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 1,988 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 $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
9,855
shares
|
$1.44 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
9,826
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2024
Reduced 28.34%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,792
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Added 61.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,788
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2024
Reduced 40.15%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,762
shares
|
$1.43 Million
0.14% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
9,706
shares
|
$1.42 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
9,700
shares
|
$1.42 Million
0.63% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
9,662
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,564
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2023
Added 110.48%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
9,527
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
Added 146.24%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
9,515
shares
|
$1.39 Million
0.44% of portfolio
|
Q1 2022
Reduced 17.37%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
9,485
shares
|
$1.39 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
9,400
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
9,313
shares
|
$1.37 Million
1.44% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
9,300
shares
|
$1.36 Million
0.49% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,276
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
9,210
shares
|
$1.35 Million
0.35% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
9,209
shares
|
$1.35 Million
0.35% of portfolio
|
Q4 2024
Reduced 21.84%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
9,099
shares
|
$1.33 Million
1.61% of portfolio
|
Q1 2024
Added 97.85%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
9,087
shares
|
$1.33 Million
1.27% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
9,054
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
9,034
shares
|
$1.32 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
9,002
shares
|
$1.32 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,991
shares
|
$1.32 Million
0.41% of portfolio
|
Q4 2024
Reduced 21.57%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
8,970
shares
|
$1.32 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.1%
|