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 |
|---|---|---|---|---|---|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
8,212
shares
|
$1.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
8,201
shares
|
$1.25 Million
0.63% of portfolio
|
Q3 2025
Added 141.13%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
8,169
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
8,130
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2025
Reduced 83.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,126
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.49%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,102
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 27.13%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,073
shares
|
$1.23 Million
0.27% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
8,067
shares
|
$1.22 Million
1.24% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
8,061
shares
|
$1.22 Million
0.56% of portfolio
|
Q3 2025
Reduced 18.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
8,058
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
8,033
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2025
Added 21.14%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
8,033
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2025
Reduced 45.89%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
8,002
shares
|
$1.21 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,985
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,960
shares
|
$1.21 Million
0.63% of portfolio
|
Q2 2023
Added 25.51%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
7,895
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
7,878
shares
|
$1.2 Million
1.36% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,872
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,831
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
7,721
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Reduced 72.28%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
7,702
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
7,677
shares
|
$1.17 Million
0.92% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
7,638
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2025
Added 33.88%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
7,613
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
7,613
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2025
Added 0.29%
|
|