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 1,829 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
91,854
shares
|
$13.2 Million
0.05% of portfolio
|
Q1 2024
Added 53.15%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
91,139
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
91,000
shares
|
$13.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.59%
|
|
Pine Bridge Investments, L.P.
|
May 14, 2024 Q1 2024 |
87,570
shares
|
$12.6 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.94%
|
|
Wbh Advisory Inc
|
Apr 16, 2024 Q1 2024 |
86,667
shares
|
$12.5 Million
1.33% of portfolio
|
Q1 2024
Added 6.47%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
85,998
shares
|
$12.4 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
85,891
shares
|
$12.3 Million
0.3% of portfolio
|
Q1 2024
Reduced 10.08%
|
|
Long Run Wealth Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
85,532
shares
|
$12.3 Million
3.35% of portfolio
|
Q1 2024
Added 5.1%
|
|
Banco Santander, S.A.
|
May 10, 2024 Q1 2024 |
85,419
shares
|
$12.3 Million
0.15% of portfolio
|
Q1 2024
Added 77.52%
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2024 Q1 2024 |
83,647
shares
|
$12 Million
4.02% of portfolio
|
Q1 2024
Added 9.29%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
83,317
shares
|
$12 Million
0.28% of portfolio
|
Q1 2024
Added 71.91%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 08, 2024 Q1 2024 |
81,678
shares
|
$11.7 Million
5.13% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
Parkside Investments, LLC
|
Apr 12, 2024 Q1 2024 |
81,645
shares
|
$11.7 Million
1.93% of portfolio
|
Q1 2024
Added 0.55%
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
81,344
shares
|
$11.7 Million
4.69% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
81,067
shares
|
$11.6 Million
0.13% of portfolio
|
Q1 2024
Added 8.18%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
80,715
shares
|
$11.6 Million
0.61% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Apr 09, 2024 Q1 2024 |
79,446
shares
|
$11.4 Million
0.17% of portfolio
|
Q2 2023
Added 78.75%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
79,421
shares
|
$11.4 Million
0.07% of portfolio
|
Q2 2023
Reduced 97.75%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
78,853
shares
|
$11.3 Million
0.37% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
78,633
shares
|
$11.3 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 10, 2024 Q1 2024 |
78,629
shares
|
$11.3 Million
3.02% of portfolio
|
Q1 2024
Added 1.32%
|
|
Measured Wealth Private Client Group, LLC
|
Apr 18, 2024 Q1 2024 |
78,325
shares
|
$11.3 Million
4.06% of portfolio
|
Q1 2024
Added 2.8%
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 14, 2024 Q1 2024 |
78,050
shares
|
$11.2 Million
3.35% of portfolio
|
Q4 2023
Reduced 23.86%
|
|
Fil LTD
Hamilton, D0 |
May 13, 2024 Q1 2024 |
77,627
shares
|
$11.2 Million
0.01% of portfolio
|
Q1 2024
Added 190.45%
|
|
Arvest Trust CO N A
Rogers, AR |
May 14, 2024 Q1 2024 |
77,368
shares
|
$11.1 Million
0.72% of portfolio
|
Q1 2024
Reduced 0.93%
|