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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,917
shares
|
$277,581
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,913
shares
|
$277,002
0.06% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,912
shares
|
$276,857
0.05% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,905
shares
|
$275,844
0.08% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$275,120
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
1,899
shares
|
$274,975
0.07% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,895
shares
|
$274,396
0.04% of portfolio
|
Q4 2022
Added 1.55%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,894
shares
|
$274,251
0.13% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
First Long Island Investors, LLC
|
Feb 13, 2025 Q4 2024 |
1,880
shares
|
$272,224
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,872
shares
|
$271,065
0.05% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,870
shares
|
$270,776
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$270,486
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,864
shares
|
$269,907
0.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
1,863
shares
|
$269,762
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,860
shares
|
$269,328
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,858
shares
|
$269,038
0.1% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,854
shares
|
$268,459
0.13% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,845
shares
|
$267,156
0.08% of portfolio
|
Q4 2024
Reduced 43.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
1,845
shares
|
$267,156
0.02% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
1,834
shares
|
$265,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,831
shares
|
$265,128
0.1% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
1,829
shares
|
$264,839
0.2% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
1,820
shares
|
$263,536
0.06% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
1,820
shares
|
$263,536
0.2% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,820
shares
|
$263,536
0.05% of portfolio
|
Q4 2024
New holding
|