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 1,973 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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,777
shares
|
$992,356
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
6,775
shares
|
$992,063
0.15% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,770
shares
|
$991,331
0.09% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
6,762
shares
|
$990,159
0.35% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,729
shares
|
$985,327
0.02% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
6,714
shares
|
$983,131
0.84% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,705
shares
|
$981,813
0.11% of portfolio
|
Q4 2024
Reduced 78.67%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,685
shares
|
$978,884
0.08% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
6,659
shares
|
$975,077
0.07% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,647
shares
|
$973,320
0.03% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
6,625
shares
|
$970,098
0.0% of portfolio
|
Q4 2024
Reduced 60.11%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
6,625
shares
|
$970,098
0.4% of portfolio
|
Q4 2024
Reduced 69.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,568
shares
|
$961,752
0.06% of portfolio
|
Q4 2024
Reduced 62.94%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
6,555
shares
|
$959,848
0.08% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
6,541
shares
|
$957,798
0.02% of portfolio
|
Q3 2024
Added 55.07%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,529
shares
|
$956,041
0.59% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
6,505
shares
|
$952,527
0.26% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,482
shares
|
$949,159
0.18% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,475
shares
|
$948,134
0.02% of portfolio
|
Q4 2024
Reduced 89.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
6,453
shares
|
$944,912
0.05% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
6,433
shares
|
$941,984
0.05% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
6,421
shares
|
$940,227
0.06% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,411
shares
|
$938,762
0.03% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,403
shares
|
$937,591
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,397
shares
|
$936,712
0.09% of portfolio
|
Q2 2024
Reduced 18.56%
|