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 |
|---|---|---|---|---|---|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
10,959
shares
|
$1.57 Million
1.24% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
10,779
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
10,752
shares
|
$1.54 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
10,688
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,588
shares
|
$1.51 Million
0.57% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
10,565
shares
|
$1.51 Million
1.29% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,506
shares
|
$1.5 Million
1.0% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,448
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
10,357
shares
|
$1.48 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
10,288
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
10,277
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
10,269
shares
|
$1.47 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
10,256
shares
|
$1.47 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
10,225
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,199
shares
|
$1.46 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.84%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10,151
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
10,115
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
10,110
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.38%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
10,096
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2024
Reduced 76.38%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,092
shares
|
$1.44 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
10,090
shares
|
$1.44 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
10,075
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Fore Capital, LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$1.43 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,992
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2024
Added 2.44%
|