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 1,939 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 $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
73,213
shares
|
$10.6 Million
5.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
73,065
shares
|
$10.5 Million
3.38% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
72,784
shares
|
$10.5 Million
1.79% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
71,712
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 36302.03%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
71,571
shares
|
$10.3 Million
5.65% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
71,191
shares
|
$10.3 Million
2.82% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,120
shares
|
$10.3 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
70,637
shares
|
$10.2 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
70,251
shares
|
$10.1 Million
2.77% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
69,767
shares
|
$10.1 Million
1.51% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
69,216
shares
|
$9.98 Million
12.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
68,967
shares
|
$9.94 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
68,695
shares
|
$9.9 Million
1.12% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
68,006
shares
|
$9.8 Million
1.65% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
67,947
shares
|
$9.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
67,837
shares
|
$9.78 Million
5.76% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
67,685
shares
|
$9.76 Million
0.01% of portfolio
|
Q1 2024
Reduced 64.41%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
67,631
shares
|
$9.75 Million
3.6% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
67,423
shares
|
$9.72 Million
0.44% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
66,426
shares
|
$9.58 Million
3.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
66,419
shares
|
$9.57 Million
3.66% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
66,377
shares
|
$9.57 Million
0.72% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
66,226
shares
|
$9.55 Million
2.59% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
65,053
shares
|
$9.38 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
64,518
shares
|
$9.3 Million
0.15% of portfolio
|
Q3 2024
Added 6.87%
|