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 1,878 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
670
shares
|
$99,555
0.08% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
667
shares
|
$99,109
0.05% of portfolio
|
Q2 2024
Added 4.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
663
shares
|
$98,515
0.0% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
627
shares
|
$93,165
0.02% of portfolio
|
Q1 2022
Added 109.0%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
603
shares
|
$89,599
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
600
shares
|
$89,154
0.0% of portfolio
|
Q2 2024
Added 133.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
600
shares
|
$89,154
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
592
shares
|
$87,965
0.0% of portfolio
|
Q2 2024
Added 34.85%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
590
shares
|
$87,668
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
589
shares
|
$87,519
0.01% of portfolio
|
Q1 2024
Added 955.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
568
shares
|
$84,399
0.01% of portfolio
|
Q4 2022
Added 10.94%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
568
shares
|
$84,399
0.05% of portfolio
|
Q4 2023
Reduced 24.37%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
563
shares
|
$83,656
0.01% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
563
shares
|
$83,656
0.04% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$82,913
0.03% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
552
shares
|
$82,021
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
543
shares
|
$80,684
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
541
shares
|
$80,387
0.0% of portfolio
|
Q2 2024
Reduced 88.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
526
shares
|
$78,158
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
521
shares
|
$77,415
0.04% of portfolio
|
Q4 2022
Reduced 36.15%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
508
shares
|
$75,483
0.01% of portfolio
|
Q3 2024
Added 559.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
505
shares
|
$75,037
0.01% of portfolio
|
Q2 2024
Reduced 35.42%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
500
shares
|
$74,295
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
496
shares
|
$73,700
0.01% of portfolio
|
Q2 2024
Added 61.04%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
490
shares
|
$72,809
0.0% of portfolio
|
Q3 2024
New holding
|