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 |
|---|---|---|---|---|---|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,118
shares
|
$321,575
0.25% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,118
shares
|
$321,575
0.03% of portfolio
|
Q3 2025
Reduced 36.95%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
2,117
shares
|
$321,424
0.26% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
2,105
shares
|
$319,602
0.06% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
2,105
shares
|
$319,602
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2,103
shares
|
$319,298
0.1% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,094
shares
|
$317,932
0.01% of portfolio
|
Q3 2025
Reduced 54.06%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,084
shares
|
$316,413
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
2,083
shares
|
$316,261
0.07% of portfolio
|
Q3 2025
Added 3491.38%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
2,073
shares
|
$314,743
0.05% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
2,072
shares
|
$314,591
0.08% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,058
shares
|
$312,466
0.22% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,050
shares
|
$311,251
0.72% of portfolio
|
Q1 2022
Added 7.89%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,046
shares
|
$310,644
0.03% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,042
shares
|
$310,036
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
2,041
shares
|
$309,885
0.06% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,036
shares
|
$309,125
0.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
2,027
shares
|
$307,759
0.13% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
2,025
shares
|
$307,455
0.16% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,024
shares
|
$307,303
0.02% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,020
shares
|
$306,696
0.19% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
2,015
shares
|
$305,937
0.02% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,015
shares
|
$305,937
0.18% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,008
shares
|
$304,874
0.0% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,007
shares
|
$304,722
0.11% of portfolio
|
Q3 2023
New holding
|
|