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 1,941 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 $29.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
340
shares
|
$50,119
0.01% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
338
shares
|
$49,824
0.02% of portfolio
|
Q4 2023
Added 0.6%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
325
shares
|
$47,908
0.02% of portfolio
|
Q3 2021
Reduced 1.22%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
318
shares
|
$46,876
0.0% of portfolio
|
Q3 2024
Added 30.86%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
315
shares
|
$46,434
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
314
shares
|
$46,286
0.0% of portfolio
|
Q2 2023
Reduced 49.19%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
313
shares
|
$46,139
0.02% of portfolio
|
Q1 2024
Reduced 81.34%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
310
shares
|
$45,697
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
309
shares
|
$45,549
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
308
shares
|
$45,402
0.0% of portfolio
|
Q2 2023
Added 14.07%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
305
shares
|
$44,960
0.02% of portfolio
|
Q2 2024
Reduced 82.47%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
303
shares
|
$44,665
0.01% of portfolio
|
Q2 2023
Added 13.48%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$44,223
0.04% of portfolio
|
Q2 2023
Reduced 12.28%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
300
shares
|
$44,223
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
300
shares
|
$44,223
0.01% of portfolio
|
Q1 2022
Reduced 44.65%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$44,223
0.01% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$44,223
0.01% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
300
shares
|
$44,223
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
300
shares
|
$44,223
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
292
shares
|
$43,043
0.01% of portfolio
|
Q3 2024
Added 56.15%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
290
shares
|
$42,748
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
286
shares
|
$42,159
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
285
shares
|
$42,011
0.01% of portfolio
|
Q3 2024
Reduced 31.33%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
284
shares
|
$41,864
0.03% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
283
shares
|
$41,717
0.02% of portfolio
|
Q3 2024
New holding
|