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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
23,941
shares
|
$3.29 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
23,925
shares
|
$3.29 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
23,902
shares
|
$3.28 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
23,882
shares
|
$3.28 Million
0.43% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
23,751
shares
|
$3.26 Million
0.11% of portfolio
|
Q3 2024
Reduced 39.09%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
23,713
shares
|
$3.26 Million
1.38% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
23,692
shares
|
$3.25 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
23,581
shares
|
$3.24 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
23,580
shares
|
$3.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
23,531
shares
|
$3.23 Million
0.22% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
23,439
shares
|
$3.22 Million
1.01% of portfolio
|
Q3 2024
Added 201.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,357
shares
|
$3.21 Million
0.09% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,162
shares
|
$3.18 Million
0.51% of portfolio
|
Q3 2022
Added 12.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
23,076
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
22,818
shares
|
$3.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 29.14%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
22,740
shares
|
$3.12 Million
2.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
22,711
shares
|
$3.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 40.45%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
22,711
shares
|
$3.12 Million
0.04% of portfolio
|
Q3 2024
Added 34.96%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
22,638
shares
|
$3.11 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
22,616
shares
|
$3.11 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
22,616
shares
|
$3.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 63.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
22,579
shares
|
$3.1 Million
0.23% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
22,536
shares
|
$3.09 Million
2.33% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
22,449
shares
|
$3.08 Million
0.39% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
22,379
shares
|
$3.07 Million
1.79% of portfolio
|
Q3 2024
Added 1.06%
|