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 |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,116
shares
|
$776,762
0.04% of portfolio
|
Q1 2021
Added 0.29%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
5,095
shares
|
$773,573
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,061
shares
|
$768,411
0.04% of portfolio
|
Q3 2025
Reduced 37.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,031
shares
|
$763,856
0.19% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
5,023
shares
|
$762,642
0.52% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
5,000
shares
|
$759,150
0.33% of portfolio
|
Q4 2025
Reduced 41.18%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$759,150
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,978
shares
|
$755,809
0.37% of portfolio
|
Q3 2025
Added 91.98%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,939
shares
|
$749,888
0.0% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
4,904
shares
|
$744,574
0.19% of portfolio
|
Q4 2025
Added 56.63%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,894
shares
|
$743,056
0.17% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,892
shares
|
$742,752
0.01% of portfolio
|
Q3 2025
Reduced 60.36%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,885
shares
|
$741,689
0.26% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,876
shares
|
$740,323
0.9% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
4,875
shares
|
$740,171
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
4,871
shares
|
$739,563
0.04% of portfolio
|
Q3 2025
Reduced 62.67%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
4,866
shares
|
$738,804
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
4,826
shares
|
$732,731
0.08% of portfolio
|
Q3 2025
Reduced 32.94%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,804
shares
|
$729,391
0.01% of portfolio
|
Q4 2025
Added 57.35%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
4,800
shares
|
$728,784
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,787
shares
|
$726,810
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,784
shares
|
$726,354
0.24% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
4,779
shares
|
$725,595
0.27% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
4,741
shares
|
$719,826
0.37% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,727
shares
|
$717,700
0.2% of portfolio
|
Q3 2025
Reduced 36.58%
|
|