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 |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
63,967
shares
|
$9.37 Million
0.03% of portfolio
|
Q4 2024
Added 66.37%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
63,844
shares
|
$9.35 Million
2.37% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
63,480
shares
|
$9.3 Million
1.89% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
62,263
shares
|
$9.12 Million
0.79% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
62,133
shares
|
$9.1 Million
6.19% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
62,011
shares
|
$9.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
61,987
shares
|
$9.08 Million
0.5% of portfolio
|
Q4 2024
Added 24.13%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,974
shares
|
$9.07 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
61,920
shares
|
$9.07 Million
0.32% of portfolio
|
Q3 2022
Reduced 9.53%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
61,141
shares
|
$8.95 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
61,056
shares
|
$8.94 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
60,688
shares
|
$8.89 Million
0.35% of portfolio
|
Q4 2024
Added 57.48%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
60,619
shares
|
$8.88 Million
2.13% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
59,375
shares
|
$8.69 Million
0.24% of portfolio
|
Q4 2024
Reduced 72.62%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
58,845
shares
|
$8.62 Million
1.55% of portfolio
|
Q3 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
58,615
shares
|
$8.58 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
58,144
shares
|
$8.51 Million
0.83% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,945
shares
|
$8.48 Million
0.3% of portfolio
|
Q2 2020
Added 1.42%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
57,891
shares
|
$8.48 Million
1.19% of portfolio
|
Q4 2024
Reduced 20.46%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
57,682
shares
|
$8.45 Million
1.15% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
57,283
shares
|
$8.39 Million
0.89% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
56,965
shares
|
$8.34 Million
0.19% of portfolio
|
Q4 2024
Added 97.07%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
56,949
shares
|
$8.34 Million
4.41% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
55,341
shares
|
$8.1 Million
0.01% of portfolio
|
Q4 2024
Added 23.43%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
55,337
shares
|
$8.1 Million
0.52% of portfolio
|
Q4 2024
Added 0.4%
|