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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,491
shares
|
$364,757
0.01% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
2,490
shares
|
$364,610
0.05% of portfolio
|
Q4 2024
Reduced 96.8%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,486
shares
|
$364,024
0.06% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
2,484
shares
|
$363,732
0.05% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,484
shares
|
$363,732
0.18% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
2,483
shares
|
$363,585
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
2,480
shares
|
$363,146
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,456
shares
|
$359,632
0.17% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
2,451
shares
|
$358,899
0.13% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,450
shares
|
$358,753
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,445
shares
|
$358,021
0.0% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,440
shares
|
$357,289
0.27% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,435
shares
|
$356,557
0.1% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,433
shares
|
$356,264
0.05% of portfolio
|
Q4 2024
Added 143.3%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
2,425
shares
|
$355,092
0.23% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,421
shares
|
$354,507
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
2,418
shares
|
$354,067
0.01% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
2,416
shares
|
$353,774
0.09% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
2,409
shares
|
$352,749
0.15% of portfolio
|
Q4 2024
Added 38.29%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
2,400
shares
|
$351,432
0.09% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,400
shares
|
$351,432
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,397
shares
|
$350,992
0.06% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,394
shares
|
$350,553
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
2,394
shares
|
$350,553
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,391
shares
|
$350,114
0.0% of portfolio
|
Q4 2024
Added 11.78%
|