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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,735
shares
|
$828,822
0.2% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
5,725
shares
|
$827,377
0.25% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,691
shares
|
$822,463
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
5,674
shares
|
$820,006
0.05% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
5,658
shares
|
$817,694
0.67% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,653
shares
|
$816,971
0.03% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,636
shares
|
$814,514
0.19% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
5,630
shares
|
$813,647
0.17% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
5,600
shares
|
$809,312
0.16% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
5,598
shares
|
$809,022
0.15% of portfolio
|
Q4 2024
Added 83.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,594
shares
|
$808,444
0.05% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,593
shares
|
$808,300
0.02% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
5,593
shares
|
$808,300
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,581
shares
|
$806,566
0.02% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,553
shares
|
$802,519
0.17% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
5,542
shares
|
$800,929
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
5,535
shares
|
$799,918
0.21% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
5,512
shares
|
$796,594
0.42% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
5,511
shares
|
$796,449
0.01% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
5,505
shares
|
$795,582
0.44% of portfolio
|
Q4 2024
Added 39.02%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,484
shares
|
$792,547
0.38% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,478
shares
|
$791,680
0.23% of portfolio
|
Q4 2024
Reduced 90.67%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
5,465
shares
|
$789,801
0.84% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
5,459
shares
|
$788,934
0.04% of portfolio
|
Q4 2024
Added 69.43%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,446
shares
|
$787,055
0.1% of portfolio
|
Q4 2024
Reduced 92.9%
|