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 1,969 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $37.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
145,248
shares
|
$20.1 Million
1.14% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
144,531
shares
|
$20 Million
1.73% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
144,394
shares
|
$19.9 Million
0.54% of portfolio
|
Q2 2025
Reduced 48.98%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
143,717
shares
|
$19.8 Million
2.08% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
142,552
shares
|
$19.7 Million
1.84% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
141,016
shares
|
$19.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
140,965
shares
|
$19.5 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
138,216
shares
|
$19.1 Million
1.96% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
138,069
shares
|
$19.1 Million
5.37% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
136,099
shares
|
$18.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136,034
shares
|
$18.8 Million
2.12% of portfolio
|
Q3 2023
Added 0.51%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
135,510
shares
|
$18.7 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Jul 30, 2025 Q2 2025 |
134,000
shares
|
$18.5 Million
0.68% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
133,390
shares
|
$18.4 Million
0.12% of portfolio
|
Q2 2025
Added 107.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
132,598
shares
|
$18.3 Million
0.25% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
130,526
shares
|
$18 Million
6.89% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
130,403
shares
|
$18 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
127,905
shares
|
$17.7 Million
3.0% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
126,621
shares
|
$17.5 Million
2.59% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
126,569
shares
|
$17.5 Million
0.6% of portfolio
|
Q2 2025
Added 72.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
125,071
shares
|
$17.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
124,250
shares
|
$17.2 Million
0.49% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
123,039
shares
|
$17 Million
3.44% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
122,710
shares
|
$16.9 Million
0.23% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
121,823
shares
|
$16.8 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.18%
|