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 |
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
97,015
shares
|
$13.8 Million
1.82% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
96,503
shares
|
$13.7 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
95,123
shares
|
$13.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
95,061
shares
|
$13.5 Million
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
94,323
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
93,609
shares
|
$13.3 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
93,492
shares
|
$13.3 Million
1.25% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
93,410
shares
|
$13.3 Million
3.36% of portfolio
|
Q2 2025
Added 3321.61%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
93,017
shares
|
$13.2 Million
6.75% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
92,970
shares
|
$13.2 Million
0.27% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
92,474
shares
|
$13.2 Million
0.47% of portfolio
|
Q3 2025
Reduced 37.57%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
92,267
shares
|
$13.1 Million
0.01% of portfolio
|
Q2 2025
Added 94.31%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
92,103
shares
|
$13.1 Million
0.04% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
91,430
shares
|
$13 Million
2.15% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
90,623
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
90,352
shares
|
$12.9 Million
1.73% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
88,936
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Added 700.22%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
85,156
shares
|
$12.1 Million
2.89% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
85,144
shares
|
$12.1 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
84,306
shares
|
$12 Million
1.49% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
84,218
shares
|
$12 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
84,038
shares
|
$12 Million
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
82,905
shares
|
$11.8 Million
0.53% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
81,761
shares
|
$11.6 Million
1.34% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
81,344
shares
|
$11.6 Million
4.69% of portfolio
|
Q3 2023
Reduced 2.47%
|