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 |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
19,411
shares
|
$2.84 Million
1.38% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
19,395
shares
|
$2.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
19,334
shares
|
$2.83 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
19,286
shares
|
$2.82 Million
1.55% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
19,208
shares
|
$2.81 Million
1.53% of portfolio
|
Q4 2024
Added 82.83%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
19,158
shares
|
$2.81 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
18,830
shares
|
$2.76 Million
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,824
shares
|
$2.76 Million
0.2% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
18,820
shares
|
$2.76 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
18,777
shares
|
$2.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
18,772
shares
|
$2.75 Million
0.69% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
18,763
shares
|
$2.75 Million
0.71% of portfolio
|
Q4 2024
Added 50.42%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
18,751
shares
|
$2.75 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
18,708
shares
|
$2.74 Million
0.12% of portfolio
|
Q4 2024
Added 423.45%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
18,645
shares
|
$2.73 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
18,640
shares
|
$2.73 Million
0.78% of portfolio
|
Q2 2024
Added 25.06%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
18,615
shares
|
$2.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
18,609
shares
|
$2.72 Million
0.37% of portfolio
|
Q4 2024
Added 416.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
18,591
shares
|
$2.72 Million
0.25% of portfolio
|
Q4 2024
Added 27.7%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
18,549
shares
|
$2.72 Million
0.11% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,539
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
18,464
shares
|
$2.7 Million
1.21% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
18,297
shares
|
$2.68 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
18,221
shares
|
$2.67 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
18,165
shares
|
$2.66 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.08%
|