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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
14,605
shares
|
$2.22 Million
0.35% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
14,540
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,521
shares
|
$2.2 Million
0.44% of portfolio
|
Q3 2025
Reduced 86.14%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
14,516
shares
|
$2.2 Million
0.22% of portfolio
|
Q3 2025
Added 31.34%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
14,467
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
14,399
shares
|
$2.19 Million
0.29% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
14,380
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
14,368
shares
|
$2.18 Million
1.28% of portfolio
|
Q2 2024
Reduced 65.99%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,337
shares
|
$2.18 Million
0.1% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,234
shares
|
$2.16 Million
0.41% of portfolio
|
Q4 2022
Reduced 22.86%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,234
shares
|
$2.16 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,201
shares
|
$2.16 Million
0.26% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
14,165
shares
|
$2.15 Million
0.35% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,113
shares
|
$2.14 Million
0.68% of portfolio
|
Q1 2024
Added 2864.92%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
14,068
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
14,057
shares
|
$2.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
14,031
shares
|
$2.13 Million
0.15% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
14,019
shares
|
$2.13 Million
0.42% of portfolio
|
Q3 2025
Reduced 67.23%
|
|
|
Fore Capital, LLC
|
Nov 13, 2025 Q3 2025 |
14,000
shares
|
$2.13 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
13,966
shares
|
$2.12 Million
0.32% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
13,963
shares
|
$2.12 Million
0.92% of portfolio
|
Q3 2025
Reduced 80.87%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
13,952
shares
|
$2.12 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
13,918
shares
|
$2.11 Million
0.24% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
13,915
shares
|
$2.11 Million
0.4% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
13,843
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.54%
|
|