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 1,967 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $35 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 |
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
66
shares
|
$8,590
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
64
shares
|
$8,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
63
shares
|
$8,200
0.0% of portfolio
|
Q1 2025
Reduced 95.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
62
shares
|
$8,069
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
60
shares
|
$7,809
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
58
shares
|
$7,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
54
shares
|
$7,028
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
53
shares
|
$6,898
0.0% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
52
shares
|
$6,768
0.0% of portfolio
|
Q2 2025
Reduced 35.8%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
51
shares
|
$6,638
0.0% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
51
shares
|
$6,638
0.0% of portfolio
|
Q1 2023
Reduced 53.64%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
50
shares
|
$6,508
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
50
shares
|
$6,508
0.0% of portfolio
|
Q4 2024
Reduced 91.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$6,247
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
45
shares
|
$5,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$5,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
39
shares
|
$5,076
0.0% of portfolio
|
Q2 2025
Reduced 56.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
38
shares
|
$4,946
0.0% of portfolio
|
Q2 2025
Added 442.86%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
35
shares
|
$4,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
33
shares
|
$4,295
0.0% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
31
shares
|
$4,034
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
30
shares
|
$3,904
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
30
shares
|
$3,904
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$3,644
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
25
shares
|
$3,254
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|