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 |
|---|---|---|---|---|---|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
21,122
shares
|
$3.21 Million
2.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
21,108
shares
|
$3.2 Million
0.55% of portfolio
|
Q3 2025
Added 24.26%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
21,084
shares
|
$3.2 Million
1.46% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
21,038
shares
|
$3.19 Million
0.86% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20,994
shares
|
$3.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
20,927
shares
|
$3.18 Million
1.56% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
20,865
shares
|
$3.17 Million
0.42% of portfolio
|
Q4 2025
Added 355.77%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
20,845
shares
|
$3.16 Million
0.3% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
20,823
shares
|
$3.16 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
20,806
shares
|
$3.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,799
shares
|
$3.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
20,696
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
20,667
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.93%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
20,425
shares
|
$3.1 Million
0.18% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
20,372
shares
|
$3.09 Million
0.87% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
20,356
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2025
Added 36.65%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
20,329
shares
|
$3.09 Million
0.38% of portfolio
|
Q2 2025
Added 286.92%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
20,328
shares
|
$3.09 Million
0.2% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
20,300
shares
|
$3.08 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
20,293
shares
|
$3.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
20,290
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
20,289
shares
|
$3.08 Million
0.69% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
20,285
shares
|
$3.08 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
20,270
shares
|
$3.08 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
20,263
shares
|
$3.08 Million
0.07% of portfolio
|
Q3 2025
Added 26.67%
|
|