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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
1,989
shares
|
$290,732
0.03% of portfolio
|
Q3 2024
Added 24.31%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
1,979
shares
|
$289,270
0.05% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
1,979
shares
|
$289,270
0.14% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,978
shares
|
$289,124
0.01% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
1,975
shares
|
$288,685
0.08% of portfolio
|
Q2 2024
Added 14.83%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,972
shares
|
$288,247
0.17% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
1,967
shares
|
$287,516
0.2% of portfolio
|
Q2 2023
Reduced 13.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,967
shares
|
$287,516
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,966
shares
|
$287,370
0.08% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,965
shares
|
$287,224
0.06% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,965
shares
|
$287,224
0.03% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
1,963
shares
|
$286,931
0.04% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,954
shares
|
$285,616
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
1,953
shares
|
$285,470
0.03% of portfolio
|
Q2 2024
Reduced 73.65%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,952
shares
|
$285,323
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,950
shares
|
$285,031
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
1,949
shares
|
$284,885
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,934
shares
|
$282,692
0.11% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,925
shares
|
$281,377
0.07% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
1,923
shares
|
$281,084
0.14% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,921
shares
|
$280,792
0.06% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,917
shares
|
$280,207
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,912
shares
|
$279,477
0.06% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
1,909
shares
|
$279,038
0.06% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,905
shares
|
$278,453
0.08% of portfolio
|
Q2 2024
Added 27.0%
|