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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
24,998
shares
|
$3.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
24,925
shares
|
$3.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
24,831
shares
|
$3.58 Million
0.32% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
24,689
shares
|
$3.56 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
24,686
shares
|
$3.56 Million
0.55% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
24,650
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
24,582
shares
|
$3.55 Million
1.49% of portfolio
|
Q3 2024
Reduced 22.28%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
24,538
shares
|
$3.54 Million
0.42% of portfolio
|
Q3 2024
Added 157.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
24,408
shares
|
$3.52 Million
0.35% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,387
shares
|
$3.52 Million
0.26% of portfolio
|
Q4 2023
Reduced 9.58%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
24,369
shares
|
$3.52 Million
0.94% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
24,256
shares
|
$3.5 Million
0.38% of portfolio
|
Q4 2024
Added 312.94%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
24,253
shares
|
$3.5 Million
0.21% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,148
shares
|
$3.48 Million
0.14% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
24,110
shares
|
$3.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.88%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
24,064
shares
|
$3.47 Million
2.97% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
23,941
shares
|
$3.45 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
23,882
shares
|
$3.45 Million
0.43% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
23,778
shares
|
$3.43 Million
1.27% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
23,751
shares
|
$3.43 Million
0.11% of portfolio
|
Q3 2024
Reduced 39.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
23,692
shares
|
$3.42 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
23,439
shares
|
$3.38 Million
1.01% of portfolio
|
Q3 2024
Added 201.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,357
shares
|
$3.37 Million
0.09% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,162
shares
|
$3.34 Million
0.51% of portfolio
|
Q3 2022
Added 12.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
23,076
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|