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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
2,672
shares
|
$391,260
0.07% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
2,647
shares
|
$387,600
0.13% of portfolio
|
Q4 2024
Reduced 41.31%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,621
shares
|
$383,793
0.11% of portfolio
|
Q4 2024
Reduced 86.01%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,617
shares
|
$383,207
0.04% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,606
shares
|
$381,596
0.08% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,606
shares
|
$381,596
0.11% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,603
shares
|
$381,157
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,597
shares
|
$380,278
0.02% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
2,594
shares
|
$379,839
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,565
shares
|
$375,592
0.19% of portfolio
|
Q4 2024
Reduced 95.84%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,560
shares
|
$374,860
0.06% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,556
shares
|
$374,275
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,556
shares
|
$374,275
0.07% of portfolio
|
Q4 2024
Added 78.87%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,541
shares
|
$372,078
0.01% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,540
shares
|
$371,932
0.26% of portfolio
|
Q2 2022
Reduced 18.59%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
2,532
shares
|
$370,760
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
2,523
shares
|
$369,442
0.18% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,515
shares
|
$368,271
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,513
shares
|
$367,978
0.04% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,513
shares
|
$367,978
0.04% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,511
shares
|
$367,685
0.02% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
2,506
shares
|
$366,953
0.09% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
2,500
shares
|
$366,075
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
2,492
shares
|
$364,903
0.06% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
2,492
shares
|
$364,903
0.08% of portfolio
|
Q3 2024
Added 1.59%
|