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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,593
shares
|
$818,982
0.02% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
5,593
shares
|
$818,982
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,581
shares
|
$817,225
0.02% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
5,554
shares
|
$813,272
0.33% of portfolio
|
Q4 2024
Reduced 38.6%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,553
shares
|
$813,125
0.17% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
5,542
shares
|
$811,515
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
5,512
shares
|
$807,122
0.42% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
5,511
shares
|
$806,975
0.01% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,507
shares
|
$806,390
0.16% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
5,505
shares
|
$806,097
0.44% of portfolio
|
Q4 2024
Added 39.02%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,484
shares
|
$803,022
0.38% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,478
shares
|
$802,143
0.23% of portfolio
|
Q4 2024
Reduced 90.67%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
5,465
shares
|
$800,239
0.84% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
5,459
shares
|
$799,361
0.04% of portfolio
|
Q4 2024
Added 69.43%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,446
shares
|
$797,457
0.1% of portfolio
|
Q4 2024
Reduced 92.9%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
5,446
shares
|
$797,457
0.37% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
5,445
shares
|
$797,311
0.14% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
5,406
shares
|
$791,600
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
5,400
shares
|
$790,722
0.05% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,396
shares
|
$790,136
0.02% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
5,391
shares
|
$789,404
0.2% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
5,383
shares
|
$788,232
0.04% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
5,366
shares
|
$785,743
0.07% of portfolio
|
Q4 2024
Added 265.53%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
5,358
shares
|
$784,571
0.21% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
5,346
shares
|
$782,814
1.23% of portfolio
|
Q2 2022
Reduced 3.36%
|