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 |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,522
shares
|
$206,383
0.01% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
1,522
shares
|
$206,383
0.02% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
1,521
shares
|
$206,247
0.04% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,520
shares
|
$206,112
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
1,516
shares
|
$205,569
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,515
shares
|
$205,434
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,515
shares
|
$205,434
0.03% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,506
shares
|
$204,213
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,503
shares
|
$203,806
0.02% of portfolio
|
Q1 2025
Reduced 79.71%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$203,400
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
1,499
shares
|
$203,264
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
1,496
shares
|
$202,857
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,486
shares
|
$201,501
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,478
shares
|
$200,416
0.23% of portfolio
|
Q1 2025
Reduced 39.99%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
1,473
shares
|
$199,738
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,470
shares
|
$199,332
0.14% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,470
shares
|
$199,332
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
1,459
shares
|
$197,840
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
1,454
shares
|
$197,162
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
1,453
shares
|
$197,026
0.22% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,449
shares
|
$196,484
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,447
shares
|
$196,213
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,442
shares
|
$195,535
0.2% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
1,438
shares
|
$194,992
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,437
shares
|
$194,857
0.03% of portfolio
|
Q1 2025
Reduced 25.08%
|