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 |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
4,370
shares
|
$600,088
0.44% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
4,369
shares
|
$599,951
0.55% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
4,364
shares
|
$599,264
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
4,330
shares
|
$594,595
0.23% of portfolio
|
Q4 2023
Added 8.58%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,313
shares
|
$592,261
0.01% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,310
shares
|
$591,849
0.37% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,289
shares
|
$588,965
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
4,286
shares
|
$588,553
0.08% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,250
shares
|
$583,610
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,248
shares
|
$583,335
0.13% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
4,245
shares
|
$582,923
0.53% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,242
shares
|
$582,511
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
4,241
shares
|
$582,374
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,240
shares
|
$582,236
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
4,234
shares
|
$581,412
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,229
shares
|
$580,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,225
shares
|
$580,177
0.21% of portfolio
|
Q2 2022
Added 8.28%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
4,199
shares
|
$576,606
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,175
shares
|
$573,311
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,170
shares
|
$572,624
0.21% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,155
shares
|
$570,564
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
4,152
shares
|
$570,152
0.36% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
4,117
shares
|
$565,346
0.06% of portfolio
|
Q3 2024
Reduced 41.54%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,117
shares
|
$565,346
0.1% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
4,107
shares
|
$563,973
0.14% of portfolio
|
Q3 2024
Reduced 0.05%
|