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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
142
shares
|
$20,793
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
141
shares
|
$20,646
0.01% of portfolio
|
Q1 2022
Reduced 82.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
135
shares
|
$19,768
0.0% of portfolio
|
Q1 2023
Reduced 40.27%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
132
shares
|
$19,328
0.01% of portfolio
|
Q1 2020
Added 144.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
132
shares
|
$19,328
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
130
shares
|
$19,035
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
127
shares
|
$18,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
124
shares
|
$18,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
124
shares
|
$18,157
0.0% of portfolio
|
Q4 2024
Reduced 99.75%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
122
shares
|
$17,864
0.01% of portfolio
|
Q1 2024
Added 17.31%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
121
shares
|
$17,718
0.01% of portfolio
|
Q4 2020
Reduced 19.87%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
120
shares
|
$17,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
120
shares
|
$17,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
119
shares
|
$17,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
117
shares
|
$17,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
116
shares
|
$16,985
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
115
shares
|
$16,839
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
115
shares
|
$16,839
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
113
shares
|
$16,546
0.01% of portfolio
|
Q3 2024
Reduced 57.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
110
shares
|
$16,107
0.0% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
109
shares
|
$15,960
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
105
shares
|
$15,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
105
shares
|
$15,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
104
shares
|
$15,228
0.0% of portfolio
|
Q4 2024
Reduced 34.59%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
101
shares
|
$14,789
0.0% of portfolio
|
Q3 2024
New holding
|