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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,130
shares
|
$171,567
0.04% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,128
shares
|
$171,264
0.02% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,127
shares
|
$171,112
0.0% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,111
shares
|
$168,683
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
1,100
shares
|
$167,013
0.09% of portfolio
|
Q4 2025
Reduced 31.25%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,096
shares
|
$166,405
0.02% of portfolio
|
Q3 2025
Added 9863.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,069
shares
|
$162,306
0.01% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,056
shares
|
$160,332
0.02% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,036
shares
|
$157,295
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,036
shares
|
$157,295
0.02% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
1,031
shares
|
$156,536
0.02% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,030
shares
|
$156,384
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
890
shares
|
$135,128
0.05% of portfolio
|
Q4 2025
Reduced 20.04%
|
|
|
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
|
|