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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,160
shares
|
$479,782
0.06% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,159
shares
|
$479,630
0.03% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,158
shares
|
$479,479
0.01% of portfolio
|
Q3 2025
Reduced 67.7%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,148
shares
|
$477,960
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
3,142
shares
|
$477,049
0.17% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,139
shares
|
$476,594
0.15% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,134
shares
|
$475,835
0.09% of portfolio
|
Q3 2025
Added 77.26%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,133
shares
|
$475,683
0.01% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
3,132
shares
|
$475,531
0.11% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
3,125
shares
|
$474,468
0.03% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
3,116
shares
|
$473,102
0.03% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,107
shares
|
$471,735
0.08% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,105
shares
|
$471,432
0.01% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
3,105
shares
|
$471,432
0.2% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,103
shares
|
$471,128
0.01% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,094
shares
|
$469,762
0.27% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
3,093
shares
|
$469,610
0.1% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,092
shares
|
$469,458
0.0% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,083
shares
|
$468,091
0.03% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
3,081
shares
|
$467,788
0.08% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
3,079
shares
|
$467,484
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,079
shares
|
$467,484
0.0% of portfolio
|
Q3 2025
Reduced 96.54%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
3,067
shares
|
$465,662
0.13% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
3,060
shares
|
$464,599
0.08% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,057
shares
|
$464,144
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|