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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
11,259
shares
|
$1.65 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
11,159
shares
|
$1.63 Million
1.15% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
11,155
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
11,154
shares
|
$1.63 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
11,145
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.05%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
11,129
shares
|
$1.63 Million
0.37% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
11,109
shares
|
$1.63 Million
1.13% of portfolio
|
Q4 2024
Reduced 59.28%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
11,071
shares
|
$1.62 Million
0.36% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,033
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 45.34%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
10,993
shares
|
$1.61 Million
0.82% of portfolio
|
Q4 2024
Added 42.08%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
10,978
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
10,944
shares
|
$1.6 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
10,883
shares
|
$1.59 Million
0.9% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
10,839
shares
|
$1.59 Million
0.42% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,819
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,799
shares
|
$1.58 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
10,770
shares
|
$1.58 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,704
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
10,687
shares
|
$1.56 Million
0.38% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,675
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
10,673
shares
|
$1.56 Million
0.37% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
10,570
shares
|
$1.55 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
10,570
shares
|
$1.55 Million
0.27% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
10,547
shares
|
$1.54 Million
0.29% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,530
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 0.78%
|