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 |
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
81,054
shares
|
$11.5 Million
1.3% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
80,993
shares
|
$11.5 Million
2.51% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
80,922
shares
|
$11.5 Million
1.65% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
80,245
shares
|
$11.4 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
79,702
shares
|
$11.3 Million
0.63% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
79,421
shares
|
$11.3 Million
0.07% of portfolio
|
Q2 2023
Reduced 97.75%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
78,289
shares
|
$11.1 Million
0.75% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
76,950
shares
|
$11 Million
3.5% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
76,939
shares
|
$11 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
76,805
shares
|
$10.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
76,455
shares
|
$10.9 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
76,039
shares
|
$10.8 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
75,973
shares
|
$10.8 Million
2.77% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
75,059
shares
|
$10.7 Million
4.47% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
74,627
shares
|
$10.6 Million
0.83% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
74,199
shares
|
$10.6 Million
2.35% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
73,752
shares
|
$10.5 Million
0.39% of portfolio
|
Q2 2025
Added 2795.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
73,051
shares
|
$10.4 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
72,973
shares
|
$10.4 Million
5.95% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
72,779
shares
|
$10.4 Million
2.4% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
72,720
shares
|
$10.4 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
72,529
shares
|
$10.3 Million
2.28% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
72,391
shares
|
$10.3 Million
5.32% of portfolio
|
Q2 2025
Added 43.09%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
72,170
shares
|
$10.3 Million
1.35% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
72,144
shares
|
$10.3 Million
2.49% of portfolio
|
Q3 2025
Added 56.59%
|