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 |
|---|---|---|---|---|---|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,414
shares
|
$518,347
0.33% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,397
shares
|
$515,766
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,390
shares
|
$514,703
0.03% of portfolio
|
Q4 2023
Reduced 29.15%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,379
shares
|
$513,033
0.01% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
3,362
shares
|
$510,452
0.05% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,336
shares
|
$506,504
0.18% of portfolio
|
Q3 2025
Reduced 90.78%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,322
shares
|
$504,379
0.19% of portfolio
|
Q3 2025
Added 20.58%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
3,313
shares
|
$503,012
0.01% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
3,304
shares
|
$501,646
0.2% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,300
shares
|
$501,039
0.11% of portfolio
|
Q3 2021
Reduced 1.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,276
shares
|
$497,395
0.01% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,262
shares
|
$495,269
0.02% of portfolio
|
Q4 2025
Reduced 6.29%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
3,252
shares
|
$493,751
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,249
shares
|
$493,295
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
3,242
shares
|
$492,232
0.32% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
3,241
shares
|
$492,081
0.01% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,240
shares
|
$491,929
0.01% of portfolio
|
Q3 2025
Reduced 47.6%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
3,222
shares
|
$489,196
0.31% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
3,220
shares
|
$488,892
0.2% of portfolio
|
Q3 2025
Reduced 41.45%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,207
shares
|
$486,918
0.03% of portfolio
|
Q2 2022
Added 6.33%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
3,192
shares
|
$484,641
0.09% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
3,185
shares
|
$483,578
0.02% of portfolio
|
Q3 2025
Added 29.1%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,183
shares
|
$483,274
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
3,173
shares
|
$481,756
0.02% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
3,165
shares
|
$480,541
0.2% of portfolio
|
Q2 2025
New holding
|
|