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 |
|---|---|---|---|---|---|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
7,736
shares
|
$1.13 Million
0.28% of portfolio
|
Q4 2024
Added 33.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
7,727
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
7,687
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
7,633
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
7,622
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,619
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 46.16%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
7,615
shares
|
$1.12 Million
0.49% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
7,609
shares
|
$1.11 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
7,604
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
7,596
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
7,583
shares
|
$1.11 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
7,417
shares
|
$1.09 Million
0.46% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,412
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,408
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
7,407
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
7,402
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 62.25%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
7,394
shares
|
$1.08 Million
1.49% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
7,365
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
Added 29.67%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
7,364
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,360
shares
|
$1.08 Million
0.38% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
7,354
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
7,346
shares
|
$1.08 Million
1.16% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,305
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
7,292
shares
|
$1.07 Million
0.94% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
7,281
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.93%
|