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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,604
shares
|
$748,302
0.0% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,593
shares
|
$746,833
0.02% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,556
shares
|
$741,892
0.06% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
5,555
shares
|
$741,759
0.2% of portfolio
|
Q1 2025
Added 180.27%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
5,542
shares
|
$740,023
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,526
shares
|
$737,886
0.02% of portfolio
|
Q1 2025
Added 26.08%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
5,508
shares
|
$735,483
0.67% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
5,508
shares
|
$735,483
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,505
shares
|
$735,082
0.0% of portfolio
|
Q1 2025
Added 125.15%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
5,500
shares
|
$734,415
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
5,495
shares
|
$733,747
0.14% of portfolio
|
Q1 2025
Added 45.06%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
5,486
shares
|
$732,545
0.8% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,485
shares
|
$732,412
0.22% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,469
shares
|
$730,275
0.06% of portfolio
|
Q2 2025
Reduced 57.07%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
5,468
shares
|
$730,142
0.09% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
5,463
shares
|
$729,474
0.2% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
5,445
shares
|
$727,070
0.03% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
5,443
shares
|
$726,803
0.19% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
5,430
shares
|
$725,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,423
shares
|
$724,133
0.15% of portfolio
|
Q2 2025
Added 45.54%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
5,418
shares
|
$723,465
0.01% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
5,403
shares
|
$721,462
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
5,400
shares
|
$721,062
0.06% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,383
shares
|
$718,791
0.04% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,374
shares
|
$717,590
0.03% of portfolio
|
Q1 2025
Reduced 27.5%
|