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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,270
shares
|
$172,212
0.06% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,266
shares
|
$171,669
0.01% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,259
shares
|
$170,720
0.04% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,250
shares
|
$169,500
0.12% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,232
shares
|
$167,059
0.02% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,228
shares
|
$166,516
0.02% of portfolio
|
Q1 2025
Added 32.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,203
shares
|
$163,126
0.02% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,202
shares
|
$162,991
0.02% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,200
shares
|
$162,720
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,193
shares
|
$161,770
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,187
shares
|
$160,957
0.0% of portfolio
|
Q3 2022
Added 87.82%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
1,183
shares
|
$160,414
0.07% of portfolio
|
Q1 2025
Reduced 98.63%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,175
shares
|
$159,330
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,143
shares
|
$154,990
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,142
shares
|
$154,855
0.05% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,130
shares
|
$153,228
0.04% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,128
shares
|
$152,956
0.03% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,111
shares
|
$150,651
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,111
shares
|
$150,651
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,104
shares
|
$149,702
0.08% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,036
shares
|
$140,481
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,031
shares
|
$139,803
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,029
shares
|
$139,532
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,019
shares
|
$138,176
0.01% of portfolio
|
Q1 2023
Added 43.32%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,006
shares
|
$136,413
0.03% of portfolio
|
Q1 2025
Added 214.37%
|