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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,051
shares
|
$583,992
0.01% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,044
shares
|
$582,983
0.13% of portfolio
|
Q4 2022
Reduced 19.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,034
shares
|
$581,541
0.05% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,031
shares
|
$581,108
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
4,031
shares
|
$581,108
0.06% of portfolio
|
Q2 2024
Reduced 21.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,027
shares
|
$580,532
0.07% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,020
shares
|
$579,523
0.11% of portfolio
|
Q1 2024
Reduced 21.48%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$576,640
0.53% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
3,999
shares
|
$576,495
0.14% of portfolio
|
Q1 2024
Added 5.26%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
3,996
shares
|
$576,063
0.09% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
3,993
shares
|
$575,630
0.17% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
3,977
shares
|
$573,324
0.03% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,970
shares
|
$572,315
0.28% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
3,960
shares
|
$570,873
0.2% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,956
shares
|
$570,296
0.2% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,955
shares
|
$570,152
0.18% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,952
shares
|
$569,720
0.07% of portfolio
|
Q3 2022
Reduced 4.82%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
3,950
shares
|
$569,432
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
3,946
shares
|
$568,855
0.04% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
3,943
shares
|
$568,422
0.01% of portfolio
|
Q4 2022
Reduced 3.19%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$567,702
0.22% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
3,936
shares
|
$567,413
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
3,925
shares
|
$565,828
0.15% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$565,828
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,921
shares
|
$565,251
0.08% of portfolio
|
Q3 2024
Added 3.95%
|