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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,045
shares
|
$746,861
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,031
shares
|
$744,789
0.19% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
5,017
shares
|
$742,716
0.03% of portfolio
|
Q2 2024
Added 8.48%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,006
shares
|
$741,088
0.16% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$740,200
0.01% of portfolio
|
Q3 2020
Reduced 54.55%
|
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
4,981
shares
|
$737,387
0.14% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
4,965
shares
|
$735,018
0.2% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,950
shares
|
$732,798
0.53% of portfolio
|
Q3 2023
Added 26.92%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
4,940
shares
|
$731,317
0.23% of portfolio
|
Q2 2024
Reduced 54.53%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,939
shares
|
$731,169
0.0% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,932
shares
|
$730,133
0.25% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,929
shares
|
$729,689
0.61% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
4,922
shares
|
$728,652
0.03% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,902
shares
|
$725,692
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,885
shares
|
$723,175
0.26% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4,883
shares
|
$722,879
0.22% of portfolio
|
Q3 2024
Reduced 83.84%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,876
shares
|
$721,843
0.9% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
4,875
shares
|
$721,695
0.01% of portfolio
|
Q1 2023
Added 1.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
4,866
shares
|
$720,362
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,855
shares
|
$718,734
0.05% of portfolio
|
Q2 2024
Reduced 22.43%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,825
shares
|
$714,293
0.02% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Oct 09, 2024 Q2 2024 |
4,810
shares
|
$712,072
0.51% of portfolio
|
Q2 2024
Added 4.34%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
4,789
shares
|
$708,963
0.29% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
4,783
shares
|
$708,075
0.09% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
4,779
shares
|
$707,483
0.09% of portfolio
|
Q3 2024
Added 2.14%
|