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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
6,380
shares
|
$934,223
0.54% of portfolio
|
Q4 2024
Reduced 32.39%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,368
shares
|
$932,466
0.02% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
6,357
shares
|
$930,855
0.37% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,344
shares
|
$928,951
0.23% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
6,340
shares
|
$928,366
0.08% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
6,322
shares
|
$925,730
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
6,312
shares
|
$924,266
0.1% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
6,294
shares
|
$921,630
0.38% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
6,262
shares
|
$916,944
0.25% of portfolio
|
Q4 2024
Reduced 88.72%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
6,249
shares
|
$915,041
0.17% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,247
shares
|
$914,748
0.0% of portfolio
|
Q4 2024
Added 61.3%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
6,245
shares
|
$914,455
0.31% of portfolio
|
Q4 2024
Added 337.32%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
6,235
shares
|
$912,991
0.08% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,234
shares
|
$912,844
0.17% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,200
shares
|
$907,866
1.38% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
6,177
shares
|
$904,498
0.24% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
6,169
shares
|
$903,326
0.28% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
6,148
shares
|
$900,251
0.07% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
6,145
shares
|
$899,812
0.12% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
6,117
shares
|
$895,712
0.09% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
6,109
shares
|
$894,540
0.02% of portfolio
|
Q4 2024
Added 41.64%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,065
shares
|
$888,097
0.76% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,064
shares
|
$887,951
0.48% of portfolio
|
Q4 2024
Added 37.01%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
6,061
shares
|
$887,512
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
6,021
shares
|
$881,655
0.63% of portfolio
|
Q4 2024
Added 17.83%
|