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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,704
shares
|
$714,208
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
4,686
shares
|
$711,475
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,683
shares
|
$711,019
0.02% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,681
shares
|
$710,716
0.05% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
4,673
shares
|
$709,501
0.12% of portfolio
|
Q4 2025
Added 4.01%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
4,660
shares
|
$707,527
0.16% of portfolio
|
Q3 2025
Reduced 52.0%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
4,641
shares
|
$704,643
0.2% of portfolio
|
Q4 2025
Reduced 6.17%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
4,636
shares
|
$703,883
0.22% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,628
shares
|
$702,669
0.01% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,620
shares
|
$701,454
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,617
shares
|
$700,999
0.49% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,609
shares
|
$699,784
0.09% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
4,597
shares
|
$697,962
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
4,584
shares
|
$695,988
0.07% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,567
shares
|
$693,407
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,565
shares
|
$693,103
0.1% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,564
shares
|
$692,952
0.26% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
4,552
shares
|
$691,130
0.24% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
4,549
shares
|
$690,674
0.11% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
4,548
shares
|
$690,522
0.09% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,540
shares
|
$689,308
0.08% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,503
shares
|
$683,690
0.13% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
4,486
shares
|
$681,109
0.21% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
4,460
shares
|
$677,161
0.04% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4,455
shares
|
$676,402
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|