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 |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,318
shares
|
$449,920
0.06% of portfolio
|
Q1 2025
Added 32.03%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
3,313
shares
|
$449,242
0.01% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,300
shares
|
$447,480
0.11% of portfolio
|
Q3 2021
Reduced 1.79%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
3,298
shares
|
$447,208
0.39% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,287
shares
|
$445,717
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
3,270
shares
|
$443,412
0.09% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,268
shares
|
$443,140
0.08% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,267
shares
|
$443,005
0.2% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,249
shares
|
$440,564
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
3,244
shares
|
$439,886
0.21% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
3,239
shares
|
$439,208
0.04% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,231
shares
|
$438,123
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
3,222
shares
|
$436,903
0.39% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,207
shares
|
$434,869
0.03% of portfolio
|
Q2 2022
Added 6.33%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,201
shares
|
$434,055
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
3,190
shares
|
$432,564
0.13% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,189
shares
|
$432,428
0.09% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,181
shares
|
$431,343
0.13% of portfolio
|
Q2 2025
Added 74.68%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,173
shares
|
$430,258
0.03% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
3,165
shares
|
$429,174
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,148
shares
|
$426,868
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,139
shares
|
$425,648
0.15% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
3,126
shares
|
$423,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,118
shares
|
$422,800
0.04% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,117
shares
|
$422,665
0.1% of portfolio
|
Q1 2025
Reduced 0.45%
|