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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
6,541
shares
|
$945,305
0.02% of portfolio
|
Q3 2024
Added 55.07%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,529
shares
|
$943,571
0.59% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
6,505
shares
|
$940,102
0.26% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,482
shares
|
$936,778
0.18% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,475
shares
|
$935,767
0.02% of portfolio
|
Q4 2024
Reduced 89.29%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
6,471
shares
|
$935,188
0.41% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
6,453
shares
|
$932,587
0.05% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
6,433
shares
|
$929,697
0.05% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
6,421
shares
|
$927,962
0.06% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,411
shares
|
$926,517
0.03% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,403
shares
|
$925,361
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
6,399
shares
|
$924,783
0.58% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,397
shares
|
$924,494
0.09% of portfolio
|
Q2 2024
Reduced 18.56%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
6,389
shares
|
$923,338
0.41% of portfolio
|
Q1 2025
Added 34.14%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,368
shares
|
$920,303
0.02% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
6,357
shares
|
$918,713
0.37% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,344
shares
|
$916,834
0.23% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
6,340
shares
|
$916,256
0.08% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
6,322
shares
|
$913,655
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
6,312
shares
|
$912,210
0.1% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
6,262
shares
|
$904,984
0.25% of portfolio
|
Q4 2024
Reduced 88.72%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
6,253
shares
|
$903,683
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,247
shares
|
$902,816
0.0% of portfolio
|
Q4 2024
Added 61.3%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
6,245
shares
|
$902,527
0.31% of portfolio
|
Q4 2024
Added 337.32%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
6,235
shares
|
$901,082
0.08% of portfolio
|
Q4 2024
Added 4.35%
|