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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
82,905
shares
|
$12.6 Million
0.53% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
81,344
shares
|
$12.4 Million
4.69% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
81,054
shares
|
$12.3 Million
1.3% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
79,983
shares
|
$12.1 Million
2.73% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
79,860
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
79,421
shares
|
$12.1 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
|
$11.9 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
|
$11.7 Million
3.5% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
76,870
shares
|
$11.7 Million
0.56% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
76,455
shares
|
$11.6 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
76,392
shares
|
$11.6 Million
1.41% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
75,059
shares
|
$11.4 Million
4.47% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
74,957
shares
|
$11.4 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
74,627
shares
|
$11.3 Million
0.83% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
74,598
shares
|
$11.3 Million
2.28% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
73,664
shares
|
$11.2 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
73,051
shares
|
$11.1 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
72,720
shares
|
$11 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
72,144
shares
|
$11 Million
2.49% of portfolio
|
Q3 2025
Added 56.59%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
72,046
shares
|
$10.9 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
71,466
shares
|
$10.9 Million
2.51% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
70,628
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
70,549
shares
|
$10.7 Million
2.51% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
70,515
shares
|
$10.7 Million
0.43% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
69,557
shares
|
$10.6 Million
0.25% of portfolio
|
Q3 2025
Added 0.13%
|
|