
|
$871,283
0.11% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,518
shares
|
$870,348
0.0% of portfolio
|
Q2 2025
Added 75.69%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,496
shares
|
$867,410
0.21% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
6,488
shares
|
$866,342
0.75% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
6,486
shares
|
$866,075
0.03% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
6,475
shares
|
$864,606
0.18% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,460
shares
|
$862,603
0.11% of portfolio
|
Q1 2025
New holding
|