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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,734
shares
|
$251,083
0.01% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,722
shares
|
$249,345
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
1,711
shares
|
$247,752
0.25% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,702
shares
|
$246,449
0.18% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
1,700
shares
|
$246,160
1.28% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$246,160
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$246,160
0.01% of portfolio
|
Q4 2024
Added 23.01%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
1,700
shares
|
$246,160
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,697
shares
|
$245,725
0.16% of portfolio
|
Q4 2024
Reduced 35.74%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,679
shares
|
$243,119
0.07% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,674
shares
|
$242,395
0.04% of portfolio
|
Q2 2023
Reduced 1.7%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,669
shares
|
$241,671
0.02% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,669
shares
|
$241,671
0.02% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,667
shares
|
$241,381
0.04% of portfolio
|
Q2 2023
Reduced 4.2%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,657
shares
|
$239,933
0.02% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,657
shares
|
$239,933
0.02% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
1,655
shares
|
$239,644
0.17% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,653
shares
|
$239,354
0.03% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
1,648
shares
|
$238,630
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,641
shares
|
$237,616
0.08% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,639
shares
|
$237,327
0.03% of portfolio
|
Q4 2024
Reduced 26.96%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
1,639
shares
|
$237,327
0.03% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
1,637
shares
|
$237,037
0.1% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
1,635
shares
|
$236,748
0.03% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$236,458
0.05% of portfolio
|
Q4 2023
New holding
|