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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
5,614
shares
|
$852,373
0.14% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
5,604
shares
|
$850,855
0.13% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
5,603
shares
|
$850,703
0.59% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
5,578
shares
|
$846,907
0.5% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
5,575
shares
|
$846,452
0.0% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
5,548
shares
|
$842,352
0.38% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,542
shares
|
$841,441
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
5,538
shares
|
$840,834
0.2% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,537
shares
|
$840,682
0.6% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
5,535
shares
|
$840,379
0.13% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
5,508
shares
|
$836,279
0.36% of portfolio
|
Q3 2025
Added 32.09%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
5,495
shares
|
$834,305
0.31% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
5,460
shares
|
$828,991
0.05% of portfolio
|
Q3 2025
Added 47.73%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
5,460
shares
|
$828,991
0.22% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,425
shares
|
$823,677
0.03% of portfolio
|
Q3 2025
Reduced 28.99%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
5,420
shares
|
$822,918
0.67% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
5,410
shares
|
$821,400
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
5,410
shares
|
$821,400
0.29% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
5,400
shares
|
$819,882
0.06% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,398
shares
|
$819,578
0.03% of portfolio
|
Q3 2025
Reduced 33.03%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
5,389
shares
|
$818,211
0.27% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
5,374
shares
|
$815,934
0.41% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
5,346
shares
|
$811,683
1.23% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
5,324
shares
|
$808,342
0.11% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
5,311
shares
|
$806,369
0.03% of portfolio
|
Q3 2025
Reduced 2.91%
|
|