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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,022
shares
|
$274,183
0.04% of portfolio
|
Q1 2025
Reduced 26.07%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,008
shares
|
$272,284
0.08% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,007
shares
|
$272,149
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
2,003
shares
|
$271,606
0.11% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
2,000
shares
|
$271,200
0.06% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
1,999
shares
|
$271,064
0.41% of portfolio
|
Q1 2025
Reduced 88.31%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,998
shares
|
$270,928
0.23% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
1,997
shares
|
$270,793
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,991
shares
|
$269,979
0.0% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,987
shares
|
$269,437
0.0% of portfolio
|
Q3 2024
Added 137.39%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,986
shares
|
$269,301
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,986
shares
|
$269,301
0.03% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,977
shares
|
$268,081
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,968
shares
|
$266,860
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,960
shares
|
$265,776
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
1,957
shares
|
$265,369
0.03% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
1,942
shares
|
$263,335
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
1,936
shares
|
$262,521
0.03% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,935
shares
|
$262,386
0.07% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
1,933
shares
|
$262,114
0.08% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,932
shares
|
$261,979
0.01% of portfolio
|
Q1 2025
Added 222.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,921
shares
|
$260,487
0.06% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,920
shares
|
$260,352
0.06% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
1,920
shares
|
$260,352
0.08% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,917
shares
|
$259,945
0.15% of portfolio
|
Q1 2024
New holding
|