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 $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
6,172
shares
|
$889,755
0.04% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,155
shares
|
$887,304
0.27% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
6,105
shares
|
$880,096
0.18% of portfolio
|
Q3 2024
Reduced 35.44%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
6,102
shares
|
$879,664
0.13% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
6,069
shares
|
$874,907
0.02% of portfolio
|
Q3 2024
Added 43.37%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,065
shares
|
$874,330
0.76% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
6,046
shares
|
$871,591
0.04% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,045
shares
|
$871,447
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
6,001
shares
|
$865,104
0.15% of portfolio
|
Q2 2024
Reduced 24.05%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
5,975
shares
|
$861,356
0.08% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,970
shares
|
$860,635
1.28% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
5,933
shares
|
$855,301
0.23% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
5,909
shares
|
$851,841
0.41% of portfolio
|
Q3 2024
Reduced 55.42%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,903
shares
|
$850,976
0.01% of portfolio
|
Q3 2024
Reduced 89.59%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
5,900
shares
|
$850,544
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
5,874
shares
|
$846,795
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,821
shares
|
$839,155
0.25% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$838,867
0.93% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
5,817
shares
|
$838,578
0.46% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
5,813
shares
|
$838,002
0.23% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
5,803
shares
|
$836,560
0.05% of portfolio
|
Q3 2024
Reduced 95.17%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$835,118
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,767
shares
|
$831,370
0.06% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
5,747
shares
|
$828,487
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,735
shares
|
$826,757
0.22% of portfolio
|
Q3 2024
Added 15.39%
|