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 |
|---|---|---|---|---|---|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,763
shares
|
$239,062
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,763
shares
|
$239,062
0.11% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,761
shares
|
$238,791
0.07% of portfolio
|
Q1 2025
Reduced 79.33%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
1,760
shares
|
$238,656
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
1,758
shares
|
$238,384
0.05% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
1,756
shares
|
$238,113
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,753
shares
|
$237,706
0.07% of portfolio
|
Q4 2022
Reduced 6.01%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,741
shares
|
$236,079
0.09% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
1,739
shares
|
$235,808
0.1% of portfolio
|
Q1 2024
Added 5.84%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
1,736
shares
|
$235,401
0.34% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,734
shares
|
$235,130
0.01% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,724
shares
|
$233,774
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,723
shares
|
$233,638
0.04% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,716
shares
|
$232,689
0.02% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
1,716
shares
|
$232,689
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
1,714
shares
|
$232,418
0.27% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
1,702
shares
|
$230,791
0.05% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
1,700
shares
|
$230,520
1.28% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,700
shares
|
$230,520
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
1,700
shares
|
$230,520
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
1,697
shares
|
$230,113
0.16% of portfolio
|
Q4 2024
Reduced 35.74%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
1,690
shares
|
$229,164
0.03% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,690
shares
|
$229,164
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,687
shares
|
$228,757
0.18% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
1,679
shares
|
$227,672
0.18% of portfolio
|
Q1 2025
Added 1.45%
|