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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
35,557
shares
|
$5.4 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
35,085
shares
|
$5.33 Million
0.44% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
34,975
shares
|
$5.31 Million
0.59% of portfolio
|
Q3 2025
Reduced 39.25%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
34,898
shares
|
$5.3 Million
5.47% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
34,836
shares
|
$5.29 Million
1.4% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
34,806
shares
|
$5.28 Million
0.1% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
34,802
shares
|
$5.28 Million
0.03% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
34,624
shares
|
$5.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
34,464
shares
|
$5.23 Million
0.09% of portfolio
|
Q2 2024
Added 27.07%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
34,252
shares
|
$5.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
34,158
shares
|
$5.19 Million
1.14% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
34,145
shares
|
$5.18 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
34,139
shares
|
$5.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 77.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
33,947
shares
|
$5.15 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
33,781
shares
|
$5.13 Million
0.02% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
33,670
shares
|
$5.11 Million
0.33% of portfolio
|
Q3 2025
Reduced 39.18%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
33,596
shares
|
$5.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.49%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
33,386
shares
|
$5.07 Million
0.17% of portfolio
|
Q3 2025
Reduced 39.51%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
33,250
shares
|
$5.05 Million
0.13% of portfolio
|
Q3 2025
Added 232.5%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
33,187
shares
|
$5.04 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
33,110
shares
|
$5.03 Million
0.84% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
32,994
shares
|
$5.01 Million
0.97% of portfolio
|
Q3 2023
Reduced 8.97%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
32,618
shares
|
$4.95 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
32,442
shares
|
$4.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
32,346
shares
|
$4.91 Million
0.1% of portfolio
|
Q3 2025
Added 1.96%
|
|