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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,723
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
6,697
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
6,696
shares
|
$1.02 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
6,641
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
6,616
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
6,610
shares
|
$1 Million
0.36% of portfolio
|
Q3 2025
Added 312.87%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,591
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,554
shares
|
$995,093
0.31% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
6,550
shares
|
$994,486
0.24% of portfolio
|
Q4 2025
Reduced 9.22%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,529
shares
|
$991,298
0.59% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,528
shares
|
$991,146
0.16% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
6,495
shares
|
$986,135
0.75% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
6,491
shares
|
$985,528
0.19% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
6,475
shares
|
$983,099
0.16% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
6,465
shares
|
$981,580
0.51% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
6,457
shares
|
$980,366
0.27% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,430
shares
|
$976,266
0.01% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,422
shares
|
$975,052
0.04% of portfolio
|
Q3 2025
Reduced 38.68%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,397
shares
|
$971,256
0.09% of portfolio
|
Q2 2024
Reduced 18.56%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
6,396
shares
|
$971,104
0.04% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,381
shares
|
$968,827
0.06% of portfolio
|
Q3 2025
Added 44.4%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
6,356
shares
|
$965,031
0.25% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
6,355
shares
|
$964,879
0.16% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
6,323
shares
|
$960,021
0.76% of portfolio
|
Q3 2025
Added 0.09%
|
|