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 |
|---|---|---|---|---|---|
|
Sava Penzisko Drushtvo A.D. Skopje
Skopje, |
Nov 12, 2025 Q3 2025 |
95,574
shares
|
$14.5 Million
4.36% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
95,555
shares
|
$14.5 Million
0.08% of portfolio
|
Q3 2025
Added 436.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
94,971
shares
|
$14.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
93,808
shares
|
$14.2 Million
0.26% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
93,492
shares
|
$14.2 Million
1.25% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
93,017
shares
|
$14.1 Million
6.75% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
92,527
shares
|
$14 Million
0.71% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
92,474
shares
|
$14 Million
0.47% of portfolio
|
Q3 2025
Reduced 37.57%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
92,285
shares
|
$14 Million
0.37% of portfolio
|
Q3 2025
Added 1148.61%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
92,103
shares
|
$14 Million
0.04% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
90,717
shares
|
$13.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 55.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
90,623
shares
|
$13.8 Million
0.07% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
89,663
shares
|
$13.6 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
89,053
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2025
Added 205.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
86,821
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
86,727
shares
|
$13.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
86,122
shares
|
$13.1 Million
1.37% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
85,317
shares
|
$13 Million
1.67% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
85,156
shares
|
$12.9 Million
2.89% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
85,144
shares
|
$12.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
84,218
shares
|
$12.8 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
84,067
shares
|
$12.8 Million
1.62% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
83,599
shares
|
$12.7 Million
0.58% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
83,431
shares
|
$12.7 Million
0.23% of portfolio
|
Q3 2025
Added 917.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
83,242
shares
|
$12.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 33.44%
|
|