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 |
---|---|---|---|---|---|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
3,772
shares
|
$589,035
0.07% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
3,755
shares
|
$586,380
0.01% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Goelzer Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
3,749
shares
|
$585,443
0.03% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
3,749
shares
|
$585,443
0.09% of portfolio
|
Q2 2024
Reduced 40.16%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
3,742
shares
|
$584,350
0.01% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
3,738
shares
|
$583,726
0.01% of portfolio
|
Q2 2024
Added 3.8%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 09, 2024 Q2 2024 |
3,712
shares
|
$579,665
0.04% of portfolio
|
Q2 2024
Added 0.03%
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Jul 15, 2024 Q2 2024 |
3,711
shares
|
$579,509
0.23% of portfolio
|
Q2 2024
Added 2.54%
|
|
Aurora Private Wealth, Inc.
|
Jul 17, 2024 Q2 2024 |
3,710
shares
|
$579,353
0.47% of portfolio
|
Q2 2024
Added 13.59%
|
|
Columbus Macro, LLC
|
Jul 12, 2024 Q2 2024 |
3,704
shares
|
$578,416
0.21% of portfolio
|
Q2 2024
Added 2.12%
|
|
17 Capital Partners, LLC
|
Jul 18, 2024 Q2 2024 |
3,695
shares
|
$577,011
0.38% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
3,695
shares
|
$577,011
0.13% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
3,675
shares
|
$573,888
0.03% of portfolio
|
Q3 2023
Reduced 13.31%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Aug 16, 2024 Q2 2024 |
3,657
shares
|
$571,077
0.41% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
3,652
shares
|
$570,296
0.06% of portfolio
|
Q2 2024
Reduced 16.47%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
3,651
shares
|
$570,140
0.02% of portfolio
|
Q2 2024
Reduced 9.72%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
3,651
shares
|
$570,140
0.31% of portfolio
|
Q2 2024
Added 2.76%
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
3,643
shares
|
$568,890
0.12% of portfolio
|
Q2 2024
Added 8.94%
|
|
Eagle Ridge Investment Management
|
Jul 24, 2024 Q2 2024 |
3,632
shares
|
$567,173
0.05% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 24, 2024 Q2 2024 |
3,620
shares
|
$565,299
0.04% of portfolio
|
Q4 2023
New holding
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 16, 2024 Q2 2024 |
3,583
shares
|
$559,521
0.16% of portfolio
|
Q2 2024
Reduced 23.29%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
3,580
shares
|
$559,052
0.06% of portfolio
|
Q2 2024
Reduced 23.5%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
3,568
shares
|
$557,178
0.14% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
3,565
shares
|
$556,710
0.19% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,562
shares
|
$556,241
0.02% of portfolio
|
Q1 2024
Reduced 71.24%
|