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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,343
shares
|
$4.91 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
32,136
shares
|
$4.88 Million
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
31,873
shares
|
$4.84 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
31,835
shares
|
$4.83 Million
3.19% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
31,371
shares
|
$4.76 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
31,123
shares
|
$4.73 Million
1.65% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
30,823
shares
|
$4.68 Million
2.18% of portfolio
|
Q3 2025
Added 23.16%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
30,795
shares
|
$4.68 Million
1.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
30,789
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.09%
|
|
|
Herbst Group, LLC
Westport, CT |
Nov 14, 2025 Q3 2025 |
30,668
shares
|
$4.66 Million
3.02% of portfolio
|
Q3 2025
Added 58.6%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
30,643
shares
|
$4.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
30,636
shares
|
$4.65 Million
4.74% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
30,441
shares
|
$4.62 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
30,266
shares
|
$4.6 Million
0.09% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
30,266
shares
|
$4.6 Million
2.53% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
30,165
shares
|
$4.58 Million
0.07% of portfolio
|
Q3 2025
Added 41.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
30,139
shares
|
$4.58 Million
0.2% of portfolio
|
Q2 2024
Added 392.9%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,069
shares
|
$4.57 Million
0.48% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
30,026
shares
|
$4.56 Million
0.45% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
29,942
shares
|
$4.55 Million
0.12% of portfolio
|
Q3 2025
Added 29.93%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
29,923
shares
|
$4.54 Million
1.88% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,745
shares
|
$4.52 Million
0.11% of portfolio
|
Q4 2023
Added 3.03%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
29,737
shares
|
$4.51 Million
1.55% of portfolio
|
Q3 2023
Reduced 17.75%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
29,729
shares
|
$4.51 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,723
shares
|
$4.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 58.53%
|
|