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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,234
shares
|
$900,937
0.17% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,200
shares
|
$896,024
1.38% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
6,177
shares
|
$892,700
0.24% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
6,148
shares
|
$888,508
0.07% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
6,145
shares
|
$888,075
0.12% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
6,117
shares
|
$884,028
0.09% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
6,109
shares
|
$882,872
0.02% of portfolio
|
Q4 2024
Added 41.64%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,065
shares
|
$876,513
0.76% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,064
shares
|
$876,369
0.48% of portfolio
|
Q4 2024
Added 37.01%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
6,061
shares
|
$875,935
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
6,021
shares
|
$870,154
0.63% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,011
shares
|
$868,709
0.01% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,970
shares
|
$862,784
1.28% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
5,952
shares
|
$860,183
0.13% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
5,939
shares
|
$858,304
0.36% of portfolio
|
Q4 2024
Reduced 32.82%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,935
shares
|
$857,726
0.11% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
5,933
shares
|
$857,437
0.2% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
5,897
shares
|
$852,234
0.15% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
5,827
shares
|
$842,118
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$840,961
0.93% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
5,809
shares
|
$839,516
0.03% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,804
shares
|
$838,794
0.03% of portfolio
|
Q4 2024
Added 275.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
5,794
shares
|
$837,348
0.01% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$837,204
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
5,744
shares
|
$830,122
0.44% of portfolio
|
Q4 2024
Reduced 12.45%
|