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 1,829 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
City State Bank
Norwalk, IA |
Apr 11, 2024 Q1 2024 |
50
shares
|
$7,184
0.0% of portfolio
|
Q4 2021
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
48
shares
|
$6,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
May 15, 2024 Q1 2024 |
46
shares
|
$6,610
0.06% of portfolio
|
Q1 2024
Reduced 98.71%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
43
shares
|
$6,179
0.01% of portfolio
|
Q1 2024
New holding
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
35
shares
|
$5,029
0.0% of portfolio
|
Q1 2024
Reduced 78.66%
|
|
Hoey Investments, Inc
Coatesville, PA |
May 09, 2024 Q1 2024 |
30
shares
|
$4,311
0.0% of portfolio
|
Q2 2022
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$4,023
0.01% of portfolio
|
Q2 2022
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
25
shares
|
$3,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
25
shares
|
$3,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
Life Steps Financial, Inc.
|
Apr 26, 2024 Q1 2024 |
24
shares
|
$3,448
0.0% of portfolio
|
Q1 2024
New holding
|
|
Angeles Wealth Management, LLC
|
May 08, 2024 Q1 2024 |
24
shares
|
$3,448
0.0% of portfolio
|
Q4 2023
Reduced 95.51%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
22
shares
|
$3,161
0.0% of portfolio
|
Q1 2024
Reduced 37.14%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
22
shares
|
$3,161
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
18
shares
|
$2,586
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
17
shares
|
$2,442
0.0% of portfolio
|
Q2 2022
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
16
shares
|
$2,299
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
15
shares
|
$2,155
0.0% of portfolio
|
Q2 2022
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$2,155
0.0% of portfolio
|
Q2 2022
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
13
shares
|
$1,868
0.0% of portfolio
|
Q4 2023
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
10
shares
|
$1,437
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
9
shares
|
$1,293
0.0% of portfolio
|
Q4 2023
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
7
shares
|
$1,005
0.0% of portfolio
|
Q4 2023
Reduced 99.2%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
7
shares
|
$1,005
0.0% of portfolio
|
Q4 2023
New holding
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2024 Q1 2024 |
2
shares
|
$287
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2024 Q1 2024 |
1
shares
|
$143
0.0% of portfolio
|
Q1 2024
New holding
|