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 2,020 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 $36.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
50
shares
|
$6,780
0.0% of portfolio
|
Q4 2024
Reduced 91.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$6,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
45
shares
|
$6,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
45
shares
|
$6,102
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$5,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
35
shares
|
$4,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
35
shares
|
$4,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
35
shares
|
$4,746
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
32
shares
|
$4,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
30
shares
|
$4,068
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
30
shares
|
$4,068
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
29
shares
|
$3,932
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$3,796
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
28
shares
|
$3,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
27
shares
|
$3,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
27
shares
|
$3,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
27
shares
|
$3,661
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
25
shares
|
$3,390
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
25
shares
|
$3,390
0.0% of portfolio
|
Q1 2024
New holding
|