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 |
|---|---|---|---|---|---|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
3,565
shares
|
$522,022
0.38% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,562
shares
|
$521,583
0.02% of portfolio
|
Q1 2024
Reduced 71.24%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,559
shares
|
$521,144
0.27% of portfolio
|
Q4 2024
Added 52.49%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
3,558
shares
|
$520,997
0.1% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,552
shares
|
$520,119
0.37% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,530
shares
|
$516,897
0.06% of portfolio
|
Q4 2022
Added 35.15%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
3,529
shares
|
$516,751
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,512
shares
|
$514,262
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
3,511
shares
|
$514,115
0.06% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
3,500
shares
|
$512,505
0.28% of portfolio
|
Q2 2023
Reduced 30.0%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
3,493
shares
|
$511,479
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
3,490
shares
|
$511,040
0.15% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,485
shares
|
$510,308
0.37% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
3,476
shares
|
$508,990
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,470
shares
|
$508,112
0.01% of portfolio
|
Q3 2022
Added 100.35%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,466
shares
|
$507,526
0.14% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
3,458
shares
|
$506,354
0.18% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
3,454
shares
|
$505,769
0.09% of portfolio
|
Q4 2024
Added 159.7%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,451
shares
|
$505,329
0.4% of portfolio
|
Q4 2022
Reduced 9.64%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,442
shares
|
$504,012
0.15% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
3,437
shares
|
$503,279
0.12% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
3,433
shares
|
$502,694
0.08% of portfolio
|
Q4 2024
Added 75.87%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,432
shares
|
$502,547
0.1% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,423
shares
|
$501,229
0.01% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,402
shares
|
$498,154
0.07% of portfolio
|
Q4 2024
Added 0.24%
|