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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
149,621
shares
|
$21.4 Million
7.66% of portfolio
|
Q2 2024
Reduced 47.79%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
147,281
shares
|
$21 Million
1.46% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
146,439
shares
|
$20.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
146,016
shares
|
$20.9 Million
2.78% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
143,954
shares
|
$20.6 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
142,699
shares
|
$20.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
140,582
shares
|
$20.1 Million
9.86% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
138,734
shares
|
$19.8 Million
6.65% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
138,188
shares
|
$19.7 Million
4.62% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
137,969
shares
|
$19.7 Million
1.58% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Taiyo Life Insurance CO
|
Nov 05, 2024 Q3 2024 |
137,000
shares
|
$19.6 Million
1.67% of portfolio
|
Q3 2024
Reduced 34.76%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
136,824
shares
|
$19.5 Million
0.06% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
136,616
shares
|
$19.5 Million
3.22% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136,034
shares
|
$19.4 Million
2.12% of portfolio
|
Q3 2023
Added 0.51%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
134,883
shares
|
$19.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 41.25%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
134,038
shares
|
$19.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
133,679
shares
|
$19.1 Million
0.6% of portfolio
|
Q3 2024
Added 41.39%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
133,625
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
133,047
shares
|
$19 Million
2.38% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
132,116
shares
|
$18.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
126,727
shares
|
$18.1 Million
2.04% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
126,118
shares
|
$18 Million
1.2% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
125,852
shares
|
$18 Million
4.72% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
123,386
shares
|
$17.6 Million
3.81% of portfolio
|
Q3 2024
Added 7179.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
123,379
shares
|
$17.6 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.42%
|