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 |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
3,960
shares
|
$579,862
0.1% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,956
shares
|
$579,277
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,955
shares
|
$579,130
0.18% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,952
shares
|
$578,691
0.07% of portfolio
|
Q3 2022
Reduced 4.82%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
3,950
shares
|
$578,398
0.04% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
3,950
shares
|
$578,398
0.24% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
3,950
shares
|
$578,398
0.36% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
3,943
shares
|
$577,373
0.01% of portfolio
|
Q4 2022
Reduced 3.19%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,939
shares
|
$576,787
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
3,929
shares
|
$575,323
0.02% of portfolio
|
Q4 2024
Added 35.76%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,885
shares
|
$568,880
0.05% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
3,882
shares
|
$568,441
0.16% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,875
shares
|
$567,416
0.04% of portfolio
|
Q4 2024
Added 90.98%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,875
shares
|
$567,416
0.04% of portfolio
|
Q2 2022
Reduced 22.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,873
shares
|
$567,123
0.07% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
3,869
shares
|
$566,537
0.12% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,869
shares
|
$566,537
0.42% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,859
shares
|
$565,073
0.19% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
3,842
shares
|
$562,584
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,837
shares
|
$561,851
0.03% of portfolio
|
Q3 2022
Added 46.73%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
3,833
shares
|
$561,266
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
3,828
shares
|
$560,534
0.16% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
3,822
shares
|
$559,655
0.18% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,804
shares
|
$557,019
0.04% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
3,789
shares
|
$554,823
0.12% of portfolio
|
Q4 2024
Added 1.99%
|