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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,376
shares
|
$360,748
0.1% of portfolio
|
Q3 2025
Reduced 25.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,360
shares
|
$358,318
0.0% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
2,360
shares
|
$358,318
0.04% of portfolio
|
Q2 2025
Reduced 69.06%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
2,353
shares
|
$357,255
0.01% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,347
shares
|
$356,345
0.18% of portfolio
|
Q3 2025
Added 45.6%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
2,326
shares
|
$353,156
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,319
shares
|
$352,093
0.11% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,318
shares
|
$351,941
0.02% of portfolio
|
Q3 2025
Reduced 25.66%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,311
shares
|
$350,879
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
2,303
shares
|
$349,664
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,296
shares
|
$348,601
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
2,287
shares
|
$347,235
0.11% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,287
shares
|
$347,235
0.03% of portfolio
|
Q3 2025
Reduced 57.23%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
2,285
shares
|
$346,931
0.12% of portfolio
|
Q3 2025
Reduced 91.66%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,283
shares
|
$346,627
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
2,278
shares
|
$345,868
0.04% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,276
shares
|
$345,565
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
2,276
shares
|
$345,565
0.21% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,270
shares
|
$344,654
0.16% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
2,267
shares
|
$344,198
0.21% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
2,267
shares
|
$344,198
0.12% of portfolio
|
Q2 2025
Reduced 22.68%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
2,262
shares
|
$343,439
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,257
shares
|
$342,680
0.08% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,255
shares
|
$342,376
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,252
shares
|
$341,921
0.2% of portfolio
|
Q3 2025
Reduced 4.94%
|
|