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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
53,640
shares
|
$8.14 Million
0.08% of portfolio
|
Q3 2024
Added 103.31%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
53,550
shares
|
$8.13 Million
3.68% of portfolio
|
Q2 2023
Added 6.41%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
52,967
shares
|
$8.04 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
52,946
shares
|
$8.04 Million
0.08% of portfolio
|
Q3 2025
Added 46.19%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
52,254
shares
|
$7.93 Million
0.03% of portfolio
|
Q3 2025
Reduced 45.03%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
51,562
shares
|
$7.83 Million
0.6% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
51,480
shares
|
$7.82 Million
0.13% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
51,404
shares
|
$7.8 Million
0.43% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
51,063
shares
|
$7.75 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
50,117
shares
|
$7.61 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$7.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 93.34%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
49,623
shares
|
$7.53 Million
2.46% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
49,135
shares
|
$7.46 Million
0.19% of portfolio
|
Q3 2025
Added 74.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
48,955
shares
|
$7.43 Million
0.39% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
48,202
shares
|
$7.32 Million
0.56% of portfolio
|
Q3 2025
Reduced 21.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
47,858
shares
|
$7.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
47,857
shares
|
$7.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
47,633
shares
|
$7.23 Million
0.57% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
47,460
shares
|
$7.21 Million
0.01% of portfolio
|
Q3 2025
Added 92.81%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
47,290
shares
|
$7.18 Million
2.15% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
47,016
shares
|
$7.14 Million
0.44% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
46,795
shares
|
$7.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
46,522
shares
|
$7.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
46,488
shares
|
$7.06 Million
0.3% of portfolio
|
Q3 2025
Reduced 55.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
45,689
shares
|
$6.94 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.86%
|
|