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 |
|---|---|---|---|---|---|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
577
shares
|
$87,605
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
568
shares
|
$86,239
0.01% of portfolio
|
Q4 2022
Added 10.94%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
565
shares
|
$85,783
0.01% of portfolio
|
Q3 2025
Reduced 55.58%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
558
shares
|
$84,721
0.02% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
556
shares
|
$84,417
0.07% of portfolio
|
Q4 2024
Reduced 64.74%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
551
shares
|
$83,658
0.01% of portfolio
|
Q3 2025
Reduced 72.14%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
550
shares
|
$83,506
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
548
shares
|
$83,202
0.01% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
537
shares
|
$81,532
0.0% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
526
shares
|
$79,862
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
525
shares
|
$79,710
0.01% of portfolio
|
Q3 2025
Added 32.24%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
521
shares
|
$79,103
0.03% of portfolio
|
Q4 2022
Reduced 36.15%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
519
shares
|
$78,799
0.01% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
512
shares
|
$77,736
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
500
shares
|
$75,915
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
500
shares
|
$75,915
0.03% of portfolio
|
Q2 2025
Reduced 95.56%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
496
shares
|
$75,307
0.01% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
485
shares
|
$73,637
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
480
shares
|
$72,878
0.01% of portfolio
|
Q2 2022
Reduced 21.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
472
shares
|
$71,663
0.01% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
472
shares
|
$71,663
0.01% of portfolio
|
Q3 2025
Reduced 99.62%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
458
shares
|
$69,538
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
458
shares
|
$69,538
0.2% of portfolio
|
Q3 2025
Reduced 96.23%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
457
shares
|
$69,386
0.02% of portfolio
|
Q3 2025
Reduced 83.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
453
shares
|
$68,778
0.0% of portfolio
|
Q3 2025
New holding
|
|