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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
10,523
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
10,500
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Feb 14, 2025 Q4 2024 |
10,500
shares
|
$1.54 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,493
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,452
shares
|
$1.53 Million
0.33% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,424
shares
|
$1.53 Million
0.14% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
10,381
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
10,331
shares
|
$1.51 Million
0.72% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
10,330
shares
|
$1.51 Million
0.25% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
10,269
shares
|
$1.5 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,199
shares
|
$1.49 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.84%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
10,157
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
10,132
shares
|
$1.48 Million
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
10,132
shares
|
$1.48 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
10,110
shares
|
$1.48 Million
0.1% of portfolio
|
Q4 2023
Reduced 2.38%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,027
shares
|
$1.47 Million
0.96% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,008
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,992
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
9,980
shares
|
$1.46 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
9,938
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
9,882
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,861
shares
|
$1.44 Million
0.2% of portfolio
|
Q2 2023
Added 3.48%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
9,855
shares
|
$1.44 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
9,826
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2024
Reduced 28.34%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,792
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Added 61.96%
|