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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,009
shares
|
$440,607
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$439,290
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$439,290
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,998
shares
|
$438,997
0.03% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,989
shares
|
$437,679
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,987
shares
|
$437,386
0.07% of portfolio
|
Q2 2024
Added 226.81%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,983
shares
|
$436,800
0.01% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,968
shares
|
$434,604
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,968
shares
|
$434,604
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
2,967
shares
|
$434,457
0.21% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,921
shares
|
$427,722
0.02% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
2,915
shares
|
$426,843
0.18% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,913
shares
|
$426,550
0.16% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
2,909
shares
|
$425,964
0.07% of portfolio
|
Q4 2024
Reduced 88.47%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
2,895
shares
|
$423,914
0.11% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
2,894
shares
|
$423,768
0.13% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
2,856
shares
|
$418,204
0.2% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
2,847
shares
|
$416,886
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,841
shares
|
$416,007
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,840
shares
|
$415,861
0.07% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
2,839
shares
|
$415,714
0.04% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,838
shares
|
$415,568
0.15% of portfolio
|
Q4 2024
Reduced 55.76%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
2,832
shares
|
$414,689
0.02% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,831
shares
|
$414,543
0.11% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
2,823
shares
|
$413,371
0.16% of portfolio
|
Q4 2024
Added 84.75%
|