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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
2,543
shares
|
$371,710
0.21% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
2,541
shares
|
$371,417
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,540
shares
|
$371,271
0.26% of portfolio
|
Q2 2022
Reduced 18.59%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
2,524
shares
|
$368,933
0.26% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
2,521
shares
|
$368,494
0.06% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
2,514
shares
|
$367,471
0.11% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,513
shares
|
$367,325
0.04% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,511
shares
|
$367,032
0.02% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,509
shares
|
$366,740
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
2,502
shares
|
$365,717
0.11% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,495
shares
|
$364,694
0.04% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,494
shares
|
$364,547
0.11% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
2,492
shares
|
$364,255
0.1% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,486
shares
|
$363,378
0.06% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,464
shares
|
$360,162
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
2,456
shares
|
$358,993
0.19% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
2,451
shares
|
$358,262
0.15% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,449
shares
|
$357,970
0.07% of portfolio
|
Q3 2024
Reduced 47.82%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,448
shares
|
$357,824
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,440
shares
|
$356,654
0.04% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,438
shares
|
$356,362
0.35% of portfolio
|
Q4 2023
Reduced 17.05%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
2,425
shares
|
$354,462
0.27% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,415
shares
|
$353,000
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,400
shares
|
$350,807
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,394
shares
|
$349,930
0.06% of portfolio
|
Q2 2024
New holding
|