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 |
|---|---|---|---|---|---|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
34,404
shares
|
$5.04 Million
2.58% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
34,267
shares
|
$5.02 Million
0.49% of portfolio
|
Q4 2024
Reduced 40.85%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
34,229
shares
|
$5.01 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
33,917
shares
|
$4.97 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
33,781
shares
|
$4.95 Million
0.02% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
33,740
shares
|
$4.94 Million
0.09% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33,530
shares
|
$4.91 Million
1.45% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
33,477
shares
|
$4.9 Million
3.05% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
33,231
shares
|
$4.87 Million
0.17% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
33,044
shares
|
$4.84 Million
0.11% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,028
shares
|
$4.84 Million
0.25% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
32,994
shares
|
$4.83 Million
0.97% of portfolio
|
Q3 2023
Reduced 8.97%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
32,919
shares
|
$4.82 Million
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
32,629
shares
|
$4.78 Million
0.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
32,565
shares
|
$4.77 Million
0.72% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
32,501
shares
|
$4.76 Million
0.11% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
32,397
shares
|
$4.74 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,343
shares
|
$4.74 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
31,584
shares
|
$4.62 Million
0.15% of portfolio
|
Q4 2024
Added 30.79%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
31,425
shares
|
$4.6 Million
0.29% of portfolio
|
Q4 2024
Added 54.54%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
31,343
shares
|
$4.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
31,242
shares
|
$4.57 Million
3.71% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
31,184
shares
|
$4.57 Million
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
31,084
shares
|
$4.55 Million
0.28% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
31,063
shares
|
$4.55 Million
0.15% of portfolio
|
Q4 2024
Added 44.43%
|