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 |
|---|---|---|---|---|---|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$607,320
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
3,993
shares
|
$606,257
0.09% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
3,992
shares
|
$606,105
0.03% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
3,985
shares
|
$605,042
0.13% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
3,985
shares
|
$605,042
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,981
shares
|
$604,435
0.07% of portfolio
|
Q2 2025
Reduced 41.1%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
3,976
shares
|
$603,676
0.09% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
3,975
shares
|
$603,524
0.01% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,973
shares
|
$603,220
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,971
shares
|
$602,916
0.01% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,955
shares
|
$600,487
0.18% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,952
shares
|
$600,032
0.07% of portfolio
|
Q3 2022
Reduced 4.82%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,951
shares
|
$599,880
0.04% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
3,943
shares
|
$598,665
0.01% of portfolio
|
Q4 2022
Reduced 3.19%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
3,937
shares
|
$597,754
0.36% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,917
shares
|
$594,718
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
3,914
shares
|
$594,262
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,907
shares
|
$593,199
0.16% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
3,902
shares
|
$592,440
0.0% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
3,901
shares
|
$592,288
0.31% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
3,890
shares
|
$590,618
0.07% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
3,882
shares
|
$589,404
0.23% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
3,882
shares
|
$589,404
0.17% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
3,878
shares
|
$588,796
0.11% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,875
shares
|
$588,341
0.04% of portfolio
|
Q2 2022
Reduced 22.99%
|
|