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 $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
272
shares
|
$39,211
0.02% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
270
shares
|
$38,923
0.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
265
shares
|
$38,202
0.01% of portfolio
|
Q3 2024
Added 194.44%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
264
shares
|
$38,058
0.02% of portfolio
|
Q2 2022
Reduced 92.47%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
263
shares
|
$37,914
0.02% of portfolio
|
Q1 2024
Reduced 19.82%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
250
shares
|
$36,040
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
246
shares
|
$35,463
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
245
shares
|
$35,319
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
242
shares
|
$34,886
0.0% of portfolio
|
Q1 2024
Reduced 46.1%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
240
shares
|
$34,598
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
233
shares
|
$33,589
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
232
shares
|
$33,445
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
228
shares
|
$32,868
0.02% of portfolio
|
Q1 2024
Reduced 67.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
226
shares
|
$32,580
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
223
shares
|
$32,147
0.02% of portfolio
|
Q3 2023
Reduced 79.12%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
216
shares
|
$31,138
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
216
shares
|
$31,138
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
208
shares
|
$29,985
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
204
shares
|
$29,408
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
203
shares
|
$29,264
0.01% of portfolio
|
Q3 2019
Reduced 19.76%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
197
shares
|
$28,399
0.01% of portfolio
|
Q3 2024
Added 23.13%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
192
shares
|
$27,678
0.01% of portfolio
|
Q1 2024
Reduced 53.85%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
187
shares
|
$26,957
0.02% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
185
shares
|
$26,669
0.01% of portfolio
|
Q3 2023
Reduced 44.78%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
183
shares
|
$26,381
0.0% of portfolio
|
Q4 2023
Reduced 61.88%
|