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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
26,927
shares
|
$4.09 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
26,858
shares
|
$4.08 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
26,806
shares
|
$4.07 Million
0.5% of portfolio
|
Q3 2025
Reduced 24.14%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
26,641
shares
|
$4.04 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
26,463
shares
|
$4.02 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,425
shares
|
$4.01 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
26,267
shares
|
$3.99 Million
0.49% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
26,183
shares
|
$3.98 Million
0.17% of portfolio
|
Q3 2025
Added 32.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
26,161
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
26,144
shares
|
$3.97 Million
0.5% of portfolio
|
Q3 2025
Added 34.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
25,863
shares
|
$3.93 Million
0.11% of portfolio
|
Q3 2025
Added 35.69%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
25,775
shares
|
$3.91 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
25,577
shares
|
$3.88 Million
1.1% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
25,514
shares
|
$3.87 Million
1.34% of portfolio
|
Q3 2025
Added 61.88%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
25,210
shares
|
$3.83 Million
0.42% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
25,130
shares
|
$3.82 Million
1.57% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
25,005
shares
|
$3.8 Million
0.5% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Nwi Management LP
New York, NY |
Dec 05, 2025 Q3 2025 |
25,000
shares
|
$3.8 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
24,696
shares
|
$3.75 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
24,601
shares
|
$3.74 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
24,553
shares
|
$3.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
24,389
shares
|
$3.7 Million
0.47% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,387
shares
|
$3.7 Million
0.26% of portfolio
|
Q4 2023
Reduced 9.58%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
24,337
shares
|
$3.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
24,209
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.1%
|
|