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 |
|---|---|---|---|---|---|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
1,533
shares
|
$225,228
0.08% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,528
shares
|
$224,493
0.09% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,528
shares
|
$224,493
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,525
shares
|
$224,052
0.04% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Stack Financial Management, Inc
|
Feb 04, 2025 Q4 2024 |
1,524
shares
|
$223,906
0.02% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,522
shares
|
$223,612
0.02% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
1,521
shares
|
$223,465
0.04% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,520
shares
|
$223,318
0.11% of portfolio
|
Q4 2024
Reduced 97.88%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,516
shares
|
$222,730
0.04% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
1,516
shares
|
$222,730
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,515
shares
|
$222,583
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,515
shares
|
$222,583
0.03% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
1,512
shares
|
$222,143
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
1,508
shares
|
$221,555
0.03% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,505
shares
|
$221,114
0.07% of portfolio
|
Q4 2023
Reduced 15.45%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$220,379
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
1,493
shares
|
$219,351
0.11% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,491
shares
|
$219,057
0.2% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,489
shares
|
$218,763
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,483
shares
|
$217,882
0.04% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
1,478
shares
|
$217,147
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,475
shares
|
$216,706
0.06% of portfolio
|
Q4 2024
Reduced 21.33%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,470
shares
|
$215,972
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
1,469
shares
|
$215,825
0.05% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,467
shares
|
$215,531
0.11% of portfolio
|
Q4 2024
New holding
|