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 |
|---|---|---|---|---|---|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
9,780
shares
|
$1.48 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
9,758
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2025
Added 17.14%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
9,731
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,687
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
9,571
shares
|
$1.45 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,564
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2023
Added 110.48%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
9,527
shares
|
$1.45 Million
0.48% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
9,507
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
9,438
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2025
Added 57.01%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
9,410
shares
|
$1.43 Million
0.32% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
9,399
shares
|
$1.43 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
9,368
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
9,362
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2025
Added 5.59%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,344
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
9,342
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
9,339
shares
|
$1.42 Million
1.02% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,274
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 120.02%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
9,211
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,146
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,136
shares
|
$1.39 Million
0.61% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
9,029
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
9,018
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
8,995
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
8,988
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,918
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.32%
|
|