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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,565
shares
|
$693,103
0.1% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,564
shares
|
$692,952
0.26% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
4,563
shares
|
$692,800
0.13% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
4,552
shares
|
$691,130
0.24% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
4,549
shares
|
$690,674
0.11% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,540
shares
|
$689,308
0.08% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,503
shares
|
$683,690
0.13% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
4,493
shares
|
$682,172
0.11% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
4,486
shares
|
$681,109
0.21% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
4,460
shares
|
$677,161
0.04% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4,455
shares
|
$676,402
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,451
shares
|
$675,795
0.04% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
4,446
shares
|
$675,036
0.03% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
4,427
shares
|
$672,151
0.04% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
4,424
shares
|
$671,695
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,421
shares
|
$671,240
0.06% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,415
shares
|
$670,329
0.05% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
4,414
shares
|
$670,177
0.12% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,398
shares
|
$667,748
0.06% of portfolio
|
Q3 2025
Added 31.36%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,385
shares
|
$665,774
0.39% of portfolio
|
Q1 2023
Added 14.67%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
4,382
shares
|
$665,319
0.26% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,376
shares
|
$664,408
0.05% of portfolio
|
Q4 2022
Reduced 7.93%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
4,363
shares
|
$662,434
0.32% of portfolio
|
Q3 2025
Added 79.92%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
4,334
shares
|
$658,031
0.17% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,331
shares
|
$657,575
0.34% of portfolio
|
Q2 2025
Added 43.53%
|
|