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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
15,853
shares
|
$2.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
15,823
shares
|
$2.26 Million
1.22% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,809
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
15,778
shares
|
$2.25 Million
0.33% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
15,776
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
15,755
shares
|
$2.25 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
15,653
shares
|
$2.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
15,649
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 29.82%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
15,542
shares
|
$2.22 Million
1.13% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
15,538
shares
|
$2.22 Million
0.08% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
15,439
shares
|
$2.21 Million
1.64% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
15,437
shares
|
$2.21 Million
1.02% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,334
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
15,288
shares
|
$2.18 Million
1.14% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
15,242
shares
|
$2.18 Million
1.17% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,234
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
15,222
shares
|
$2.17 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
15,144
shares
|
$2.16 Million
0.58% of portfolio
|
Q3 2024
Added 358.63%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
15,065
shares
|
$2.15 Million
0.89% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,023
shares
|
$2.15 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
15,015
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.08%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
15,015
shares
|
$2.15 Million
1.33% of portfolio
|
Q1 2024
Reduced 8.34%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
15,002
shares
|
$2.14 Million
0.78% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
14,992
shares
|
$2.14 Million
1.18% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,976
shares
|
$2.14 Million
0.3% of portfolio
|
Q3 2024
Added 24.2%
|