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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
28,328
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
28,294
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,268
shares
|
$4.14 Million
0.19% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
28,053
shares
|
$4.11 Million
0.52% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
27,900
shares
|
$4.09 Million
0.67% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
27,857
shares
|
$4.08 Million
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
27,739
shares
|
$4.06 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
27,670
shares
|
$4.05 Million
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
27,666
shares
|
$4.05 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
27,642
shares
|
$4.05 Million
0.45% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
27,548
shares
|
$4.03 Million
1.69% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
27,526
shares
|
$4.03 Million
0.75% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
27,492
shares
|
$4.03 Million
1.73% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
27,452
shares
|
$4.02 Million
0.09% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
27,445
shares
|
$4.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,428
shares
|
$4.02 Million
0.19% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
27,413
shares
|
$4.01 Million
0.2% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
27,018
shares
|
$3.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 72.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
27,005
shares
|
$3.95 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
26,668
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
26,579
shares
|
$3.89 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,425
shares
|
$3.87 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
26,389
shares
|
$3.86 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
26,299
shares
|
$3.85 Million
0.25% of portfolio
|
Q4 2024
Added 521.14%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
26,199
shares
|
$3.84 Million
2.81% of portfolio
|
Q4 2024
Reduced 22.28%
|