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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
2,110
shares
|
$286,116
0.04% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
2,105
shares
|
$285,438
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,103
shares
|
$285,166
0.11% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,100
shares
|
$284,760
0.03% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,089
shares
|
$283,268
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,081
shares
|
$282,183
0.05% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,080
shares
|
$282,048
0.01% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
2,073
shares
|
$281,098
0.05% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,070
shares
|
$280,692
0.26% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
2,065
shares
|
$280,014
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
2,063
shares
|
$279,742
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
2,062
shares
|
$279,607
0.2% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,050
shares
|
$277,980
0.72% of portfolio
|
Q1 2022
Added 7.89%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
2,050
shares
|
$277,980
0.02% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
2,050
shares
|
$277,980
0.2% of portfolio
|
Q4 2024
Reduced 58.59%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,049
shares
|
$277,844
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,042
shares
|
$276,895
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,041
shares
|
$276,759
0.01% of portfolio
|
Q1 2025
Reduced 94.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,039
shares
|
$276,488
0.02% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,036
shares
|
$276,081
0.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
2,033
shares
|
$275,674
0.05% of portfolio
|
Q4 2024
Reduced 33.08%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
2,027
shares
|
$274,861
0.22% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,026
shares
|
$274,725
0.03% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,025
shares
|
$274,590
0.07% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,024
shares
|
$274,454
0.02% of portfolio
|
Q4 2024
Reduced 15.88%
|