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 |
|---|---|---|---|---|---|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$239,120
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,627
shares
|
$238,241
0.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,626
shares
|
$238,095
0.06% of portfolio
|
Q1 2023
Reduced 6.5%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,619
shares
|
$237,070
0.05% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,618
shares
|
$236,923
0.03% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,617
shares
|
$236,777
0.08% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
1,616
shares
|
$236,630
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,614
shares
|
$236,338
0.06% of portfolio
|
Q1 2024
Reduced 40.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
1,611
shares
|
$235,898
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
1,610
shares
|
$235,752
0.08% of portfolio
|
Q2 2022
Reduced 5.01%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,610
shares
|
$235,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
1,600
shares
|
$234,288
0.02% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
1,600
shares
|
$234,288
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
1,599
shares
|
$234,141
0.1% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,599
shares
|
$234,141
0.02% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,597
shares
|
$233,848
0.17% of portfolio
|
Q3 2023
Reduced 61.98%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,591
shares
|
$232,970
0.17% of portfolio
|
Q3 2021
Reduced 0.81%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,589
shares
|
$232,677
0.02% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
1,582
shares
|
$231,652
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,567
shares
|
$229,455
0.08% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,563
shares
|
$228,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,562
shares
|
$228,723
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
1,561
shares
|
$228,577
0.05% of portfolio
|
Q4 2024
Reduced 24.19%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,560
shares
|
$228,430
0.05% of portfolio
|
Q4 2019
Reduced 11.36%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
1,558
shares
|
$228,137
0.07% of portfolio
|
Q4 2024
Reduced 29.34%
|