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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
10,751
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2025
Added 45.76%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,745
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
10,717
shares
|
$1.63 Million
1.59% of portfolio
|
Q4 2025
Added 69.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,706
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2025
Added 105.21%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
10,696
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
10,678
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
10,656
shares
|
$1.62 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,639
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
10,585
shares
|
$1.61 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
10,523
shares
|
$1.6 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 15, 2025 Q3 2025 |
10,501
shares
|
$1.59 Million
1.09% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
10,458
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
10,365
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
10,287
shares
|
$1.56 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
10,246
shares
|
$1.56 Million
0.76% of portfolio
|
Q4 2025
Reduced 2.26%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,199
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.84%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,174
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2025
Reduced 48.42%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
10,145
shares
|
$1.54 Million
0.27% of portfolio
|
Q4 2025
Added 11.0%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
10,046
shares
|
$1.53 Million
0.91% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Scp Investment, LP
|
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$1.52 Million
1.4% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
9,999
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,992
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,879
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,861
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2023
Added 3.48%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,833
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.73%
|
|