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 |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,116
shares
|
$737,522
0.04% of portfolio
|
Q1 2021
Added 0.29%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
5,110
shares
|
$736,657
0.52% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,101
shares
|
$735,360
0.03% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,090
shares
|
$733,774
0.16% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,045
shares
|
$727,287
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,031
shares
|
$725,268
0.19% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,006
shares
|
$721,664
0.1% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$720,800
0.01% of portfolio
|
Q3 2020
Reduced 54.55%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
4,965
shares
|
$715,754
0.2% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,950
shares
|
$713,592
0.53% of portfolio
|
Q3 2023
Added 26.92%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,945
shares
|
$712,871
0.03% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,939
shares
|
$712,006
0.0% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,932
shares
|
$710,997
0.25% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,929
shares
|
$710,564
0.06% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,929
shares
|
$710,564
0.61% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,902
shares
|
$706,672
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,897
shares
|
$705,951
0.07% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,891
shares
|
$705,086
0.36% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,885
shares
|
$704,221
0.26% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4,883
shares
|
$703,933
0.22% of portfolio
|
Q3 2024
Reduced 83.84%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,876
shares
|
$702,924
0.9% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
4,875
shares
|
$702,780
0.01% of portfolio
|
Q1 2023
Added 1.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
4,866
shares
|
$701,482
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,825
shares
|
$695,572
0.02% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
4,797
shares
|
$691,535
0.56% of portfolio
|
Q3 2024
Reduced 8.14%
|