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 |
---|---|---|---|---|---|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
1,429
shares
|
$193,772
0.21% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
1,428
shares
|
$193,636
0.05% of portfolio
|
Q1 2025
New holding
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,426
shares
|
$193,365
0.08% of portfolio
|
Q1 2025
New holding
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
1,422
shares
|
$192,823
0.02% of portfolio
|
Q1 2025
New holding
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
1,421
shares
|
$192,687
0.09% of portfolio
|
Q1 2025
New holding
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
1,416
shares
|
$192,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
1,414
shares
|
$191,738
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
1,413
shares
|
$191,602
0.18% of portfolio
|
Q1 2025
New holding
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,410
shares
|
$191,196
0.03% of portfolio
|
Q1 2025
New holding
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,404
shares
|
$190,382
0.09% of portfolio
|
Q1 2025
New holding
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
1,403
shares
|
$190,246
0.16% of portfolio
|
Q1 2025
New holding
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
1,399
shares
|
$189,704
0.09% of portfolio
|
Q1 2025
New holding
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
1,391
shares
|
$188,619
0.03% of portfolio
|
Q1 2025
New holding
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
1,387
shares
|
$188,077
0.05% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,384
shares
|
$187,670
0.02% of portfolio
|
Q1 2025
New holding
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
1,381
shares
|
$187,263
0.18% of portfolio
|
Q1 2025
New holding
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,366
shares
|
$185,229
0.06% of portfolio
|
Q2 2025
Added 58.1%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,355
shares
|
$183,738
0.05% of portfolio
|
Q4 2024
Added 55.93%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,325
shares
|
$179,670
0.04% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
1,321
shares
|
$179,127
0.07% of portfolio
|
Q1 2025
Added 296.7%
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,319
shares
|
$178,856
0.02% of portfolio
|
Q1 2025
Reduced 49.6%
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,305
shares
|
$176,958
0.0% of portfolio
|
Q1 2025
Added 52.63%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
1,299
shares
|
$176,144
0.08% of portfolio
|
Q1 2025
New holding
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,281
shares
|
$173,703
0.05% of portfolio
|
Q4 2023
Reduced 18.98%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,271
shares
|
$172,347
0.03% of portfolio
|
Q1 2025
Added 116.89%
|