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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,804
shares
|
$380,222
0.01% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,800
shares
|
$379,680
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
2,792
shares
|
$378,595
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,791
shares
|
$378,459
0.06% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,790
shares
|
$378,324
0.2% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
2,787
shares
|
$377,917
0.38% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,786
shares
|
$377,781
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,785
shares
|
$377,646
0.04% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,783
shares
|
$377,374
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
2,770
shares
|
$375,612
0.2% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$374,256
0.18% of portfolio
|
Q1 2023
Added 27.78%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
2,756
shares
|
$373,713
0.32% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2,755
shares
|
$373,578
0.15% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,750
shares
|
$372,900
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
2,750
shares
|
$372,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,747
shares
|
$372,493
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
2,741
shares
|
$371,679
0.1% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
2,739
shares
|
$371,408
0.05% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
2,730
shares
|
$370,188
0.11% of portfolio
|
Q1 2025
Added 54.24%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,726
shares
|
$369,645
0.2% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
2,718
shares
|
$368,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,713
shares
|
$367,882
0.06% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,709
shares
|
$367,340
0.04% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
2,703
shares
|
$366,526
0.09% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,703
shares
|
$366,526
0.22% of portfolio
|
Q1 2025
Reduced 24.05%
|