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 |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
195
shares
|
$29,606
0.01% of portfolio
|
Q3 2025
Reduced 98.95%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
194
shares
|
$29,455
0.0% of portfolio
|
Q4 2024
Reduced 99.23%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
193
shares
|
$29,303
0.02% of portfolio
|
Q1 2025
Reduced 72.19%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
192
shares
|
$29,151
0.01% of portfolio
|
Q1 2024
Reduced 53.85%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
192
shares
|
$29,151
0.0% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
191
shares
|
$28,999
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
187
shares
|
$28,392
0.0% of portfolio
|
Q3 2025
Reduced 83.64%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
178
shares
|
$27,025
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
178
shares
|
$27,025
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
178
shares
|
$27,025
0.0% of portfolio
|
Q2 2025
Reduced 30.2%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
175
shares
|
$26,570
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
175
shares
|
$26,570
0.02% of portfolio
|
Q1 2023
Reduced 64.79%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
170
shares
|
$25,811
0.01% of portfolio
|
Q4 2023
Reduced 39.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
170
shares
|
$25,811
0.01% of portfolio
|
Q3 2025
Added 2328.57%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
168
shares
|
$25,507
0.02% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
167
shares
|
$25,355
0.0% of portfolio
|
Q3 2025
Reduced 34.51%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
164
shares
|
$24,900
0.01% of portfolio
|
Q3 2025
Reduced 38.11%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
160
shares
|
$24,292
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
158
shares
|
$23,989
0.01% of portfolio
|
Q2 2025
Reduced 99.26%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
157
shares
|
$23,837
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$22,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
150
shares
|
$22,774
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
148
shares
|
$22,470
0.0% of portfolio
|
Q2 2024
Added 825.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
146
shares
|
$22,167
0.01% of portfolio
|
Q3 2025
Added 284.21%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
145
shares
|
$22,015
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|