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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
17,268
shares
|
$2.47 Million
0.29% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
17,211
shares
|
$2.46 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
17,084
shares
|
$2.44 Million
1.39% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
16,997
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
16,904
shares
|
$2.42 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
16,852
shares
|
$2.41 Million
1.2% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
16,852
shares
|
$2.41 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cabana LLC
Fayetteville, AR |
Oct 29, 2024 Q3 2024 |
16,773
shares
|
$2.4 Million
14.47% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
16,693
shares
|
$2.39 Million
0.19% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
16,610
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 56.55%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
16,586
shares
|
$2.37 Million
1.83% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
16,527
shares
|
$2.36 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
16,429
shares
|
$2.35 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
16,423
shares
|
$2.35 Million
1.59% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
16,422
shares
|
$2.35 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
16,385
shares
|
$2.34 Million
0.48% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
16,355
shares
|
$2.34 Million
0.28% of portfolio
|
Q3 2024
Added 55.73%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
16,326
shares
|
$2.33 Million
1.0% of portfolio
|
Q3 2024
Added 83.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,188
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2024
Added 92.14%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
16,175
shares
|
$2.31 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
16,105
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
16,024
shares
|
$2.29 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
16,021
shares
|
$2.29 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
15,973
shares
|
$2.28 Million
0.35% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
15,924
shares
|
$2.28 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.44%
|