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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
324
shares
|
$49,192
0.04% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
323
shares
|
$49,041
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
321
shares
|
$48,737
0.02% of portfolio
|
Q1 2025
Added 176.72%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
314
shares
|
$47,674
0.0% of portfolio
|
Q2 2023
Reduced 49.19%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
308
shares
|
$46,763
0.0% of portfolio
|
Q2 2023
Added 14.07%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
305
shares
|
$46,308
0.02% of portfolio
|
Q2 2024
Reduced 82.47%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
303
shares
|
$46,004
0.01% of portfolio
|
Q2 2023
Added 13.48%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
300
shares
|
$45,549
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
300
shares
|
$45,549
0.01% of portfolio
|
Q1 2022
Reduced 44.65%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
300
shares
|
$45,549
0.01% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$45,549
0.0% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
300
shares
|
$45,549
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
300
shares
|
$45,549
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
297
shares
|
$45,093
0.0% of portfolio
|
Q3 2025
Reduced 84.82%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
295
shares
|
$44,789
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
294
shares
|
$44,638
0.0% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
290
shares
|
$44,030
0.01% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
280
shares
|
$42,512
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
277
shares
|
$42,056
0.01% of portfolio
|
Q4 2024
Added 147.32%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
277
shares
|
$42,056
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
271
shares
|
$41,145
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
257
shares
|
$39,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
251
shares
|
$38,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
250
shares
|
$37,957
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
250
shares
|
$37,957
0.01% of portfolio
|
Q1 2025
Reduced 16.67%
|
|