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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,109
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
7,095
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 26.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,092
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2022
Reduced 17.0%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
7,081
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,076
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
7,073
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
7,042
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
7,039
shares
|
$1.07 Million
0.59% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,010
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.07%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
7,000
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,989
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
6,988
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,949
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
6,906
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 88.87%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
6,887
shares
|
$1.05 Million
1.0% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,863
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 71.64%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,863
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
6,831
shares
|
$1.04 Million
0.35% of portfolio
|
Q4 2025
Added 14.58%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
6,795
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
6,795
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
6,780
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
6,779
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,777
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,748
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
6,746
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2025
Added 1.03%
|
|