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 |
|---|---|---|---|---|---|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
17,422
shares
|
$2.65 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
17,390
shares
|
$2.64 Million
2.56% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
17,364
shares
|
$2.64 Million
2.02% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
17,335
shares
|
$2.63 Million
1.54% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
17,325
shares
|
$2.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
17,248
shares
|
$2.62 Million
0.52% of portfolio
|
Q4 2025
Added 168.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
17,216
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
17,073
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
17,069
shares
|
$2.59 Million
1.22% of portfolio
|
Q4 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
16,969
shares
|
$2.58 Million
1.95% of portfolio
|
Q4 2025
Added 10.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,954
shares
|
$2.57 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
16,904
shares
|
$2.57 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
16,875
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2025
Reduced 56.9%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
16,803
shares
|
$2.55 Million
0.25% of portfolio
|
Q4 2025
Reduced 7.06%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,786
shares
|
$2.55 Million
0.43% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
16,766
shares
|
$2.55 Million
0.58% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
16,686
shares
|
$2.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
16,679
shares
|
$2.53 Million
0.78% of portfolio
|
Q3 2025
Added 23.04%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
16,619
shares
|
$2.52 Million
2.09% of portfolio
|
Q4 2025
Reduced 3.06%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
16,426
shares
|
$2.49 Million
0.29% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
16,422
shares
|
$2.49 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
16,406
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
16,378
shares
|
$2.49 Million
0.51% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
16,208
shares
|
$2.46 Million
1.68% of portfolio
|
Q4 2025
Added 3.37%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
16,204
shares
|
$2.46 Million
0.46% of portfolio
|
Q3 2025
Reduced 13.01%
|
|