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 $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
14,073
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
13,975
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
13,947
shares
|
$2.01 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
13,798
shares
|
$1.99 Million
1.51% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
13,792
shares
|
$1.99 Million
1.36% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
13,747
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
13,731
shares
|
$1.98 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,724
shares
|
$1.98 Million
1.5% of portfolio
|
Q3 2022
Reduced 41.18%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
13,712
shares
|
$1.98 Million
0.24% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
13,677
shares
|
$1.97 Million
0.46% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
13,607
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
13,449
shares
|
$1.94 Million
0.61% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,395
shares
|
$1.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
13,385
shares
|
$1.93 Million
0.79% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,342
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,302
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
13,184
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,110
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
13,060
shares
|
$1.88 Million
1.4% of portfolio
|
Q2 2024
Reduced 13.28%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
12,986
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
12,900
shares
|
$1.86 Million
2.32% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
12,893
shares
|
$1.86 Million
1.52% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
12,783
shares
|
$1.84 Million
1.6% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
12,756
shares
|
$1.84 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,686
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|