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 198 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
121,823
shares
|
$17.3 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
121,535
shares
|
$17.3 Million
0.37% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
120,793
shares
|
$17.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
120,740
shares
|
$17.2 Million
1.52% of portfolio
|
Q2 2025
Added 163.17%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
119,927
shares
|
$17.1 Million
1.49% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
118,677
shares
|
$16.9 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
117,333
shares
|
$16.7 Million
4.8% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
116,999
shares
|
$16.7 Million
3.57% of portfolio
|
Q2 2025
Added 342.34%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
115,265
shares
|
$16.4 Million
4.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
111,472
shares
|
$15.9 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
110,636
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
110,360
shares
|
$15.7 Million
3.36% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
109,779
shares
|
$15.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
108,034
shares
|
$15.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
104,755
shares
|
$14.9 Million
3.42% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
104,326
shares
|
$14.9 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
104,178
shares
|
$14.8 Million
0.69% of portfolio
|
Q2 2025
Reduced 55.48%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
101,964
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
100,947
shares
|
$14.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
100,840
shares
|
$14.4 Million
1.28% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
100,632
shares
|
$14.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
100,421
shares
|
$14.3 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
99,469
shares
|
$14.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
99,234
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Added 67.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
97,668
shares
|
$13.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.18%
|