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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
55,231
shares
|
$8.09 Million
0.69% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
54,998
shares
|
$8.05 Million
0.75% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
54,961
shares
|
$8.05 Million
1.91% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
54,745
shares
|
$8.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
54,722
shares
|
$8.01 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
54,082
shares
|
$7.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 80.01%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
54,019
shares
|
$7.91 Million
3.86% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
53,640
shares
|
$7.85 Million
0.71% of portfolio
|
Q4 2024
Reduced 69.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
53,640
shares
|
$7.85 Million
0.08% of portfolio
|
Q3 2024
Added 103.31%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
53,550
shares
|
$7.84 Million
3.68% of portfolio
|
Q2 2023
Added 6.41%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
52,972
shares
|
$7.76 Million
0.54% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
52,832
shares
|
$7.74 Million
0.39% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
52,663
shares
|
$7.71 Million
1.16% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
52,363
shares
|
$7.67 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
51,974
shares
|
$7.61 Million
2.1% of portfolio
|
Q4 2024
Reduced 40.44%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
51,506
shares
|
$7.54 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
51,419
shares
|
$7.53 Million
3.95% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
50,913
shares
|
$7.46 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
50,764
shares
|
$7.43 Million
0.11% of portfolio
|
Q4 2024
Added 47.41%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
50,000
shares
|
$7.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 93.34%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
50,000
shares
|
$7.32 Million
0.15% of portfolio
|
Q4 2024
Added 984.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
49,911
shares
|
$7.31 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
49,890
shares
|
$7.31 Million
0.0% of portfolio
|
Q4 2024
Added 498800.0%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
49,879
shares
|
$7.3 Million
1.71% of portfolio
|
Q4 2024
Reduced 47.15%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
49,824
shares
|
$7.3 Million
7.98% of portfolio
|
Q4 2024
Reduced 28.02%
|