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 |
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
526
shares
|
$68,464
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
521
shares
|
$67,813
0.03% of portfolio
|
Q4 2022
Reduced 36.15%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
510
shares
|
$66,381
0.01% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
510
shares
|
$66,381
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
500
shares
|
$65,080
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
500
shares
|
$65,080
0.03% of portfolio
|
Q2 2025
Reduced 95.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
492
shares
|
$64,038
0.0% of portfolio
|
Q2 2025
Reduced 48.21%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
485
shares
|
$63,127
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
481
shares
|
$62,606
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
480
shares
|
$62,476
0.01% of portfolio
|
Q2 2022
Reduced 21.31%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
474
shares
|
$61,695
0.02% of portfolio
|
Q2 2025
Reduced 98.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
458
shares
|
$59,613
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
443
shares
|
$57,660
0.01% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
434
shares
|
$56,489
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
434
shares
|
$56,489
0.01% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
427
shares
|
$55,578
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
415
shares
|
$54,016
0.01% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
402
shares
|
$52,324
0.02% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
400
shares
|
$52,064
0.01% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
400
shares
|
$52,064
0.06% of portfolio
|
Q2 2025
Added 1381.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
397
shares
|
$51,673
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
396
shares
|
$51,543
0.01% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
391
shares
|
$50,892
0.03% of portfolio
|
Q3 2020
Reduced 20.37%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
391
shares
|
$50,892
0.04% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
384
shares
|
$49,981
0.03% of portfolio
|
Q2 2025
Added 8.17%
|