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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
304
shares
|
$41,222
0.03% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
303
shares
|
$41,086
0.01% of portfolio
|
Q2 2023
Added 13.48%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
300
shares
|
$40,680
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
300
shares
|
$40,680
0.01% of portfolio
|
Q1 2022
Reduced 44.65%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
300
shares
|
$40,680
0.01% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
300
shares
|
$40,680
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
300
shares
|
$40,680
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
294
shares
|
$39,866
0.0% of portfolio
|
Q1 2025
Added 49.24%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
292
shares
|
$39,595
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
290
shares
|
$39,324
0.01% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
281
shares
|
$38,103
0.01% of portfolio
|
Q1 2025
Added 116.15%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
280
shares
|
$37,968
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
277
shares
|
$37,561
0.01% of portfolio
|
Q4 2024
Added 147.32%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
272
shares
|
$36,883
0.02% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
267
shares
|
$36,205
0.02% of portfolio
|
Q1 2025
Reduced 80.74%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
265
shares
|
$35,934
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
260
shares
|
$35,256
0.02% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
257
shares
|
$34,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
255
shares
|
$34,578
0.01% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
255
shares
|
$34,578
0.01% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
252
shares
|
$34,171
0.0% of portfolio
|
Q1 2025
Added 54.6%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
251
shares
|
$34,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
250
shares
|
$33,900
0.01% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
250
shares
|
$33,900
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
249
shares
|
$33,764
0.0% of portfolio
|
Q2 2025
Added 0.4%
|