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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
101
shares
|
$15,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$15,183
0.0% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$15,183
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
96
shares
|
$14,575
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
96
shares
|
$14,575
0.0% of portfolio
|
Q3 2025
Added 88.24%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
96
shares
|
$14,575
0.01% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
95
shares
|
$14,423
0.0% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
95
shares
|
$14,423
0.01% of portfolio
|
Q1 2025
Reduced 90.08%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
93
shares
|
$14,120
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
92
shares
|
$13,968
0.0% of portfolio
|
Q1 2024
Added 9.52%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
92
shares
|
$13,968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
92
shares
|
$13,968
0.0% of portfolio
|
Q1 2024
Reduced 76.36%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
91
shares
|
$13,816
0.01% of portfolio
|
Q1 2024
Reduced 21.55%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
90
shares
|
$13,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
88
shares
|
$13,361
0.0% of portfolio
|
Q4 2023
Reduced 14.56%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
86
shares
|
$13,057
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
84
shares
|
$12,753
0.0% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
81
shares
|
$12,298
0.0% of portfolio
|
Q3 2025
Reduced 79.55%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
81
shares
|
$12,298
0.0% of portfolio
|
Q4 2024
Reduced 28.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
79
shares
|
$11,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
76
shares
|
$11,539
0.0% of portfolio
|
Q3 2025
Added 22.58%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
75
shares
|
$11,387
0.0% of portfolio
|
Q1 2024
Reduced 97.18%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
73
shares
|
$11,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
66
shares
|
$10,020
0.01% of portfolio
|
Q4 2024
Reduced 69.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
66
shares
|
$10,020
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|