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 |
|---|---|---|---|---|---|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
3,493
shares
|
$473,650
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,476
shares
|
$471,345
0.03% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
3,476
shares
|
$471,345
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,470
shares
|
$470,532
0.01% of portfolio
|
Q3 2022
Added 100.35%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
3,465
shares
|
$469,854
0.2% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,459
shares
|
$469,040
0.0% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,452
shares
|
$468,091
0.04% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,452
shares
|
$468,091
0.1% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,451
shares
|
$467,955
0.4% of portfolio
|
Q4 2022
Reduced 9.64%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,446
shares
|
$467,277
0.11% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,440
shares
|
$466,464
0.16% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,428
shares
|
$464,836
0.01% of portfolio
|
Q1 2025
Reduced 43.89%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
3,408
shares
|
$462,124
0.18% of portfolio
|
Q2 2025
Reduced 66.64%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,402
shares
|
$461,311
0.43% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
3,401
shares
|
$461,175
0.32% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
3,400
shares
|
$461,040
0.01% of portfolio
|
Q1 2025
Reduced 83.35%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
3,396
shares
|
$460,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,390
shares
|
$459,684
0.03% of portfolio
|
Q4 2023
Reduced 29.15%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,385
shares
|
$459,006
0.15% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,365
shares
|
$456,294
0.02% of portfolio
|
Q1 2025
Added 66.25%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
3,362
shares
|
$455,887
0.0% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
3,362
shares
|
$455,887
0.04% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,341
shares
|
$453,039
0.19% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
3,326
shares
|
$451,005
0.22% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
3,323
shares
|
$450,598
0.06% of portfolio
|
Q3 2024
Added 0.03%
|