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 1,989 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 $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,064
shares
|
$876,369
0.48% of portfolio
|
Q4 2024
Added 37.01%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
6,061
shares
|
$875,935
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
6,021
shares
|
$870,154
0.63% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,011
shares
|
$868,709
0.01% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,970
shares
|
$862,784
1.28% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
5,952
shares
|
$860,183
0.13% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
5,939
shares
|
$858,304
0.36% of portfolio
|
Q4 2024
Reduced 32.82%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,935
shares
|
$857,726
0.11% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
5,933
shares
|
$857,437
0.2% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
5,897
shares
|
$852,234
0.15% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
5,827
shares
|
$842,118
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$840,961
0.93% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
5,809
shares
|
$839,516
0.03% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,804
shares
|
$838,794
0.03% of portfolio
|
Q4 2024
Added 275.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
5,794
shares
|
$837,348
0.01% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$837,204
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
5,744
shares
|
$830,122
0.44% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,735
shares
|
$828,822
0.2% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
5,725
shares
|
$827,377
0.25% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,691
shares
|
$822,463
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
5,674
shares
|
$820,006
0.05% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
5,658
shares
|
$817,694
0.67% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,653
shares
|
$816,971
0.03% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,636
shares
|
$814,514
0.19% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
5,630
shares
|
$813,647
0.17% of portfolio
|
Q4 2024
Reduced 0.67%
|