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 |
|---|---|---|---|---|---|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
13,332
shares
|
$1.95 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
13,330
shares
|
$1.95 Million
0.92% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
13,186
shares
|
$1.93 Million
0.51% of portfolio
|
Q3 2024
Added 9185.92%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
13,137
shares
|
$1.92 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
13,060
shares
|
$1.91 Million
1.24% of portfolio
|
Q2 2024
Reduced 13.28%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,042
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
12,945
shares
|
$1.9 Million
0.5% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
12,921
shares
|
$1.89 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
12,801
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
12,629
shares
|
$1.85 Million
0.49% of portfolio
|
Q4 2024
Added 105.18%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
12,526
shares
|
$1.83 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,519
shares
|
$1.83 Million
0.37% of portfolio
|
Q2 2024
Added 94.55%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
12,506
shares
|
$1.83 Million
1.9% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
12,482
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
12,481
shares
|
$1.83 Million
1.27% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
12,463
shares
|
$1.82 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
12,442
shares
|
$1.82 Million
4.68% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$1.82 Million
1.27% of portfolio
|
Q4 2024
Reduced 28.79%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
12,357
shares
|
$1.81 Million
0.42% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
12,306
shares
|
$1.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 53.96%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
12,292
shares
|
$1.8 Million
0.32% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
12,271
shares
|
$1.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
12,247
shares
|
$1.79 Million
0.42% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
12,233
shares
|
$1.79 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
12,160
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Added 18.32%
|