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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
122,263
shares
|
$18.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
122,098
shares
|
$18.5 Million
4.67% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
120,744
shares
|
$18.3 Million
0.78% of portfolio
|
Q3 2025
Reduced 42.33%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
119,927
shares
|
$18.2 Million
1.49% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
119,613
shares
|
$18.2 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
118,785
shares
|
$18 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
117,270
shares
|
$17.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
114,122
shares
|
$17.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
114,100
shares
|
$17.3 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
113,283
shares
|
$17.2 Million
3.74% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
112,488
shares
|
$17.1 Million
0.01% of portfolio
|
Q3 2025
Added 21.92%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
111,156
shares
|
$16.9 Million
2.22% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
110,360
shares
|
$16.8 Million
3.36% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
109,779
shares
|
$16.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
109,041
shares
|
$16.6 Million
0.17% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
105,991
shares
|
$16.1 Million
1.17% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
104,326
shares
|
$15.8 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
101,753
shares
|
$15.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
101,570
shares
|
$15.4 Million
0.67% of portfolio
|
Q3 2025
Added 32.01%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
100,935
shares
|
$15.3 Million
3.19% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
100,840
shares
|
$15.3 Million
1.28% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
99,958
shares
|
$15.2 Million
2.3% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
99,469
shares
|
$15.1 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
97,862
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
97,015
shares
|
$14.7 Million
1.82% of portfolio
|
Q1 2023
Added 0.03%
|
|