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 1,988 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 $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
37,488
shares
|
$5.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
37,444
shares
|
$5.5 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
37,063
shares
|
$5.45 Million
1.98% of portfolio
|
Q2 2022
Reduced 3.77%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
36,863
shares
|
$5.42 Million
0.5% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
36,850
shares
|
$5.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 92.15%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
36,766
shares
|
$5.4 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
36,574
shares
|
$5.37 Million
2.34% of portfolio
|
Q4 2024
Reduced 84.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
36,555
shares
|
$5.37 Million
0.09% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
36,544
shares
|
$5.37 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
36,366
shares
|
$5.34 Million
4.81% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
36,328
shares
|
$5.34 Million
1.07% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
36,232
shares
|
$5.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
36,226
shares
|
$5.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 79.8%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
36,010
shares
|
$5.29 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
35,999
shares
|
$5.29 Million
2.05% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
35,974
shares
|
$5.29 Million
2.58% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
35,494
shares
|
$5.21 Million
0.12% of portfolio
|
Q4 2024
Added 1694.44%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
35,445
shares
|
$5.21 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
35,283
shares
|
$5.18 Million
1.42% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
35,243
shares
|
$5.18 Million
0.33% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
35,163
shares
|
$5.17 Million
2.34% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
34,975
shares
|
$5.14 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
34,898
shares
|
$5.13 Million
5.47% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
34,879
shares
|
$5.12 Million
0.26% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
34,678
shares
|
$5.09 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.66%
|