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 |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
4,308
shares
|
$654,083
0.03% of portfolio
|
Q3 2025
Reduced 32.77%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
4,283
shares
|
$650,287
0.09% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
4,274
shares
|
$648,921
0.05% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,257
shares
|
$646,340
0.13% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Nov 06, 2025 Q3 2025 |
4,250
shares
|
$645,277
0.43% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,248
shares
|
$644,973
0.13% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,225
shares
|
$641,481
0.21% of portfolio
|
Q2 2022
Added 8.28%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
4,218
shares
|
$640,418
0.06% of portfolio
|
Q4 2023
Added 16.36%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
4,209
shares
|
$639,052
0.04% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
4,208
shares
|
$638,900
0.05% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,192
shares
|
$636,471
0.26% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,168
shares
|
$632,827
0.37% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,152
shares
|
$630,398
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,150
shares
|
$630,094
0.0% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
4,130
shares
|
$627,057
0.13% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
4,128
shares
|
$626,754
0.11% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
4,124
shares
|
$626,146
0.19% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,113
shares
|
$624,476
0.03% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,064
shares
|
$617,037
0.2% of portfolio
|
Q2 2022
Reduced 7.72%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,059
shares
|
$616,277
0.09% of portfolio
|
Q3 2025
Reduced 88.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,052
shares
|
$615,215
0.01% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
4,045
shares
|
$614,152
0.64% of portfolio
|
Q3 2025
Reduced 59.11%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,044
shares
|
$614,000
0.13% of portfolio
|
Q4 2022
Reduced 19.01%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
4,009
shares
|
$608,686
0.09% of portfolio
|
Q3 2025
Reduced 27.15%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$607,320
0.53% of portfolio
|
Q1 2024
Reduced 20.0%
|
|