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 |
|---|---|---|---|---|---|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
5,933
shares
|
$792,233
0.21% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
5,914
shares
|
$789,696
0.13% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
5,905
shares
|
$788,494
0.14% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
5,894
shares
|
$787,025
0.41% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,863
shares
|
$782,886
0.66% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,843
shares
|
$780,215
0.2% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,842
shares
|
$780,082
0.16% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
5,824
shares
|
$777,678
0.03% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
5,810
shares
|
$775,809
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
5,803
shares
|
$774,874
0.26% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$773,539
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,783
shares
|
$772,203
0.22% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5,760
shares
|
$769,132
0.04% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,755
shares
|
$768,465
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,755
shares
|
$768,465
0.49% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
5,745
shares
|
$767,129
0.16% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
5,738
shares
|
$766,195
0.17% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,719
shares
|
$763,658
0.14% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
5,690
shares
|
$759,785
0.26% of portfolio
|
Q1 2025
Added 65.31%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
5,677
shares
|
$758,049
0.05% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
5,677
shares
|
$758,049
0.72% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
5,634
shares
|
$752,308
0.09% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
5,620
shares
|
$750,438
0.01% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,620
shares
|
$750,438
0.03% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,614
shares
|
$749,637
0.15% of portfolio
|
Q1 2025
Added 9.78%
|