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 $27.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
15,002
shares
|
$2.06 Million
0.78% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
15,000
shares
|
$2.06 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
14,992
shares
|
$2.06 Million
1.18% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,976
shares
|
$2.06 Million
0.3% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
14,947
shares
|
$2.05 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,902
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,849
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
14,843
shares
|
$2.04 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
14,843
shares
|
$2.04 Million
0.9% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,841
shares
|
$2.04 Million
0.1% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
14,766
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,743
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2023
Reduced 85.08%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
14,668
shares
|
$2.01 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
14,558
shares
|
$2 Million
0.22% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
14,437
shares
|
$1.98 Million
0.22% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,400
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
14,381
shares
|
$1.97 Million
0.85% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
14,368
shares
|
$1.97 Million
1.28% of portfolio
|
Q2 2024
Reduced 65.99%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14,362
shares
|
$1.97 Million
0.19% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,234
shares
|
$1.95 Million
0.41% of portfolio
|
Q4 2022
Reduced 22.86%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,234
shares
|
$1.95 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
14,205
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,201
shares
|
$1.95 Million
0.26% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
14,155
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2024
Reduced 55.61%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,151
shares
|
$1.94 Million
0.11% of portfolio
|
Q3 2024
New holding
|