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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
5,878
shares
|
$892,456
0.03% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,866
shares
|
$890,634
0.02% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,866
shares
|
$890,634
0.06% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,863
shares
|
$890,179
0.66% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
5,851
shares
|
$888,357
0.03% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,824
shares
|
$884,257
0.04% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
5,817
shares
|
$883,195
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,817
shares
|
$883,195
0.0% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$879,551
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
5,783
shares
|
$878,032
0.64% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
5,777
shares
|
$877,121
0.37% of portfolio
|
Q3 2025
Added 594.35%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,777
shares
|
$877,121
0.03% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
5,776
shares
|
$876,970
0.13% of portfolio
|
Q3 2025
Reduced 33.35%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,755
shares
|
$873,781
0.18% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,755
shares
|
$873,781
0.49% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
5,733
shares
|
$870,441
0.0% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,721
shares
|
$868,619
0.02% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
5,700
shares
|
$865,431
0.05% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
5,700
shares
|
$865,431
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,693
shares
|
$864,368
0.07% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,677
shares
|
$861,938
0.27% of portfolio
|
Q3 2025
Added 257.72%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,655
shares
|
$858,598
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
5,627
shares
|
$854,347
0.59% of portfolio
|
Q4 2025
Added 8.52%
|
|