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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
6,041
shares
|
$917,205
0.7% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
5,997
shares
|
$910,524
0.03% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,970
shares
|
$906,425
1.28% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
5,962
shares
|
$905,210
0.26% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
5,952
shares
|
$903,692
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
5,933
shares
|
$900,807
0.17% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,929
shares
|
$900,200
0.12% of portfolio
|
Q3 2025
Reduced 99.26%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,919
shares
|
$898,681
0.15% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
5,905
shares
|
$896,556
0.57% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,888
shares
|
$893,975
0.02% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
5,888
shares
|
$893,975
0.2% of portfolio
|
Q3 2025
Reduced 33.48%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
5,887
shares
|
$893,823
0.09% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,880
shares
|
$892,760
0.06% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
5,878
shares
|
$892,456
0.03% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,866
shares
|
$890,634
0.02% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,866
shares
|
$890,634
0.06% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,863
shares
|
$890,179
0.66% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
5,851
shares
|
$888,357
0.03% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
5,848
shares
|
$887,901
0.05% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,824
shares
|
$884,257
0.04% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
5,817
shares
|
$883,195
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,817
shares
|
$883,195
0.0% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$879,551
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
5,777
shares
|
$877,121
0.37% of portfolio
|
Q3 2025
Added 594.35%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,777
shares
|
$877,121
0.03% of portfolio
|
Q3 2025
Added 1.73%
|
|