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 1,991 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
74,096
shares
|
$10.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 40.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
74,074
shares
|
$10.7 Million
0.48% of portfolio
|
Q4 2024
Added 36.19%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
73,619
shares
|
$10.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 45.42%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
73,591
shares
|
$10.6 Million
3.26% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
73,504
shares
|
$10.6 Million
1.4% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
73,441
shares
|
$10.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
73,276
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Added 47.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
73,056
shares
|
$10.6 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
72,799
shares
|
$10.5 Million
0.54% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
72,627
shares
|
$10.5 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
71,980
shares
|
$10.4 Million
0.08% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
71,943
shares
|
$10.4 Million
3.24% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
71,600
shares
|
$10.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
71,589
shares
|
$10.3 Million
0.64% of portfolio
|
Q4 2024
Added 122.13%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
71,502
shares
|
$10.3 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
71,368
shares
|
$10.3 Million
0.69% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
71,217
shares
|
$10.3 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
71,121
shares
|
$10.3 Million
1.49% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,120
shares
|
$10.3 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
68,535
shares
|
$9.9 Million
1.3% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
68,414
shares
|
$9.89 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
67,685
shares
|
$9.78 Million
0.01% of portfolio
|
Q1 2024
Reduced 64.41%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
67,217
shares
|
$9.71 Million
0.26% of portfolio
|
Q4 2024
Added 2401.56%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
67,019
shares
|
$9.69 Million
1.3% of portfolio
|
Q4 2024
Added 340.28%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
66,146
shares
|
$9.56 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.42%
|