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 |
|---|---|---|---|---|---|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
9,208
shares
|
$1.32 Million
0.41% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
9,205
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
9,190
shares
|
$1.31 Million
0.33% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
9,131
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
9,099
shares
|
$1.3 Million
1.66% of portfolio
|
Q1 2024
Added 97.85%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
9,095
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,085
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
9,070
shares
|
$1.3 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
9,045
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
9,042
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 349.4%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,024
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,011
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
8,897
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,850
shares
|
$1.26 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
8,813
shares
|
$1.26 Million
0.53% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,807
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
8,760
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
8,740
shares
|
$1.25 Million
0.22% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
8,700
shares
|
$1.24 Million
0.3% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
8,641
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
8,637
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
8,581
shares
|
$1.23 Million
0.4% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
8,572
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
8,566
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
8,482
shares
|
$1.21 Million
1.45% of portfolio
|
Q3 2024
Added 21.0%
|