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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,520
shares
|
$483,366
0.16% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,517
shares
|
$482,954
0.09% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
3,500
shares
|
$480,620
0.31% of portfolio
|
Q2 2023
Reduced 30.0%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$480,620
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,499
shares
|
$480,482
0.1% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
3,493
shares
|
$479,658
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
3,476
shares
|
$477,324
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
3,473
shares
|
$476,912
0.02% of portfolio
|
Q3 2024
Reduced 34.67%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,470
shares
|
$476,500
0.01% of portfolio
|
Q3 2022
Added 100.35%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
3,465
shares
|
$475,813
0.01% of portfolio
|
Q3 2024
Added 3365.0%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,460
shares
|
$475,127
0.13% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,451
shares
|
$473,891
0.4% of portfolio
|
Q4 2022
Reduced 9.64%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
3,433
shares
|
$471,419
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
3,430
shares
|
$471,007
0.12% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
3,405
shares
|
$467,574
0.16% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,394
shares
|
$466,064
0.09% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,390
shares
|
$465,514
0.03% of portfolio
|
Q4 2023
Reduced 29.15%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
3,367
shares
|
$462,356
0.14% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
3,366
shares
|
$462,219
0.17% of portfolio
|
Q3 2024
Reduced 99.33%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
3,363
shares
|
$461,807
0.3% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3,361
shares
|
$461,532
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,345
shares
|
$459,335
0.06% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
3,339
shares
|
$458,511
0.25% of portfolio
|
Q3 2024
Reduced 87.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,323
shares
|
$456,314
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,300
shares
|
$453,156
0.11% of portfolio
|
Q3 2021
Reduced 1.79%
|