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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
2,651
shares
|
$402,501
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
2,647
shares
|
$401,894
0.12% of portfolio
|
Q4 2024
Reduced 41.31%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
2,635
shares
|
$400,072
0.18% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
2,632
shares
|
$399,616
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,616
shares
|
$397,187
0.09% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,612
shares
|
$396,579
0.08% of portfolio
|
Q3 2025
Reduced 44.78%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
2,611
shares
|
$396,428
0.12% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,603
shares
|
$395,213
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
2,600
shares
|
$394,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
2,592
shares
|
$393,543
0.17% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
2,585
shares
|
$392,480
0.09% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,582
shares
|
$392,025
0.25% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,562
shares
|
$388,988
0.03% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,560
shares
|
$388,684
0.01% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,559
shares
|
$388,532
0.06% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
2,549
shares
|
$387,014
0.09% of portfolio
|
Q3 2025
Reduced 36.05%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,547
shares
|
$386,711
0.33% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,544
shares
|
$386,255
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
2,544
shares
|
$386,255
0.08% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,526
shares
|
$383,522
0.01% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
2,524
shares
|
$383,218
0.16% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
2,517
shares
|
$382,156
0.1% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,516
shares
|
$382,004
0.21% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,513
shares
|
$381,548
0.04% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,511
shares
|
$381,245
0.02% of portfolio
|
Q4 2022
Reduced 12.23%
|
|