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 |
|---|---|---|---|---|---|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
2,818
shares
|
$412,639
0.06% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,807
shares
|
$411,029
0.05% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,806
shares
|
$410,882
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
2,800
shares
|
$410,004
0.09% of portfolio
|
Q4 2024
Reduced 45.8%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,791
shares
|
$408,686
0.06% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
2,791
shares
|
$408,686
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,790
shares
|
$408,539
0.3% of portfolio
|
Q4 2024
Reduced 70.82%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,788
shares
|
$408,246
0.04% of portfolio
|
Q4 2024
Reduced 90.29%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,786
shares
|
$407,953
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,782
shares
|
$407,368
0.02% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,778
shares
|
$406,782
0.05% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$404,146
0.18% of portfolio
|
Q1 2023
Added 27.78%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
2,760
shares
|
$404,146
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
2,755
shares
|
$403,414
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,750
shares
|
$402,682
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,747
shares
|
$402,243
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
2,745
shares
|
$401,950
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
2,735
shares
|
$400,486
0.05% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
2,724
shares
|
$398,875
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,721
shares
|
$398,436
0.01% of portfolio
|
Q4 2024
Reduced 19.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,705
shares
|
$396,093
0.0% of portfolio
|
Q4 2024
Added 51.71%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,703
shares
|
$395,800
0.05% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,699
shares
|
$395,214
0.24% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,683
shares
|
$392,871
0.17% of portfolio
|
Q4 2023
Added 6.94%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
2,681
shares
|
$392,578
0.17% of portfolio
|
Q4 2024
Reduced 85.05%
|