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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,105
shares
|
$471,432
0.01% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,103
shares
|
$471,128
0.01% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,094
shares
|
$469,762
0.27% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,092
shares
|
$469,458
0.0% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,083
shares
|
$468,091
0.03% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
3,081
shares
|
$467,788
0.08% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
3,079
shares
|
$467,484
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,079
shares
|
$467,484
0.0% of portfolio
|
Q3 2025
Reduced 96.54%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
3,067
shares
|
$465,662
0.13% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
3,060
shares
|
$464,599
0.08% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,057
shares
|
$464,144
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,055
shares
|
$463,840
0.09% of portfolio
|
Q1 2023
Reduced 12.29%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
3,054
shares
|
$463,688
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
3,053
shares
|
$463,536
0.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
3,046
shares
|
$462,474
0.11% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
3,045
shares
|
$462,322
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
3,036
shares
|
$460,955
0.17% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,033
shares
|
$460,500
0.08% of portfolio
|
Q3 2025
Reduced 17.74%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,027
shares
|
$459,589
0.05% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,016
shares
|
$457,919
0.01% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
3,012
shares
|
$457,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$455,490
0.09% of portfolio
|
Q3 2025
Reduced 65.52%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,995
shares
|
$454,730
0.04% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
2,995
shares
|
$454,730
0.06% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
2,986
shares
|
$453,364
0.01% of portfolio
|
Q3 2025
Reduced 6.83%
|
|