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 1,972 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 |
|---|---|---|---|---|---|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
3,788
shares
|
$554,676
0.06% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
3,787
shares
|
$554,530
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
3,775
shares
|
$552,773
0.02% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,773
shares
|
$552,480
0.34% of portfolio
|
Q4 2024
Reduced 40.08%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,759
shares
|
$550,430
0.29% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,755
shares
|
$549,844
0.2% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
3,753
shares
|
$549,551
0.04% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
3,749
shares
|
$548,966
0.21% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,722
shares
|
$545,012
0.02% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
3,704
shares
|
$542,376
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
3,675
shares
|
$538,130
0.03% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,666
shares
|
$536,812
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,663
shares
|
$536,373
0.17% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
3,661
shares
|
$536,080
0.19% of portfolio
|
Q4 2024
Added 50.41%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
3,661
shares
|
$536,080
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
3,658
shares
|
$535,640
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
3,636
shares
|
$532,419
0.12% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,632
shares
|
$531,833
0.04% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,615
shares
|
$529,344
0.24% of portfolio
|
Q4 2024
Added 1269.32%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
3,614
shares
|
$529,198
0.06% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,599
shares
|
$527,001
0.38% of portfolio
|
Q4 2024
Reduced 72.09%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
3,596
shares
|
$526,562
0.06% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,588
shares
|
$525,390
0.11% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,584
shares
|
$524,805
0.01% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,580
shares
|
$524,219
0.06% of portfolio
|
Q2 2024
Reduced 23.5%
|