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 |
|---|---|---|---|---|---|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
21,084
shares
|
$3.2 Million
1.46% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
21,038
shares
|
$3.19 Million
0.86% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20,994
shares
|
$3.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
20,927
shares
|
$3.18 Million
1.56% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
20,845
shares
|
$3.16 Million
0.3% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
20,823
shares
|
$3.16 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
20,806
shares
|
$3.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,799
shares
|
$3.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
20,667
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.93%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
20,425
shares
|
$3.1 Million
0.18% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
20,356
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2025
Added 36.65%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
20,329
shares
|
$3.09 Million
0.38% of portfolio
|
Q2 2025
Added 286.92%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
20,328
shares
|
$3.09 Million
0.2% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
20,300
shares
|
$3.08 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
20,293
shares
|
$3.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
20,291
shares
|
$3.08 Million
0.11% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
20,290
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
20,289
shares
|
$3.08 Million
0.69% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
20,285
shares
|
$3.08 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
20,279
shares
|
$3.08 Million
0.98% of portfolio
|
Q3 2025
Reduced 22.56%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
20,270
shares
|
$3.08 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
20,263
shares
|
$3.08 Million
0.07% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
20,262
shares
|
$3.08 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
20,160
shares
|
$3.06 Million
0.03% of portfolio
|
Q3 2025
Added 29.83%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
20,059
shares
|
$3.05 Million
0.81% of portfolio
|
Q3 2025
Added 4.61%
|
|