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 |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
7,988
shares
|
$1.1 Million
0.72% of portfolio
|
Q3 2024
Reduced 32.07%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,960
shares
|
$1.09 Million
0.63% of portfolio
|
Q2 2023
Added 25.51%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
7,918
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
7,916
shares
|
$1.09 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,894
shares
|
$1.08 Million
1.06% of portfolio
|
Q3 2024
Added 184.88%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
7,842
shares
|
$1.08 Million
0.43% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
7,830
shares
|
$1.08 Million
0.9% of portfolio
|
Q3 2024
Added 321.88%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
7,810
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,754
shares
|
$1.06 Million
0.6% of portfolio
|
Q3 2024
Added 59.94%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
7,741
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
7,737
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
7,737
shares
|
$1.06 Million
0.74% of portfolio
|
Q3 2024
Added 28.35%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
7,729
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
7,727
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
7,726
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
7,712
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,682
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
7,640
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
7,609
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
7,594
shares
|
$1.04 Million
0.96% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,591
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
7,549
shares
|
$1.04 Million
0.51% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,508
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,506
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
7,467
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2024
Added 0.09%
|