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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,126
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.49%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,122
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2023
Reduced 41.94%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,090
shares
|
$1.18 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
8,090
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 89.7%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
8,080
shares
|
$1.18 Million
0.4% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,073
shares
|
$1.18 Million
0.27% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
8,065
shares
|
$1.18 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
8,025
shares
|
$1.18 Million
0.36% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
8,006
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
8,005
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,960
shares
|
$1.17 Million
0.63% of portfolio
|
Q2 2023
Added 25.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
7,954
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
7,952
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
7,928
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
7,918
shares
|
$1.16 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
7,916
shares
|
$1.16 Million
0.28% of portfolio
|
Q4 2024
Added 217.4%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,894
shares
|
$1.16 Million
1.06% of portfolio
|
Q3 2024
Added 184.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,887
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
7,867
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,865
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,851
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 86.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,829
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 111.02%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,791
shares
|
$1.14 Million
0.53% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
7,789
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
7,751
shares
|
$1.13 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.59%
|