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 |
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
113,688
shares
|
$14.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
111,139
shares
|
$14.5 Million
0.54% of portfolio
|
Q1 2025
Reduced 51.8%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
110,636
shares
|
$14.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
110,592
shares
|
$14.4 Million
1.42% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
109,505
shares
|
$14.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
108,901
shares
|
$14.2 Million
0.03% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
108,700
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 50.61%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
108,034
shares
|
$14.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
106,100
shares
|
$13.8 Million
6.81% of portfolio
|
Q1 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
104,831
shares
|
$13.6 Million
0.48% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
103,030
shares
|
$13.4 Million
3.66% of portfolio
|
Q1 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
102,477
shares
|
$13.3 Million
3.22% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
100,632
shares
|
$13.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
100,421
shares
|
$13.1 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
99,544
shares
|
$13 Million
1.34% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
98,834
shares
|
$12.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
97,015
shares
|
$12.6 Million
1.82% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
95,313
shares
|
$12.4 Million
1.28% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
95,123
shares
|
$12.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
93,701
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Added 154.28%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
93,609
shares
|
$12.2 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
93,311
shares
|
$12.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 43.26%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
91,756
shares
|
$11.9 Million
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
91,430
shares
|
$11.9 Million
2.15% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
91,013
shares
|
$11.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.22%
|