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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,921
shares
|
$426,962
0.08% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,913
shares
|
$425,793
0.15% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,901
shares
|
$424,039
0.14% of portfolio
|
Q3 2024
Reduced 88.1%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2,894
shares
|
$423,015
0.14% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
2,894
shares
|
$423,015
0.02% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
2,871
shares
|
$419,654
0.11% of portfolio
|
Q2 2024
Reduced 25.1%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
2,861
shares
|
$418,192
0.23% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
2,853
shares
|
$417,023
0.14% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,841
shares
|
$415,268
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
2,835
shares
|
$414,391
0.05% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
2,822
shares
|
$412,491
0.22% of portfolio
|
Q3 2024
Reduced 22.71%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
2,818
shares
|
$411,907
0.07% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
2,816
shares
|
$411,614
0.05% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,812
shares
|
$411,030
0.02% of portfolio
|
Q3 2024
Reduced 29.19%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,806
shares
|
$410,153
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$408,545
0.11% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,791
shares
|
$407,960
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
2,791
shares
|
$407,960
0.06% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
2,790
shares
|
$407,814
0.2% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,786
shares
|
$407,229
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,785
shares
|
$407,083
0.01% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
2,782
shares
|
$406,644
0.02% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,780
shares
|
$406,352
0.01% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,762
shares
|
$403,721
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$403,429
0.18% of portfolio
|
Q1 2023
Added 27.78%
|