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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,936
shares
|
$293,942
0.01% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
1,935
shares
|
$293,791
0.01% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
1,934
shares
|
$293,639
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
1,933
shares
|
$293,487
0.08% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,922
shares
|
$291,817
0.02% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,921
shares
|
$291,665
0.06% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,921
shares
|
$291,665
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,920
shares
|
$291,513
0.06% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,919
shares
|
$291,361
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,919
shares
|
$291,361
0.07% of portfolio
|
Q3 2025
Reduced 49.87%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
1,917
shares
|
$291,058
0.1% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,917
shares
|
$291,058
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
1,912
shares
|
$290,298
0.04% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
1,912
shares
|
$290,298
0.03% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,905
shares
|
$289,236
0.08% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
1,905
shares
|
$289,236
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,900
shares
|
$288,477
0.27% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,898
shares
|
$288,173
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,898
shares
|
$288,173
0.09% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,897
shares
|
$288,021
0.11% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,895
shares
|
$287,717
0.04% of portfolio
|
Q4 2022
Added 1.55%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,895
shares
|
$287,717
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
1,889
shares
|
$286,806
0.03% of portfolio
|
Q3 2025
Reduced 34.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,885
shares
|
$286,199
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
First Long Island Investors, LLC
|
Nov 12, 2025 Q3 2025 |
1,880
shares
|
$285,440
0.02% of portfolio
|
Q4 2020
New holding
|
|