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 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 |
|---|---|---|---|---|---|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
3,501
shares
|
$531,556
0.36% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,500
shares
|
$531,405
0.28% of portfolio
|
Q2 2023
Reduced 30.0%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
3,494
shares
|
$530,494
0.17% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
3,493
shares
|
$530,342
0.08% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,482
shares
|
$528,672
0.02% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,481
shares
|
$528,520
0.03% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
3,476
shares
|
$527,761
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,474
shares
|
$527,457
0.06% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,470
shares
|
$526,850
0.01% of portfolio
|
Q3 2022
Added 100.35%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,451
shares
|
$523,965
0.4% of portfolio
|
Q4 2022
Reduced 9.64%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,448
shares
|
$523,509
0.02% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,448
shares
|
$523,509
0.07% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
3,440
shares
|
$522,295
0.15% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
3,426
shares
|
$520,169
0.1% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,414
shares
|
$518,347
0.33% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
3,399
shares
|
$516,070
0.14% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,397
shares
|
$515,766
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,390
shares
|
$514,703
0.03% of portfolio
|
Q4 2023
Reduced 29.15%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,379
shares
|
$513,033
0.01% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
3,362
shares
|
$510,452
0.05% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,336
shares
|
$506,504
0.18% of portfolio
|
Q3 2025
Reduced 90.78%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,322
shares
|
$504,379
0.19% of portfolio
|
Q3 2025
Added 20.58%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
3,313
shares
|
$503,012
0.01% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
3,304
shares
|
$501,646
0.2% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,300
shares
|
$501,039
0.11% of portfolio
|
Q3 2021
Reduced 1.79%
|
|