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 |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
64
shares
|
$9,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
63
shares
|
$9,565
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
63
shares
|
$9,565
0.0% of portfolio
|
Q1 2025
Reduced 95.36%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
60
shares
|
$9,109
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
60
shares
|
$9,109
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
57
shares
|
$8,654
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
54
shares
|
$8,198
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
53
shares
|
$8,046
0.0% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
50
shares
|
$7,591
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
50
shares
|
$7,591
0.0% of portfolio
|
Q4 2024
Reduced 91.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$7,287
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
45
shares
|
$6,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$6,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
39
shares
|
$5,921
0.0% of portfolio
|
Q2 2025
Reduced 56.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
38
shares
|
$5,769
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
33
shares
|
$5,010
0.0% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
30
shares
|
$4,554
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
30
shares
|
$4,554
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$4,251
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
27
shares
|
$4,099
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
25
shares
|
$3,795
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
25
shares
|
$3,795
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
24
shares
|
$3,643
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
23
shares
|
$3,492
0.0% of portfolio
|
Q2 2025
Reduced 86.47%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
19
shares
|
$2,884
0.0% of portfolio
|
Q3 2025
Added 58.33%
|
|