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 |
|---|---|---|---|---|---|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
3,568
shares
|
$541,729
0.09% of portfolio
|
Q4 2025
Added 9.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,562
shares
|
$540,818
0.02% of portfolio
|
Q1 2024
Reduced 71.24%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
3,559
shares
|
$540,362
0.07% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 15, 2026 Q4 2025 |
3,558
shares
|
$540,211
0.09% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
3,557
shares
|
$540,059
0.02% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
3,534
shares
|
$536,567
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
3,531
shares
|
$536,111
0.18% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,530
shares
|
$535,959
0.06% of portfolio
|
Q4 2022
Added 35.15%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
3,529
shares
|
$535,808
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
3,524
shares
|
$535,048
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
3,504
shares
|
$532,012
0.14% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
3,502
shares
|
$531,708
0.13% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
3,501
shares
|
$531,556
0.36% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,500
shares
|
$531,405
0.28% of portfolio
|
Q2 2023
Reduced 30.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,496
shares
|
$530,797
0.06% of portfolio
|
Q4 2025
Added 28.25%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
3,494
shares
|
$530,494
0.17% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
3,493
shares
|
$530,342
0.08% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,482
shares
|
$528,672
0.02% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
3,476
shares
|
$527,761
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,470
shares
|
$526,850
0.01% of portfolio
|
Q3 2022
Added 100.35%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,451
shares
|
$523,965
0.4% of portfolio
|
Q4 2022
Reduced 9.64%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,448
shares
|
$523,509
0.02% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,448
shares
|
$523,509
0.07% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
3,440
shares
|
$522,295
0.15% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
3,426
shares
|
$520,169
0.1% of portfolio
|
Q3 2025
Reduced 7.68%
|
|