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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,457
shares
|
$652,638
0.17% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
4,454
shares
|
$652,199
0.2% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
4,450
shares
|
$651,613
0.11% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,447
shares
|
$651,174
0.4% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
4,445
shares
|
$650,881
0.12% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
4,403
shares
|
$644,731
0.2% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
4,402
shares
|
$644,584
0.01% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,385
shares
|
$642,095
0.39% of portfolio
|
Q1 2023
Added 14.67%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
4,383
shares
|
$641,802
0.01% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,376
shares
|
$640,777
0.05% of portfolio
|
Q4 2022
Reduced 7.93%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
4,374
shares
|
$640,484
0.02% of portfolio
|
Q4 2024
Reduced 16.09%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,374
shares
|
$640,484
0.2% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,372
shares
|
$640,191
0.01% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
4,352
shares
|
$637,263
0.53% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
4,345
shares
|
$636,238
0.14% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,332
shares
|
$634,334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
4,327
shares
|
$633,602
0.11% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,281
shares
|
$626,866
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
4,258
shares
|
$623,498
0.11% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,248
shares
|
$622,034
0.13% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,242
shares
|
$621,156
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,240
shares
|
$620,863
0.07% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,240
shares
|
$620,863
0.02% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,225
shares
|
$618,666
0.21% of portfolio
|
Q2 2022
Added 8.28%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,213
shares
|
$616,909
0.08% of portfolio
|
Q4 2024
New holding
|