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 |
|---|---|---|---|---|---|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,876
shares
|
$284,833
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,875
shares
|
$284,681
0.04% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,860
shares
|
$282,403
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,858
shares
|
$282,100
0.1% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
1,852
shares
|
$281,189
0.04% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
1,846
shares
|
$280,278
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
1,844
shares
|
$279,974
0.01% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
1,820
shares
|
$276,330
0.06% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,820
shares
|
$276,330
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
1,819
shares
|
$276,178
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
1,818
shares
|
$276,026
0.06% of portfolio
|
Q3 2025
Reduced 54.66%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,807
shares
|
$274,356
0.06% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
1,805
shares
|
$274,053
0.14% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
1,803
shares
|
$273,749
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,803
shares
|
$273,749
0.08% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
1,801
shares
|
$273,445
0.07% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,799
shares
|
$273,142
0.15% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
1,793
shares
|
$272,231
0.2% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,786
shares
|
$271,168
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
1,782
shares
|
$270,561
0.15% of portfolio
|
Q3 2025
Reduced 28.06%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
1,780
shares
|
$270,257
0.09% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,778
shares
|
$269,953
0.02% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,776
shares
|
$269,650
0.01% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
1,766
shares
|
$268,131
0.03% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
1,765
shares
|
$267,979
0.08% of portfolio
|
Q3 2025
Added 14.39%
|
|