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 1,963 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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,603
shares
|
$243,383
0.02% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,600
shares
|
$242,928
0.02% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,597
shares
|
$242,472
0.17% of portfolio
|
Q3 2023
Reduced 61.98%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
1,596
shares
|
$242,320
0.21% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
1,596
shares
|
$242,320
0.05% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
1,595
shares
|
$242,168
0.09% of portfolio
|
Q3 2025
Reduced 24.73%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
1,592
shares
|
$241,713
0.05% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,591
shares
|
$241,561
0.17% of portfolio
|
Q3 2021
Reduced 0.81%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,590
shares
|
$241,409
0.01% of portfolio
|
Q3 2025
Reduced 81.15%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,589
shares
|
$241,257
0.02% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,584
shares
|
$240,498
0.18% of portfolio
|
Q3 2025
Reduced 96.32%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,570
shares
|
$238,373
0.07% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
1,567
shares
|
$237,917
0.14% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
1,562
shares
|
$237,158
0.02% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,560
shares
|
$236,854
0.05% of portfolio
|
Q4 2019
Reduced 11.36%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
1,560
shares
|
$236,854
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,556
shares
|
$236,247
0.02% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
1,551
shares
|
$235,488
0.05% of portfolio
|
Q2 2025
Reduced 33.12%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
1,550
shares
|
$235,336
0.13% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,547
shares
|
$234,881
0.01% of portfolio
|
Q3 2025
Reduced 93.64%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,545
shares
|
$234,577
0.03% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
1,538
shares
|
$233,514
0.46% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
1,535
shares
|
$233,059
0.01% of portfolio
|
Q3 2025
Reduced 54.11%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
1,532
shares
|
$232,603
0.08% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
1,528
shares
|
$231,996
0.04% of portfolio
|
Q4 2024
New holding
|
|