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 1,962 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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
143
shares
|
$21,711
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
141
shares
|
$21,408
0.01% of portfolio
|
Q1 2022
Reduced 82.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
135
shares
|
$20,497
0.0% of portfolio
|
Q1 2023
Reduced 40.27%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
135
shares
|
$20,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
132
shares
|
$20,041
0.01% of portfolio
|
Q1 2020
Added 144.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
132
shares
|
$20,041
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
132
shares
|
$20,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
130
shares
|
$19,737
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
125
shares
|
$18,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
122
shares
|
$18,523
0.01% of portfolio
|
Q1 2024
Added 17.31%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
121
shares
|
$18,371
0.01% of portfolio
|
Q4 2020
Reduced 19.87%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
120
shares
|
$18,219
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
116
shares
|
$17,612
0.03% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
116
shares
|
$17,612
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
115
shares
|
$17,460
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
114
shares
|
$17,308
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
111
shares
|
$16,853
0.0% of portfolio
|
Q1 2025
Reduced 97.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
110
shares
|
$16,701
0.0% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
110
shares
|
$16,701
0.0% of portfolio
|
Q3 2025
Reduced 77.13%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
109
shares
|
$16,549
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
108
shares
|
$16,397
0.01% of portfolio
|
Q3 2025
Added 63.64%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
106
shares
|
$16,093
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
105
shares
|
$15,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
104
shares
|
$15,790
0.01% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
103
shares
|
$15,638
0.0% of portfolio
|
Q3 2025
Reduced 36.81%
|
|