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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,789
shares
|
$1.79 Million
1.09% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,788
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
11,761
shares
|
$1.79 Million
1.24% of portfolio
|
Q3 2022
Added 10.34%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
11,711
shares
|
$1.78 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
11,708
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2025
Added 148.52%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
11,678
shares
|
$1.77 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
11,622
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
11,585
shares
|
$1.76 Million
1.24% of portfolio
|
Q3 2025
Reduced 34.99%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,574
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
11,506
shares
|
$1.75 Million
0.71% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
11,465
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2025
Added 576.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
11,344
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
11,202
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
11,174
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
11,162
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 93.75%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
11,140
shares
|
$1.69 Million
1.19% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
11,115
shares
|
$1.69 Million
0.61% of portfolio
|
Q3 2025
Reduced 27.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,077
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
11,058
shares
|
$1.68 Million
0.63% of portfolio
|
Q4 2025
Reduced 8.81%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
11,031
shares
|
$1.67 Million
1.08% of portfolio
|
Q4 2025
Added 327.23%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
10,997
shares
|
$1.67 Million
0.6% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
10,932
shares
|
$1.66 Million
0.87% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
10,893
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
10,849
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
10,759
shares
|
$1.63 Million
0.42% of portfolio
|
Q3 2025
Added 85.05%
|
|