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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
2,385
shares
|
$349,235
0.04% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
2,379
shares
|
$348,356
0.23% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,375
shares
|
$347,771
0.07% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
2,372
shares
|
$347,331
0.19% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
2,363
shares
|
$346,014
0.15% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,363
shares
|
$346,014
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,344
shares
|
$343,231
0.01% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,328
shares
|
$340,889
0.0% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
2,319
shares
|
$339,571
0.17% of portfolio
|
Q2 2024
Reduced 24.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,315
shares
|
$338,985
0.06% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,311
shares
|
$338,399
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
2,303
shares
|
$337,228
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
2,298
shares
|
$336,496
0.03% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,296
shares
|
$336,203
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
2,289
shares
|
$335,178
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,286
shares
|
$334,738
0.15% of portfolio
|
Q4 2024
Added 46.26%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
2,278
shares
|
$333,567
0.05% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,277
shares
|
$333,421
0.09% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
2,277
shares
|
$333,421
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,276
shares
|
$333,274
0.12% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2,272
shares
|
$332,688
0.03% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,260
shares
|
$330,931
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,258
shares
|
$330,638
0.04% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,257
shares
|
$330,492
0.08% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
2,257
shares
|
$330,492
0.02% of portfolio
|
Q4 2024
Added 0.45%
|