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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
175
shares
|
$23,730
0.02% of portfolio
|
Q1 2023
Reduced 64.79%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
172
shares
|
$23,323
0.0% of portfolio
|
Q2 2025
Reduced 47.4%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
170
shares
|
$23,052
0.01% of portfolio
|
Q4 2023
Reduced 39.72%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
164
shares
|
$22,238
0.0% of portfolio
|
Q1 2025
Added 74.47%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
164
shares
|
$22,238
0.0% of portfolio
|
Q1 2025
Reduced 82.44%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
155
shares
|
$21,018
0.01% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$20,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
150
shares
|
$20,340
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
148
shares
|
$20,068
0.0% of portfolio
|
Q2 2024
Added 825.0%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
146
shares
|
$19,797
0.49% of portfolio
|
Q1 2025
Reduced 84.15%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
144
shares
|
$19,526
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
143
shares
|
$19,390
0.01% of portfolio
|
Q2 2025
Reduced 77.37%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
142
shares
|
$19,255
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
142
shares
|
$19,255
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
141
shares
|
$19,119
0.01% of portfolio
|
Q1 2022
Reduced 82.27%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
140
shares
|
$18,984
0.01% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
135
shares
|
$18,306
0.0% of portfolio
|
Q1 2023
Reduced 40.27%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
135
shares
|
$18,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
132
shares
|
$17,899
0.01% of portfolio
|
Q1 2020
Added 144.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
132
shares
|
$17,899
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
132
shares
|
$17,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
130
shares
|
$17,628
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
129
shares
|
$17,492
0.01% of portfolio
|
Q1 2025
Added 95.45%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
124
shares
|
$16,814
0.06% of portfolio
|
Q1 2025
Added 195.24%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
122
shares
|
$16,543
0.01% of portfolio
|
Q1 2024
Added 17.31%
|