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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,601
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,558
shares
|
$1.79 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,519
shares
|
$1.79 Million
0.37% of portfolio
|
Q2 2024
Added 94.55%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
12,506
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
12,506
shares
|
$1.79 Million
1.9% of portfolio
|
Q3 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
12,492
shares
|
$1.78 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,474
shares
|
$1.78 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,459
shares
|
$1.78 Million
1.26% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,429
shares
|
$1.78 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
12,417
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
12,397
shares
|
$1.77 Million
5.3% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
12,308
shares
|
$1.76 Million
1.39% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
12,275
shares
|
$1.75 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
12,233
shares
|
$1.75 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
12,225
shares
|
$1.75 Million
0.42% of portfolio
|
Q3 2024
Reduced 85.27%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,156
shares
|
$1.74 Million
0.43% of portfolio
|
Q1 2024
Added 306.96%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
12,151
shares
|
$1.74 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
12,119
shares
|
$1.73 Million
0.45% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
12,062
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
12,050
shares
|
$1.72 Million
0.68% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,029
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
11,982
shares
|
$1.71 Million
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
11,862
shares
|
$1.69 Million
0.36% of portfolio
|
Q3 2024
Added 118.74%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
11,851
shares
|
$1.69 Million
1.32% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
11,830
shares
|
$1.69 Million
0.19% of portfolio
|
Q3 2024
Added 0.17%
|