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 |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
18,539
shares
|
$2.81 Million
0.69% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
18,505
shares
|
$2.81 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
18,490
shares
|
$2.81 Million
1.19% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
18,361
shares
|
$2.79 Million
0.68% of portfolio
|
Q3 2025
Added 43.01%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
18,296
shares
|
$2.78 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
18,292
shares
|
$2.78 Million
1.46% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
18,283
shares
|
$2.78 Million
0.19% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
18,129
shares
|
$2.75 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
18,079
shares
|
$2.74 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
18,051
shares
|
$2.74 Million
0.21% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
17,911
shares
|
$2.72 Million
0.27% of portfolio
|
Q1 2024
Added 143.92%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
17,818
shares
|
$2.71 Million
1.52% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
17,817
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
17,787
shares
|
$2.7 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
17,769
shares
|
$2.7 Million
1.02% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
17,713
shares
|
$2.69 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17,694
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
17,674
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,656
shares
|
$2.68 Million
0.24% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
17,564
shares
|
$2.67 Million
1.39% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
17,539
shares
|
$2.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
17,458
shares
|
$2.65 Million
0.31% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
17,422
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
17,422
shares
|
$2.65 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
17,390
shares
|
$2.64 Million
2.56% of portfolio
|
Q2 2022
Reduced 25.68%
|
|