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 |
|---|---|---|---|---|---|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
4,768
shares
|
$705,854
0.38% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
4,763
shares
|
$705,114
0.38% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
4,762
shares
|
$704,966
0.0% of portfolio
|
Q2 2024
Reduced 10.15%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
4,759
shares
|
$704,522
0.05% of portfolio
|
Q3 2024
Added 60.72%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
4,739
shares
|
$701,561
0.16% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,738
shares
|
$701,413
0.17% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
4,731
shares
|
$700,377
0.21% of portfolio
|
Q2 2024
Reduced 81.43%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,720
shares
|
$698,748
0.19% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
4,698
shares
|
$695,491
0.05% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,694
shares
|
$694,899
0.35% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
4,688
shares
|
$694,011
0.16% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
4,680
shares
|
$692,827
0.23% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
4,640
shares
|
$686,905
0.09% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,620
shares
|
$683,944
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,617
shares
|
$683,500
0.6% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,605
shares
|
$681,724
0.13% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
4,594
shares
|
$680,095
0.19% of portfolio
|
Q2 2024
Reduced 19.83%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,590
shares
|
$679,503
0.25% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
4,567
shares
|
$676,098
0.03% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,567
shares
|
$676,098
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,564
shares
|
$675,654
0.26% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
4,561
shares
|
$675,210
0.56% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,553
shares
|
$674,026
0.27% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,552
shares
|
$673,878
0.06% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
4,549
shares
|
$673,433
0.1% of portfolio
|
Q3 2024
Reduced 11.13%
|