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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
18,938
shares
|
$2.71 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
18,836
shares
|
$2.69 Million
0.24% of portfolio
|
Q2 2024
Reduced 18.62%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
18,830
shares
|
$2.69 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
18,823
shares
|
$2.69 Million
1.44% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
18,789
shares
|
$2.68 Million
1.98% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
18,746
shares
|
$2.68 Million
0.31% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
18,729
shares
|
$2.68 Million
0.85% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
18,640
shares
|
$2.66 Million
0.88% of portfolio
|
Q2 2024
Added 25.06%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
18,499
shares
|
$2.64 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
18,492
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
18,322
shares
|
$2.62 Million
0.84% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,282
shares
|
$2.61 Million
0.05% of portfolio
|
Q3 2024
Added 200.05%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
18,172
shares
|
$2.6 Million
0.22% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
18,144
shares
|
$2.59 Million
0.75% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
17,934
shares
|
$2.56 Million
1.44% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
17,911
shares
|
$2.56 Million
0.33% of portfolio
|
Q1 2024
Added 143.92%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
17,887
shares
|
$2.56 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
17,787
shares
|
$2.54 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,724
shares
|
$2.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
17,700
shares
|
$2.53 Million
1.91% of portfolio
|
Q3 2024
Reduced 80.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,656
shares
|
$2.52 Million
0.24% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
17,413
shares
|
$2.49 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
17,390
shares
|
$2.48 Million
2.56% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
17,339
shares
|
$2.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,307
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 91.75%
|