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 1,983 institutions that hold shares in the stock, with a total of 195 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
29,577
shares
|
$4.49 Million
0.03% of portfolio
|
Q3 2025
Added 76.49%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
29,546
shares
|
$4.49 Million
3.12% of portfolio
|
Q4 2025
Added 5.38%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
29,514
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
29,331
shares
|
$4.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
29,256
shares
|
$4.44 Million
0.65% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
29,173
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2022
Reduced 83.81%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
28,892
shares
|
$4.39 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
28,428
shares
|
$4.32 Million
0.94% of portfolio
|
Q3 2025
Reduced 47.96%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
28,428
shares
|
$4.32 Million
0.8% of portfolio
|
Q3 2025
Reduced 47.96%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
28,398
shares
|
$4.31 Million
2.23% of portfolio
|
Q4 2025
Reduced 26.48%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
28,397
shares
|
$4.31 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
28,359
shares
|
$4.31 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
28,314
shares
|
$4.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
28,291
shares
|
$4.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
28,290
shares
|
$4.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
28,280
shares
|
$4.29 Million
0.55% of portfolio
|
Q4 2025
Added 8.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
28,227
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.36%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
28,159
shares
|
$4.28 Million
3.52% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
27,996
shares
|
$4.25 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
27,725
shares
|
$4.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
27,551
shares
|
$4.18 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
27,517
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.37%
|
|