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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
3,176
shares
|
$465,061
0.08% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
3,174
shares
|
$464,768
0.11% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
3,148
shares
|
$460,961
0.04% of portfolio
|
Q4 2024
Reduced 30.84%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,148
shares
|
$460,961
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,148
shares
|
$460,961
0.05% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
3,145
shares
|
$460,522
0.06% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,144
shares
|
$460,375
0.0% of portfolio
|
Q4 2024
Added 90.78%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,139
shares
|
$459,643
0.15% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,131
shares
|
$458,472
0.09% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,116
shares
|
$456,275
0.05% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
3,099
shares
|
$453,786
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,083
shares
|
$451,443
0.03% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
3,081
shares
|
$451,150
0.04% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,077
shares
|
$450,565
0.19% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
3,074
shares
|
$450,125
0.11% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
3,071
shares
|
$449,686
0.43% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
3,071
shares
|
$449,686
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,069
shares
|
$449,393
0.15% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,057
shares
|
$447,636
0.16% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,055
shares
|
$447,343
0.1% of portfolio
|
Q1 2023
Reduced 12.29%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,052
shares
|
$446,904
0.01% of portfolio
|
Q4 2024
Reduced 28.84%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,046
shares
|
$446,025
0.04% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,034
shares
|
$444,268
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,016
shares
|
$441,632
0.05% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
3,011
shares
|
$440,900
0.04% of portfolio
|
Q4 2024
Added 15.41%
|