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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
24,204
shares
|
$3.67 Million
1.16% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
24,113
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
24,100
shares
|
$3.66 Million
0.6% of portfolio
|
Q3 2025
Added 19335.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
23,980
shares
|
$3.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 38.16%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
23,930
shares
|
$3.63 Million
1.13% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
23,854
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
23,670
shares
|
$3.59 Million
0.12% of portfolio
|
Q3 2025
Reduced 62.98%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
23,468
shares
|
$3.56 Million
2.27% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
23,405
shares
|
$3.55 Million
0.3% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
23,185
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23,180
shares
|
$3.52 Million
5.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,162
shares
|
$3.52 Million
0.51% of portfolio
|
Q3 2022
Added 12.42%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
23,093
shares
|
$3.51 Million
2.77% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
23,051
shares
|
$3.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
23,051
shares
|
$3.5 Million
0.04% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
22,930
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2025
Added 70.69%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
22,907
shares
|
$3.48 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
22,885
shares
|
$3.47 Million
0.75% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
22,882
shares
|
$3.47 Million
0.46% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
22,727
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
22,688
shares
|
$3.44 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
22,594
shares
|
$3.43 Million
1.55% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
22,529
shares
|
$3.42 Million
0.76% of portfolio
|
Q3 2025
Added 731.64%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
22,509
shares
|
$3.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
22,445
shares
|
$3.41 Million
0.17% of portfolio
|
Q3 2025
Added 182.58%
|
|