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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
119,557
shares
|
$17.5 Million
0.55% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
118,598
shares
|
$17.4 Million
0.17% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
116,505
shares
|
$17.1 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
113,535
shares
|
$16.6 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
111,285
shares
|
$16.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 47.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
111,022
shares
|
$16.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
110,649
shares
|
$16.2 Million
3.78% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
109,887
shares
|
$16.1 Million
2.6% of portfolio
|
Q4 2024
Added 43.06%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
109,051
shares
|
$16 Million
0.61% of portfolio
|
Q4 2024
Added 1049.96%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
108,594
shares
|
$15.9 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
107,571
shares
|
$15.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 31.87%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
106,852
shares
|
$15.6 Million
3.62% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
106,641
shares
|
$15.6 Million
0.35% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
105,578
shares
|
$15.5 Million
3.38% of portfolio
|
Q4 2024
Added 23.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
103,689
shares
|
$15.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.19%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
102,805
shares
|
$15.1 Million
4.14% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
102,514
shares
|
$15 Million
2.26% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
102,324
shares
|
$15 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
101,986
shares
|
$14.9 Million
1.78% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
100,604
shares
|
$14.7 Million
1.46% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
100,469
shares
|
$14.7 Million
1.06% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
100,313
shares
|
$14.7 Million
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
100,250
shares
|
$14.7 Million
0.5% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
98,668
shares
|
$14.4 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
98,362
shares
|
$14.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 51.5%
|