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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,002
shares
|
$135,871
0.02% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
988
shares
|
$133,972
0.03% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
980
shares
|
$132,888
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
974
shares
|
$132,074
0.0% of portfolio
|
Q1 2025
Added 34.34%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
962
shares
|
$130,447
0.02% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
950
shares
|
$128,820
0.01% of portfolio
|
Q1 2025
Added 78.91%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
936
shares
|
$126,921
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
932
shares
|
$126,379
0.03% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
902
shares
|
$122,311
0.06% of portfolio
|
Q1 2025
Added 50.33%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
873
shares
|
$118,378
0.02% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
870
shares
|
$117,972
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
855
shares
|
$115,938
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
855
shares
|
$115,938
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
852
shares
|
$115,531
0.05% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
849
shares
|
$115,124
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
844
shares
|
$114,446
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
838
shares
|
$113,632
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
832
shares
|
$112,819
0.06% of portfolio
|
Q2 2024
Reduced 43.4%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
824
shares
|
$111,734
0.01% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
823
shares
|
$111,598
0.01% of portfolio
|
Q2 2024
Added 157.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
817
shares
|
$110,785
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
815
shares
|
$110,514
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
813
shares
|
$110,242
0.01% of portfolio
|
Q1 2025
Added 31.13%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
812
shares
|
$110,107
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
803
shares
|
$108,886
0.0% of portfolio
|
Q4 2024
Reduced 19.94%
|