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 |
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
138,069
shares
|
$18 Million
5.37% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
137,877
shares
|
$17.9 Million
0.09% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
136,099
shares
|
$17.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136,034
shares
|
$17.7 Million
2.12% of portfolio
|
Q3 2023
Added 0.51%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
135,510
shares
|
$17.6 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Jul 30, 2025 Q2 2025 |
134,000
shares
|
$17.4 Million
0.68% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
133,986
shares
|
$17.4 Million
3.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
132,876
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
132,598
shares
|
$17.3 Million
0.25% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
131,129
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 50.07%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
130,526
shares
|
$17 Million
6.89% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
127,318
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Added 155.2%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
126,621
shares
|
$16.5 Million
2.59% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
126,569
shares
|
$16.5 Million
0.6% of portfolio
|
Q2 2025
Added 72.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
125,071
shares
|
$16.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
123,855
shares
|
$16.1 Million
0.59% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
123,039
shares
|
$16 Million
3.44% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
122,710
shares
|
$16 Million
0.23% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
121,823
shares
|
$15.9 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
121,740
shares
|
$15.8 Million
0.07% of portfolio
|
Q2 2025
Added 98.33%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
121,535
shares
|
$15.8 Million
0.42% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
120,793
shares
|
$15.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
115,617
shares
|
$15 Million
3.69% of portfolio
|
Q1 2025
Added 175077.27%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
115,265
shares
|
$15 Million
4.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
114,032
shares
|
$14.8 Million
5.39% of portfolio
|
Q1 2025
Added 18.08%
|