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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
397
shares
|
$53,833
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
391
shares
|
$53,019
0.03% of portfolio
|
Q3 2020
Reduced 20.37%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
384
shares
|
$52,070
0.03% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
381
shares
|
$51,663
0.02% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
378
shares
|
$51,256
0.01% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
378
shares
|
$51,256
0.02% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
375
shares
|
$50,850
0.01% of portfolio
|
Q1 2025
Reduced 26.9%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
373
shares
|
$50,578
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
370
shares
|
$50,172
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
367
shares
|
$49,765
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
360
shares
|
$48,816
0.0% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
352
shares
|
$47,731
0.0% of portfolio
|
Q4 2023
Added 7.98%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
349
shares
|
$47,324
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
337
shares
|
$45,697
0.02% of portfolio
|
Q1 2025
Added 36.99%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
325
shares
|
$44,070
0.02% of portfolio
|
Q3 2021
Reduced 1.22%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
324
shares
|
$43,934
0.04% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
321
shares
|
$43,527
0.03% of portfolio
|
Q1 2025
Added 176.72%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
320
shares
|
$43,392
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
315
shares
|
$42,714
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
314
shares
|
$42,578
0.0% of portfolio
|
Q2 2023
Reduced 49.19%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
312
shares
|
$42,307
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
308
shares
|
$41,764
0.0% of portfolio
|
Q2 2023
Added 14.07%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
306
shares
|
$41,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
305
shares
|
$41,358
0.02% of portfolio
|
Q2 2024
Reduced 82.47%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
305
shares
|
$41,358
0.0% of portfolio
|
Q2 2025
New holding
|