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 |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
20,258
shares
|
$2.97 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
20,136
shares
|
$2.95 Million
1.51% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
20,117
shares
|
$2.95 Million
0.07% of portfolio
|
Q3 2024
Added 686.43%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
20,096
shares
|
$2.94 Million
0.55% of portfolio
|
Q4 2024
Added 101.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
20,073
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$2.93 Million
0.44% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
19,973
shares
|
$2.92 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
19,933
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
19,909
shares
|
$2.92 Million
0.28% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,883
shares
|
$2.91 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
19,879
shares
|
$2.91 Million
2.17% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
19,879
shares
|
$2.91 Million
0.09% of portfolio
|
Q4 2024
Reduced 27.2%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
19,865
shares
|
$2.91 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
19,854
shares
|
$2.91 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
19,849
shares
|
$2.91 Million
1.05% of portfolio
|
Q4 2024
Added 99.53%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
19,797
shares
|
$2.9 Million
0.49% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
19,785
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
19,767
shares
|
$2.89 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
19,727
shares
|
$2.89 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
19,636
shares
|
$2.88 Million
0.93% of portfolio
|
Q3 2024
Added 1254.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,632
shares
|
$2.87 Million
0.19% of portfolio
|
Q4 2024
Reduced 13.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
19,595
shares
|
$2.87 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
19,504
shares
|
$2.86 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
19,488
shares
|
$2.85 Million
1.48% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
19,448
shares
|
$2.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.37%
|