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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
12,526
shares
|
$1.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,519
shares
|
$1.9 Million
0.37% of portfolio
|
Q2 2024
Added 94.55%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
12,496
shares
|
$1.9 Million
0.74% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,414
shares
|
$1.88 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$1.88 Million
1.27% of portfolio
|
Q4 2024
Reduced 28.79%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
12,380
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
12,377
shares
|
$1.88 Million
4.33% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
12,345
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
12,279
shares
|
$1.86 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
12,268
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
12,233
shares
|
$1.86 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
12,168
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
12,126
shares
|
$1.84 Million
0.68% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,000
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
11,963
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.25%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
11,873
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 59.35%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
11,873
shares
|
$1.8 Million
1.03% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
11,829
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
11,816
shares
|
$1.79 Million
0.58% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,789
shares
|
$1.79 Million
1.09% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,788
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
11,771
shares
|
$1.79 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
11,761
shares
|
$1.79 Million
1.24% of portfolio
|
Q3 2022
Added 10.34%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
11,678
shares
|
$1.77 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
11,673
shares
|
$1.77 Million
0.73% of portfolio
|
Q3 2025
Added 4.61%
|
|