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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,029
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
11,982
shares
|
$1.65 Million
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
11,862
shares
|
$1.63 Million
0.36% of portfolio
|
Q3 2024
Added 118.74%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
11,851
shares
|
$1.63 Million
1.32% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
11,830
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,801
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,789
shares
|
$1.62 Million
1.09% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
11,782
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2024
Added 51.97%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
11,761
shares
|
$1.62 Million
1.24% of portfolio
|
Q3 2022
Added 10.34%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
11,732
shares
|
$1.61 Million
0.87% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,698
shares
|
$1.61 Million
0.78% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
11,620
shares
|
$1.6 Million
0.45% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
11,598
shares
|
$1.59 Million
0.25% of portfolio
|
Q3 2024
Added 47.31%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
11,516
shares
|
$1.58 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
11,473
shares
|
$1.58 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,464
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
11,443
shares
|
$1.57 Million
0.25% of portfolio
|
Q3 2024
Reduced 46.78%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
11,440
shares
|
$1.57 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
11,351
shares
|
$1.56 Million
1.13% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
11,319
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 58.2%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,313
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 1066.29%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
11,303
shares
|
$1.55 Million
0.83% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
11,230
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
11,214
shares
|
$1.54 Million
0.42% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
11,126
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.44%
|