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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
480
shares
|
$72,878
0.01% of portfolio
|
Q2 2022
Reduced 21.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
472
shares
|
$71,663
0.01% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
472
shares
|
$71,663
0.01% of portfolio
|
Q3 2025
Reduced 99.62%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
458
shares
|
$69,538
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
458
shares
|
$69,538
0.2% of portfolio
|
Q3 2025
Reduced 96.23%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
457
shares
|
$69,386
0.02% of portfolio
|
Q3 2025
Reduced 83.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
453
shares
|
$68,778
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
435
shares
|
$66,046
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
428
shares
|
$64,983
0.13% of portfolio
|
Q3 2025
Reduced 93.61%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
416
shares
|
$63,161
0.0% of portfolio
|
Q3 2025
Added 94.39%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
415
shares
|
$63,009
0.02% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
407
shares
|
$61,794
0.0% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
406
shares
|
$61,642
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
402
shares
|
$61,035
0.02% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
400
shares
|
$60,732
0.01% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
400
shares
|
$60,732
0.02% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
400
shares
|
$60,732
0.06% of portfolio
|
Q2 2025
Added 1381.48%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
391
shares
|
$59,365
0.03% of portfolio
|
Q3 2020
Reduced 20.37%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
384
shares
|
$58,302
0.03% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
379
shares
|
$57,543
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
378
shares
|
$57,391
0.01% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
373
shares
|
$56,632
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
369
shares
|
$56,025
0.02% of portfolio
|
Q3 2025
Reduced 33.03%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
369
shares
|
$56,025
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
367
shares
|
$55,721
0.02% of portfolio
|
Q3 2025
Reduced 71.1%
|
|