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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
1,845
shares
|
$250,182
0.03% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,844
shares
|
$250,046
0.08% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,842
shares
|
$249,775
0.02% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,842
shares
|
$249,775
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
1,833
shares
|
$248,554
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,831
shares
|
$248,283
0.03% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,829
shares
|
$248,012
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,822
shares
|
$247,063
0.15% of portfolio
|
Q1 2025
Added 68.24%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,821
shares
|
$246,927
0.09% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
1,820
shares
|
$246,792
0.06% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
1,820
shares
|
$246,792
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,817
shares
|
$246,385
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,812
shares
|
$245,707
0.08% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,805
shares
|
$244,758
0.04% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
1,800
shares
|
$244,080
0.06% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,800
shares
|
$244,080
0.03% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
1,795
shares
|
$243,402
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,788
shares
|
$242,452
0.06% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
1,788
shares
|
$242,452
0.08% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,782
shares
|
$241,639
0.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,782
shares
|
$241,639
0.09% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,782
shares
|
$241,639
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
1,780
shares
|
$241,368
0.1% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
1,774
shares
|
$240,554
0.06% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,765
shares
|
$239,334
0.03% of portfolio
|
Q2 2025
Reduced 18.44%
|