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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,390
shares
|
$496,397
0.03% of portfolio
|
Q4 2023
Reduced 29.15%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
3,385
shares
|
$495,665
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,377
shares
|
$494,494
0.04% of portfolio
|
Q4 2024
Reduced 59.39%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
3,370
shares
|
$493,469
0.25% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
3,366
shares
|
$492,883
0.02% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
3,353
shares
|
$490,979
0.14% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
3,334
shares
|
$488,197
0.23% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
3,323
shares
|
$486,586
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,314
shares
|
$485,269
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
3,302
shares
|
$483,511
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,300
shares
|
$483,219
0.11% of portfolio
|
Q3 2021
Reduced 1.79%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
3,299
shares
|
$483,072
0.29% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
3,293
shares
|
$482,193
0.15% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
3,284
shares
|
$480,876
0.18% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
3,283
shares
|
$480,729
0.19% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,282
shares
|
$480,583
0.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
3,273
shares
|
$479,265
0.15% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
3,263
shares
|
$477,801
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
3,254
shares
|
$476,483
0.02% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,247
shares
|
$475,458
0.04% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,243
shares
|
$474,872
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
3,242
shares
|
$474,726
0.16% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,223
shares
|
$471,943
0.02% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,211
shares
|
$470,186
0.09% of portfolio
|
Q4 2024
Reduced 36.35%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,207
shares
|
$469,601
0.03% of portfolio
|
Q2 2022
Added 6.33%
|