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 |
|---|---|---|---|---|---|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
2,258
shares
|
$306,184
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,257
shares
|
$306,049
0.08% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,253
shares
|
$305,506
0.04% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,251
shares
|
$305,235
0.14% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,245
shares
|
$304,422
0.02% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,242
shares
|
$304,015
0.0% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
2,241
shares
|
$303,879
0.03% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
2,239
shares
|
$303,608
0.03% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,233
shares
|
$302,794
0.19% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
2,224
shares
|
$301,574
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
2,221
shares
|
$301,167
0.26% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,218
shares
|
$300,760
0.12% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,210
shares
|
$299,676
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
2,188
shares
|
$296,692
0.03% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,186
shares
|
$296,421
0.14% of portfolio
|
Q2 2025
Reduced 21.98%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,173
shares
|
$294,658
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,168
shares
|
$293,980
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,164
shares
|
$293,438
0.15% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
2,155
shares
|
$292,218
0.01% of portfolio
|
Q1 2025
Reduced 26.22%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,146
shares
|
$290,997
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,138
shares
|
$289,912
0.04% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,132
shares
|
$289,099
0.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
2,120
shares
|
$287,472
0.08% of portfolio
|
Q3 2023
Added 6.0%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,118
shares
|
$287,200
0.26% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
2,113
shares
|
$286,522
0.14% of portfolio
|
Q2 2025
Reduced 10.58%
|