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 |
|---|---|---|---|---|---|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,590
shares
|
$630,298
0.25% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
4,567
shares
|
$627,140
0.03% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,567
shares
|
$627,140
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,564
shares
|
$626,728
0.26% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
4,561
shares
|
$626,316
0.56% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,553
shares
|
$625,217
0.27% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,552
shares
|
$625,080
0.06% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
4,549
shares
|
$624,668
0.1% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
4,520
shares
|
$620,686
0.14% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,518
shares
|
$620,411
0.21% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,511
shares
|
$619,450
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
4,510
shares
|
$619,313
0.22% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,500
shares
|
$617,940
0.12% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
4,482
shares
|
$615,468
0.5% of portfolio
|
Q1 2024
Added 3.18%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
4,478
shares
|
$614,918
0.46% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
4,471
shares
|
$613,957
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
4,461
shares
|
$612,584
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4,449
shares
|
$610,936
0.12% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
4,436
shares
|
$609,151
0.2% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
4,426
shares
|
$607,778
0.4% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
4,416
shares
|
$606,405
0.14% of portfolio
|
Q3 2024
Reduced 22.99%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
4,407
shares
|
$605,169
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,404
shares
|
$604,757
0.25% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,385
shares
|
$602,148
0.39% of portfolio
|
Q1 2023
Added 14.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,376
shares
|
$600,912
0.05% of portfolio
|
Q4 2022
Reduced 7.93%
|