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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
11,622
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
11,585
shares
|
$1.76 Million
1.24% of portfolio
|
Q3 2025
Reduced 34.99%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,574
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
11,465
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2025
Added 576.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
11,344
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
11,202
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
11,174
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
11,162
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 93.75%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
11,140
shares
|
$1.69 Million
1.19% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
11,115
shares
|
$1.69 Million
0.61% of portfolio
|
Q3 2025
Reduced 27.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,077
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
10,997
shares
|
$1.67 Million
0.6% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
10,932
shares
|
$1.66 Million
0.87% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
10,893
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
10,839
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
10,759
shares
|
$1.63 Million
0.42% of portfolio
|
Q3 2025
Added 85.05%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
10,751
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2025
Added 45.76%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,745
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,706
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2025
Added 105.21%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
10,696
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
10,678
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
10,656
shares
|
$1.62 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,639
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
10,585
shares
|
$1.61 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
10,523
shares
|
$1.6 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.25%
|
|