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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
485
shares
|
$69,296
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
480
shares
|
$68,582
0.01% of portfolio
|
Q2 2022
Reduced 21.31%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
450
shares
|
$64,296
0.01% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
430
shares
|
$61,438
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
406
shares
|
$58,009
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
400
shares
|
$57,152
0.02% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
395
shares
|
$56,437
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
391
shares
|
$55,866
0.03% of portfolio
|
Q3 2020
Reduced 20.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
386
shares
|
$55,151
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
383
shares
|
$54,723
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
378
shares
|
$54,008
0.01% of portfolio
|
Q4 2020
Reduced 24.1%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
375
shares
|
$53,580
0.03% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
375
shares
|
$53,580
0.02% of portfolio
|
Q3 2022
Reduced 86.26%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
373
shares
|
$53,294
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
370
shares
|
$52,865
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
369
shares
|
$52,722
0.01% of portfolio
|
Q2 2024
Reduced 63.86%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
364
shares
|
$52,008
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
360
shares
|
$51,436
0.0% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
354
shares
|
$50,579
0.03% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
352
shares
|
$50,293
0.01% of portfolio
|
Q2 2024
Reduced 11.34%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
352
shares
|
$50,293
0.0% of portfolio
|
Q4 2023
Added 7.98%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
350
shares
|
$50,008
0.02% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
349
shares
|
$49,865
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
340
shares
|
$48,579
0.01% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
338
shares
|
$48,293
0.02% of portfolio
|
Q4 2023
Added 0.6%
|