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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,463
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
7,437
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
7,396
shares
|
$1.02 Million
0.76% of portfolio
|
Q4 2021
Reduced 0.87%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
7,394
shares
|
$1.02 Million
1.49% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
7,349
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
7,347
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
7,341
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,309
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.4%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
7,308
shares
|
$1 Million
0.19% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
7,255
shares
|
$996,256
0.1% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
7,233
shares
|
$993,235
0.24% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
7,214
shares
|
$990,626
0.02% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$988,841
0.08% of portfolio
|
Q3 2022
Added 28.75%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
7,176
shares
|
$985,408
0.05% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,173
shares
|
$984,996
0.13% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
7,154
shares
|
$982,387
0.1% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,131
shares
|
$979,228
0.03% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
7,116
shares
|
$977,169
0.1% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,092
shares
|
$973,873
0.08% of portfolio
|
Q3 2022
Reduced 17.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
7,086
shares
|
$973,049
0.43% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
6,985
shares
|
$959,180
0.12% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,985
shares
|
$959,180
0.32% of portfolio
|
Q3 2024
Added 117.94%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,974
shares
|
$957,669
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,911
shares
|
$949,018
0.16% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
6,893
shares
|
$946,546
0.08% of portfolio
|
Q3 2024
Added 24.42%
|