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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
352
shares
|
$51,543
0.01% of portfolio
|
Q2 2024
Reduced 11.34%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
352
shares
|
$51,543
0.0% of portfolio
|
Q4 2023
Added 7.98%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
350
shares
|
$51,250
0.02% of portfolio
|
Q4 2024
Reduced 81.18%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
350
shares
|
$51,250
0.01% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
350
shares
|
$51,250
0.01% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
349
shares
|
$51,104
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
349
shares
|
$51,104
0.01% of portfolio
|
Q4 2024
Added 19.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
338
shares
|
$49,493
0.0% of portfolio
|
Q4 2024
Added 1777.78%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
338
shares
|
$49,493
0.02% of portfolio
|
Q4 2023
Added 0.6%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
336
shares
|
$49,200
0.01% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
333
shares
|
$48,761
0.02% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
325
shares
|
$47,589
0.02% of portfolio
|
Q3 2021
Reduced 1.22%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
324
shares
|
$47,443
0.03% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
320
shares
|
$46,857
0.01% of portfolio
|
Q4 2024
Reduced 51.59%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
319
shares
|
$46,711
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
315
shares
|
$46,125
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
314
shares
|
$45,979
0.0% of portfolio
|
Q2 2023
Reduced 49.19%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
311
shares
|
$45,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
311
shares
|
$45,539
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
310
shares
|
$45,393
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
308
shares
|
$45,100
0.0% of portfolio
|
Q2 2023
Added 14.07%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
305
shares
|
$44,661
0.02% of portfolio
|
Q2 2024
Reduced 82.47%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
305
shares
|
$44,661
0.01% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
303
shares
|
$44,368
0.01% of portfolio
|
Q2 2023
Added 13.48%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
300
shares
|
$43,929
0.07% of portfolio
|
Q3 2022
New holding
|