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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$10,716
0.0% of portfolio
|
Q2 2024
Reduced 74.58%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
71
shares
|
$10,144
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
71
shares
|
$10,144
0.0% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
69
shares
|
$9,858
0.01% of portfolio
|
Q4 2022
Added 263.16%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
64
shares
|
$9,144
0.0% of portfolio
|
Q3 2021
Reduced 91.11%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
64
shares
|
$9,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
61
shares
|
$8,715
0.0% of portfolio
|
Q3 2023
Reduced 37.11%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
58
shares
|
$8,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
54
shares
|
$7,715
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
53
shares
|
$7,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
51
shares
|
$7,286
0.0% of portfolio
|
Q3 2024
Added 5000.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
51
shares
|
$7,286
0.0% of portfolio
|
Q1 2023
Reduced 53.64%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
50
shares
|
$7,144
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
50
shares
|
$7,144
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
48
shares
|
$6,858
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$5,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
32
shares
|
$4,572
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
31
shares
|
$4,429
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
30
shares
|
$4,286
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
29
shares
|
$4,143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$4,000
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
25
shares
|
$3,572
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
25
shares
|
$3,572
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
23
shares
|
$3,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
22
shares
|
$3,143
0.0% of portfolio
|
Q2 2024
New holding
|