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 |
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
39,152
shares
|
$5.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
39,113
shares
|
$5.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
38,936
shares
|
$5.07 Million
2.93% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
38,779
shares
|
$5.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
38,687
shares
|
$5.04 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
38,416
shares
|
$5 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
38,290
shares
|
$4.98 Million
1.96% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
38,219
shares
|
$4.97 Million
0.17% of portfolio
|
Q4 2023
Added 21.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
38,204
shares
|
$4.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,081
shares
|
$4.96 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
37,937
shares
|
$4.94 Million
1.33% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
37,795
shares
|
$4.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
37,637
shares
|
$4.9 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
37,631
shares
|
$4.9 Million
3.92% of portfolio
|
Q2 2025
New holding
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
37,444
shares
|
$4.87 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
37,063
shares
|
$4.82 Million
1.98% of portfolio
|
Q2 2022
Reduced 3.77%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,568
shares
|
$4.76 Million
2.54% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
36,427
shares
|
$4.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
36,402
shares
|
$4.74 Million
0.29% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
36,374
shares
|
$4.73 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
36,366
shares
|
$4.73 Million
4.81% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
36,359
shares
|
$4.73 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
36,182
shares
|
$4.71 Million
1.53% of portfolio
|
Q2 2025
Added 114.07%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
36,103
shares
|
$4.7 Million
2.7% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
36,074
shares
|
$4.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 61.32%
|