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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,715
shares
|
$1.32 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,700
shares
|
$1.32 Million
0.16% of portfolio
|
Q3 2025
Added 24.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
8,652
shares
|
$1.31 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
8,649
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
8,645
shares
|
$1.31 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
8,642
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2025
Added 56.16%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
8,623
shares
|
$1.31 Million
0.26% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,610
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 94.0%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
8,606
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,577
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 16.38%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,555
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 88.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
8,548
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
8,540
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
8,502
shares
|
$1.29 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
8,500
shares
|
$1.29 Million
0.53% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,411
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,410
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
8,401
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
8,389
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,385
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,376
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
8,345
shares
|
$1.27 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
8,330
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,312
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,280
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 30.18%
|
|