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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,451
shares
|
$675,795
0.04% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
4,446
shares
|
$675,036
0.03% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
4,427
shares
|
$672,151
0.04% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
4,424
shares
|
$671,695
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,421
shares
|
$671,240
0.06% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,415
shares
|
$670,329
0.05% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
4,414
shares
|
$670,177
0.12% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
4,399
shares
|
$667,900
0.5% of portfolio
|
Q4 2025
Added 21.59%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,398
shares
|
$667,748
0.06% of portfolio
|
Q3 2025
Added 31.36%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
4,388
shares
|
$666,230
0.02% of portfolio
|
Q4 2025
Added 21.05%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,385
shares
|
$665,774
0.39% of portfolio
|
Q1 2023
Added 14.67%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
4,382
shares
|
$665,319
0.26% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,376
shares
|
$664,408
0.05% of portfolio
|
Q4 2022
Reduced 7.93%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
4,363
shares
|
$662,434
0.32% of portfolio
|
Q3 2025
Added 79.92%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
4,334
shares
|
$658,031
0.17% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,331
shares
|
$657,575
0.34% of portfolio
|
Q2 2025
Added 43.53%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
4,308
shares
|
$654,083
0.03% of portfolio
|
Q3 2025
Reduced 32.77%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
4,283
shares
|
$650,287
0.09% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
4,274
shares
|
$648,921
0.05% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,257
shares
|
$646,340
0.13% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,248
shares
|
$644,973
0.13% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
4,241
shares
|
$643,911
0.44% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,225
shares
|
$641,481
0.21% of portfolio
|
Q2 2022
Added 8.28%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
4,218
shares
|
$640,418
0.06% of portfolio
|
Q4 2023
Added 16.36%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
4,208
shares
|
$638,900
0.05% of portfolio
|
Q3 2025
Reduced 10.7%
|
|