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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,680
shares
|
$685,292
0.21% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
4,675
shares
|
$684,560
0.33% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
4,673
shares
|
$684,267
0.23% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
4,669
shares
|
$683,681
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
4,654
shares
|
$681,485
0.15% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
4,646
shares
|
$680,313
0.17% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
4,640
shares
|
$679,435
0.07% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,620
shares
|
$676,506
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,617
shares
|
$676,067
0.53% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,605
shares
|
$674,310
0.12% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
4,604
shares
|
$674,163
0.16% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
4,583
shares
|
$671,088
0.44% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
4,575
shares
|
$669,917
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,568
shares
|
$668,892
0.06% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,567
shares
|
$668,745
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,564
shares
|
$668,306
0.26% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
4,536
shares
|
$664,206
0.07% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,518
shares
|
$661,570
0.03% of portfolio
|
Q4 2024
Added 31.61%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,511
shares
|
$660,545
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
4,506
shares
|
$659,813
0.43% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
4,500
shares
|
$658,935
0.05% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,479
shares
|
$655,859
0.1% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
4,475
shares
|
$655,274
0.2% of portfolio
|
Q4 2024
Added 56.85%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,467
shares
|
$654,102
0.34% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,467
shares
|
$654,102
0.0% of portfolio
|
Q4 2024
Reduced 24.33%
|