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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,456
shares
|
$862,069
0.11% of portfolio
|
Q1 2025
Added 114.41%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,453
shares
|
$861,669
0.56% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
6,450
shares
|
$861,268
0.37% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
6,441
shares
|
$860,066
0.01% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,397
shares
|
$854,191
0.09% of portfolio
|
Q2 2024
Reduced 18.56%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
6,392
shares
|
$853,523
0.09% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
6,322
shares
|
$844,176
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,278
shares
|
$838,301
0.03% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
6,253
shares
|
$834,963
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,246
shares
|
$834,028
0.06% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
6,240
shares
|
$833,227
0.93% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,234
shares
|
$832,426
0.17% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
6,201
shares
|
$828,019
0.05% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,183
shares
|
$825,615
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
6,175
shares
|
$824,547
0.64% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
6,151
shares
|
$821,343
0.09% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
6,148
shares
|
$820,942
0.14% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
6,121
shares
|
$817,337
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
6,096
shares
|
$813,998
0.22% of portfolio
|
Q1 2025
Added 309.4%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
6,076
shares
|
$811,328
0.57% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
6,052
shares
|
$808,123
0.22% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,011
shares
|
$802,648
0.06% of portfolio
|
Q2 2025
Added 50.61%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,996
shares
|
$800,645
0.07% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
5,972
shares
|
$797,441
0.38% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,970
shares
|
$797,174
1.28% of portfolio
|
Q1 2024
Reduced 4.25%
|