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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,699
shares
|
$365,984
0.24% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
2,699
shares
|
$365,984
0.4% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,683
shares
|
$363,814
0.05% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
2,683
shares
|
$363,814
0.18% of portfolio
|
Q4 2023
Added 6.94%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
2,675
shares
|
$362,730
0.18% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
2,649
shares
|
$359,204
0.16% of portfolio
|
Q1 2025
Reduced 52.3%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
2,648
shares
|
$359,068
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
2,647
shares
|
$358,933
0.14% of portfolio
|
Q4 2024
Reduced 41.31%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,641
shares
|
$358,119
0.1% of portfolio
|
Q2 2025
Reduced 40.11%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
2,630
shares
|
$356,628
0.3% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
2,614
shares
|
$354,458
0.1% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,603
shares
|
$352,966
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,567
shares
|
$348,085
0.36% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
2,565
shares
|
$347,814
0.3% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,559
shares
|
$347,000
0.06% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,548
shares
|
$345,508
0.11% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,547
shares
|
$345,373
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,540
shares
|
$344,424
0.26% of portfolio
|
Q2 2022
Reduced 18.59%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
2,531
shares
|
$343,203
0.0% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,526
shares
|
$342,525
0.01% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,520
shares
|
$341,712
0.05% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
2,516
shares
|
$341,169
0.21% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
2,515
shares
|
$341,034
0.06% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,513
shares
|
$340,762
0.04% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,511
shares
|
$340,491
0.02% of portfolio
|
Q4 2022
Reduced 12.23%
|