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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
5,776
shares
|
$876,970
0.13% of portfolio
|
Q3 2025
Reduced 33.35%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
5,769
shares
|
$875,907
0.6% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,755
shares
|
$873,781
0.18% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,755
shares
|
$873,781
0.49% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
5,733
shares
|
$870,441
0.0% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
5,727
shares
|
$869,530
0.39% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,721
shares
|
$868,619
0.02% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
5,700
shares
|
$865,431
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,693
shares
|
$864,368
0.07% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,677
shares
|
$861,938
0.27% of portfolio
|
Q3 2025
Added 257.72%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,655
shares
|
$858,598
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
5,614
shares
|
$852,373
0.14% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
5,604
shares
|
$850,855
0.13% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
5,603
shares
|
$850,703
0.59% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
5,578
shares
|
$846,907
0.5% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
5,575
shares
|
$846,452
0.0% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
5,564
shares
|
$844,782
0.12% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
5,548
shares
|
$842,352
0.38% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,542
shares
|
$841,441
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
5,538
shares
|
$840,834
0.2% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,537
shares
|
$840,682
0.6% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
5,513
shares
|
$837,038
0.06% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
5,508
shares
|
$836,279
0.36% of portfolio
|
Q3 2025
Added 32.09%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
5,460
shares
|
$828,991
0.05% of portfolio
|
Q3 2025
Added 47.73%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
5,460
shares
|
$828,991
0.22% of portfolio
|
Q3 2025
Reduced 4.16%
|
|