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 |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
15,714
shares
|
$2.39 Million
1.44% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
15,684
shares
|
$2.38 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
15,680
shares
|
$2.38 Million
1.59% of portfolio
|
Q3 2025
Added 37.1%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
15,600
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
15,551
shares
|
$2.36 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,446
shares
|
$2.35 Million
0.45% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
15,438
shares
|
$2.34 Million
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
15,380
shares
|
$2.34 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
15,325
shares
|
$2.33 Million
1.67% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
15,318
shares
|
$2.33 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
15,277
shares
|
$2.32 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
15,169
shares
|
$2.3 Million
0.59% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
15,090
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
15,048
shares
|
$2.28 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,023
shares
|
$2.28 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,007
shares
|
$2.28 Million
0.35% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
14,967
shares
|
$2.27 Million
0.45% of portfolio
|
Q3 2025
Reduced 71.46%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
14,947
shares
|
$2.27 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,898
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2025
Added 20.72%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
14,835
shares
|
$2.25 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
14,811
shares
|
$2.25 Million
0.48% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,807
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,743
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2023
Reduced 85.08%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,727
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
14,635
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.36%
|
|