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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
199,725
shares
|
$29.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
198,004
shares
|
$29 Million
2.18% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
197,654
shares
|
$28.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
194,080
shares
|
$28.4 Million
0.57% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
194,073
shares
|
$28.4 Million
1.7% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
193,403
shares
|
$28.3 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
191,250
shares
|
$28 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
187,633
shares
|
$27.5 Million
0.63% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
185,052
shares
|
$27.1 Million
0.81% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
177,543
shares
|
$26 Million
2.06% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
176,323
shares
|
$25.8 Million
0.04% of portfolio
|
Q4 2024
Added 47.41%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
175,639
shares
|
$25.7 Million
4.21% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
170,036
shares
|
$24.9 Million
0.02% of portfolio
|
Q4 2024
Added 46.42%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
166,785
shares
|
$24.4 Million
2.76% of portfolio
|
Q3 2022
Added 12.62%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
166,343
shares
|
$24.4 Million
0.01% of portfolio
|
Q4 2024
Added 24.48%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
164,450
shares
|
$24.1 Million
0.13% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
164,273
shares
|
$24.1 Million
2.92% of portfolio
|
Q2 2022
Added 0.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
163,821
shares
|
$24 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
161,943
shares
|
$23.7 Million
0.07% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
160,000
shares
|
$23.4 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
155,300
shares
|
$22.7 Million
30.02% of portfolio
|
Q4 2018
Reduced 41.65%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
154,353
shares
|
$22.6 Million
8.88% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
150,973
shares
|
$22.1 Million
3.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
150,194
shares
|
$22 Million
1.51% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Tiff Advisory Services Inc
|
Feb 06, 2025 Q4 2024 |
149,621
shares
|
$21.9 Million
6.7% of portfolio
|
Q2 2024
Reduced 47.79%
|