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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,505
shares
|
$220,377
0.07% of portfolio
|
Q4 2023
Reduced 15.45%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$219,645
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
1,493
shares
|
$218,619
0.11% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,491
shares
|
$218,327
0.2% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,489
shares
|
$218,034
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,483
shares
|
$217,155
0.04% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
1,478
shares
|
$216,423
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,475
shares
|
$215,984
0.06% of portfolio
|
Q4 2024
Reduced 21.33%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,470
shares
|
$215,252
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
1,469
shares
|
$215,105
0.05% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,467
shares
|
$214,812
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,465
shares
|
$214,519
0.07% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
1,463
shares
|
$214,227
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
1,460
shares
|
$213,787
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,460
shares
|
$213,787
0.08% of portfolio
|
Q4 2024
Reduced 45.36%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,454
shares
|
$212,909
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
1,454
shares
|
$212,909
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,437
shares
|
$210,419
0.0% of portfolio
|
Q3 2024
Reduced 65.11%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
1,425
shares
|
$208,662
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,386
shares
|
$202,951
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,382
shares
|
$202,366
0.01% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,367
shares
|
$200,169
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,362
shares
|
$199,437
0.16% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,359
shares
|
$198,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
1,358
shares
|
$198,851
0.09% of portfolio
|
Q4 2024
Reduced 93.93%
|