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 |
|---|---|---|---|---|---|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
14,322
shares
|
$2.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 51.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
14,253
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,234
shares
|
$2.08 Million
0.41% of portfolio
|
Q4 2022
Reduced 22.86%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,234
shares
|
$2.08 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
14,231
shares
|
$2.08 Million
0.19% of portfolio
|
Q4 2024
Reduced 73.25%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
14,209
shares
|
$2.08 Million
0.19% of portfolio
|
Q4 2024
Reduced 48.25%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,201
shares
|
$2.08 Million
0.26% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
14,164
shares
|
$2.07 Million
0.54% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,144
shares
|
$2.07 Million
0.12% of portfolio
|
Q4 2024
Added 45.86%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,127
shares
|
$2.07 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
14,124
shares
|
$2.07 Million
0.21% of portfolio
|
Q4 2024
Added 248.57%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,113
shares
|
$2.07 Million
0.68% of portfolio
|
Q1 2024
Added 2864.92%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
14,104
shares
|
$2.07 Million
1.05% of portfolio
|
Q4 2024
Reduced 27.6%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
13,950
shares
|
$2.04 Million
0.4% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
13,943
shares
|
$2.04 Million
0.66% of portfolio
|
Q4 2024
Reduced 64.02%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,846
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
13,775
shares
|
$2.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,724
shares
|
$2.01 Million
1.5% of portfolio
|
Q3 2022
Reduced 41.18%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,677
shares
|
$2 Million
0.78% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
13,563
shares
|
$1.99 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
13,542
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
13,488
shares
|
$1.98 Million
0.95% of portfolio
|
Q4 2024
Reduced 60.01%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
13,459
shares
|
$1.97 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,395
shares
|
$1.96 Million
0.31% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,389
shares
|
$1.96 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.6%
|