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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,278
shares
|
$953,188
0.07% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,234
shares
|
$946,508
0.17% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
6,227
shares
|
$945,445
0.04% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6,210
shares
|
$942,864
0.14% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
6,201
shares
|
$941,497
0.05% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
6,161
shares
|
$935,424
0.24% of portfolio
|
Q4 2025
Added 21.93%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
6,121
shares
|
$929,351
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
6,096
shares
|
$925,555
0.22% of portfolio
|
Q1 2025
Added 309.4%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
6,088
shares
|
$924,341
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
6,080
shares
|
$923,126
0.2% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
6,041
shares
|
$917,205
0.7% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
6,015
shares
|
$913,257
0.46% of portfolio
|
Q4 2025
Added 5.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
6,011
shares
|
$912,650
0.06% of portfolio
|
Q4 2025
Added 57.52%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
5,997
shares
|
$910,524
0.03% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,970
shares
|
$906,425
1.28% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
5,952
shares
|
$903,692
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
5,933
shares
|
$900,807
0.17% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,929
shares
|
$900,200
0.12% of portfolio
|
Q3 2025
Reduced 99.26%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,919
shares
|
$898,681
0.15% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
5,905
shares
|
$896,556
0.57% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,888
shares
|
$893,975
0.02% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
5,888
shares
|
$893,975
0.2% of portfolio
|
Q3 2025
Reduced 33.48%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
5,887
shares
|
$893,823
0.09% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
5,880
shares
|
$892,760
0.06% of portfolio
|
Q4 2025
Added 39.7%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,880
shares
|
$892,760
0.06% of portfolio
|
Q3 2025
Reduced 10.3%
|
|