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 2,007 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,237
shares
|
$565,766
0.01% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,225
shares
|
$564,164
0.21% of portfolio
|
Q2 2022
Added 8.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,214
shares
|
$562,695
0.14% of portfolio
|
Q1 2025
Added 31.24%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,210
shares
|
$562,161
0.28% of portfolio
|
Q2 2025
Added 39.31%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
4,208
shares
|
$561,894
0.11% of portfolio
|
Q1 2025
Added 53.3%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
4,207
shares
|
$561,760
0.17% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
4,192
shares
|
$559,757
0.18% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,191
shares
|
$559,624
0.61% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,170
shares
|
$556,820
0.03% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
4,169
shares
|
$556,686
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,150
shares
|
$554,149
0.0% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
4,140
shares
|
$552,814
0.12% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
4,134
shares
|
$552,013
0.2% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,122
shares
|
$550,410
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
4,097
shares
|
$547,072
0.31% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
4,089
shares
|
$546,004
0.07% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
4,087
shares
|
$545,737
0.19% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
4,086
shares
|
$545,603
0.21% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,085
shares
|
$545,470
0.16% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
4,074
shares
|
$544,001
0.02% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
4,068
shares
|
$543,200
0.21% of portfolio
|
Q1 2025
Added 32.55%
|