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 |
|---|---|---|---|---|---|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
96,503
shares
|
$13.3 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
95,313
shares
|
$13.2 Million
1.28% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
95,123
shares
|
$13.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
95,061
shares
|
$13.1 Million
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
94,323
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
93,609
shares
|
$12.9 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
93,410
shares
|
$12.9 Million
3.36% of portfolio
|
Q2 2025
Added 3321.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
92,970
shares
|
$12.8 Million
0.27% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
92,267
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2025
Added 94.31%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
91,430
shares
|
$12.6 Million
2.15% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
90,814
shares
|
$12.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
90,806
shares
|
$12.5 Million
7.06% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
90,623
shares
|
$12.5 Million
0.07% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
90,352
shares
|
$12.5 Million
1.73% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
89,408
shares
|
$12.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
88,936
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2025
Added 700.22%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
85,340
shares
|
$11.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
85,053
shares
|
$11.7 Million
6.44% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
84,944
shares
|
$11.7 Million
3.11% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
84,038
shares
|
$11.6 Million
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
82,246
shares
|
$11.4 Million
0.45% of portfolio
|
Q2 2025
Added 2837.36%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
81,761
shares
|
$11.3 Million
1.34% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
81,539
shares
|
$11.3 Million
2.6% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
81,344
shares
|
$11.2 Million
4.69% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
81,058
shares
|
$11.2 Million
1.43% of portfolio
|
Q2 2025
Added 0.66%
|