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 |
|---|---|---|---|---|---|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
16,181
shares
|
$2.46 Million
1.38% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
16,166
shares
|
$2.45 Million
0.97% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
16,067
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 26.3%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
16,066
shares
|
$2.44 Million
0.07% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
15,910
shares
|
$2.42 Million
1.87% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
15,726
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 28.56%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
15,714
shares
|
$2.39 Million
1.44% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
15,684
shares
|
$2.38 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
15,600
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
15,551
shares
|
$2.36 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,446
shares
|
$2.35 Million
0.45% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
15,438
shares
|
$2.34 Million
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
15,418
shares
|
$2.34 Million
0.38% of portfolio
|
Q4 2025
Added 20.19%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
15,380
shares
|
$2.34 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
15,318
shares
|
$2.33 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
15,277
shares
|
$2.32 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
15,172
shares
|
$2.3 Million
0.64% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
15,090
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
15,048
shares
|
$2.28 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,023
shares
|
$2.28 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,007
shares
|
$2.28 Million
0.35% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
14,967
shares
|
$2.27 Million
0.45% of portfolio
|
Q3 2025
Reduced 71.46%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
14,947
shares
|
$2.27 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,898
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2025
Added 20.72%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
14,835
shares
|
$2.25 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.13%
|
|