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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
24,256
shares
|
$3.55 Million
0.38% of portfolio
|
Q4 2024
Added 312.94%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
24,253
shares
|
$3.55 Million
0.21% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
24,232
shares
|
$3.55 Million
0.23% of portfolio
|
Q4 2024
Added 795.16%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
24,102
shares
|
$3.53 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
24,002
shares
|
$3.51 Million
2.49% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
23,927
shares
|
$3.5 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
23,796
shares
|
$3.48 Million
0.21% of portfolio
|
Q4 2024
Reduced 78.96%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
23,778
shares
|
$3.48 Million
1.27% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
23,768
shares
|
$3.48 Million
0.01% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
23,573
shares
|
$3.45 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
23,439
shares
|
$3.43 Million
1.01% of portfolio
|
Q3 2024
Added 201.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,185
shares
|
$3.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,162
shares
|
$3.39 Million
0.51% of portfolio
|
Q3 2022
Added 12.42%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
23,102
shares
|
$3.38 Million
1.19% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
22,858
shares
|
$3.35 Million
0.21% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
22,826
shares
|
$3.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
22,794
shares
|
$3.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
22,631
shares
|
$3.31 Million
0.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
22,526
shares
|
$3.3 Million
0.34% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
22,522
shares
|
$3.3 Million
0.12% of portfolio
|
Q4 2024
Added 59.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
22,423
shares
|
$3.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
22,380
shares
|
$3.28 Million
5.39% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,266
shares
|
$3.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
22,243
shares
|
$3.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
22,184
shares
|
$3.25 Million
1.04% of portfolio
|
Q4 2024
Reduced 38.93%
|