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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
20,648
shares
|
$2.84 Million
1.05% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,641
shares
|
$2.83 Million
0.04% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
20,598
shares
|
$2.83 Million
0.61% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
20,336
shares
|
$2.79 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
20,334
shares
|
$2.79 Million
0.23% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
20,249
shares
|
$2.78 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
20,131
shares
|
$2.76 Million
0.04% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
20,129
shares
|
$2.76 Million
0.22% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
20,129
shares
|
$2.76 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
20,117
shares
|
$2.76 Million
0.08% of portfolio
|
Q3 2024
Added 686.43%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
19,857
shares
|
$2.73 Million
0.24% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
19,847
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
19,813
shares
|
$2.72 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
19,797
shares
|
$2.72 Million
0.49% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
19,786
shares
|
$2.72 Million
0.03% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
19,636
shares
|
$2.7 Million
0.93% of portfolio
|
Q3 2024
Added 1254.21%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
19,609
shares
|
$2.69 Million
0.14% of portfolio
|
Q3 2024
Reduced 30.4%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,562
shares
|
$2.69 Million
0.12% of portfolio
|
Q2 2024
Added 13.03%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
19,490
shares
|
$2.68 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
19,488
shares
|
$2.68 Million
1.64% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
19,480
shares
|
$2.67 Million
1.64% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
19,446
shares
|
$2.67 Million
1.25% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
19,418
shares
|
$2.67 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
19,338
shares
|
$2.66 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
19,328
shares
|
$2.65 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.62%
|