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 |
|---|---|---|---|---|---|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
31,059
shares
|
$4.55 Million
1.89% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
30,931
shares
|
$4.53 Million
0.44% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
30,869
shares
|
$4.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 44.5%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
30,830
shares
|
$4.51 Million
0.9% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
30,795
shares
|
$4.51 Million
1.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,792
shares
|
$4.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
30,636
shares
|
$4.49 Million
4.74% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
30,215
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,069
shares
|
$4.4 Million
0.48% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
30,026
shares
|
$4.4 Million
0.45% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
29,989
shares
|
$4.39 Million
0.95% of portfolio
|
Q4 2024
Added 147.45%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
29,800
shares
|
$4.36 Million
1.68% of portfolio
|
Q4 2024
Reduced 35.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,745
shares
|
$4.36 Million
0.11% of portfolio
|
Q4 2023
Added 3.03%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
29,737
shares
|
$4.35 Million
1.55% of portfolio
|
Q3 2023
Reduced 17.75%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
29,631
shares
|
$4.34 Million
0.04% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
29,534
shares
|
$4.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
29,518
shares
|
$4.32 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
29,417
shares
|
$4.31 Million
0.25% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
29,173
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2022
Reduced 83.81%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
29,162
shares
|
$4.27 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
28,931
shares
|
$4.24 Million
3.66% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
28,749
shares
|
$4.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,645
shares
|
$4.19 Million
0.12% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
28,483
shares
|
$4.17 Million
0.98% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
28,397
shares
|
$4.16 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.14%
|