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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
2,710
shares
|
$411,459
0.05% of portfolio
|
Q4 2025
Reduced 4.71%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,707
shares
|
$411,003
0.06% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,704
shares
|
$410,548
0.09% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,699
shares
|
$409,789
0.24% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
2,695
shares
|
$409,181
0.11% of portfolio
|
Q4 2025
Added 49.64%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,688
shares
|
$408,119
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,683
shares
|
$407,359
0.15% of portfolio
|
Q4 2023
Added 6.94%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,679
shares
|
$406,752
0.01% of portfolio
|
Q4 2025
Reduced 7.04%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
2,675
shares
|
$406,145
0.17% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
2,672
shares
|
$405,689
0.04% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
2,670
shares
|
$405,386
0.11% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
2,656
shares
|
$403,260
0.11% of portfolio
|
Q2 2025
Added 52.97%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
2,652
shares
|
$402,653
0.3% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
2,651
shares
|
$402,501
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
2,647
shares
|
$401,894
0.12% of portfolio
|
Q4 2024
Reduced 41.31%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
2,635
shares
|
$400,072
0.18% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
2,632
shares
|
$399,616
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
2,618
shares
|
$397,490
0.24% of portfolio
|
Q4 2025
Added 29.93%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,616
shares
|
$397,187
0.09% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,612
shares
|
$396,579
0.08% of portfolio
|
Q3 2025
Reduced 44.78%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
2,611
shares
|
$396,428
0.12% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,603
shares
|
$395,213
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
2,600
shares
|
$394,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
2,592
shares
|
$393,543
0.17% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
2,585
shares
|
$392,480
0.09% of portfolio
|
Q3 2025
Reduced 4.37%
|
|