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 1,829 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
212,199
shares
|
$30.5 Million
1.04% of portfolio
|
Q1 2024
Reduced 3.73%
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 15, 2024 Q1 2024 |
211,389
shares
|
$30.4 Million
3.11% of portfolio
|
Q1 2024
Added 1.75%
|
|
Taiyo Life Insurance CO
|
Apr 30, 2024 Q1 2024 |
210,000
shares
|
$30.2 Million
2.5% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
Alps Advisors Inc
Denver, CO |
May 14, 2024 Q1 2024 |
205,152
shares
|
$29.5 Million
0.22% of portfolio
|
Q1 2024
Reduced 11.81%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
204,964
shares
|
$29.5 Million
2.11% of portfolio
|
Q1 2024
Added 5.48%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
199,723
shares
|
$28.7 Million
2.49% of portfolio
|
Q1 2024
Added 25.28%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
199,218
shares
|
$28.6 Million
0.32% of portfolio
|
Q1 2024
Added 1.22%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
198,968
shares
|
$28.6 Million
0.46% of portfolio
|
Q1 2024
Added 0.66%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
187,633
shares
|
$27 Million
0.63% of portfolio
|
Q3 2022
Added 7.32%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
184,401
shares
|
$26.5 Million
0.05% of portfolio
|
Q1 2024
Added 15.12%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
184,189
shares
|
$26.5 Million
0.19% of portfolio
|
Q1 2024
Added 13.36%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
182,643
shares
|
$26.2 Million
0.17% of portfolio
|
Q1 2024
Added 1.59%
|
|
Bank Hapoalim Bm
|
May 01, 2024 Q1 2024 |
182,110
shares
|
$26.2 Million
3.48% of portfolio
|
Q1 2024
Added 11.5%
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
May 09, 2024 Q1 2024 |
180,399
shares
|
$25.9 Million
5.48% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
178,096
shares
|
$25.6 Million
0.24% of portfolio
|
Q1 2024
Reduced 28.18%
|
|
Sp Asset Management LLC
Cupertino, CA |
May 07, 2024 Q1 2024 |
176,976
shares
|
$25.4 Million
2.44% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
May 13, 2024 Q1 2024 |
176,897
shares
|
$25.4 Million
3.03% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
166,785
shares
|
$24 Million
2.76% of portfolio
|
Q3 2022
Added 12.62%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
166,378
shares
|
$23.9 Million
0.28% of portfolio
|
Q1 2024
Added 10.45%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
164,273
shares
|
$23.6 Million
2.92% of portfolio
|
Q2 2022
Added 0.38%
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 15, 2024 Q1 2024 |
163,250
shares
|
$23.5 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
Biltmore Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
163,059
shares
|
$23.4 Million
10.75% of portfolio
|
Q4 2023
Added 3.1%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
161,759
shares
|
$23.2 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
159,803
shares
|
$23 Million
0.11% of portfolio
|
Q1 2024
Added 33.91%
|
|
First Interstate Bank
Billings, MT |
May 01, 2024 Q1 2024 |
156,502
shares
|
$22.5 Million
1.63% of portfolio
|
Q1 2024
Reduced 4.96%
|