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 2,015 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 $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,008
shares
|
$407,884
0.2% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$406,800
0.21% of portfolio
|
Q2 2025
Reduced 86.36%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
2,983
shares
|
$404,494
0.01% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,980
shares
|
$404,088
0.01% of portfolio
|
Q1 2025
Reduced 38.25%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,979
shares
|
$403,952
0.12% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
2,975
shares
|
$403,410
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
2,966
shares
|
$402,189
0.26% of portfolio
|
Q1 2025
Reduced 24.91%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,965
shares
|
$402,054
0.04% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,964
shares
|
$401,918
0.17% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,951
shares
|
$400,155
0.11% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
2,950
shares
|
$400,020
0.12% of portfolio
|
Q1 2025
Added 47.5%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
2,940
shares
|
$398,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,940
shares
|
$398,664
0.07% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,905
shares
|
$393,918
0.02% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,903
shares
|
$393,646
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,878
shares
|
$390,256
0.05% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,867
shares
|
$388,765
0.09% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
2,843
shares
|
$385,510
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,841
shares
|
$385,239
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
2,831
shares
|
$383,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,828
shares
|
$383,476
0.12% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
2,818
shares
|
$382,120
0.08% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,806
shares
|
$380,493
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
2,806
shares
|
$380,493
0.03% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,805
shares
|
$380,358
0.38% of portfolio
|
Q1 2025
New holding
|