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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
88
shares
|
$11,932
0.0% of portfolio
|
Q4 2023
Reduced 14.56%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
84
shares
|
$11,390
0.0% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
81
shares
|
$10,983
0.0% of portfolio
|
Q1 2025
Reduced 76.99%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
81
shares
|
$10,983
0.0% of portfolio
|
Q4 2024
Reduced 28.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
79
shares
|
$10,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
75
shares
|
$10,170
0.0% of portfolio
|
Q1 2024
Reduced 97.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
74
shares
|
$10,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
73
shares
|
$9,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
71
shares
|
$9,627
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
69
shares
|
$9,356
0.01% of portfolio
|
Q4 2022
Added 263.16%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
66
shares
|
$8,949
0.01% of portfolio
|
Q4 2024
Reduced 69.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
66
shares
|
$8,949
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
65
shares
|
$8,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
64
shares
|
$8,678
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
63
shares
|
$8,542
0.0% of portfolio
|
Q4 2024
Reduced 42.73%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
63
shares
|
$8,542
0.0% of portfolio
|
Q1 2025
Reduced 95.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
62
shares
|
$8,407
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
60
shares
|
$8,136
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
58
shares
|
$7,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
57
shares
|
$7,729
0.0% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
56
shares
|
$7,593
0.0% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
54
shares
|
$7,322
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
52
shares
|
$7,051
0.0% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
51
shares
|
$6,915
0.0% of portfolio
|
Q1 2023
Reduced 53.64%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
50
shares
|
$6,780
0.01% of portfolio
|
Q4 2021
New holding
|