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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
94,159
shares
|
$12.8 Million
1.47% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
93,701
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2025
Added 154.28%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
93,311
shares
|
$12.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 43.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
93,271
shares
|
$12.6 Million
0.47% of portfolio
|
Q1 2025
Added 155.23%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
91,756
shares
|
$12.4 Million
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
91,013
shares
|
$12.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
90,806
shares
|
$12.3 Million
7.06% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
89,693
shares
|
$12.2 Million
0.3% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
89,254
shares
|
$12.1 Million
2.44% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
88,319
shares
|
$12 Million
2.92% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
86,533
shares
|
$11.7 Million
1.19% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
85,693
shares
|
$11.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
85,191
shares
|
$11.6 Million
3.86% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
85,053
shares
|
$11.5 Million
6.44% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
83,717
shares
|
$11.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
83,064
shares
|
$11.3 Million
1.04% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
82,643
shares
|
$11.2 Million
0.05% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
82,143
shares
|
$11.1 Million
1.81% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
81,584
shares
|
$11.1 Million
0.07% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
81,344
shares
|
$11 Million
4.69% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
80,993
shares
|
$11 Million
3.09% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
80,791
shares
|
$11 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
80,526
shares
|
$10.9 Million
1.67% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
79,820
shares
|
$10.8 Million
1.91% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
79,421
shares
|
$10.8 Million
0.07% of portfolio
|
Q2 2023
Reduced 97.75%
|