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 |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,055
shares
|
$463,840
0.09% of portfolio
|
Q1 2023
Reduced 12.29%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
3,054
shares
|
$463,688
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
3,046
shares
|
$462,474
0.11% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
3,045
shares
|
$462,322
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
3,036
shares
|
$460,955
0.17% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,033
shares
|
$460,500
0.08% of portfolio
|
Q3 2025
Reduced 17.74%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,027
shares
|
$459,589
0.05% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,016
shares
|
$457,919
0.01% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
3,012
shares
|
$457,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
3,008
shares
|
$456,704
0.13% of portfolio
|
Q4 2025
Reduced 11.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
2,986
shares
|
$453,364
0.01% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
2,980
shares
|
$452,453
0.0% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
2,973
shares
|
$451,390
0.21% of portfolio
|
Q3 2025
Reduced 79.15%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,969
shares
|
$450,783
0.1% of portfolio
|
Q3 2025
Reduced 33.24%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,966
shares
|
$450,327
0.05% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,959
shares
|
$449,264
0.02% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
2,950
shares
|
$447,898
0.09% of portfolio
|
Q1 2025
Added 47.5%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,947
shares
|
$447,443
0.31% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
2,945
shares
|
$447,139
0.37% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
2,937
shares
|
$445,924
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
2,934
shares
|
$445,469
0.11% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
2,932
shares
|
$445,165
0.06% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
2,911
shares
|
$441,977
0.05% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
2,891
shares
|
$438,940
0.03% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,890
shares
|
$438,788
0.04% of portfolio
|
Q4 2025
Reduced 3.51%
|
|