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 |
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
144,531
shares
|
$20.6 Million
1.73% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
144,394
shares
|
$20.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 48.98%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 22, 2025 Q3 2025 |
144,300
shares
|
$20.5 Million
0.71% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Sep 30, 2025 Q2 2025 |
143,463
shares
|
$20.4 Million
0.22% of portfolio
|
Q2 2025
Added 2879.5%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
142,695
shares
|
$20.3 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
142,552
shares
|
$20.3 Million
1.84% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
141,751
shares
|
$20.2 Million
2.21% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
141,016
shares
|
$20.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
138,216
shares
|
$19.7 Million
1.96% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
138,069
shares
|
$19.7 Million
4.86% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
136,901
shares
|
$19.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
136,099
shares
|
$19.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136,034
shares
|
$19.4 Million
2.12% of portfolio
|
Q3 2023
Added 0.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
133,390
shares
|
$19 Million
0.12% of portfolio
|
Q2 2025
Added 107.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
132,598
shares
|
$18.9 Million
0.25% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
130,403
shares
|
$18.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
128,854
shares
|
$18.3 Million
1.12% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
127,905
shares
|
$18.2 Million
3.0% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
126,621
shares
|
$18 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
|
$18 Million
0.6% of portfolio
|
Q2 2025
Added 72.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
125,071
shares
|
$17.8 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
124,250
shares
|
$17.7 Million
0.49% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
123,039
shares
|
$17.5 Million
3.44% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
122,710
shares
|
$17.5 Million
0.23% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
122,564
shares
|
$17.4 Million
6.35% of portfolio
|
Q3 2025
Reduced 6.1%
|