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 2,023 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
178,081
shares
|
$24.1 Million
2.77% of portfolio
|
Q1 2025
Added 1615.45%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
175,129
shares
|
$23.7 Million
4.94% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
174,775
shares
|
$23.7 Million
3.7% of portfolio
|
Q1 2025
Added 110.38%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
166,785
shares
|
$22.6 Million
2.76% of portfolio
|
Q3 2022
Added 12.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
166,240
shares
|
$22.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
165,055
shares
|
$22.4 Million
3.41% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
164,549
shares
|
$22.3 Million
1.42% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
164,273
shares
|
$22.3 Million
2.92% of portfolio
|
Q2 2022
Added 0.38%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
164,009
shares
|
$22.2 Million
9.0% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
163,780
shares
|
$22.2 Million
2.75% of portfolio
|
Q1 2025
Added 22.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
162,384
shares
|
$22 Million
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
160,477
shares
|
$21.8 Million
0.04% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
155,300
shares
|
$21.1 Million
30.02% of portfolio
|
Q4 2018
Reduced 41.65%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
152,970
shares
|
$20.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
152,226
shares
|
$20.6 Million
0.14% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
152,051
shares
|
$20.6 Million
0.2% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
150,910
shares
|
$20.5 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
150,557
shares
|
$20.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Tiff Advisory Services Inc
|
May 13, 2025 Q1 2025 |
149,621
shares
|
$20.3 Million
5.2% of portfolio
|
Q2 2024
Reduced 47.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
148,215
shares
|
$20.1 Million
0.53% of portfolio
|
Q1 2025
Added 27.22%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
147,880
shares
|
$20.1 Million
4.83% of portfolio
|
Q1 2025
Added 207.3%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
147,578
shares
|
$20 Million
0.11% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
147,576
shares
|
$20 Million
0.22% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
145,354
shares
|
$19.7 Million
2.88% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
141,559
shares
|
$19.2 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.06%
|