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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
52,640
shares
|
$7.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
52,581
shares
|
$7.41 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
52,012
shares
|
$7.33 Million
1.21% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
51,897
shares
|
$7.32 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
51,076
shares
|
$7.2 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
51,053
shares
|
$7.2 Million
0.6% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
49,936
shares
|
$7.04 Million
0.42% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
49,615
shares
|
$7 Million
0.01% of portfolio
|
Q3 2024
Added 77.71%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
49,365
shares
|
$6.96 Million
3.62% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
49,066
shares
|
$6.92 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
48,930
shares
|
$6.9 Million
1.39% of portfolio
|
Q3 2024
Added 960.93%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
48,488
shares
|
$6.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 78.78%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
48,420
shares
|
$6.83 Million
1.91% of portfolio
|
Q3 2024
Added 19.87%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
48,364
shares
|
$6.82 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
48,171
shares
|
$6.79 Million
2.62% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
47,335
shares
|
$6.67 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
47,170
shares
|
$6.65 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
46,922
shares
|
$6.62 Million
2.9% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
46,919
shares
|
$6.62 Million
0.11% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
46,813
shares
|
$6.6 Million
2.24% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
46,715
shares
|
$6.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
46,652
shares
|
$6.58 Million
0.11% of portfolio
|
Q3 2024
Added 10175.77%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
46,547
shares
|
$6.56 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
46,450
shares
|
$6.55 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
46,256
shares
|
$6.52 Million
2.94% of portfolio
|
Q3 2024
Reduced 1.85%
|