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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,673
shares
|
$226,858
0.03% of portfolio
|
Q2 2025
Reduced 44.55%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,669
shares
|
$226,316
0.02% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
1,668
shares
|
$226,180
0.1% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,667
shares
|
$226,045
0.04% of portfolio
|
Q2 2023
Reduced 4.2%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,657
shares
|
$224,689
0.02% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,657
shares
|
$224,689
0.02% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
1,647
shares
|
$223,333
0.05% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,647
shares
|
$223,333
0.04% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
1,643
shares
|
$222,790
0.1% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
1,639
shares
|
$222,248
0.03% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
1,635
shares
|
$221,706
0.03% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
1,635
shares
|
$221,706
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,633
shares
|
$221,434
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,626
shares
|
$220,485
0.07% of portfolio
|
Q1 2023
Reduced 6.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,617
shares
|
$219,265
0.08% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
1,614
shares
|
$218,858
0.07% of portfolio
|
Q1 2024
Reduced 40.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
1,613
shares
|
$218,722
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
1,610
shares
|
$218,316
0.08% of portfolio
|
Q2 2022
Reduced 5.01%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
1,600
shares
|
$216,960
0.04% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,600
shares
|
$216,960
0.02% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,600
shares
|
$216,960
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
1,598
shares
|
$216,688
0.02% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,597
shares
|
$216,553
0.17% of portfolio
|
Q3 2023
Reduced 61.98%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
1,597
shares
|
$216,553
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
1,596
shares
|
$216,417
0.07% of portfolio
|
Q4 2024
Added 36.9%
|