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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,806
shares
|
$426,034
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
2,800
shares
|
$425,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
2,798
shares
|
$424,820
0.07% of portfolio
|
Q3 2025
Reduced 18.95%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
2,793
shares
|
$424,061
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
2,791
shares
|
$423,757
0.25% of portfolio
|
Q3 2025
Added 353.42%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,786
shares
|
$422,998
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
2,774
shares
|
$421,176
0.3% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
2,770
shares
|
$420,569
0.35% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,763
shares
|
$419,506
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$419,050
0.18% of portfolio
|
Q1 2023
Added 27.78%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,747
shares
|
$417,077
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
2,745
shares
|
$416,773
0.06% of portfolio
|
Q2 2025
Reduced 34.77%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,742
shares
|
$416,317
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
2,726
shares
|
$413,888
0.04% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,707
shares
|
$411,003
0.06% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,704
shares
|
$410,548
0.09% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,699
shares
|
$409,789
0.24% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
2,691
shares
|
$408,574
0.01% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,688
shares
|
$408,119
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,683
shares
|
$407,359
0.15% of portfolio
|
Q4 2023
Added 6.94%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
2,675
shares
|
$406,145
0.17% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
2,672
shares
|
$405,689
0.04% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
2,670
shares
|
$405,386
0.11% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
2,656
shares
|
$403,260
0.11% of portfolio
|
Q2 2025
Added 52.97%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
2,652
shares
|
$402,653
0.3% of portfolio
|
Q3 2025
Reduced 0.93%
|
|