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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,083
shares
|
$158,583
0.1% of portfolio
|
Q4 2024
Reduced 95.98%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,065
shares
|
$155,947
0.02% of portfolio
|
Q3 2024
Reduced 26.7%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,056
shares
|
$154,630
0.02% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
1,050
shares
|
$153,751
0.08% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
1,050
shares
|
$153,751
0.01% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,036
shares
|
$151,701
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,027
shares
|
$150,383
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,027
shares
|
$150,383
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,019
shares
|
$149,212
0.01% of portfolio
|
Q1 2023
Added 43.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,016
shares
|
$148,772
0.01% of portfolio
|
Q2 2024
Added 95.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
999
shares
|
$146,283
0.05% of portfolio
|
Q4 2024
Added 258.06%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
970
shares
|
$142,037
0.01% of portfolio
|
Q3 2024
Reduced 30.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
962
shares
|
$140,865
0.02% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
961
shares
|
$140,719
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
958
shares
|
$140,279
0.06% of portfolio
|
Q4 2024
Added 150.13%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
936
shares
|
$137,058
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
934
shares
|
$136,765
0.01% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
931
shares
|
$136,326
0.05% of portfolio
|
Q1 2024
Reduced 41.48%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
928
shares
|
$135,887
0.01% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
921
shares
|
$134,862
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
900
shares
|
$131,787
0.06% of portfolio
|
Q2 2024
Reduced 40.98%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
891
shares
|
$130,469
0.02% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
873
shares
|
$127,833
0.03% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
870
shares
|
$127,394
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
865
shares
|
$126,661
0.0% of portfolio
|
Q4 2024
Reduced 16.83%
|