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 1,969 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $37.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
30
shares
|
$4,143
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
30
shares
|
$4,143
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$3,867
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
25
shares
|
$3,452
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
25
shares
|
$3,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
24
shares
|
$3,314
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
23
shares
|
$3,176
0.0% of portfolio
|
Q2 2025
Reduced 86.47%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
19
shares
|
$2,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$2,071
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
14
shares
|
$1,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$1,795
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$1,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,657
0.0% of portfolio
|
Q2 2025
Reduced 89.74%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
12
shares
|
$1,657
0.0% of portfolio
|
Q2 2025
Reduced 87.76%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
11
shares
|
$1,519
0.0% of portfolio
|
Q2 2025
Reduced 78.43%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
8
shares
|
$1,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
7
shares
|
$966
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
7
shares
|
$966
0.0% of portfolio
|
Q2 2025
Reduced 91.95%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3
shares
|
$414
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
2
shares
|
$276
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|