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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
121
shares
|
$16,407
0.01% of portfolio
|
Q4 2020
Reduced 19.87%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
119
shares
|
$16,136
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
117
shares
|
$15,865
0.0% of portfolio
|
Q1 2025
Reduced 98.97%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
116
shares
|
$15,729
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
115
shares
|
$15,594
0.0% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
115
shares
|
$15,594
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
115
shares
|
$15,594
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
111
shares
|
$15,051
0.0% of portfolio
|
Q1 2025
Reduced 97.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
110
shares
|
$14,916
0.0% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
109
shares
|
$14,780
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
105
shares
|
$14,238
0.01% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
105
shares
|
$14,238
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
102
shares
|
$13,831
0.01% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
101
shares
|
$13,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
100
shares
|
$13,560
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
100
shares
|
$13,560
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
100
shares
|
$13,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
100
shares
|
$13,560
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
96
shares
|
$13,017
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
95
shares
|
$12,882
0.0% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
95
shares
|
$12,882
0.01% of portfolio
|
Q1 2025
Reduced 90.08%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
92
shares
|
$12,475
0.0% of portfolio
|
Q1 2024
Added 9.52%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
92
shares
|
$12,475
0.0% of portfolio
|
Q1 2024
Reduced 76.36%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
91
shares
|
$12,339
0.01% of portfolio
|
Q1 2024
Reduced 21.55%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
90
shares
|
$12,204
0.01% of portfolio
|
Q1 2025
Added 1.12%
|