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 |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
78,289
shares
|
$10.6 Million
0.75% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
78,247
shares
|
$10.6 Million
1.55% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
77,818
shares
|
$10.6 Million
1.22% of portfolio
|
Q1 2025
Added 127.09%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
77,514
shares
|
$10.5 Million
5.83% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
77,419
shares
|
$10.5 Million
0.75% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
76,950
shares
|
$10.4 Million
3.5% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
76,789
shares
|
$10.4 Million
0.71% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
76,455
shares
|
$10.4 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
76,352
shares
|
$10.4 Million
1.3% of portfolio
|
Q1 2025
Added 2304.03%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
76,205
shares
|
$10.3 Million
2.84% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
75,439
shares
|
$10.2 Million
0.97% of portfolio
|
Q1 2025
Added 21.16%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
75,391
shares
|
$10.2 Million
3.14% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
75,059
shares
|
$10.2 Million
4.47% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
74,153
shares
|
$10.1 Million
3.99% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
74,096
shares
|
$10 Million
0.35% of portfolio
|
Q4 2024
Reduced 40.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
73,511
shares
|
$9.97 Million
0.41% of portfolio
|
Q1 2025
Reduced 47.46%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
73,415
shares
|
$9.96 Million
0.87% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
72,799
shares
|
$9.87 Million
0.54% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
72,720
shares
|
$9.86 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
72,451
shares
|
$9.82 Million
2.97% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
72,241
shares
|
$9.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
71,502
shares
|
$9.7 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
71,120
shares
|
$9.64 Million
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,773
shares
|
$9.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
69,580
shares
|
$9.44 Million
2.5% of portfolio
|
Q1 2025
Added 5.19%
|