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 |
|---|---|---|---|---|---|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
18,070
shares
|
$2.65 Million
1.93% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
18,003
shares
|
$2.64 Million
0.15% of portfolio
|
Q4 2024
Reduced 61.24%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
17,911
shares
|
$2.62 Million
0.29% of portfolio
|
Q1 2024
Added 143.92%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
17,887
shares
|
$2.62 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
17,801
shares
|
$2.61 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
17,787
shares
|
$2.6 Million
0.46% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
17,781
shares
|
$2.6 Million
1.51% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,656
shares
|
$2.59 Million
0.24% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
17,566
shares
|
$2.57 Million
1.12% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
17,497
shares
|
$2.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 49.64%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
17,390
shares
|
$2.55 Million
2.56% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
17,316
shares
|
$2.54 Million
1.7% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
17,255
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
17,168
shares
|
$2.51 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
17,096
shares
|
$2.5 Million
3.14% of portfolio
|
Q4 2024
Reduced 17.23%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
17,042
shares
|
$2.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 77.83%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
17,000
shares
|
$2.49 Million
2.8% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
16,920
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
16,904
shares
|
$2.48 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
16,858
shares
|
$2.47 Million
0.75% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,786
shares
|
$2.46 Million
0.43% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
16,774
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
16,721
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 55.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,677
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
16,661
shares
|
$2.44 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.19%
|