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 |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
30,221
shares
|
$4.21 Million
0.09% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,069
shares
|
$4.19 Million
0.48% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
30,026
shares
|
$4.18 Million
0.45% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,013
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2024
Added 73.1%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,745
shares
|
$4.14 Million
0.11% of portfolio
|
Q4 2023
Added 3.03%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
29,737
shares
|
$4.14 Million
1.55% of portfolio
|
Q3 2023
Reduced 17.75%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
29,642
shares
|
$4.13 Million
0.52% of portfolio
|
Q3 2024
Added 88.3%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
29,500
shares
|
$4.11 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
29,305
shares
|
$4.08 Million
0.29% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
29,234
shares
|
$4.07 Million
0.04% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
29,173
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2022
Reduced 83.81%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
29,170
shares
|
$4.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
29,117
shares
|
$4.05 Million
0.05% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
29,073
shares
|
$4.05 Million
0.93% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
29,062
shares
|
$4.05 Million
0.17% of portfolio
|
Q3 2024
Added 354.95%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
29,019
shares
|
$4.04 Million
1.13% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
28,906
shares
|
$4.02 Million
0.12% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Rye Brook Capital LLC
|
Oct 22, 2024 Q3 2024 |
28,900
shares
|
$4.02 Million
6.42% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
28,803
shares
|
$4.01 Million
0.71% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
28,709
shares
|
$4 Million
0.49% of portfolio
|
Q3 2024
Added 1187.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
28,677
shares
|
$3.99 Million
0.17% of portfolio
|
Q3 2024
Added 67.06%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
28,587
shares
|
$3.98 Million
3.98% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
28,379
shares
|
$3.95 Million
0.45% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
28,275
shares
|
$3.94 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.32%
|