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 2,011 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $36.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,707
shares
|
$494,995
0.02% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
3,702
shares
|
$494,328
0.12% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,697
shares
|
$493,660
0.08% of portfolio
|
Q1 2025
Reduced 39.84%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
3,691
shares
|
$492,859
0.04% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,687
shares
|
$492,325
0.11% of portfolio
|
Q2 2025
Reduced 33.39%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,682
shares
|
$491,657
0.02% of portfolio
|
Q1 2025
Reduced 95.78%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
3,675
shares
|
$490,722
0.03% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,652
shares
|
$487,651
0.05% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
3,641
shares
|
$486,182
0.38% of portfolio
|
Q2 2025
Added 2393.84%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,632
shares
|
$484,980
0.04% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,627
shares
|
$484,313
0.16% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,615
shares
|
$482,710
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,605
shares
|
$481,375
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,585
shares
|
$478,705
0.06% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,580
shares
|
$478,037
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,569
shares
|
$476,568
0.07% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,562
shares
|
$475,633
0.02% of portfolio
|
Q1 2024
Reduced 71.24%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,559
shares
|
$475,233
0.12% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
3,558
shares
|
$475,099
0.1% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,530
shares
|
$471,360
0.06% of portfolio
|
Q4 2022
Added 35.15%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
3,529
shares
|
$471,227
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,529
shares
|
$471,227
0.01% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,519
shares
|
$469,892
0.03% of portfolio
|
Q2 2025
Reduced 64.0%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,503
shares
|
$467,755
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,500
shares
|
$467,355
0.33% of portfolio
|
Q2 2023
Reduced 30.0%
|