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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
8,865
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,850
shares
|
$1.34 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,846
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
8,813
shares
|
$1.34 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,803
shares
|
$1.34 Million
0.37% of portfolio
|
Q4 2025
Reduced 3.13%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
8,775
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
8,731
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
8,722
shares
|
$1.32 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,700
shares
|
$1.32 Million
0.16% of portfolio
|
Q3 2025
Added 24.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
8,652
shares
|
$1.31 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
8,649
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
8,645
shares
|
$1.31 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
8,642
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2025
Added 56.16%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
8,623
shares
|
$1.31 Million
0.26% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
8,619
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2025
Reduced 34.17%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,610
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 94.0%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
8,606
shares
|
$1.31 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,577
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 16.38%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,555
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 88.75%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
8,554
shares
|
$1.3 Million
0.34% of portfolio
|
Q4 2025
Added 187.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
8,548
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
8,540
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
8,502
shares
|
$1.29 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,411
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.01%
|
|