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 |
|---|---|---|---|---|---|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,066
shares
|
$542,932
0.07% of portfolio
|
Q2 2025
Reduced 96.89%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,064
shares
|
$542,665
0.2% of portfolio
|
Q2 2022
Reduced 7.72%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,063
shares
|
$542,532
0.18% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
4,052
shares
|
$541,063
0.13% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
4,047
shares
|
$540,395
0.2% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,045
shares
|
$540,128
0.01% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,044
shares
|
$539,995
0.13% of portfolio
|
Q4 2022
Reduced 19.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,035
shares
|
$538,793
0.07% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
4,025
shares
|
$537,458
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
4,017
shares
|
$536,390
0.34% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,014
shares
|
$535,989
0.06% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,010
shares
|
$535,455
0.12% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$534,120
0.53% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
4,000
shares
|
$534,120
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
3,995
shares
|
$533,452
0.59% of portfolio
|
Q1 2025
Reduced 84.03%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,984
shares
|
$531,983
0.01% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,981
shares
|
$531,582
0.07% of portfolio
|
Q2 2025
Reduced 41.1%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,973
shares
|
$530,514
0.14% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
3,961
shares
|
$528,912
0.14% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,955
shares
|
$528,111
0.18% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,952
shares
|
$527,710
0.07% of portfolio
|
Q3 2022
Reduced 4.82%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
3,943
shares
|
$526,508
0.01% of portfolio
|
Q4 2022
Reduced 3.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,942
shares
|
$526,375
0.24% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
3,908
shares
|
$521,835
0.4% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,903
shares
|
$521,167
0.02% of portfolio
|
Q2 2025
Reduced 13.73%
|