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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,857
shares
|
$3.98 Million
0.33% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
27,765
shares
|
$3.97 Million
2.23% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
27,717
shares
|
$3.96 Million
1.01% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
27,459
shares
|
$3.92 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
27,362
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
27,343
shares
|
$3.91 Million
0.27% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
27,307
shares
|
$3.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
27,280
shares
|
$3.9 Million
3.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
27,211
shares
|
$3.89 Million
0.85% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
27,104
shares
|
$3.87 Million
0.22% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
27,093
shares
|
$3.87 Million
1.9% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
27,046
shares
|
$3.86 Million
0.02% of portfolio
|
Q3 2024
Added 80.38%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
27,040
shares
|
$3.86 Million
3.89% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
26,949
shares
|
$3.85 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
26,916
shares
|
$3.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
26,889
shares
|
$3.84 Million
0.19% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
26,834
shares
|
$3.83 Million
2.14% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
26,744
shares
|
$3.82 Million
1.85% of portfolio
|
Q3 2024
Added 153.19%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
26,731
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,730
shares
|
$3.82 Million
0.29% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
26,562
shares
|
$3.8 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
26,509
shares
|
$3.79 Million
0.1% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,425
shares
|
$3.78 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
25,762
shares
|
$3.68 Million
4.63% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
25,640
shares
|
$3.66 Million
3.35% of portfolio
|
Q3 2024
Added 22.42%
|