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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,831
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
7,721
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Reduced 72.28%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
7,702
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
7,677
shares
|
$1.17 Million
0.92% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
7,638
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2025
Added 33.88%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
7,628
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2025
Reduced 94.81%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
7,613
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
7,609
shares
|
$1.16 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
7,592
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2025
Reduced 15.49%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
7,531
shares
|
$1.14 Million
0.54% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
7,519
shares
|
$1.14 Million
0.64% of portfolio
|
Q3 2025
Reduced 52.83%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
7,475
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
7,462
shares
|
$1.13 Million
0.72% of portfolio
|
Q4 2025
Reduced 10.58%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,449
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.13%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
7,394
shares
|
$1.12 Million
1.49% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,354
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,317
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,300
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,258
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
7,256
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,252
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
7,251
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
7,209
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2025
Added 30.76%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2022
Added 28.75%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,131
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2023
Reduced 0.93%
|
|