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 1,981 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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
1,425
shares
|
$213,294
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,386
shares
|
$207,456
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,382
shares
|
$206,857
0.01% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,367
shares
|
$204,612
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,362
shares
|
$203,864
0.16% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,359
shares
|
$203,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
1,358
shares
|
$203,265
0.09% of portfolio
|
Q4 2024
Reduced 93.93%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,355
shares
|
$202,816
0.05% of portfolio
|
Q4 2024
Added 55.93%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,325
shares
|
$198,326
0.04% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
1,307
shares
|
$195,631
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,291
shares
|
$193,236
0.05% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,281
shares
|
$191,740
0.05% of portfolio
|
Q4 2023
Reduced 18.98%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,254
shares
|
$187,698
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,252
shares
|
$187,399
0.06% of portfolio
|
Q4 2024
Reduced 28.13%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,200
shares
|
$179,616
0.03% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$179,616
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,193
shares
|
$178,568
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
1,190
shares
|
$178,119
0.06% of portfolio
|
Q4 2024
Added 495.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,187
shares
|
$177,670
0.0% of portfolio
|
Q3 2022
Added 87.82%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,183
shares
|
$177,071
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,180
shares
|
$176,622
0.01% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,180
shares
|
$176,622
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
1,170
shares
|
$175,125
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
1,152
shares
|
$172,431
0.1% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,143
shares
|
$171,084
0.14% of portfolio
|
Q4 2024
New holding
|