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 |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,192
shares
|
$636,471
0.26% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,168
shares
|
$632,827
0.37% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,152
shares
|
$630,398
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,150
shares
|
$630,094
0.0% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
4,130
shares
|
$627,057
0.13% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
4,124
shares
|
$626,146
0.19% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,113
shares
|
$624,476
0.03% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,064
shares
|
$617,037
0.2% of portfolio
|
Q2 2022
Reduced 7.72%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,059
shares
|
$616,277
0.09% of portfolio
|
Q3 2025
Reduced 88.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,052
shares
|
$615,215
0.01% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
4,045
shares
|
$614,152
0.64% of portfolio
|
Q3 2025
Reduced 59.11%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,044
shares
|
$614,000
0.13% of portfolio
|
Q4 2022
Reduced 19.01%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$607,320
0.53% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$607,320
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
3,993
shares
|
$606,257
0.09% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
3,992
shares
|
$606,105
0.03% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
3,985
shares
|
$605,042
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,981
shares
|
$604,435
0.07% of portfolio
|
Q2 2025
Reduced 41.1%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
3,976
shares
|
$603,676
0.09% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
3,975
shares
|
$603,524
0.01% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,973
shares
|
$603,220
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,971
shares
|
$602,916
0.01% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,955
shares
|
$600,487
0.18% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,952
shares
|
$600,032
0.07% of portfolio
|
Q3 2022
Reduced 4.82%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,951
shares
|
$599,880
0.04% of portfolio
|
Q3 2025
Reduced 6.24%
|
|