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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,643
shares
|
$525,174
0.1% of portfolio
|
Q3 2024
Added 111.07%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,639
shares
|
$524,598
0.12% of portfolio
|
Q3 2024
Added 59.47%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
3,637
shares
|
$524,309
0.11% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
3,632
shares
|
$523,589
0.05% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
3,631
shares
|
$523,444
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,628
shares
|
$523,012
0.02% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
3,622
shares
|
$522,147
0.44% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
3,620
shares
|
$521,859
0.37% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
3,620
shares
|
$521,859
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
3,615
shares
|
$521,138
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
3,603
shares
|
$519,408
0.2% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
3,590
shares
|
$517,534
0.18% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,588
shares
|
$517,246
0.13% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,580
shares
|
$516,092
0.06% of portfolio
|
Q2 2024
Reduced 23.5%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
3,574
shares
|
$515,227
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
3,568
shares
|
$514,362
0.13% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
3,565
shares
|
$513,930
0.43% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,562
shares
|
$513,497
0.02% of portfolio
|
Q1 2024
Reduced 71.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,555
shares
|
$512,488
0.02% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
3,535
shares
|
$509,605
0.41% of portfolio
|
Q3 2024
Reduced 34.77%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,530
shares
|
$508,884
0.06% of portfolio
|
Q4 2022
Added 35.15%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
3,529
shares
|
$508,740
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
3,528
shares
|
$508,596
0.17% of portfolio
|
Q3 2022
Added 27.92%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,520
shares
|
$507,443
0.16% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,517
shares
|
$507,010
0.09% of portfolio
|
Q3 2024
Added 9.97%
|