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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
100
shares
|
$14,643
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
100
shares
|
$14,643
0.01% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
100
shares
|
$14,643
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
97
shares
|
$14,203
0.0% of portfolio
|
Q4 2024
Reduced 29.71%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
96
shares
|
$14,057
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
95
shares
|
$13,910
0.0% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
94
shares
|
$13,764
0.0% of portfolio
|
Q4 2024
Reduced 72.35%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
92
shares
|
$13,471
0.0% of portfolio
|
Q1 2024
Added 9.52%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
92
shares
|
$13,471
0.0% of portfolio
|
Q4 2024
Reduced 90.63%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
92
shares
|
$13,471
0.0% of portfolio
|
Q3 2024
Reduced 98.33%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
91
shares
|
$13,325
0.01% of portfolio
|
Q1 2024
Reduced 21.55%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
91
shares
|
$13,325
0.03% of portfolio
|
Q3 2024
Reduced 37.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
91
shares
|
$13,325
0.0% of portfolio
|
Q2 2024
Reduced 76.36%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
89
shares
|
$13,032
0.01% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
88
shares
|
$12,885
0.0% of portfolio
|
Q4 2023
Reduced 14.56%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
84
shares
|
$12,300
0.0% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
81
shares
|
$11,860
0.0% of portfolio
|
Q4 2024
Reduced 28.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
79
shares
|
$11,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
78
shares
|
$11,421
0.0% of portfolio
|
Q4 2024
Added 387.5%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$10,982
0.0% of portfolio
|
Q1 2024
Reduced 97.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
74
shares
|
$10,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
73
shares
|
$10,689
0.0% of portfolio
|
Q4 2024
Reduced 72.45%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
73
shares
|
$10,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
71
shares
|
$10,396
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
71
shares
|
$10,396
0.0% of portfolio
|
Q2 2024
Added 1.43%
|