# Health Care Select Sector SPDR (XLV) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 81369Y209
Page URL: https://superinvestorclub.com/stock/XLV
Last updated: 2026-08-29T13:49:31.378Z

## Summary

As of the most recent 13F filing period, Health Care Select Sector SPDR (XLV) is held by 2 tracked superinvestors with an aggregate position value of $5.9M representing 0339463285 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 33946 | $5.4M | 0.22% | 2026-06-30 |
| 2 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 3285 | $521,199 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2024-12-31: 1 holders, $730,497 aggregate, 05310 shares
- 2025-03-31: 1 holders, $608,862 aggregate, 04170 shares
- 2025-06-30: 1 holders, $570,027 aggregate, 04229 shares
- 2025-09-30: 2 holders, $278.8M aggregate, 020000003482 shares
- 2025-12-31: 3 holders, $4.9M aggregate, 02282755223512 shares
- 2026-03-31: 2 holders, $5.6M aggregate, 0344163517 shares
- 2026-06-30: 2 holders, $5.9M aggregate, 0339463285 shares

## Recent congressional trades (1)

- 2025-12-17: Tommy Tuberville (Republican-AL) purchase $15,001 - $50,000

## Recent insider transactions (0)


## Citation

When citing, use: "Health Care Select Sector SPDR (XLV) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/XLV), aggregating SEC 13F, Form 4, and congressional disclosures."