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 |
---|---|---|---|---|---|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
40,179
shares
|
$5.59 Million
0.23% of portfolio
|
Q3 2024
Added 16.06%
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
40,000
shares
|
$5.57 Million
2.54% of portfolio
|
Q3 2024
New holding
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
39,063
shares
|
$5.44 Million
1.7% of portfolio
|
Q3 2024
Added 12.89%
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
38,818
shares
|
$5.4 Million
1.25% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
38,750
shares
|
$5.39 Million
2.08% of portfolio
|
Q3 2024
Reduced 41.0%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
38,642
shares
|
$5.38 Million
3.15% of portfolio
|
Q3 2024
Added 6.28%
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
38,538
shares
|
$5.36 Million
0.26% of portfolio
|
Q3 2024
Added 141.65%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
38,448
shares
|
$5.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
38,262
shares
|
$5.33 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
38,219
shares
|
$5.32 Million
0.17% of portfolio
|
Q4 2023
Added 21.9%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,081
shares
|
$5.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
37,620
shares
|
$5.24 Million
1.43% of portfolio
|
Q3 2024
Added 2.39%
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
37,097
shares
|
$5.16 Million
0.27% of portfolio
|
Q3 2024
Added 0.15%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
37,063
shares
|
$5.16 Million
1.98% of portfolio
|
Q2 2022
Reduced 3.77%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
36,919
shares
|
$5.14 Million
0.87% of portfolio
|
Q3 2024
Added 39.71%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
36,366
shares
|
$5.06 Million
4.81% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
36,325
shares
|
$5.06 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,316
shares
|
$5.06 Million
0.11% of portfolio
|
Q3 2024
Added 2.69%
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
36,280
shares
|
$5.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 43.15%
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
36,265
shares
|
$5.05 Million
2.49% of portfolio
|
Q3 2024
Added 0.02%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
35,854
shares
|
$4.99 Million
0.36% of portfolio
|
Q3 2024
Added 161.92%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
35,836
shares
|
$4.99 Million
0.57% of portfolio
|
Q3 2024
Added 5.72%
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
35,744
shares
|
$4.98 Million
2.14% of portfolio
|
Q3 2024
Added 1.03%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
35,647
shares
|
$4.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
35,447
shares
|
$4.93 Million
3.16% of portfolio
|
Q3 2024
Added 6.36%
|