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 |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
97,015
shares
|
$13.9 Million
1.82% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
96,897
shares
|
$13.8 Million
3.5% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
96,792
shares
|
$13.8 Million
0.84% of portfolio
|
Q3 2024
Added 129.83%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
96,029
shares
|
$13.7 Million
2.37% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
94,816
shares
|
$13.5 Million
4.49% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
94,378
shares
|
$13.5 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
92,503
shares
|
$13.2 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
91,483
shares
|
$13.1 Million
3.49% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
90,224
shares
|
$12.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
89,487
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
89,167
shares
|
$12.7 Million
3.84% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
89,046
shares
|
$12.7 Million
4.63% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
87,934
shares
|
$12.6 Million
0.58% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
87,269
shares
|
$12.5 Million
4.12% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
86,841
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
86,600
shares
|
$12.4 Million
1.06% of portfolio
|
Q3 2024
Added 2040.91%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
86,023
shares
|
$12.3 Million
1.26% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
85,947
shares
|
$12.3 Million
1.37% of portfolio
|
Q2 2024
Added 45.68%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
85,494
shares
|
$12.2 Million
3.18% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
85,329
shares
|
$12.2 Million
5.15% of portfolio
|
Q3 2024
Added 89.28%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
85,170
shares
|
$12.2 Million
0.27% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
84,239
shares
|
$12 Million
0.2% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
82,572
shares
|
$11.8 Million
4.96% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
81,885
shares
|
$11.7 Million
0.4% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
81,344
shares
|
$11.6 Million
4.69% of portfolio
|
Q3 2023
Reduced 2.47%
|