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 |
|---|---|---|---|---|---|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,763
shares
|
$267,676
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
1,763
shares
|
$267,676
0.11% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
1,760
shares
|
$267,220
0.02% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
1,756
shares
|
$266,613
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
1,756
shares
|
$266,613
0.1% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,755
shares
|
$266,461
0.02% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,753
shares
|
$266,157
0.07% of portfolio
|
Q4 2022
Reduced 6.01%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,746
shares
|
$265,095
0.01% of portfolio
|
Q3 2025
Reduced 16.34%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
1,745
shares
|
$264,943
0.05% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
1,743
shares
|
$264,639
0.02% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
1,739
shares
|
$264,032
0.08% of portfolio
|
Q1 2024
Added 5.84%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,737
shares
|
$263,728
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,736
shares
|
$263,576
0.05% of portfolio
|
Q3 2025
Reduced 83.23%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
1,736
shares
|
$263,576
0.03% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
1,736
shares
|
$263,576
0.34% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,734
shares
|
$263,273
0.01% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,731
shares
|
$262,817
0.11% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
1,723
shares
|
$261,603
0.05% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,722
shares
|
$261,451
0.03% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,709
shares
|
$259,477
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
1,700
shares
|
$258,111
1.28% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
1,700
shares
|
$258,111
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,695
shares
|
$257,351
0.18% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
1,690
shares
|
$256,592
0.07% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
1,690
shares
|
$256,592
0.02% of portfolio
|
Q1 2025
Added 13.58%
|
|