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 1,854 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,376
shares
|
$683,356
0.05% of portfolio
|
Q4 2022
Reduced 7.93%
|
|
Meridian Financial, LLC
Holliston, MA |
Aug 13, 2024 Q2 2024 |
4,363
shares
|
$681,326
0.46% of portfolio
|
Q2 2024
Added 2.06%
|
|
Rpg Investment Advisory, LLC
|
Aug 07, 2024 Q2 2024 |
4,355
shares
|
$680,076
0.09% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
4,333
shares
|
$676,641
0.0% of portfolio
|
Q2 2024
Reduced 26.28%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
4,331
shares
|
$676,328
0.4% of portfolio
|
Q2 2024
Added 4.74%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$675,392
0.38% of portfolio
|
Q2 2024
Added 1.84%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,302
shares
|
$671,800
0.25% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
Source Financial Advisors LLC
New York, NY |
Jul 17, 2024 Q2 2024 |
4,263
shares
|
$665,710
0.19% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
4,251
shares
|
$663,836
0.01% of portfolio
|
Q2 2024
Reduced 79.66%
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,248
shares
|
$663,367
0.13% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
4,243
shares
|
$662,586
0.03% of portfolio
|
Q2 2024
Added 0.17%
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,242
shares
|
$662,430
0.29% of portfolio
|
Q4 2023
New holding
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
4,240
shares
|
$662,118
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
4,235
shares
|
$661,337
0.06% of portfolio
|
Q2 2024
Added 12.16%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
4,233
shares
|
$661,025
0.03% of portfolio
|
Q2 2024
Reduced 37.51%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
4,232
shares
|
$660,869
0.17% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,225
shares
|
$659,776
0.21% of portfolio
|
Q2 2022
Added 8.28%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
4,218
shares
|
$658,682
0.01% of portfolio
|
Q2 2024
Reduced 21.41%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
4,199
shares
|
$655,715
0.18% of portfolio
|
Q2 2024
New holding
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
4,182
shares
|
$653,061
0.05% of portfolio
|
Q2 2024
Reduced 90.71%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
4,180
shares
|
$652,748
0.21% of portfolio
|
Q2 2024
Added 0.24%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
4,179
shares
|
$652,592
0.22% of portfolio
|
Q2 2024
New holding
|
|
Tru Independence LLC
|
Aug 06, 2024 Q2 2024 |
4,178
shares
|
$652,436
0.19% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
4,167
shares
|
$650,718
0.02% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
4,154
shares
|
$648,688
0.02% of portfolio
|
Q2 2024
Added 0.61%
|