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 1,928 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $28.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
734
shares
|
$102,892
0.15% of portfolio
|
Q3 2022
Added 41.7%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
723
shares
|
$101,350
0.01% of portfolio
|
Q2 2024
Added 113.91%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
721
shares
|
$101,069
0.0% of portfolio
|
Q3 2024
Reduced 62.19%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
710
shares
|
$99,527
0.01% of portfolio
|
Q2 2024
Reduced 42.23%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
709
shares
|
$99,387
0.0% of portfolio
|
Q3 2024
Reduced 31.5%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
708
shares
|
$99,247
0.01% of portfolio
|
Q2 2024
Added 3.66%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
705
shares
|
$98,826
0.06% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
694
shares
|
$97,284
0.1% of portfolio
|
Q3 2024
Added 102.33%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
687
shares
|
$96,303
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
685
shares
|
$96,023
0.03% of portfolio
|
Q3 2024
Added 47.63%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
670
shares
|
$93,920
0.06% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
661
shares
|
$92,658
0.03% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
637
shares
|
$89,294
0.06% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
630
shares
|
$88,313
0.0% of portfolio
|
Q3 2024
Added 384.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
629
shares
|
$88,173
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
629
shares
|
$88,173
0.06% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
628
shares
|
$88,033
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
627
shares
|
$87,892
0.02% of portfolio
|
Q1 2022
Added 109.0%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
620
shares
|
$86,911
0.0% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
615
shares
|
$86,210
0.08% of portfolio
|
Q3 2024
Reduced 53.76%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
600
shares
|
$84,108
0.0% of portfolio
|
Q2 2024
Added 133.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
600
shares
|
$84,108
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
590
shares
|
$82,706
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
586
shares
|
$82,145
0.01% of portfolio
|
Q3 2024
Added 91.5%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
584
shares
|
$81,865
0.02% of portfolio
|
Q4 2024
Reduced 37.07%
|