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 |
|---|---|---|---|---|---|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
5,460
shares
|
$787,113
0.3% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
5,441
shares
|
$784,374
0.92% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
5,431
shares
|
$782,932
0.32% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,429
shares
|
$782,644
0.06% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
5,400
shares
|
$778,464
0.22% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
5,400
shares
|
$778,464
0.05% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
5,346
shares
|
$770,679
1.23% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,314
shares
|
$766,066
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
5,264
shares
|
$758,858
0.06% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
5,257
shares
|
$757,849
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
5,247
shares
|
$756,407
0.0% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,229
shares
|
$753,812
0.05% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,224
shares
|
$753,091
0.02% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
5,217
shares
|
$752,082
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
5,213
shares
|
$751,506
0.03% of portfolio
|
Q3 2024
Reduced 23.55%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,199
shares
|
$749,487
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
5,197
shares
|
$749,199
0.43% of portfolio
|
Q2 2024
Added 160.24%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
5,196
shares
|
$749,055
0.31% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
5,176
shares
|
$746,172
0.09% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
5,171
shares
|
$745,451
0.21% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,166
shares
|
$744,730
0.18% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,166
shares
|
$744,730
0.02% of portfolio
|
Q4 2022
Added 9.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,160
shares
|
$743,865
0.07% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,145
shares
|
$741,703
0.24% of portfolio
|
Q3 2024
Added 171.5%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
5,124
shares
|
$738,675
0.04% of portfolio
|
Q2 2024
Added 502.82%
|