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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,445
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,425
shares
|
$1.2 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
8,423
shares
|
$1.2 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,401
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
8,388
shares
|
$1.2 Million
0.59% of portfolio
|
Q3 2024
Added 217.97%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
8,364
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
8,315
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Added 719.21%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,295
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2023
Reduced 68.64%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
8,275
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,228
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
8,174
shares
|
$1.17 Million
1.28% of portfolio
|
Q4 2022
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
8,130
shares
|
$1.16 Million
0.45% of portfolio
|
Q3 2023
Reduced 2.98%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,126
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.49%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,122
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2023
Reduced 41.94%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,073
shares
|
$1.15 Million
0.27% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
8,061
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
8,035
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
8,025
shares
|
$1.15 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
8,007
shares
|
$1.14 Million
0.44% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Lodge Hill Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,000
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2024
Added 128.57%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
7,988
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2024
Reduced 32.07%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,960
shares
|
$1.14 Million
0.63% of portfolio
|
Q2 2023
Added 25.51%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
7,918
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
7,916
shares
|
$1.13 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,894
shares
|
$1.13 Million
1.06% of portfolio
|
Q3 2024
Added 184.88%
|