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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
5,803
shares
|
$796,867
0.05% of portfolio
|
Q3 2024
Reduced 95.17%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,793
shares
|
$795,494
1.27% of portfolio
|
Q2 2022
Reduced 30.45%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,767
shares
|
$791,924
0.06% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
5,747
shares
|
$789,178
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,735
shares
|
$787,530
0.22% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
5,728
shares
|
$786,568
0.17% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
5,710
shares
|
$784,097
0.61% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,706
shares
|
$783,547
0.01% of portfolio
|
Q3 2024
Added 27.68%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,694
shares
|
$781,900
0.02% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
5,680
shares
|
$779,977
0.23% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
5,675
shares
|
$779,291
0.05% of portfolio
|
Q3 2024
Added 54.42%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
5,675
shares
|
$779,291
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
5,668
shares
|
$778,329
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
5,665
shares
|
$777,917
0.07% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
5,644
shares
|
$775,034
0.41% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
5,634
shares
|
$773,660
0.09% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
5,624
shares
|
$772,287
0.22% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
5,599
shares
|
$768,854
0.31% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,593
shares
|
$768,030
0.02% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
5,583
shares
|
$766,657
0.37% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
5,578
shares
|
$765,970
0.44% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
5,542
shares
|
$761,027
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
5,520
shares
|
$758,006
0.16% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,506
shares
|
$756,083
0.17% of portfolio
|
Q3 2024
Added 97.49%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,495
shares
|
$754,573
0.12% of portfolio
|
Q3 2024
Reduced 2.4%
|