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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,971
shares
|
$727,903
0.05% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
4,968
shares
|
$727,464
0.08% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
4,962
shares
|
$726,585
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
4,953
shares
|
$725,267
0.04% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,939
shares
|
$723,217
0.0% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,932
shares
|
$722,192
0.25% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
4,908
shares
|
$718,678
0.57% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,885
shares
|
$715,310
0.26% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
4,881
shares
|
$714,724
0.18% of portfolio
|
Q4 2024
Added 171.62%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,876
shares
|
$713,992
0.9% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
4,875
shares
|
$713,846
0.01% of portfolio
|
Q1 2023
Added 1.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
4,866
shares
|
$712,528
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,837
shares
|
$708,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,826
shares
|
$706,671
0.01% of portfolio
|
Q4 2024
Added 52.34%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,819
shares
|
$705,646
0.07% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
4,803
shares
|
$703,303
0.0% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,788
shares
|
$701,106
0.06% of portfolio
|
Q4 2024
Added 18.9%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,783
shares
|
$700,374
0.08% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,771
shares
|
$698,617
0.15% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
4,766
shares
|
$697,885
0.25% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
4,763
shares
|
$697,446
0.3% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
4,752
shares
|
$695,835
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
4,731
shares
|
$692,760
0.21% of portfolio
|
Q2 2024
Reduced 81.43%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
4,686
shares
|
$686,170
0.11% of portfolio
|
Q4 2024
Reduced 35.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
4,683
shares
|
$685,731
0.06% of portfolio
|
Q4 2024
Added 19.74%
|