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 1,997 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 $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,911
shares
|
$998,777
0.16% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,872
shares
|
$993,141
0.14% of portfolio
|
Q4 2024
Reduced 40.75%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
6,860
shares
|
$991,407
0.08% of portfolio
|
Q4 2024
Reduced 26.58%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,851
shares
|
$990,106
0.05% of portfolio
|
Q4 2024
Added 231.13%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
6,798
shares
|
$982,446
0.54% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,791
shares
|
$981,435
0.02% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,777
shares
|
$979,412
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
6,775
shares
|
$979,123
0.15% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,770
shares
|
$978,400
0.09% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
6,762
shares
|
$977,244
0.35% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
6,759
shares
|
$976,810
0.12% of portfolio
|
Q1 2025
Added 47.96%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,729
shares
|
$972,475
0.02% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
6,714
shares
|
$970,307
0.17% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
6,714
shares
|
$970,307
0.84% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,705
shares
|
$969,006
0.11% of portfolio
|
Q4 2024
Reduced 78.67%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,685
shares
|
$966,116
0.08% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
6,659
shares
|
$962,358
0.07% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
6,655
shares
|
$961,780
0.17% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,647
shares
|
$960,624
0.03% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
6,625
shares
|
$957,445
0.0% of portfolio
|
Q4 2024
Reduced 60.11%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
6,625
shares
|
$957,445
0.4% of portfolio
|
Q4 2024
Reduced 69.14%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
6,625
shares
|
$957,445
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
6,614
shares
|
$955,855
0.17% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,568
shares
|
$949,207
0.06% of portfolio
|
Q4 2024
Reduced 62.94%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
6,555
shares
|
$947,328
0.08% of portfolio
|
Q4 2024
Reduced 9.65%
|