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 1,853 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 $29.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
3,559
shares
|
$549,794
0.02% of portfolio
|
Q2 2024
Reduced 12.19%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
3,552
shares
|
$548,712
0.26% of portfolio
|
Q2 2024
Reduced 23.91%
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
3,536
shares
|
$546,241
0.1% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,530
shares
|
$545,314
0.06% of portfolio
|
Q4 2022
Added 35.15%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
3,529
shares
|
$545,159
0.13% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
3,528
shares
|
$545,005
0.4% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
3,528
shares
|
$545,005
0.17% of portfolio
|
Q3 2022
Added 27.92%
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
3,524
shares
|
$544,387
0.02% of portfolio
|
Q2 2024
Reduced 84.96%
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
3,501
shares
|
$540,834
0.07% of portfolio
|
Q2 2024
Reduced 7.26%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 02, 2024 Q2 2024 |
3,500
shares
|
$540,680
0.28% of portfolio
|
Q2 2023
Reduced 30.0%
|
|
Lodge Hill Capital, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,500
shares
|
$540,680
0.14% of portfolio
|
Q2 2024
Reduced 85.11%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
3,497
shares
|
$540,216
0.11% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
3,493
shares
|
$539,598
0.2% of portfolio
|
Q4 2023
New holding
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 09, 2024 Q2 2024 |
3,476
shares
|
$536,972
0.21% of portfolio
|
Q1 2023
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
3,475
shares
|
$536,818
0.23% of portfolio
|
Q1 2024
Reduced 31.01%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,470
shares
|
$536,045
0.01% of portfolio
|
Q3 2022
Added 100.35%
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2024 Q2 2024 |
3,467
shares
|
$535,582
0.19% of portfolio
|
Q2 2024
Added 0.03%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
3,455
shares
|
$533,728
0.09% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,451
shares
|
$533,110
0.4% of portfolio
|
Q4 2022
Reduced 9.64%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
3,447
shares
|
$532,492
0.07% of portfolio
|
Q1 2024
Added 9.22%
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
3,440
shares
|
$531,411
0.19% of portfolio
|
Q2 2024
Added 23.21%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
3,438
shares
|
$531,102
0.02% of portfolio
|
Q2 2024
Added 0.91%
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
3,428
shares
|
$529,557
0.03% of portfolio
|
Q2 2024
Added 0.12%
|
|
Wexford Capital LP
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
3,400
shares
|
$525,232
0.13% of portfolio
|
Q2 2024
Reduced 70.47%
|
|
Highview Capital Management LLC
|
Jul 29, 2024 Q2 2024 |
3,397
shares
|
$524,768
0.21% of portfolio
|
Q2 2024
Added 5.3%
|