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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
22,135
shares
|
$3.16 Million
0.23% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
22,015
shares
|
$3.15 Million
0.08% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
21,951
shares
|
$3.14 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
21,926
shares
|
$3.13 Million
0.58% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
21,914
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
21,689
shares
|
$3.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
21,675
shares
|
$3.1 Million
0.71% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
21,608
shares
|
$3.09 Million
9.45% of portfolio
|
Q2 2024
Reduced 12.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
21,555
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 67.88%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
21,497
shares
|
$3.07 Million
2.17% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
21,374
shares
|
$3.05 Million
0.05% of portfolio
|
Q4 2023
Added 8.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
21,370
shares
|
$3.05 Million
1.35% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
21,363
shares
|
$3.05 Million
1.77% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
21,307
shares
|
$3.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
21,267
shares
|
$3.04 Million
1.79% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
21,245
shares
|
$3.04 Million
0.46% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
21,213
shares
|
$3.03 Million
0.3% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
21,091
shares
|
$3.01 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
20,963
shares
|
$3 Million
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
20,861
shares
|
$2.98 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
20,845
shares
|
$2.98 Million
2.12% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
20,663
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Capitol Family Office, Inc.
|
Oct 29, 2024 Q3 2024 |
20,656
shares
|
$2.95 Million
3.97% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
20,648
shares
|
$2.95 Million
1.05% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,641
shares
|
$2.95 Million
0.04% of portfolio
|
Q3 2024
Added 11.01%
|