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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
531
shares
|
$77,754
0.01% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
526
shares
|
$77,022
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
521
shares
|
$76,290
0.03% of portfolio
|
Q4 2022
Reduced 36.15%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
513
shares
|
$75,118
0.02% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
507
shares
|
$74,240
0.02% of portfolio
|
Q4 2024
Added 39.29%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
500
shares
|
$73,215
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
485
shares
|
$71,018
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
480
shares
|
$70,286
0.01% of portfolio
|
Q2 2022
Reduced 21.31%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
477
shares
|
$69,847
0.0% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
453
shares
|
$66,332
0.01% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
448
shares
|
$65,600
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
434
shares
|
$63,550
0.01% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
431
shares
|
$63,111
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
424
shares
|
$62,086
0.01% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
423
shares
|
$61,939
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
406
shares
|
$59,450
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
400
shares
|
$58,572
0.02% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
396
shares
|
$57,986
0.0% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
391
shares
|
$57,254
0.03% of portfolio
|
Q3 2020
Reduced 20.37%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
375
shares
|
$54,911
0.03% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
373
shares
|
$54,618
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
370
shares
|
$54,179
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
369
shares
|
$54,032
0.01% of portfolio
|
Q2 2024
Reduced 63.86%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
366
shares
|
$53,593
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
360
shares
|
$52,714
0.0% of portfolio
|
Q3 2024
Reduced 60.66%
|