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 |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
629
shares
|
$89,871
0.06% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
628
shares
|
$89,728
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
627
shares
|
$89,585
0.02% of portfolio
|
Q1 2022
Added 109.0%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
620
shares
|
$88,585
0.0% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
615
shares
|
$87,871
0.08% of portfolio
|
Q3 2024
Reduced 53.76%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
603
shares
|
$86,156
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
600
shares
|
$85,728
0.0% of portfolio
|
Q2 2024
Added 133.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
600
shares
|
$85,728
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
590
shares
|
$84,299
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
586
shares
|
$83,727
0.01% of portfolio
|
Q3 2024
Added 91.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
568
shares
|
$81,155
0.01% of portfolio
|
Q4 2022
Added 10.94%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
563
shares
|
$80,441
0.01% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
563
shares
|
$80,441
0.04% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$79,727
0.03% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
552
shares
|
$78,869
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
543
shares
|
$77,583
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
539
shares
|
$77,012
0.02% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
526
shares
|
$75,154
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
521
shares
|
$74,440
0.04% of portfolio
|
Q4 2022
Reduced 36.15%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
508
shares
|
$72,583
0.01% of portfolio
|
Q3 2024
Added 559.74%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
507
shares
|
$72,440
0.01% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
505
shares
|
$72,154
0.01% of portfolio
|
Q2 2024
Reduced 35.42%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
500
shares
|
$71,440
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
496
shares
|
$70,868
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
|
$70,011
0.0% of portfolio
|
Q3 2024
New holding
|