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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
798
shares
|
$108,208
0.06% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
765
shares
|
$103,734
0.04% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
752
shares
|
$101,971
0.0% of portfolio
|
Q1 2025
Reduced 81.22%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
748
shares
|
$101,428
0.02% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
738
shares
|
$100,072
0.02% of portfolio
|
Q1 2025
Reduced 34.81%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
734
shares
|
$99,530
0.15% of portfolio
|
Q3 2022
Added 41.7%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
728
shares
|
$98,716
0.01% of portfolio
|
Q1 2025
Added 31.88%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
723
shares
|
$98,038
0.01% of portfolio
|
Q2 2024
Added 113.91%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
722
shares
|
$97,903
0.0% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
710
shares
|
$96,276
0.01% of portfolio
|
Q2 2024
Reduced 42.23%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
703
shares
|
$95,326
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
701
shares
|
$95,055
0.04% of portfolio
|
Q1 2025
Reduced 24.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
699
shares
|
$94,784
0.04% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
671
shares
|
$90,987
0.03% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
670
shares
|
$90,852
0.08% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
667
shares
|
$90,445
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
653
shares
|
$88,546
0.01% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
637
shares
|
$86,377
0.04% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
629
shares
|
$85,292
0.06% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
627
shares
|
$85,021
0.01% of portfolio
|
Q1 2022
Added 109.0%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
624
shares
|
$84,614
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
615
shares
|
$83,394
0.01% of portfolio
|
Q4 2024
Added 236.07%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
611
shares
|
$82,851
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
603
shares
|
$81,766
0.01% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
598
shares
|
$81,088
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|