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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,945
shares
|
$8.17 Million
0.3% of portfolio
|
Q2 2020
Added 1.42%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
57,934
shares
|
$8.17 Million
0.77% of portfolio
|
Q3 2024
Added 154.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
57,810
shares
|
$8.15 Million
0.08% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
57,495
shares
|
$8.11 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
56,842
shares
|
$8.01 Million
0.97% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
55,870
shares
|
$7.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 41.98%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,620
shares
|
$7.84 Million
0.06% of portfolio
|
Q3 2024
Reduced 63.6%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
55,546
shares
|
$7.83 Million
0.59% of portfolio
|
Q3 2024
Added 94.39%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
55,494
shares
|
$7.82 Million
2.25% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
55,116
shares
|
$7.77 Million
0.6% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
55,025
shares
|
$7.76 Million
0.77% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
54,998
shares
|
$7.75 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
54,961
shares
|
$7.75 Million
1.91% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
54,389
shares
|
$7.67 Million
0.42% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
54,053
shares
|
$7.62 Million
2.24% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
53,984
shares
|
$7.61 Million
4.46% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
53,951
shares
|
$7.61 Million
1.72% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
53,749
shares
|
$7.58 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
53,640
shares
|
$7.56 Million
0.08% of portfolio
|
Q3 2024
Added 103.31%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
53,550
shares
|
$7.55 Million
3.68% of portfolio
|
Q2 2023
Added 6.41%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
53,545
shares
|
$7.55 Million
2.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
53,207
shares
|
$7.5 Million
0.81% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
53,148
shares
|
$7.49 Million
3.98% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
52,850
shares
|
$7.45 Million
1.45% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
52,832
shares
|
$7.45 Million
0.39% of portfolio
|
Q3 2024
Added 2.81%
|