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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
4,866
shares
|
$738,804
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
4,826
shares
|
$732,731
0.08% of portfolio
|
Q3 2025
Reduced 32.94%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
4,800
shares
|
$728,784
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,787
shares
|
$726,810
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,784
shares
|
$726,354
0.24% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
4,779
shares
|
$725,595
0.27% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,727
shares
|
$717,700
0.2% of portfolio
|
Q3 2025
Reduced 36.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
4,711
shares
|
$715,271
0.05% of portfolio
|
Q3 2025
Reduced 79.31%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,704
shares
|
$714,208
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
4,686
shares
|
$711,475
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
4,684
shares
|
$711,171
0.34% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,683
shares
|
$711,019
0.02% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,681
shares
|
$710,716
0.05% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
4,660
shares
|
$707,527
0.16% of portfolio
|
Q3 2025
Reduced 52.0%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
4,650
shares
|
$706,009
0.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
4,636
shares
|
$703,883
0.22% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,628
shares
|
$702,669
0.01% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,620
shares
|
$701,454
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,617
shares
|
$700,999
0.49% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,609
shares
|
$699,784
0.09% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
4,597
shares
|
$697,962
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
4,584
shares
|
$695,988
0.07% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
4,578
shares
|
$695,077
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
4,575
shares
|
$694,622
0.62% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,567
shares
|
$693,407
0.15% of portfolio
|
Q1 2024
New holding
|
|