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 |
|---|---|---|---|---|---|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
79,480
shares
|
$11.5 Million
3.62% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
79,421
shares
|
$11.5 Million
0.07% of portfolio
|
Q2 2023
Reduced 97.75%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
78,751
shares
|
$11.4 Million
0.94% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
78,727
shares
|
$11.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
78,289
shares
|
$11.3 Million
0.75% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
78,117
shares
|
$11.3 Million
1.0% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
77,813
shares
|
$11.2 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
77,723
shares
|
$11.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
77,560
shares
|
$11.2 Million
2.98% of portfolio
|
Q4 2024
Added 32.06%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
77,542
shares
|
$11.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
77,000
shares
|
$11.1 Million
0.14% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
76,662
shares
|
$11.1 Million
2.18% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
76,526
shares
|
$11.1 Million
0.63% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
76,455
shares
|
$11 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
75,804
shares
|
$11 Million
0.13% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
75,456
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
75,151
shares
|
$10.9 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
75,059
shares
|
$10.8 Million
4.47% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
74,872
shares
|
$10.8 Million
5.21% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
74,715
shares
|
$10.8 Million
0.05% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
74,542
shares
|
$10.8 Million
5.6% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
74,096
shares
|
$10.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 40.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
74,074
shares
|
$10.7 Million
0.48% of portfolio
|
Q4 2024
Added 36.19%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
73,619
shares
|
$10.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 45.42%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
73,591
shares
|
$10.6 Million
3.26% of portfolio
|
Q4 2024
Reduced 9.51%
|