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 1,924 institutions that hold shares in the stock, with a total of 202 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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
27,526
shares
|
$3.97 Million
0.75% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
27,459
shares
|
$3.96 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
27,445
shares
|
$3.96 Million
0.31% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,428
shares
|
$3.96 Million
0.19% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
27,362
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
27,343
shares
|
$3.95 Million
0.27% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
27,307
shares
|
$3.94 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
27,280
shares
|
$3.94 Million
3.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
27,211
shares
|
$3.93 Million
0.85% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
27,093
shares
|
$3.91 Million
1.9% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
27,040
shares
|
$3.9 Million
3.89% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
26,949
shares
|
$3.89 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
26,916
shares
|
$3.88 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
26,731
shares
|
$3.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
26,509
shares
|
$3.83 Million
0.1% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,425
shares
|
$3.81 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
25,841
shares
|
$3.73 Million
0.32% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
25,762
shares
|
$3.72 Million
4.63% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,506
shares
|
$3.68 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
25,327
shares
|
$3.65 Million
0.64% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
25,227
shares
|
$3.64 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
25,223
shares
|
$3.64 Million
0.67% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
25,211
shares
|
$3.64 Million
1.33% of portfolio
|
Q4 2024
Added 100.76%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
25,132
shares
|
$3.63 Million
1.67% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
25,056
shares
|
$3.62 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.11%
|