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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
249
shares
|
$37,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
248
shares
|
$37,653
0.0% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
242
shares
|
$36,742
0.0% of portfolio
|
Q1 2024
Reduced 46.1%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
242
shares
|
$36,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
240
shares
|
$36,439
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
232
shares
|
$35,224
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
230
shares
|
$34,920
0.01% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
223
shares
|
$33,858
0.02% of portfolio
|
Q3 2023
Reduced 79.12%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
221
shares
|
$33,554
0.01% of portfolio
|
Q3 2025
Added 206.94%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
220
shares
|
$33,402
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
220
shares
|
$33,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
215
shares
|
$32,643
0.0% of portfolio
|
Q3 2025
Reduced 48.19%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
215
shares
|
$32,643
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
211
shares
|
$32,036
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
211
shares
|
$32,036
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
210
shares
|
$31,884
0.0% of portfolio
|
Q3 2025
Reduced 70.63%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
210
shares
|
$31,884
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
208
shares
|
$31,580
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
204
shares
|
$30,973
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
203
shares
|
$30,821
0.01% of portfolio
|
Q3 2019
Reduced 19.76%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
203
shares
|
$30,821
0.01% of portfolio
|
Q2 2025
Added 625.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
201
shares
|
$30,517
0.01% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
200
shares
|
$30,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
200
shares
|
$30,366
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
200
shares
|
$30,366
0.02% of portfolio
|
Q4 2024
New holding
|
|