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 1,966 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 $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,005
shares
|
$290,324
0.01% of portfolio
|
Q4 2024
Added 40.31%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
2,000
shares
|
$289,600
0.06% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$289,600
0.07% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
1,997
shares
|
$289,165
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,987
shares
|
$287,717
0.0% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
1,983
shares
|
$287,138
0.12% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,982
shares
|
$286,993
0.08% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,979
shares
|
$286,559
0.04% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,979
shares
|
$286,559
0.15% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,975
shares
|
$285,980
0.07% of portfolio
|
Q2 2024
Added 14.83%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,975
shares
|
$285,980
0.04% of portfolio
|
Q4 2024
Reduced 45.79%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,973
shares
|
$285,690
0.05% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,966
shares
|
$284,676
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,963
shares
|
$284,242
0.03% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,962
shares
|
$284,097
0.06% of portfolio
|
Q4 2024
Added 34.94%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,962
shares
|
$284,097
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,954
shares
|
$282,939
0.03% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
1,953
shares
|
$282,794
0.03% of portfolio
|
Q2 2024
Reduced 73.65%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,952
shares
|
$282,649
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,950
shares
|
$282,360
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
1,950
shares
|
$282,360
0.09% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
1,936
shares
|
$280,332
0.04% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
1,923
shares
|
$278,450
0.13% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,921
shares
|
$278,160
0.06% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
1,918
shares
|
$277,726
0.03% of portfolio
|
Q4 2024
Reduced 17.61%
|