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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
17,364
shares
|
$2.64 Million
2.02% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
17,335
shares
|
$2.63 Million
1.54% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
17,325
shares
|
$2.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
17,216
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
17,144
shares
|
$2.6 Million
2.03% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
17,073
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
16,999
shares
|
$2.58 Million
1.14% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,954
shares
|
$2.57 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
16,904
shares
|
$2.57 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
16,875
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2025
Reduced 56.9%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,786
shares
|
$2.55 Million
0.43% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
16,686
shares
|
$2.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
16,679
shares
|
$2.53 Million
0.78% of portfolio
|
Q3 2025
Added 23.04%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
16,646
shares
|
$2.53 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
16,580
shares
|
$2.52 Million
0.53% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
16,422
shares
|
$2.49 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
16,406
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
16,378
shares
|
$2.49 Million
0.51% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
16,204
shares
|
$2.46 Million
0.46% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
16,181
shares
|
$2.46 Million
1.38% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
16,166
shares
|
$2.45 Million
0.97% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
16,067
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 26.3%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
15,974
shares
|
$2.43 Million
0.07% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
15,910
shares
|
$2.42 Million
1.87% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
15,726
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 28.56%
|
|