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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
81,326
shares
|
$11.6 Million
4.18% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
81,249
shares
|
$11.6 Million
0.38% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
81,041
shares
|
$11.6 Million
2.97% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
80,630
shares
|
$11.5 Million
0.16% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
80,582
shares
|
$11.5 Million
3.55% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
79,883
shares
|
$11.4 Million
0.75% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
79,421
shares
|
$11.3 Million
0.07% of portfolio
|
Q2 2023
Reduced 97.75%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
79,265
shares
|
$11.3 Million
2.24% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
78,538
shares
|
$11.2 Million
0.51% of portfolio
|
Q3 2024
Added 75.14%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
78,289
shares
|
$11.2 Million
0.75% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
78,114
shares
|
$11.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 29.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
77,915
shares
|
$11.1 Million
1.88% of portfolio
|
Q3 2024
Added 3082.8%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
77,171
shares
|
$11 Million
1.26% of portfolio
|
Q2 2024
Reduced 42.18%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
76,854
shares
|
$11 Million
0.6% of portfolio
|
Q3 2024
Added 171.41%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
Nov 08, 2024 Q3 2024 |
76,811
shares
|
$11 Million
3.01% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
76,682
shares
|
$11 Million
1.58% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
76,455
shares
|
$10.9 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
75,486
shares
|
$10.8 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
74,474
shares
|
$10.6 Million
1.76% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
74,272
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
74,124
shares
|
$10.6 Million
2.68% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
74,105
shares
|
$10.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
74,070
shares
|
$10.6 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
73,540
shares
|
$10.5 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
73,531
shares
|
$10.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|