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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
15,324
shares
|
$2.24 Million
1.56% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
15,285
shares
|
$2.24 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,281
shares
|
$2.24 Million
0.14% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,210
shares
|
$2.23 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
15,204
shares
|
$2.23 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
15,154
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
15,128
shares
|
$2.22 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
15,104
shares
|
$2.21 Million
0.18% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,090
shares
|
$2.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
15,061
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 43.19%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
15,055
shares
|
$2.2 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15,042
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,023
shares
|
$2.2 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
15,008
shares
|
$2.2 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
15,002
shares
|
$2.2 Million
0.7% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
14,978
shares
|
$2.19 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
14,947
shares
|
$2.19 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
14,881
shares
|
$2.18 Million
0.17% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
14,792
shares
|
$2.17 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,743
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2023
Reduced 85.08%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
14,721
shares
|
$2.16 Million
0.83% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
14,692
shares
|
$2.15 Million
0.22% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
14,686
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 99.1%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
14,527
shares
|
$2.13 Million
0.76% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
14,368
shares
|
$2.1 Million
1.28% of portfolio
|
Q2 2024
Reduced 65.99%
|