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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
16,644
shares
|
$2.44 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,577
shares
|
$2.43 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
16,422
shares
|
$2.4 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
16,319
shares
|
$2.39 Million
0.12% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
16,260
shares
|
$2.38 Million
0.36% of portfolio
|
Q4 2024
Reduced 65.65%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
16,257
shares
|
$2.38 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
16,239
shares
|
$2.38 Million
0.37% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
16,232
shares
|
$2.38 Million
0.34% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,049
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,960
shares
|
$2.34 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
15,919
shares
|
$2.33 Million
0.31% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15,800
shares
|
$2.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,763
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 39.34%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
15,702
shares
|
$2.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
15,693
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
15,664
shares
|
$2.29 Million
1.53% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
15,654
shares
|
$2.29 Million
0.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
15,538
shares
|
$2.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,537
shares
|
$2.28 Million
0.12% of portfolio
|
Q4 2024
Reduced 42.68%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
15,528
shares
|
$2.27 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
15,481
shares
|
$2.27 Million
0.22% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
15,371
shares
|
$2.25 Million
1.27% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
15,350
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 52.62%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
15,346
shares
|
$2.25 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
15,336
shares
|
$2.25 Million
0.04% of portfolio
|
Q4 2024
Added 7.96%
|