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 |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
594
shares
|
$80,546
0.05% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
592
shares
|
$80,275
0.0% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
590
shares
|
$80,004
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
568
shares
|
$77,020
0.01% of portfolio
|
Q4 2022
Added 10.94%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
565
shares
|
$76,614
0.02% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
558
shares
|
$75,664
0.03% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
556
shares
|
$75,393
0.07% of portfolio
|
Q4 2024
Reduced 64.74%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
551
shares
|
$74,715
0.03% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
526
shares
|
$71,325
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
521
shares
|
$70,647
0.04% of portfolio
|
Q4 2022
Reduced 36.15%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
508
shares
|
$68,884
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
500
shares
|
$67,800
0.01% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
500
shares
|
$67,800
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
485
shares
|
$65,766
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
480
shares
|
$65,088
0.01% of portfolio
|
Q2 2022
Reduced 21.31%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
464
shares
|
$62,918
0.01% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
458
shares
|
$62,104
0.03% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
434
shares
|
$58,850
0.01% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
432
shares
|
$58,579
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
413
shares
|
$56,002
0.05% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
406
shares
|
$55,053
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
402
shares
|
$54,511
0.02% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$54,240
0.01% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
400
shares
|
$54,240
0.02% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
400
shares
|
$54,240
0.05% of portfolio
|
Q1 2025
New holding
|