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 1,968 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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,019
shares
|
$154,714
0.01% of portfolio
|
Q1 2023
Added 43.32%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
1,005
shares
|
$152,589
0.04% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$151,830
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
975
shares
|
$148,034
0.04% of portfolio
|
Q4 2025
Reduced 4.88%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
962
shares
|
$146,060
0.02% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
957
shares
|
$145,301
0.09% of portfolio
|
Q3 2025
Added 144.76%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
941
shares
|
$142,872
0.01% of portfolio
|
Q3 2025
Added 292.08%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
936
shares
|
$142,112
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
931
shares
|
$141,353
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
903
shares
|
$137,102
0.02% of portfolio
|
Q3 2025
Reduced 35.08%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
902
shares
|
$136,950
0.05% of portfolio
|
Q1 2025
Added 50.33%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
892
shares
|
$135,432
0.03% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
890
shares
|
$135,128
0.06% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
870
shares
|
$132,092
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
855
shares
|
$129,814
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
850
shares
|
$129,055
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
845
shares
|
$128,296
0.05% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
843
shares
|
$127,992
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
838
shares
|
$127,233
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
834
shares
|
$126,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
823
shares
|
$124,956
0.01% of portfolio
|
Q2 2024
Added 157.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
817
shares
|
$124,045
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
812
shares
|
$123,285
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
811
shares
|
$123,134
0.01% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
810
shares
|
$122,982
0.09% of portfolio
|
Q2 2025
New holding
|
|