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 1,926 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
132
shares
|
$19,227
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
129
shares
|
$18,790
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
124
shares
|
$18,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
122
shares
|
$17,770
0.01% of portfolio
|
Q1 2024
Added 17.31%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
121
shares
|
$17,624
0.01% of portfolio
|
Q4 2020
Reduced 19.87%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
120
shares
|
$17,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
119
shares
|
$17,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
116
shares
|
$16,896
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
115
shares
|
$16,750
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
113
shares
|
$16,459
0.01% of portfolio
|
Q3 2024
Reduced 57.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
110
shares
|
$16,022
0.0% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
109
shares
|
$15,876
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
104
shares
|
$15,148
0.0% of portfolio
|
Q4 2024
Reduced 34.59%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
101
shares
|
$14,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
100
shares
|
$14,566
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
100
shares
|
$14,566
0.01% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
100
shares
|
$14,566
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
99
shares
|
$14,420
0.01% of portfolio
|
Q3 2024
Added 141.46%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
96
shares
|
$13,983
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
95
shares
|
$13,837
0.0% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
92
shares
|
$13,400
0.0% of portfolio
|
Q1 2024
Added 9.52%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
92
shares
|
$13,400
0.0% of portfolio
|
Q3 2024
Reduced 98.33%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
91
shares
|
$13,255
0.01% of portfolio
|
Q1 2024
Reduced 21.55%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
91
shares
|
$13,255
0.03% of portfolio
|
Q3 2024
Reduced 37.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
91
shares
|
$13,255
0.0% of portfolio
|
Q2 2024
Reduced 76.36%
|