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 |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
7,609
shares
|
$1.16 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
7,519
shares
|
$1.14 Million
0.64% of portfolio
|
Q3 2025
Reduced 52.83%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
7,475
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,449
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.13%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
7,394
shares
|
$1.12 Million
1.49% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,354
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,317
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,300
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,258
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
7,256
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,252
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
7,251
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
7,215
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2022
Added 28.75%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,131
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
7,121
shares
|
$1.08 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,109
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
7,095
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 26.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,092
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2022
Reduced 17.0%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
7,081
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,076
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
7,073
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
7,042
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
7,039
shares
|
$1.07 Million
0.59% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,010
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.07%
|
|