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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
670
shares
|
$98,108
0.06% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
667
shares
|
$97,668
0.01% of portfolio
|
Q4 2024
Reduced 30.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
637
shares
|
$93,275
0.06% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
631
shares
|
$92,397
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
630
shares
|
$92,250
0.0% of portfolio
|
Q3 2024
Added 384.62%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
629
shares
|
$92,104
0.05% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
627
shares
|
$91,811
0.02% of portfolio
|
Q1 2022
Added 109.0%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
620
shares
|
$90,786
0.0% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
615
shares
|
$90,054
0.01% of portfolio
|
Q4 2024
Added 236.07%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
613
shares
|
$89,761
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
611
shares
|
$89,468
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
607
shares
|
$88,883
0.0% of portfolio
|
Q4 2024
Reduced 95.4%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
600
shares
|
$87,858
0.0% of portfolio
|
Q2 2024
Added 133.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
600
shares
|
$87,858
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
600
shares
|
$87,858
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
590
shares
|
$86,393
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
586
shares
|
$85,807
0.01% of portfolio
|
Q3 2024
Added 91.5%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
584
shares
|
$85,515
0.02% of portfolio
|
Q4 2024
Reduced 37.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
568
shares
|
$83,172
0.01% of portfolio
|
Q4 2022
Added 10.94%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
558
shares
|
$81,707
0.03% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
558
shares
|
$81,707
0.01% of portfolio
|
Q4 2024
Added 86.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
556
shares
|
$81,415
0.07% of portfolio
|
Q4 2024
Reduced 64.74%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
552
shares
|
$80,829
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
546
shares
|
$79,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
543
shares
|
$79,511
0.04% of portfolio
|
Q4 2024
Added 1.47%
|