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 1,994 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 $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
98,010
shares
|
$14.2 Million
1.46% of portfolio
|
Q1 2025
Added 68.56%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
97,015
shares
|
$14 Million
1.82% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
96,570
shares
|
$14 Million
4.33% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
94,955
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Added 950.15%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
93,788
shares
|
$13.6 Million
0.2% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
92,939
shares
|
$13.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
92,295
shares
|
$13.3 Million
2.92% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
91,207
shares
|
$13.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
90,808
shares
|
$13.1 Million
0.02% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
88,759
shares
|
$12.8 Million
1.3% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
88,319
shares
|
$12.8 Million
2.92% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
87,241
shares
|
$12.6 Million
0.58% of portfolio
|
Q4 2024
Added 47.06%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
86,660
shares
|
$12.5 Million
4.54% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
85,883
shares
|
$12.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
85,740
shares
|
$12.4 Million
0.35% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
85,725
shares
|
$12.4 Million
0.77% of portfolio
|
Q4 2024
Added 1318.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
85,572
shares
|
$12.4 Million
0.18% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
85,191
shares
|
$12.3 Million
3.86% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
83,806
shares
|
$12.1 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
83,075
shares
|
$12 Million
1.85% of portfolio
|
Q4 2024
Reduced 29.32%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
81,344
shares
|
$11.8 Million
4.69% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
80,993
shares
|
$11.7 Million
2.8% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
80,886
shares
|
$11.7 Million
4.45% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
80,753
shares
|
$11.7 Million
1.75% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
80,227
shares
|
$11.6 Million
1.02% of portfolio
|
Q4 2024
Added 225.33%
|