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 |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
38,861
shares
|
$5.9 Million
2.89% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
38,627
shares
|
$5.86 Million
2.9% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
38,360
shares
|
$5.82 Million
1.41% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
38,290
shares
|
$5.81 Million
1.96% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
38,219
shares
|
$5.8 Million
0.17% of portfolio
|
Q4 2023
Added 21.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
38,204
shares
|
$5.8 Million
0.27% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,081
shares
|
$5.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
37,804
shares
|
$5.74 Million
0.37% of portfolio
|
Q3 2025
Reduced 24.48%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,699
shares
|
$5.72 Million
0.08% of portfolio
|
Q3 2025
Added 26.96%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
37,200
shares
|
$5.65 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
37,134
shares
|
$5.64 Million
0.66% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
37,068
shares
|
$5.63 Million
2.57% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
37,063
shares
|
$5.63 Million
1.98% of portfolio
|
Q2 2022
Reduced 3.77%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
36,887
shares
|
$5.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 13, 2025 Q3 2025 |
36,515
shares
|
$5.54 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
36,510
shares
|
$5.54 Million
3.37% of portfolio
|
Q3 2025
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
36,366
shares
|
$5.52 Million
4.81% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
36,300
shares
|
$5.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
36,045
shares
|
$5.47 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
36,013
shares
|
$5.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
35,943
shares
|
$5.46 Million
3.73% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
35,828
shares
|
$5.44 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
35,828
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.95%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
35,808
shares
|
$5.44 Million
1.72% of portfolio
|
Q3 2025
Added 38.35%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
35,560
shares
|
$5.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.66%
|
|