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 |
|---|---|---|---|---|---|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
1,453
shares
|
$220,608
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
1,445
shares
|
$219,394
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
1,445
shares
|
$219,394
0.05% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
1,440
shares
|
$218,635
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,440
shares
|
$218,635
0.03% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
1,438
shares
|
$218,331
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
1,422
shares
|
$215,902
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,419
shares
|
$215,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
1,402
shares
|
$212,865
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,362
shares
|
$206,792
0.05% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,355
shares
|
$205,729
0.04% of portfolio
|
Q4 2024
Added 55.93%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,344
shares
|
$204,059
0.04% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,341
shares
|
$203,604
0.06% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
1,335
shares
|
$202,693
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,325
shares
|
$201,174
0.04% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,303
shares
|
$197,834
0.14% of portfolio
|
Q3 2025
Added 65.57%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
1,282
shares
|
$194,646
0.06% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,266
shares
|
$192,216
0.01% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,241
shares
|
$188,421
0.01% of portfolio
|
Q3 2025
Reduced 61.61%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,203
shares
|
$182,651
0.01% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$182,196
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,198
shares
|
$181,892
0.01% of portfolio
|
Q3 2025
Reduced 27.31%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,193
shares
|
$181,133
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,187
shares
|
$180,222
0.0% of portfolio
|
Q3 2022
Added 87.82%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,186
shares
|
$180,070
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|