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 270 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 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 |
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
47,568
shares
|
$6.19 Million
2.31% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
46,796
shares
|
$6.09 Million
0.1% of portfolio
|
Q2 2025
Added 71.76%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
46,500
shares
|
$6.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
46,318
shares
|
$6.03 Million
2.92% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
46,084
shares
|
$6 Million
0.2% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
46,072
shares
|
$6 Million
1.59% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
45,940
shares
|
$5.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
44,319
shares
|
$5.77 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
43,907
shares
|
$5.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
43,790
shares
|
$5.7 Million
0.06% of portfolio
|
Q2 2025
Added 70.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,587
shares
|
$5.67 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
43,585
shares
|
$5.67 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.7%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
43,096
shares
|
$5.61 Million
4.89% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,997
shares
|
$5.6 Million
0.07% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
42,793
shares
|
$5.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
42,781
shares
|
$5.57 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
41,953
shares
|
$5.46 Million
0.16% of portfolio
|
Q2 2025
Added 62.11%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
41,649
shares
|
$5.42 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
41,597
shares
|
$5.41 Million
2.21% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
41,430
shares
|
$5.39 Million
1.12% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
41,403
shares
|
$5.39 Million
0.78% of portfolio
|
Q2 2025
Added 608.71%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
41,041
shares
|
$5.34 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
40,937
shares
|
$5.33 Million
0.17% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
40,781
shares
|
$5.31 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
40,652
shares
|
$5.29 Million
2.95% of portfolio
|
Q2 2025
Added 5.69%
|