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 |
|---|---|---|---|---|---|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
1,915
shares
|
$259,674
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,914
shares
|
$259,538
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
1,914
shares
|
$259,538
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
1,912
shares
|
$259,267
0.04% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,905
shares
|
$258,318
0.08% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
1,905
shares
|
$258,318
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,897
shares
|
$257,233
0.03% of portfolio
|
Q1 2025
Added 21.99%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,895
shares
|
$256,962
0.04% of portfolio
|
Q4 2022
Added 1.55%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,890
shares
|
$256,284
0.06% of portfolio
|
Q1 2025
Added 38.26%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
1,889
shares
|
$256,148
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,888
shares
|
$256,012
0.14% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
1,886
shares
|
$255,741
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
1,881
shares
|
$255,063
0.01% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
First Long Island Investors, LLC
|
Jun 06, 2025 Q1 2025 |
1,880
shares
|
$254,928
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
1,879
shares
|
$254,792
0.15% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,876
shares
|
$254,385
0.1% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,870
shares
|
$253,572
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,863
shares
|
$252,622
0.2% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,860
shares
|
$252,216
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,859
shares
|
$252,080
0.02% of portfolio
|
Q2 2025
Added 82.97%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,858
shares
|
$251,944
0.1% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
1,857
shares
|
$251,809
0.02% of portfolio
|
Q1 2025
Reduced 92.34%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
1,855
shares
|
$251,538
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,849
shares
|
$250,724
0.03% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
1,845
shares
|
$250,182
0.09% of portfolio
|
Q1 2025
New holding
|