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 |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
2,252
shares
|
$341,921
0.02% of portfolio
|
Q3 2025
Added 27.95%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
2,241
shares
|
$340,251
0.04% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,234
shares
|
$339,188
0.01% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
2,227
shares
|
$338,125
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
2,227
shares
|
$338,125
0.17% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
2,224
shares
|
$337,669
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
2,222
shares
|
$337,366
0.0% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
2,217
shares
|
$336,607
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,211
shares
|
$335,696
0.04% of portfolio
|
Q3 2025
Added 44.23%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
2,207
shares
|
$335,088
0.08% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
2,202
shares
|
$334,329
0.03% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
2,196
shares
|
$333,418
0.03% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
2,190
shares
|
$332,507
0.19% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
2,182
shares
|
$331,293
0.05% of portfolio
|
Q3 2025
Reduced 71.47%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,176
shares
|
$330,382
0.04% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
2,175
shares
|
$330,230
0.08% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,173
shares
|
$329,926
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
2,173
shares
|
$329,926
0.17% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
2,167
shares
|
$329,015
0.02% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
2,143
shares
|
$325,371
0.02% of portfolio
|
Q3 2025
Reduced 26.23%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,137
shares
|
$324,460
0.06% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
2,134
shares
|
$324,005
0.12% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,129
shares
|
$323,246
0.14% of portfolio
|
Q3 2025
Reduced 69.09%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
2,122
shares
|
$322,183
0.21% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,120
shares
|
$321,879
0.0% of portfolio
|
Q3 2025
Added 2.12%
|
|