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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
2,378
shares
|
$322,456
0.2% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
2,360
shares
|
$320,016
0.37% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
2,351
shares
|
$318,795
0.11% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,346
shares
|
$318,117
0.04% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
2,341
shares
|
$317,439
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
2,338
shares
|
$317,032
0.05% of portfolio
|
Q1 2025
Reduced 80.32%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
2,336
shares
|
$316,761
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,332
shares
|
$316,219
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,330
shares
|
$315,948
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
2,320
shares
|
$314,592
0.22% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
2,319
shares
|
$314,456
0.19% of portfolio
|
Q2 2024
Reduced 24.63%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
2,318
shares
|
$314,320
0.21% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,311
shares
|
$313,371
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
2,303
shares
|
$312,286
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,301
shares
|
$312,015
0.07% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,296
shares
|
$311,337
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
2,282
shares
|
$309,439
0.31% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
2,278
shares
|
$308,896
0.05% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
2,276
shares
|
$308,625
0.13% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,274
shares
|
$308,354
0.18% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,274
shares
|
$308,354
0.13% of portfolio
|
Q2 2025
Added 92.55%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
2,267
shares
|
$307,405
0.13% of portfolio
|
Q2 2025
Reduced 22.68%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
2,264
shares
|
$306,998
0.15% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
2,262
shares
|
$306,727
0.11% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,261
shares
|
$306,591
0.02% of portfolio
|
Q2 2025
Added 0.04%
|