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 1,894 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,429
shares
|
$803,709
0.06% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
5,400
shares
|
$799,416
0.22% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
5,400
shares
|
$799,416
0.05% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
5,352
shares
|
$792,310
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
5,346
shares
|
$791,421
1.23% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
5,316
shares
|
$786,980
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,314
shares
|
$786,684
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 06, 2024 Q2 2024 |
5,284
shares
|
$782,243
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
5,266
shares
|
$779,578
0.09% of portfolio
|
Q2 2024
Reduced 21.56%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
5,264
shares
|
$779,282
0.06% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,235
shares
|
$774,989
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,224
shares
|
$773,360
0.02% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 07, 2024 Q2 2024 |
5,222
shares
|
$773,064
0.61% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
5,217
shares
|
$772,324
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Allie Family Office LLC
|
Aug 12, 2024 Q2 2024 |
5,197
shares
|
$769,363
0.45% of portfolio
|
Q2 2024
Added 160.24%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
5,196
shares
|
$769,215
0.31% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
5,176
shares
|
$766,255
0.09% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
5,171
shares
|
$765,514
0.21% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,166
shares
|
$764,774
0.18% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,166
shares
|
$764,774
0.02% of portfolio
|
Q4 2022
Added 9.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
5,160
shares
|
$763,886
0.07% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
5,159
shares
|
$763,738
0.23% of portfolio
|
Q2 2024
Added 10.64%
|
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
5,124
shares
|
$758,556
0.03% of portfolio
|
Q2 2024
Added 502.82%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,116
shares
|
$757,372
0.04% of portfolio
|
Q1 2021
Added 0.29%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
5,110
shares
|
$756,484
0.52% of portfolio
|
Q3 2024
Added 5.12%
|