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 |
|---|---|---|---|---|---|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
3,944
shares
|
$598,817
0.38% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
3,943
shares
|
$598,665
0.01% of portfolio
|
Q4 2022
Reduced 3.19%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,924
shares
|
$595,780
0.02% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,917
shares
|
$594,718
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,907
shares
|
$593,199
0.16% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
3,902
shares
|
$592,440
0.0% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
3,901
shares
|
$592,288
0.31% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
3,890
shares
|
$590,618
0.07% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
3,882
shares
|
$589,404
0.23% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
3,880
shares
|
$589,100
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
3,878
shares
|
$588,796
0.11% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,875
shares
|
$588,341
0.04% of portfolio
|
Q2 2022
Reduced 22.99%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
3,875
shares
|
$588,341
0.14% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,859
shares
|
$585,911
0.22% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
3,858
shares
|
$585,760
0.16% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
3,846
shares
|
$583,938
0.11% of portfolio
|
Q4 2025
Reduced 6.83%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
3,844
shares
|
$583,634
0.27% of portfolio
|
Q3 2025
Added 5471.01%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,837
shares
|
$582,571
0.32% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,837
shares
|
$582,571
0.03% of portfolio
|
Q3 2022
Added 46.73%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,825
shares
|
$580,749
0.0% of portfolio
|
Q3 2025
Added 35.49%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
3,806
shares
|
$577,864
0.06% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
3,803
shares
|
$577,409
0.09% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,801
shares
|
$577,105
0.03% of portfolio
|
Q4 2025
Reduced 82.39%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
3,800
shares
|
$576,954
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
3,792
shares
|
$575,739
0.45% of portfolio
|
Q3 2025
Added 5.25%
|
|