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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,156
shares
|
$1.78 Million
0.43% of portfolio
|
Q1 2024
Added 306.96%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,152
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
12,145
shares
|
$1.78 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
12,055
shares
|
$1.77 Million
1.46% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
12,055
shares
|
$1.77 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,000
shares
|
$1.76 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
11,932
shares
|
$1.75 Million
0.21% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
11,926
shares
|
$1.75 Million
0.78% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
11,925
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
11,905
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
Added 62.17%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
11,881
shares
|
$1.74 Million
0.24% of portfolio
|
Q4 2024
Added 75.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
11,826
shares
|
$1.73 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,789
shares
|
$1.73 Million
1.09% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
11,761
shares
|
$1.72 Million
1.24% of portfolio
|
Q3 2022
Added 10.34%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
11,664
shares
|
$1.71 Million
0.14% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Feb 18, 2025 Q4 2024 |
11,650
shares
|
$1.71 Million
1.92% of portfolio
|
Q4 2024
Added 97.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,609
shares
|
$1.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,574
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
11,570
shares
|
$1.69 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
11,454
shares
|
$1.68 Million
1.2% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
11,413
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
11,400
shares
|
$1.67 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11,387
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 1479.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
11,378
shares
|
$1.67 Million
0.67% of portfolio
|
Q4 2024
Reduced 26.79%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
11,352
shares
|
$1.66 Million
0.98% of portfolio
|
Q4 2024
Added 0.01%
|