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 1,926 institutions that hold shares in the stock, with a total of 202 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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,620
shares
|
$8.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 63.6%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
55,337
shares
|
$8.06 Million
0.52% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
55,231
shares
|
$8.04 Million
0.69% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
54,998
shares
|
$8.01 Million
0.75% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
54,961
shares
|
$8.01 Million
1.91% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
54,722
shares
|
$7.97 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
54,019
shares
|
$7.87 Million
3.86% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
53,749
shares
|
$7.83 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
53,640
shares
|
$7.81 Million
0.71% of portfolio
|
Q4 2024
Reduced 69.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
53,640
shares
|
$7.81 Million
0.08% of portfolio
|
Q3 2024
Added 103.31%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
53,550
shares
|
$7.8 Million
3.68% of portfolio
|
Q2 2023
Added 6.41%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
53,545
shares
|
$7.8 Million
2.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
53,207
shares
|
$7.75 Million
0.81% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
52,832
shares
|
$7.7 Million
0.39% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
52,581
shares
|
$7.66 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
52,363
shares
|
$7.63 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
52,012
shares
|
$7.58 Million
1.21% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
51,974
shares
|
$7.57 Million
2.1% of portfolio
|
Q4 2024
Reduced 40.44%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
51,897
shares
|
$7.56 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
51,506
shares
|
$7.5 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
51,076
shares
|
$7.44 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
51,053
shares
|
$7.44 Million
0.6% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
49,936
shares
|
$7.27 Million
0.42% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
49,615
shares
|
$7.23 Million
0.01% of portfolio
|
Q3 2024
Added 77.71%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
49,365
shares
|
$7.19 Million
3.62% of portfolio
|
Q3 2024
Reduced 6.4%
|