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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
3,254
shares
|
$469,096
0.02% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
3,252
shares
|
$468,808
0.16% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
3,252
shares
|
$468,808
0.01% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,250
shares
|
$468,520
0.02% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
3,248
shares
|
$468,231
0.33% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,246
shares
|
$467,943
0.1% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
3,239
shares
|
$466,934
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,222
shares
|
$464,483
0.02% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,207
shares
|
$462,321
0.03% of portfolio
|
Q2 2022
Added 6.33%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
3,202
shares
|
$461,600
0.13% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,168
shares
|
$456,698
0.01% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
3,160
shares
|
$455,545
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,159
shares
|
$455,401
0.01% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,159
shares
|
$455,401
0.2% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
3,158
shares
|
$455,257
0.06% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,152
shares
|
$454,392
0.13% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,148
shares
|
$453,815
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
3,148
shares
|
$453,815
0.05% of portfolio
|
Q2 2024
Reduced 50.91%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,139
shares
|
$452,518
0.15% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,131
shares
|
$451,364
0.07% of portfolio
|
Q3 2024
Added 120.49%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
3,115
shares
|
$449,058
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
3,086
shares
|
$444,877
0.04% of portfolio
|
Q1 2024
Reduced 11.47%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,083
shares
|
$444,445
0.03% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,077
shares
|
$443,580
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,057
shares
|
$440,697
0.18% of portfolio
|
Q4 2023
Reduced 1.7%
|