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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,998
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
19,986
shares
|
$3.03 Million
2.23% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
19,953
shares
|
$3.03 Million
0.05% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
19,797
shares
|
$3.01 Million
0.49% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
19,686
shares
|
$2.99 Million
1.02% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
19,670
shares
|
$2.99 Million
2.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
19,623
shares
|
$2.98 Million
0.2% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19,622
shares
|
$2.98 Million
0.27% of portfolio
|
Q1 2025
Added 128.46%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
19,547
shares
|
$2.97 Million
0.84% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,545
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2025
Added 74.12%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
19,483
shares
|
$2.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
19,451
shares
|
$2.95 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
19,392
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
19,382
shares
|
$2.94 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
19,301
shares
|
$2.93 Million
0.16% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
19,286
shares
|
$2.93 Million
1.55% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
19,204
shares
|
$2.92 Million
0.16% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
19,200
shares
|
$2.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
19,118
shares
|
$2.9 Million
0.93% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
18,830
shares
|
$2.86 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
18,742
shares
|
$2.85 Million
1.37% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
18,718
shares
|
$2.84 Million
0.11% of portfolio
|
Q3 2025
Reduced 46.18%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
18,677
shares
|
$2.84 Million
0.23% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
18,626
shares
|
$2.83 Million
1.45% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
18,581
shares
|
$2.82 Million
0.88% of portfolio
|
Q3 2025
Reduced 15.45%
|
|