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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
4,557
shares
|
$608,496
0.22% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
4,540
shares
|
$606,226
0.08% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
4,539
shares
|
$606,092
0.17% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
4,534
shares
|
$605,425
0.11% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
4,490
shares
|
$599,549
0.18% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
4,484
shares
|
$598,748
0.33% of portfolio
|
Q2 2025
Reduced 29.93%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,480
shares
|
$598,214
0.54% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,441
shares
|
$593,006
0.12% of portfolio
|
Q2 2025
Added 54.9%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,440
shares
|
$592,873
0.08% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
4,423
shares
|
$590,603
0.19% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
4,421
shares
|
$590,336
0.16% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,408
shares
|
$588,600
0.36% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
4,399
shares
|
$587,398
0.14% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
4,388
shares
|
$585,929
0.12% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,385
shares
|
$585,529
0.39% of portfolio
|
Q1 2023
Added 14.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,376
shares
|
$584,327
0.05% of portfolio
|
Q4 2022
Reduced 7.93%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
4,354
shares
|
$581,389
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
4,345
shares
|
$580,187
0.14% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
4,300
shares
|
$574,179
0.12% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,288
shares
|
$572,576
0.0% of portfolio
|
Q1 2025
Added 36.39%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
4,274
shares
|
$570,707
0.06% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
4,259
shares
|
$568,704
0.2% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
4,249
shares
|
$567,368
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,248
shares
|
$567,235
0.13% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
4,247
shares
|
$567,101
0.02% of portfolio
|
Q2 2025
Added 28.74%
|