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 |
|---|---|---|---|---|---|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
22,154
shares
|
$3.24 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
22,108
shares
|
$3.24 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
22,061
shares
|
$3.23 Million
0.31% of portfolio
|
Q4 2024
Added 17.68%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
22,012
shares
|
$3.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
21,889
shares
|
$3.21 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
21,860
shares
|
$3.2 Million
1.94% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
21,858
shares
|
$3.2 Million
0.03% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Feb 13, 2025 Q4 2024 |
21,608
shares
|
$3.16 Million
10.49% of portfolio
|
Q2 2024
Reduced 12.19%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
21,513
shares
|
$3.15 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
21,457
shares
|
$3.14 Million
14.64% of portfolio
|
Q4 2024
Added 27.93%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
21,398
shares
|
$3.13 Million
1.2% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
21,374
shares
|
$3.13 Million
0.05% of portfolio
|
Q4 2023
Added 8.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
21,267
shares
|
$3.11 Million
1.79% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
21,122
shares
|
$3.09 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
21,082
shares
|
$3.09 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
21,066
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
20,924
shares
|
$3.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
20,906
shares
|
$3.06 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
20,875
shares
|
$3.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
20,845
shares
|
$3.05 Million
1.75% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
20,782
shares
|
$3.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
20,663
shares
|
$3.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 87.23%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
20,461
shares
|
$3 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
20,419
shares
|
$2.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 78.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
20,416
shares
|
$2.99 Million
0.05% of portfolio
|
Q4 2024
Added 527.8%
|