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 1,955 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
7,281
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
7,260
shares
|
$1.05 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
7,212
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
7,211
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2022
Added 28.75%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
7,200
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Added 107.79%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
7,195
shares
|
$1.04 Million
0.7% of portfolio
|
Q4 2024
Added 26.01%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,131
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
7,120
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,092
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2022
Reduced 17.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,088
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
7,021
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
7,009
shares
|
$1.01 Million
0.66% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
7,000
shares
|
$1.01 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,963
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
6,961
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
6,941
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
6,933
shares
|
$1 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
6,932
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Added 45.66%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,911
shares
|
$1 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,872
shares
|
$995,065
0.14% of portfolio
|
Q4 2024
Reduced 40.75%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
6,860
shares
|
$993,328
0.08% of portfolio
|
Q4 2024
Reduced 26.58%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,851
shares
|
$992,024
0.05% of portfolio
|
Q4 2024
Added 231.13%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
6,798
shares
|
$984,350
0.54% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,791
shares
|
$983,336
0.02% of portfolio
|
Q4 2024
Added 11.9%
|