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 |
|---|---|---|---|---|---|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
7,000
shares
|
$1.06 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,989
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
6,988
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,949
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
6,906
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 88.87%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
6,887
shares
|
$1.05 Million
1.0% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,863
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 71.64%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,863
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
6,795
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
6,795
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
6,780
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
6,779
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,777
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,748
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,723
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
6,697
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
6,696
shares
|
$1.02 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
6,677
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
6,641
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
6,616
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
6,610
shares
|
$1 Million
0.36% of portfolio
|
Q3 2025
Added 312.87%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,591
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,554
shares
|
$995,093
0.31% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,529
shares
|
$991,298
0.59% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,528
shares
|
$991,146
0.16% of portfolio
|
Q3 2025
Added 0.25%
|
|