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 |
---|---|---|---|---|---|
Allen Investment Management LLC
|
Aug 08, 2024 Q2 2024 |
3,943
shares
|
$615,738
0.01% of portfolio
|
Q4 2022
Reduced 3.19%
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
3,938
shares
|
$614,958
0.22% of portfolio
|
Q2 2024
Added 0.05%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
3,928
shares
|
$613,396
0.06% of portfolio
|
Q2 2024
Added 7.0%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
3,926
shares
|
$613,084
0.16% of portfolio
|
Q2 2024
Added 0.03%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
3,921
shares
|
$612,303
0.05% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
3,913
shares
|
$611,054
0.26% of portfolio
|
Q2 2024
Added 21.0%
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 23, 2024 Q2 2024 |
3,910
shares
|
$610,585
0.37% of portfolio
|
Q2 2024
Reduced 13.09%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
3,905
shares
|
$609,804
0.06% of portfolio
|
Q2 2024
Added 1.67%
|
|
Seneca House Advisors
|
Jul 12, 2024 Q2 2024 |
3,900
shares
|
$609,024
0.25% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
Oxler Private Wealth LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
3,897
shares
|
$608,555
0.22% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 15, 2024 Q2 2024 |
3,882
shares
|
$606,213
0.18% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,875
shares
|
$605,120
0.04% of portfolio
|
Q2 2022
Reduced 22.99%
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
3,871
shares
|
$604,495
0.12% of portfolio
|
Q2 2024
Added 12.37%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
3,870
shares
|
$604,339
0.27% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
Lynch & Associates
|
Aug 06, 2024 Q2 2024 |
3,869
shares
|
$604,183
0.13% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
3,861
shares
|
$602,933
0.11% of portfolio
|
Q2 2024
Reduced 34.84%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
3,857
shares
|
$602,309
0.4% of portfolio
|
Q2 2024
Reduced 47.14%
|
|
Edge Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
3,842
shares
|
$599,966
0.12% of portfolio
|
Q2 2024
New holding
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,837
shares
|
$599,185
0.03% of portfolio
|
Q3 2022
Added 46.73%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
3,835
shares
|
$598,873
0.18% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
3,794
shares
|
$592,471
0.19% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
3,784
shares
|
$590,909
0.23% of portfolio
|
Q1 2024
Added 31.8%
|
|
Burns J W & CO Inc
|
Jul 23, 2024 Q2 2024 |
3,782
shares
|
$590,597
0.07% of portfolio
|
Q2 2024
Added 5.47%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
3,780
shares
|
$590,284
0.01% of portfolio
|
Q2 2024
Added 81.73%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,776
shares
|
$589,660
0.06% of portfolio
|
Q1 2024
Reduced 1.82%
|