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 2,026 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 $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
119,116
shares
|
$15.8 Million
7.89% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
115,617
shares
|
$15.3 Million
3.69% of portfolio
|
Q1 2025
Added 175077.27%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
115,255
shares
|
$15.3 Million
4.6% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
114,032
shares
|
$15.1 Million
5.39% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
113,688
shares
|
$15.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
112,721
shares
|
$15 Million
0.25% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
111,139
shares
|
$14.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 51.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
110,311
shares
|
$14.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
109,219
shares
|
$14.5 Million
0.21% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
109,021
shares
|
$14.5 Million
3.84% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
108,901
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
108,700
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 50.61%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
107,181
shares
|
$14.2 Million
1.71% of portfolio
|
Q1 2025
Added 125.09%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
106,100
shares
|
$14.1 Million
6.81% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
104,600
shares
|
$13.9 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
104,082
shares
|
$13.8 Million
1.61% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
104,008
shares
|
$13.8 Million
0.21% of portfolio
|
Q1 2025
Added 35.08%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
103,925
shares
|
$13.8 Million
4.03% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
103,030
shares
|
$13.7 Million
3.66% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
101,847
shares
|
$13.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Passaic Partners LLC
|
May 15, 2025 Q1 2025 |
101,438
shares
|
$13.5 Million
2.25% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
100,040
shares
|
$13.3 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
98,834
shares
|
$13.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
98,010
shares
|
$13 Million
1.46% of portfolio
|
Q1 2025
Added 68.56%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
97,355
shares
|
$12.9 Million
0.34% of portfolio
|
Q1 2025
Added 4.75%
|