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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
1,820
shares
|
$266,502
0.2% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,820
shares
|
$266,502
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,817
shares
|
$266,063
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,815
shares
|
$265,770
0.09% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
1,808
shares
|
$264,745
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,802
shares
|
$263,866
0.03% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
1,801
shares
|
$263,720
0.03% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
1,800
shares
|
$263,574
0.06% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,799
shares
|
$263,427
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
1,795
shares
|
$262,841
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,789
shares
|
$261,963
0.02% of portfolio
|
Q2 2024
Reduced 47.98%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,788
shares
|
$261,816
0.08% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,788
shares
|
$261,816
0.08% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
1,782
shares
|
$260,938
0.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,782
shares
|
$260,938
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
1,774
shares
|
$259,766
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
1,770
shares
|
$259,181
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,760
shares
|
$257,716
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
1,758
shares
|
$257,423
0.05% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
1,756
shares
|
$257,131
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,753
shares
|
$256,691
0.07% of portfolio
|
Q4 2022
Reduced 6.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,748
shares
|
$255,959
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,747
shares
|
$255,813
0.02% of portfolio
|
Q4 2024
Added 97.18%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,743
shares
|
$255,227
0.16% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
1,739
shares
|
$254,641
0.09% of portfolio
|
Q1 2024
Added 5.84%
|