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 |
---|---|---|---|---|---|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,390
shares
|
$523,687
0.03% of portfolio
|
Q4 2023
Reduced 29.15%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
3,381
shares
|
$522,296
0.01% of portfolio
|
Q2 2024
Added 11.95%
|
|
Moller Financial Services
|
Jul 01, 2024 Q2 2024 |
3,380
shares
|
$522,142
0.13% of portfolio
|
Q2 2024
New holding
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
3,357
shares
|
$518,589
0.28% of portfolio
|
Q2 2024
Added 0.18%
|
|
Jackson Square Capital, LLC
|
Aug 05, 2024 Q2 2024 |
3,352
shares
|
$517,816
0.13% of portfolio
|
Q2 2024
Added 3.94%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
3,322
shares
|
$513,182
0.06% of portfolio
|
Q1 2024
Added 19.37%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
3,306
shares
|
$510,710
0.01% of portfolio
|
Q2 2024
Added 6.92%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
3,303
shares
|
$510,247
0.1% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
3,302
shares
|
$510,092
0.1% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,300
shares
|
$509,783
0.11% of portfolio
|
Q3 2021
Reduced 1.79%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
3,296
shares
|
$509,166
0.04% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
3,285
shares
|
$507,466
0.04% of portfolio
|
Q2 2024
Added 0.27%
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Aug 08, 2024 Q2 2024 |
3,277
shares
|
$506,230
0.45% of portfolio
|
Q2 2024
Added 28.81%
|
|
Rda Financial Network
|
Jul 10, 2024 Q2 2024 |
3,264
shares
|
$504,222
0.16% of portfolio
|
Q2 2024
Added 1.68%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
3,263
shares
|
$504,068
0.06% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
3,254
shares
|
$502,677
0.02% of portfolio
|
Q2 2024
Added 2.55%
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,207
shares
|
$495,417
0.03% of portfolio
|
Q2 2022
Added 6.33%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,205
shares
|
$495,108
0.13% of portfolio
|
Q2 2024
Added 12.69%
|
|
Aprio Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
3,198
shares
|
$494,027
0.09% of portfolio
|
Q2 2024
Added 9.37%
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
3,198
shares
|
$494,027
0.06% of portfolio
|
Q2 2024
New holding
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
3,192
shares
|
$493,100
0.03% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
3,157
shares
|
$487,693
0.02% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
3,150
shares
|
$486,611
0.2% of portfolio
|
Q2 2024
Added 9.19%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,148
shares
|
$486,303
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
3,148
shares
|
$486,303
0.05% of portfolio
|
Q2 2024
Reduced 50.91%
|