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 1,962 institutions that hold shares in the stock, with a total of 194 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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
201,949
shares
|
$30.7 Million
1.59% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
199,494
shares
|
$30.3 Million
2.47% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
198,698
shares
|
$30.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
194,554
shares
|
$29.5 Million
1.76% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
190,022
shares
|
$28.9 Million
0.03% of portfolio
|
Q3 2025
Added 86.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
187,633
shares
|
$28.5 Million
0.63% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
183,911
shares
|
$27.9 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
181,119
shares
|
$27.5 Million
1.41% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
179,268
shares
|
$27.2 Million
3.67% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
178,008
shares
|
$27 Million
0.02% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
176,800
shares
|
$26.8 Million
3.63% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
176,090
shares
|
$26.7 Million
9.39% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
174,507
shares
|
$26.5 Million
1.95% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
173,643
shares
|
$26.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
173,368
shares
|
$26.3 Million
4.25% of portfolio
|
Q3 2025
Added 48.18%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
166,785
shares
|
$25.3 Million
2.76% of portfolio
|
Q3 2022
Added 12.62%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
165,495
shares
|
$25.1 Million
2.05% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
165,005
shares
|
$25.1 Million
3.1% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
164,273
shares
|
$24.9 Million
2.92% of portfolio
|
Q2 2022
Added 0.38%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
161,319
shares
|
$24.5 Million
0.57% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
159,306
shares
|
$24.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
156,319
shares
|
$23.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
155,300
shares
|
$23.6 Million
30.02% of portfolio
|
Q4 2018
Reduced 41.65%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
154,305
shares
|
$23.4 Million
2.17% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
152,156
shares
|
$23.1 Million
1.16% of portfolio
|
Q3 2025
Added 4.76%
|
|