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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,410
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
8,401
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
8,389
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,385
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,376
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
8,364
shares
|
$1.27 Million
0.16% of portfolio
|
Q4 2025
Added 4.12%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,312
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
8,307
shares
|
$1.26 Million
0.29% of portfolio
|
Q4 2025
Reduced 6.17%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,280
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 30.18%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
8,212
shares
|
$1.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
8,201
shares
|
$1.25 Million
0.63% of portfolio
|
Q3 2025
Added 141.13%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
8,169
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
8,130
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2025
Reduced 83.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,126
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.49%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,102
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 27.13%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,073
shares
|
$1.23 Million
0.27% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
8,067
shares
|
$1.22 Million
1.24% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
8,061
shares
|
$1.22 Million
0.56% of portfolio
|
Q3 2025
Reduced 18.13%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
8,033
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2025
Reduced 45.89%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
8,002
shares
|
$1.21 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,985
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,960
shares
|
$1.21 Million
0.63% of portfolio
|
Q2 2023
Added 25.51%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
7,895
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
7,878
shares
|
$1.2 Million
1.36% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,872
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.73%
|
|