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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,884
shares
|
$437,877
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,876
shares
|
$436,663
0.04% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
2,875
shares
|
$436,511
0.01% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
2,863
shares
|
$434,689
0.29% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
2,852
shares
|
$433,019
0.02% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,841
shares
|
$431,349
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
2,831
shares
|
$429,830
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,825
shares
|
$428,919
0.03% of portfolio
|
Q3 2025
Reduced 85.98%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2,818
shares
|
$427,856
0.06% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,808
shares
|
$426,338
0.14% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,806
shares
|
$426,034
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Edge Wealth Management LLC
|
Jan 12, 2026 Q4 2025 |
2,799
shares
|
$424,972
0.09% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
2,793
shares
|
$424,061
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
2,791
shares
|
$423,757
0.25% of portfolio
|
Q3 2025
Added 353.42%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,786
shares
|
$422,998
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
2,774
shares
|
$421,176
0.3% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
2,770
shares
|
$420,569
0.35% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
2,768
shares
|
$420,265
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,763
shares
|
$419,506
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$419,050
0.18% of portfolio
|
Q1 2023
Added 27.78%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
2,754
shares
|
$418,139
0.05% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,747
shares
|
$417,077
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
2,745
shares
|
$416,773
0.06% of portfolio
|
Q2 2025
Reduced 34.77%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,742
shares
|
$416,317
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
2,732
shares
|
$414,799
0.01% of portfolio
|
Q4 2025
Added 10.21%
|
|