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 1,926 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
198,901
shares
|
$29 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
195,022
shares
|
$28.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
194,080
shares
|
$28.3 Million
0.57% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
191,269
shares
|
$27.9 Million
1.83% of portfolio
|
Q3 2024
Reduced 27.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
187,633
shares
|
$27.3 Million
0.63% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
186,500
shares
|
$27.2 Million
0.25% of portfolio
|
Q2 2024
Reduced 54.51%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
185,052
shares
|
$27 Million
0.81% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
183,412
shares
|
$26.7 Million
2.27% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
181,367
shares
|
$26.4 Million
0.31% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
177,909
shares
|
$25.9 Million
4.51% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
176,472
shares
|
$25.7 Million
2.27% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
169,018
shares
|
$24.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
166,785
shares
|
$24.3 Million
2.76% of portfolio
|
Q3 2022
Added 12.62%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
165,700
shares
|
$24.1 Million
0.04% of portfolio
|
Q3 2024
Added 205.16%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
164,273
shares
|
$23.9 Million
2.92% of portfolio
|
Q2 2022
Added 0.38%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
161,939
shares
|
$23.6 Million
0.14% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
161,829
shares
|
$23.6 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
159,961
shares
|
$23.3 Million
0.07% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
157,888
shares
|
$23 Million
0.23% of portfolio
|
Q3 2024
Added 102.8%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
155,300
shares
|
$22.6 Million
30.02% of portfolio
|
Q4 2018
Reduced 41.65%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
154,353
shares
|
$22.5 Million
8.88% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
151,899
shares
|
$22.1 Million
3.33% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
150,194
shares
|
$21.9 Million
1.51% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
149,981
shares
|
$21.8 Million
0.93% of portfolio
|
Q3 2024
Reduced 25.65%
|
|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
149,621
shares
|
$21.8 Million
7.66% of portfolio
|
Q2 2024
Reduced 47.79%
|