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 1,982 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 $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
8,970
shares
|
$1.34 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,850
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,819
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
8,810
shares
|
$1.32 Million
0.33% of portfolio
|
Q4 2024
Added 57.35%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,809
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.1%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
8,748
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
8,739
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
8,733
shares
|
$1.3 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
8,700
shares
|
$1.3 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
8,637
shares
|
$1.29 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
8,589
shares
|
$1.28 Million
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
8,586
shares
|
$1.28 Million
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
8,519
shares
|
$1.27 Million
0.35% of portfolio
|
Q4 2024
Reduced 41.92%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
8,500
shares
|
$1.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,425
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
8,415
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 272.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
8,389
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
8,388
shares
|
$1.25 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
8,377
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,282
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
8,251
shares
|
$1.23 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
8,218
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
8,209
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,182
shares
|
$1.22 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
8,177
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 11.3%
|