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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
69
shares
|
$10,103
0.0% of portfolio
|
Q4 2022
Added 263.16%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
66
shares
|
$9,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
66
shares
|
$9,664
0.01% of portfolio
|
Q4 2024
Reduced 69.44%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
66
shares
|
$9,664
0.01% of portfolio
|
Q4 2024
Reduced 69.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
65
shares
|
$9,517
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
64
shares
|
$9,371
0.0% of portfolio
|
Q3 2021
Reduced 91.11%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
64
shares
|
$9,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
63
shares
|
$9,225
0.0% of portfolio
|
Q4 2024
Reduced 42.73%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
58
shares
|
$8,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
54
shares
|
$7,907
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
51
shares
|
$7,467
0.0% of portfolio
|
Q1 2023
Reduced 53.64%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
50
shares
|
$7,321
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
50
shares
|
$7,321
0.0% of portfolio
|
Q4 2024
Reduced 91.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$7,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
45
shares
|
$6,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
45
shares
|
$6,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
42
shares
|
$6,150
0.01% of portfolio
|
Q4 2024
Reduced 51.72%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$5,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
39
shares
|
$5,710
0.0% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
32
shares
|
$4,685
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
30
shares
|
$4,392
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
29
shares
|
$4,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$4,100
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
28
shares
|
$4,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
27
shares
|
$3,953
0.0% of portfolio
|
Q4 2024
New holding
|