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 1,975 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 |
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
165,369
shares
|
$21.5 Million
3.19% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
165,055
shares
|
$21.5 Million
3.41% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
164,549
shares
|
$21.4 Million
1.42% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
164,273
shares
|
$21.4 Million
2.92% of portfolio
|
Q2 2022
Added 0.38%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
164,009
shares
|
$21.3 Million
9.0% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
162,384
shares
|
$21.1 Million
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
160,477
shares
|
$20.9 Million
0.04% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
155,300
shares
|
$20.2 Million
30.02% of portfolio
|
Q4 2018
Reduced 41.65%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
152,970
shares
|
$19.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
152,051
shares
|
$19.8 Million
0.2% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
148,125
shares
|
$19.3 Million
0.74% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
147,880
shares
|
$19.2 Million
4.83% of portfolio
|
Q1 2025
Added 207.3%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
147,578
shares
|
$19.2 Million
0.11% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
147,576
shares
|
$19.2 Million
0.22% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
146,521
shares
|
$19.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
145,354
shares
|
$18.9 Million
2.88% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
145,248
shares
|
$18.9 Million
1.14% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
144,531
shares
|
$18.8 Million
1.73% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
144,394
shares
|
$18.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 48.98%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
143,717
shares
|
$18.7 Million
2.08% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
142,552
shares
|
$18.6 Million
1.84% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
140,965
shares
|
$18.3 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
140,484
shares
|
$18.3 Million
0.09% of portfolio
|
Q1 2025
Added 88.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
139,984
shares
|
$18.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
138,216
shares
|
$18 Million
1.96% of portfolio
|
Q2 2025
Added 10.54%
|