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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,782
shares
|
$261,811
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
1,774
shares
|
$260,636
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
1,770
shares
|
$260,048
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,760
shares
|
$258,579
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
1,758
shares
|
$258,285
0.05% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
1,756
shares
|
$257,991
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,753
shares
|
$257,550
0.07% of portfolio
|
Q4 2022
Reduced 6.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,748
shares
|
$256,816
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,747
shares
|
$256,669
0.02% of portfolio
|
Q4 2024
Added 97.18%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,743
shares
|
$256,081
0.16% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
1,739
shares
|
$255,493
0.09% of portfolio
|
Q1 2024
Added 5.84%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
1,737
shares
|
$255,200
0.01% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
1,737
shares
|
$255,200
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
1,736
shares
|
$255,053
0.34% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,734
shares
|
$254,759
0.01% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,722
shares
|
$252,996
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
1,711
shares
|
$251,380
0.25% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,702
shares
|
$250,057
0.18% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
1,700
shares
|
$249,763
1.28% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$249,763
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$249,763
0.01% of portfolio
|
Q4 2024
Added 23.01%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
1,700
shares
|
$249,763
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,697
shares
|
$249,323
0.16% of portfolio
|
Q4 2024
Reduced 35.74%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,679
shares
|
$246,678
0.07% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,674
shares
|
$245,944
0.04% of portfolio
|
Q2 2023
Reduced 1.7%
|