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 |
|---|---|---|---|---|---|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
3,116
shares
|
$422,529
0.06% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
3,112
shares
|
$421,987
0.11% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
3,108
shares
|
$421,444
0.06% of portfolio
|
Q1 2025
Added 102.34%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
3,101
shares
|
$420,495
0.05% of portfolio
|
Q1 2025
Added 34.94%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
3,090
shares
|
$419,004
0.06% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,086
shares
|
$418,461
0.02% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,083
shares
|
$418,054
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,083
shares
|
$418,054
0.03% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
3,079
shares
|
$417,512
0.04% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
3,079
shares
|
$417,512
0.46% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
3,074
shares
|
$416,834
0.01% of portfolio
|
Q1 2025
Reduced 58.5%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,064
shares
|
$415,478
0.0% of portfolio
|
Q2 2025
Reduced 47.35%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
3,060
shares
|
$414,936
0.12% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
3,060
shares
|
$414,936
0.09% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
3,057
shares
|
$414,529
0.16% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,055
shares
|
$414,258
0.09% of portfolio
|
Q1 2023
Reduced 12.29%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,047
shares
|
$413,173
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,047
shares
|
$413,173
0.01% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,040
shares
|
$412,224
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
3,035
shares
|
$411,546
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,030
shares
|
$410,868
0.02% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
3,018
shares
|
$409,240
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
3,012
shares
|
$408,427
0.18% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,009
shares
|
$408,020
0.07% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,009
shares
|
$408,020
0.3% of portfolio
|
Q4 2024
New holding
|