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 1,943 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 $28.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
66,226
shares
|
$9.34 Million
2.59% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
65,053
shares
|
$9.17 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
64,518
shares
|
$9.1 Million
0.15% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
64,324
shares
|
$9.07 Million
1.75% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
64,255
shares
|
$9.06 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
63,482
shares
|
$8.95 Million
1.18% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
63,480
shares
|
$8.95 Million
2.19% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
63,472
shares
|
$8.95 Million
0.86% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
61,920
shares
|
$8.73 Million
0.32% of portfolio
|
Q3 2022
Reduced 9.53%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
61,712
shares
|
$8.7 Million
4.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
61,545
shares
|
$8.68 Million
0.19% of portfolio
|
Q3 2024
Added 57.27%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61,530
shares
|
$8.68 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
61,192
shares
|
$8.63 Million
0.11% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
60,874
shares
|
$8.58 Million
6.84% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
60,438
shares
|
$8.52 Million
0.2% of portfolio
|
Q3 2024
Reduced 52.64%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
59,745
shares
|
$8.42 Million
0.48% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
59,647
shares
|
$8.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 89.35%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
59,536
shares
|
$8.39 Million
4.57% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
59,440
shares
|
$8.38 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
59,325
shares
|
$8.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 81.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
59,242
shares
|
$8.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
58,845
shares
|
$8.3 Million
1.55% of portfolio
|
Q3 2022
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
58,729
shares
|
$8.28 Million
2.56% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,715
shares
|
$8.28 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
58,139
shares
|
$8.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.43%
|