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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
1,184
shares
|
$179,766
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,170
shares
|
$177,641
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,170
shares
|
$177,641
0.01% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,147
shares
|
$174,149
0.01% of portfolio
|
Q3 2025
Added 210.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,144
shares
|
$173,693
0.02% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,142
shares
|
$173,389
0.05% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,130
shares
|
$171,567
0.04% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,128
shares
|
$171,264
0.02% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,127
shares
|
$171,112
0.0% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,113
shares
|
$168,986
0.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,111
shares
|
$168,683
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,096
shares
|
$166,405
0.02% of portfolio
|
Q3 2025
Added 9863.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,069
shares
|
$162,306
0.01% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,056
shares
|
$160,332
0.02% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,036
shares
|
$157,295
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,034
shares
|
$156,992
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
1,031
shares
|
$156,536
0.02% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,030
shares
|
$156,384
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
1,025
shares
|
$155,625
0.04% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,019
shares
|
$154,714
0.01% of portfolio
|
Q1 2023
Added 43.32%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
1,005
shares
|
$152,589
0.04% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$151,830
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
962
shares
|
$146,060
0.02% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
957
shares
|
$145,301
0.09% of portfolio
|
Q3 2025
Added 144.76%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
941
shares
|
$142,872
0.01% of portfolio
|
Q3 2025
Added 292.08%
|
|