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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$540,766
0.22% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
3,936
shares
|
$540,491
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
3,925
shares
|
$538,981
0.15% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$538,981
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,921
shares
|
$538,431
0.08% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,911
shares
|
$537,058
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
3,895
shares
|
$534,861
0.26% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
3,889
shares
|
$534,037
0.17% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
3,882
shares
|
$533,076
0.18% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,875
shares
|
$532,115
0.04% of portfolio
|
Q2 2022
Reduced 22.99%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,873
shares
|
$531,840
0.0% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
3,869
shares
|
$531,291
0.13% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
3,869
shares
|
$531,291
0.08% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
3,866
shares
|
$530,879
0.22% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
3,842
shares
|
$527,583
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,837
shares
|
$526,896
0.03% of portfolio
|
Q3 2022
Added 46.73%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
3,821
shares
|
$524,699
0.19% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,774
shares
|
$518,245
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
3,773
shares
|
$518,108
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
3,772
shares
|
$517,971
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,742
shares
|
$513,851
0.01% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,739
shares
|
$513,439
0.06% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
3,715
shares
|
$510,143
0.21% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,710
shares
|
$509,457
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
3,702
shares
|
$508,358
0.03% of portfolio
|
Q3 2024
Reduced 1.25%
|