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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,183
shares
|
$786,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
5,172
shares
|
$785,264
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,166
shares
|
$784,353
0.02% of portfolio
|
Q4 2022
Added 9.54%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,150
shares
|
$781,924
0.05% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
5,143
shares
|
$780,861
0.09% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
5,143
shares
|
$780,861
0.05% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
5,139
shares
|
$780,254
0.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
5,138
shares
|
$780,102
0.2% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
5,122
shares
|
$777,673
0.1% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,116
shares
|
$776,762
0.04% of portfolio
|
Q1 2021
Added 0.29%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
5,095
shares
|
$773,573
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,061
shares
|
$768,411
0.04% of portfolio
|
Q3 2025
Reduced 37.98%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
5,053
shares
|
$767,196
0.19% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,031
shares
|
$763,856
0.19% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
5,023
shares
|
$762,642
0.52% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$759,150
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,978
shares
|
$755,809
0.37% of portfolio
|
Q3 2025
Added 91.98%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
4,946
shares
|
$750,951
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,939
shares
|
$749,888
0.0% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,894
shares
|
$743,056
0.17% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,892
shares
|
$742,752
0.01% of portfolio
|
Q3 2025
Reduced 60.36%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,885
shares
|
$741,689
0.26% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,876
shares
|
$740,323
0.9% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
4,875
shares
|
$740,171
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
4,871
shares
|
$739,563
0.04% of portfolio
|
Q3 2025
Reduced 62.67%
|
|