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 |
|---|---|---|---|---|---|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
6,491
shares
|
$985,528
0.19% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
6,475
shares
|
$983,099
0.16% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
6,465
shares
|
$981,580
0.51% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
6,457
shares
|
$980,366
0.27% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
6,435
shares
|
$977,026
0.71% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
6,434
shares
|
$976,874
0.18% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,430
shares
|
$976,266
0.01% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,422
shares
|
$975,052
0.04% of portfolio
|
Q3 2025
Reduced 38.68%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,397
shares
|
$971,256
0.09% of portfolio
|
Q2 2024
Reduced 18.56%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
6,396
shares
|
$971,104
0.04% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,381
shares
|
$968,827
0.06% of portfolio
|
Q3 2025
Added 44.4%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
6,356
shares
|
$965,031
0.25% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
6,355
shares
|
$964,879
0.16% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
6,342
shares
|
$962,905
0.91% of portfolio
|
Q2 2025
Reduced 40.96%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
6,323
shares
|
$960,021
0.76% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
6,322
shares
|
$959,869
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,278
shares
|
$953,188
0.07% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,234
shares
|
$946,508
0.17% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
6,227
shares
|
$945,445
0.04% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6,210
shares
|
$942,864
0.14% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
6,201
shares
|
$941,497
0.05% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
6,121
shares
|
$929,351
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
6,096
shares
|
$925,555
0.22% of portfolio
|
Q1 2025
Added 309.4%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
6,088
shares
|
$924,341
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
6,080
shares
|
$923,126
0.2% of portfolio
|
Q3 2025
Added 0.46%
|
|