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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
115
shares
|
$16,431
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
113
shares
|
$16,145
0.01% of portfolio
|
Q3 2024
Reduced 57.68%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
113
shares
|
$16,145
0.0% of portfolio
|
Q3 2024
Reduced 77.97%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
112
shares
|
$16,002
0.0% of portfolio
|
Q3 2023
Reduced 35.63%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
110
shares
|
$15,716
0.0% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
110
shares
|
$15,716
0.0% of portfolio
|
Q4 2022
Reduced 21.43%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
109
shares
|
$15,573
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
101
shares
|
$14,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$14,288
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
100
shares
|
$14,288
0.01% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
100
shares
|
$14,288
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
99
shares
|
$14,145
0.01% of portfolio
|
Q3 2024
Added 141.46%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
96
shares
|
$13,716
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
95
shares
|
$13,573
0.0% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
92
shares
|
$13,144
0.0% of portfolio
|
Q1 2024
Added 9.52%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
92
shares
|
$13,144
0.0% of portfolio
|
Q3 2024
Reduced 98.33%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
91
shares
|
$13,002
0.01% of portfolio
|
Q1 2024
Reduced 21.55%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
91
shares
|
$13,002
0.0% of portfolio
|
Q3 2024
Reduced 37.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
91
shares
|
$13,002
0.0% of portfolio
|
Q2 2024
Reduced 76.36%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
88
shares
|
$12,573
0.0% of portfolio
|
Q4 2023
Reduced 14.56%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
87
shares
|
$12,430
0.03% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
85
shares
|
$12,144
0.0% of portfolio
|
Q3 2024
Reduced 68.86%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
84
shares
|
$12,001
0.0% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
81
shares
|
$11,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
75
shares
|
$10,716
0.0% of portfolio
|
Q1 2024
Reduced 97.18%
|