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 1,972 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 $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
73,504
shares
|
$10.8 Million
1.4% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
73,441
shares
|
$10.8 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
73,276
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Added 47.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
73,056
shares
|
$10.7 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
72,627
shares
|
$10.6 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
71,980
shares
|
$10.5 Million
0.08% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
71,943
shares
|
$10.5 Million
3.24% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
71,721
shares
|
$10.5 Million
1.02% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
71,600
shares
|
$10.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
71,589
shares
|
$10.5 Million
0.64% of portfolio
|
Q4 2024
Added 122.13%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
71,555
shares
|
$10.5 Million
2.44% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
71,368
shares
|
$10.5 Million
0.69% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
71,121
shares
|
$10.4 Million
1.49% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,120
shares
|
$10.4 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
68,535
shares
|
$10 Million
1.3% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
68,403
shares
|
$10 Million
0.43% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
67,685
shares
|
$9.91 Million
0.01% of portfolio
|
Q1 2024
Reduced 64.41%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
67,217
shares
|
$9.84 Million
0.26% of portfolio
|
Q4 2024
Added 2401.56%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
67,019
shares
|
$9.81 Million
1.3% of portfolio
|
Q4 2024
Added 340.28%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
66,146
shares
|
$9.69 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
65,885
shares
|
$9.65 Million
0.17% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
65,721
shares
|
$9.62 Million
1.58% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
65,500
shares
|
$9.59 Million
0.36% of portfolio
|
Q4 2024
Reduced 39.07%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
65,026
shares
|
$9.52 Million
1.09% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,485
shares
|
$9.44 Million
0.0% of portfolio
|
Q4 2024
Added 782.27%
|