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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
3,894
shares
|
$519,965
0.26% of portfolio
|
Q1 2025
Added 82.05%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
3,882
shares
|
$518,363
0.16% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
3,878
shares
|
$517,829
0.23% of portfolio
|
Q1 2025
Added 404.95%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,875
shares
|
$517,428
0.04% of portfolio
|
Q2 2022
Reduced 22.99%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
3,868
shares
|
$516,494
0.05% of portfolio
|
Q1 2025
Added 36.25%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,867
shares
|
$516,360
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,867
shares
|
$516,360
0.36% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
3,851
shares
|
$514,224
0.1% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,850
shares
|
$514,090
0.16% of portfolio
|
Q2 2025
Reduced 88.84%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,837
shares
|
$512,354
0.34% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,837
shares
|
$512,354
0.03% of portfolio
|
Q3 2022
Added 46.73%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
3,828
shares
|
$511,152
0.01% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,828
shares
|
$511,152
0.14% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
3,823
shares
|
$510,485
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
3,804
shares
|
$507,948
0.15% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,788
shares
|
$505,811
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,778
shares
|
$504,476
0.02% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
3,775
shares
|
$504,075
0.02% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,769
shares
|
$503,274
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,761
shares
|
$502,206
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
3,757
shares
|
$501,672
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
3,744
shares
|
$499,936
0.1% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,735
shares
|
$498,734
0.03% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,725
shares
|
$497,399
0.23% of portfolio
|
Q2 2025
Reduced 53.22%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
3,725
shares
|
$497,399
0.13% of portfolio
|
Q1 2025
Added 2.45%
|