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 1,968 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
57,752
shares
|
$7.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 76.61%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
57,682
shares
|
$7.51 Million
1.15% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
57,568
shares
|
$7.49 Million
1.17% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
57,217
shares
|
$7.45 Million
2.8% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
57,023
shares
|
$7.42 Million
0.09% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
56,685
shares
|
$7.38 Million
0.25% of portfolio
|
Q1 2025
Reduced 82.22%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
56,412
shares
|
$7.34 Million
1.14% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
56,401
shares
|
$7.34 Million
0.1% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
56,362
shares
|
$7.34 Million
6.42% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
56,288
shares
|
$7.33 Million
1.79% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
56,288
shares
|
$7.33 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
56,261
shares
|
$7.32 Million
0.51% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
56,090
shares
|
$7.3 Million
1.25% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
55,973
shares
|
$7.29 Million
0.53% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
55,362
shares
|
$7.21 Million
0.56% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
55,194
shares
|
$7.18 Million
0.3% of portfolio
|
Q2 2025
Added 148.83%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
54,961
shares
|
$7.15 Million
1.91% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
54,169
shares
|
$7.05 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
54,071
shares
|
$7.04 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
53,652
shares
|
$6.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 59.96%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
53,640
shares
|
$6.98 Million
0.08% of portfolio
|
Q3 2024
Added 103.31%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
53,573
shares
|
$6.97 Million
0.67% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
53,550
shares
|
$6.97 Million
3.68% of portfolio
|
Q2 2023
Added 6.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
51,793
shares
|
$6.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
51,665
shares
|
$6.72 Million
0.49% of portfolio
|
Q2 2025
New holding
|