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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
32,723
shares
|
$4.56 Million
0.29% of portfolio
|
Q3 2024
Added 312.39%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
32,564
shares
|
$4.53 Million
2.19% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
32,548
shares
|
$4.53 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
32,439
shares
|
$4.52 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,398
shares
|
$4.51 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
32,397
shares
|
$4.51 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,343
shares
|
$4.5 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
32,229
shares
|
$4.49 Million
0.32% of portfolio
|
Q3 2024
Added 1342.01%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
32,165
shares
|
$4.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
32,158
shares
|
$4.48 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
31,970
shares
|
$4.45 Million
0.45% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
31,702
shares
|
$4.41 Million
0.08% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,657
shares
|
$4.41 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
31,429
shares
|
$4.38 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
31,244
shares
|
$4.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
31,132
shares
|
$4.33 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
31,012
shares
|
$4.32 Million
2.81% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
30,980
shares
|
$4.31 Million
2.65% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
30,978
shares
|
$4.31 Million
2.69% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
30,795
shares
|
$4.29 Million
1.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
30,636
shares
|
$4.26 Million
4.74% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
30,485
shares
|
$4.24 Million
2.31% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
30,479
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 93.02%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
30,295
shares
|
$4.22 Million
2.63% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
30,269
shares
|
$4.21 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.18%
|