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 1,988 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 $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,036
shares
|
$299,129
0.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,036
shares
|
$299,129
0.02% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
2,035
shares
|
$298,982
0.08% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
2,035
shares
|
$298,982
0.14% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
2,034
shares
|
$298,835
0.03% of portfolio
|
Q4 2024
Reduced 39.19%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
2,033
shares
|
$298,688
0.05% of portfolio
|
Q4 2024
Reduced 33.08%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
2,024
shares
|
$297,366
0.01% of portfolio
|
Q4 2024
Reduced 41.72%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,024
shares
|
$297,366
0.02% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,021
shares
|
$296,925
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
2,020
shares
|
$296,778
0.03% of portfolio
|
Q4 2024
Reduced 24.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
2,008
shares
|
$295,015
0.07% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,007
shares
|
$294,868
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,005
shares
|
$294,574
0.01% of portfolio
|
Q4 2024
Added 40.31%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
2,000
shares
|
$293,840
0.06% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$293,840
0.07% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
1,997
shares
|
$293,399
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,987
shares
|
$291,930
0.0% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
1,983
shares
|
$291,342
0.12% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,982
shares
|
$291,195
0.08% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,979
shares
|
$290,754
0.04% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,979
shares
|
$290,754
0.15% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,975
shares
|
$290,167
0.07% of portfolio
|
Q2 2024
Added 14.83%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,975
shares
|
$290,167
0.04% of portfolio
|
Q4 2024
Reduced 45.79%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,973
shares
|
$289,873
0.05% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,966
shares
|
$288,844
0.03% of portfolio
|
Q4 2024
Added 0.05%
|