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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,788
shares
|
$575,132
0.09% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,788
shares
|
$575,132
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,764
shares
|
$571,488
0.01% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
3,760
shares
|
$570,880
0.07% of portfolio
|
Q4 2025
Added 8.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,754
shares
|
$569,969
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,748
shares
|
$569,058
0.05% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
3,744
shares
|
$568,451
0.11% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
3,725
shares
|
$565,566
0.03% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
3,710
shares
|
$563,289
0.33% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
3,703
shares
|
$562,226
0.02% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
3,692
shares
|
$560,556
0.05% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,687
shares
|
$559,797
0.02% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
3,685
shares
|
$559,493
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
3,684
shares
|
$559,341
0.2% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
3,676
shares
|
$558,127
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
3,675
shares
|
$557,975
0.04% of portfolio
|
Q2 2025
Reduced 81.9%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
3,652
shares
|
$554,483
0.06% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
3,644
shares
|
$553,268
0.04% of portfolio
|
Q3 2025
Added 62.61%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
3,641
shares
|
$552,813
0.11% of portfolio
|
Q4 2025
Reduced 20.21%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
3,638
shares
|
$552,357
0.54% of portfolio
|
Q3 2025
Reduced 69.04%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,632
shares
|
$551,446
0.04% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,627
shares
|
$550,687
0.16% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,613
shares
|
$548,561
0.18% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,604
shares
|
$547,195
0.02% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
3,590
shares
|
$545,069
0.13% of portfolio
|
Q3 2025
Reduced 5.63%
|
|