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 1,941 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 $29.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fore Capital, LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$1.44 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,992
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
9,978
shares
|
$1.44 Million
0.3% of portfolio
|
Q3 2024
Reduced 64.58%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
9,948
shares
|
$1.43 Million
0.61% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
9,872
shares
|
$1.42 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,861
shares
|
$1.42 Million
0.2% of portfolio
|
Q2 2023
Added 3.48%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
9,832
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,813
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
9,782
shares
|
$1.41 Million
1.64% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
9,717
shares
|
$1.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
9,700
shares
|
$1.4 Million
0.75% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,697
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
9,594
shares
|
$1.38 Million
0.51% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,579
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,564
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2023
Added 110.48%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,561
shares
|
$1.38 Million
1.06% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
9,550
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 29.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
9,523
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
9,515
shares
|
$1.37 Million
0.49% of portfolio
|
Q1 2022
Reduced 17.37%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,483
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 86.91%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
9,436
shares
|
$1.36 Million
0.92% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,377
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
9,366
shares
|
$1.35 Million
0.73% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
9,344
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Added 34.33%
|