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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
9,368
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,344
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
9,342
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
9,339
shares
|
$1.42 Million
1.02% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,274
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 120.02%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
9,211
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,146
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
9,140
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,136
shares
|
$1.39 Million
0.61% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,087
shares
|
$1.38 Million
0.36% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
9,029
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
9,018
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
8,995
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
8,988
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
8,984
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,918
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
8,866
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
8,865
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
8,853
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 30.62%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,850
shares
|
$1.34 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,846
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
8,813
shares
|
$1.34 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
8,775
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
8,731
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
8,722
shares
|
$1.32 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.25%
|
|