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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,341
shares
|
$782,082
0.03% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,318
shares
|
$778,714
0.06% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,310
shares
|
$777,543
0.03% of portfolio
|
Q4 2024
Added 46.36%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
5,279
shares
|
$773,003
0.0% of portfolio
|
Q4 2024
Added 280.61%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,267
shares
|
$771,246
0.05% of portfolio
|
Q4 2024
Reduced 35.99%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
5,264
shares
|
$770,807
0.06% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
5,254
shares
|
$769,343
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,242
shares
|
$767,586
0.3% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,224
shares
|
$764,950
0.02% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,166
shares
|
$756,457
0.02% of portfolio
|
Q4 2022
Added 9.54%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,162
shares
|
$755,871
0.13% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
5,160
shares
|
$755,578
0.06% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
5,152
shares
|
$754,407
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
5,147
shares
|
$753,675
0.53% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
5,141
shares
|
$752,796
0.08% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,126
shares
|
$750,600
0.1% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,116
shares
|
$749,135
0.04% of portfolio
|
Q1 2021
Added 0.29%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
5,114
shares
|
$748,843
0.15% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
5,094
shares
|
$745,914
0.17% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,031
shares
|
$736,689
0.19% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
5,024
shares
|
$735,664
0.07% of portfolio
|
Q4 2024
Reduced 29.96%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,013
shares
|
$734,053
0.36% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,003
shares
|
$732,589
0.11% of portfolio
|
Q4 2024
Reduced 33.36%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$732,150
0.01% of portfolio
|
Q3 2020
Reduced 54.55%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$732,150
0.61% of portfolio
|
Q4 2024
New holding
|