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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
18,172
shares
|
$2.62 Million
0.22% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
18,165
shares
|
$2.62 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
18,070
shares
|
$2.61 Million
1.93% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
17,934
shares
|
$2.59 Million
1.44% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
17,911
shares
|
$2.58 Million
0.33% of portfolio
|
Q1 2024
Added 143.92%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
17,887
shares
|
$2.58 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
17,787
shares
|
$2.57 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
17,781
shares
|
$2.57 Million
1.51% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,724
shares
|
$2.56 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
17,700
shares
|
$2.55 Million
1.91% of portfolio
|
Q3 2024
Reduced 80.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,656
shares
|
$2.55 Million
0.24% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
17,390
shares
|
$2.51 Million
2.56% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
17,339
shares
|
$2.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,307
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 91.75%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
17,268
shares
|
$2.49 Million
0.29% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
17,211
shares
|
$2.48 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
17,096
shares
|
$2.47 Million
3.14% of portfolio
|
Q4 2024
Reduced 17.23%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
17,084
shares
|
$2.47 Million
1.39% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
16,997
shares
|
$2.45 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
16,904
shares
|
$2.44 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
16,858
shares
|
$2.43 Million
0.75% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
16,852
shares
|
$2.43 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
16,693
shares
|
$2.41 Million
0.19% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
16,644
shares
|
$2.4 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
16,610
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 56.55%
|