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 |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
6,889
shares
|
$945,997
0.62% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,817
shares
|
$936,110
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
6,810
shares
|
$935,149
0.17% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
6,783
shares
|
$931,441
0.34% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,777
shares
|
$930,617
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
6,773
shares
|
$930,068
0.14% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,764
shares
|
$928,832
0.09% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
6,668
shares
|
$915,649
0.26% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
6,668
shares
|
$915,649
0.09% of portfolio
|
Q3 2024
Reduced 31.62%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
6,658
shares
|
$914,276
0.07% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
6,561
shares
|
$900,956
0.5% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
6,541
shares
|
$898,210
0.02% of portfolio
|
Q3 2024
Added 55.07%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,528
shares
|
$896,424
0.04% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
6,514
shares
|
$894,502
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
6,504
shares
|
$893,129
0.3% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
6,471
shares
|
$888,597
0.05% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,466
shares
|
$887,911
0.24% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,415
shares
|
$880,907
0.4% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
6,409
shares
|
$880,083
0.1% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,397
shares
|
$878,436
0.09% of portfolio
|
Q2 2024
Reduced 18.56%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,392
shares
|
$877,749
0.03% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
6,381
shares
|
$876,238
0.03% of portfolio
|
Q2 2024
Added 6.09%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,377
shares
|
$875,689
0.11% of portfolio
|
Q3 2024
Added 62.35%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
6,297
shares
|
$864,704
0.67% of portfolio
|
Q3 2024
Added 63.26%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
6,249
shares
|
$858,112
0.17% of portfolio
|
Q3 2024
Added 0.1%
|