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 1,962 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
69,375
shares
|
$10.5 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
67,685
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 64.41%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Nov 07, 2025 Q3 2025 |
67,664
shares
|
$10.3 Million
4.69% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
67,532
shares
|
$10.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
67,354
shares
|
$10.2 Million
3.15% of portfolio
|
Q3 2025
Added 94.38%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
67,237
shares
|
$10.2 Million
2.1% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
67,067
shares
|
$10.2 Million
1.95% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
67,019
shares
|
$10.2 Million
1.3% of portfolio
|
Q4 2024
Added 340.28%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
66,870
shares
|
$10.2 Million
4.84% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
66,805
shares
|
$10.1 Million
0.59% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
66,792
shares
|
$10.1 Million
1.67% of portfolio
|
Q3 2025
Added 118.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
66,522
shares
|
$10.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 33.9%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
65,006
shares
|
$9.87 Million
1.87% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
64,633
shares
|
$9.81 Million
1.29% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
64,419
shares
|
$9.78 Million
2.17% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
64,335
shares
|
$9.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
63,698
shares
|
$9.67 Million
1.7% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
63,294
shares
|
$9.61 Million
1.17% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
62,615
shares
|
$9.51 Million
0.61% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
62,002
shares
|
$9.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
61,920
shares
|
$9.4 Million
0.32% of portfolio
|
Q3 2022
Reduced 9.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
60,950
shares
|
$9.25 Million
0.34% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
60,867
shares
|
$9.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
60,202
shares
|
$9.14 Million
3.71% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
59,929
shares
|
$9.1 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.21%
|
|