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 |
|---|---|---|---|---|---|
|
Paragon Capital Management Inc
Provo, UT |
Oct 15, 2025 Q3 2025 |
10,501
shares
|
$1.59 Million
1.09% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
10,483
shares
|
$1.59 Million
0.7% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
10,458
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
10,365
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
10,287
shares
|
$1.56 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,199
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.84%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,174
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2025
Reduced 48.42%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
10,046
shares
|
$1.53 Million
0.91% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Scp Investment, LP
|
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$1.52 Million
1.4% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
9,999
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,992
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,879
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,861
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2023
Added 3.48%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,833
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
9,801
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
9,780
shares
|
$1.48 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
9,731
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,687
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
9,657
shares
|
$1.47 Million
0.43% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
9,571
shares
|
$1.45 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,564
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2023
Added 110.48%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
9,507
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
9,438
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2025
Added 57.01%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
9,410
shares
|
$1.43 Million
0.32% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
9,399
shares
|
$1.43 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.53%
|
|