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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$43,929
0.01% of portfolio
|
Q1 2022
Reduced 44.65%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
300
shares
|
$43,929
0.01% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
300
shares
|
$43,929
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
300
shares
|
$43,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
291
shares
|
$42,611
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
280
shares
|
$41,000
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
277
shares
|
$40,561
0.01% of portfolio
|
Q4 2024
Added 147.32%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
272
shares
|
$39,828
0.02% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
255
shares
|
$37,339
0.01% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
250
shares
|
$36,607
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
247
shares
|
$36,168
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
246
shares
|
$36,021
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
242
shares
|
$35,436
0.0% of portfolio
|
Q1 2024
Reduced 46.1%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
240
shares
|
$35,143
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
232
shares
|
$33,971
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
228
shares
|
$33,386
0.02% of portfolio
|
Q1 2024
Reduced 67.0%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
226
shares
|
$33,093
0.0% of portfolio
|
Q4 2024
Reduced 55.51%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
226
shares
|
$33,093
0.02% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
223
shares
|
$32,653
0.02% of portfolio
|
Q3 2023
Reduced 79.12%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
219
shares
|
$32,068
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
213
shares
|
$31,189
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
208
shares
|
$30,457
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
205
shares
|
$30,018
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
204
shares
|
$29,871
0.01% of portfolio
|
Q4 2024
Reduced 47.15%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
203
shares
|
$29,725
0.01% of portfolio
|
Q3 2019
Reduced 19.76%
|