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 198 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 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 |
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
284,977
shares
|
$40.6 Million
1.85% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
278,183
shares
|
$39.6 Million
0.71% of portfolio
|
Q2 2025
Added 51.52%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
273,147
shares
|
$38.9 Million
0.07% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
264,898
shares
|
$37.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
261,158
shares
|
$37.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
260,005
shares
|
$37 Million
0.04% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
259,554
shares
|
$37 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
255,382
shares
|
$36.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
233,483
shares
|
$33.2 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
229,021
shares
|
$32.6 Million
0.21% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Aug 14, 2025 Q2 2025 |
229,000
shares
|
$32.6 Million
1.42% of portfolio
|
Q2 2025
Added 1927.98%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
Aug 13, 2025 Q2 2025 |
224,158
shares
|
$31.9 Million
3.18% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
215,300
shares
|
$30.7 Million
4.47% of portfolio
|
Q2 2025
Added 19.41%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
214,617
shares
|
$30.6 Million
7.38% of portfolio
|
Q3 2025
New holding
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
210,574
shares
|
$30 Million
2.15% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
209,353
shares
|
$29.8 Million
1.38% of portfolio
|
Q2 2025
Added 2780.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
206,209
shares
|
$29.4 Million
0.43% of portfolio
|
Q3 2025
Added 642.35%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
202,733
shares
|
$28.9 Million
0.63% of portfolio
|
Q2 2025
Added 2190.51%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
201,949
shares
|
$28.8 Million
1.59% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
200,693
shares
|
$28.6 Million
0.38% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
198,854
shares
|
$28.3 Million
2.68% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
192,809
shares
|
$27.5 Million
1.52% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
191,311
shares
|
$27.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
191,069
shares
|
$27.2 Million
1.85% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
188,078
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 87.04%
|