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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
2,007
shares
|
$304,722
0.08% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,003
shares
|
$304,115
0.0% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
2,003
shares
|
$304,115
0.19% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,002
shares
|
$303,963
0.01% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
2,000
shares
|
$303,660
0.05% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
1,998
shares
|
$303,356
0.11% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
1,984
shares
|
$301,230
0.02% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,984
shares
|
$301,230
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
1,984
shares
|
$301,230
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
1,974
shares
|
$299,712
0.05% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
1,972
shares
|
$299,408
0.16% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,972
shares
|
$299,408
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
1,969
shares
|
$298,953
0.11% of portfolio
|
Q2 2025
Reduced 19.67%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
1,968
shares
|
$298,801
0.06% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,959
shares
|
$297,434
0.03% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
1,958
shares
|
$297,283
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
1,956
shares
|
$296,979
0.06% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
1,952
shares
|
$296,372
0.04% of portfolio
|
Q3 2025
Reduced 98.36%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
1,951
shares
|
$296,220
0.02% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,950
shares
|
$296,068
0.08% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,941
shares
|
$294,702
0.08% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,941
shares
|
$294,702
0.16% of portfolio
|
Q3 2025
Added 96950.0%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
1,940
shares
|
$294,550
0.02% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
1,940
shares
|
$294,550
0.07% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
1,939
shares
|
$294,398
0.05% of portfolio
|
Q3 2025
Reduced 49.65%
|
|