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 |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
3,115
shares
|
$427,751
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
3,086
shares
|
$423,769
0.04% of portfolio
|
Q1 2024
Reduced 11.47%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,083
shares
|
$423,357
0.03% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,077
shares
|
$422,533
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,057
shares
|
$419,787
0.18% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,055
shares
|
$419,512
0.11% of portfolio
|
Q1 2023
Reduced 12.29%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
3,054
shares
|
$419,375
0.12% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,043
shares
|
$417,864
0.04% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,043
shares
|
$417,864
0.1% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
3,038
shares
|
$417,178
0.08% of portfolio
|
Q4 2022
Added 51.75%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,033
shares
|
$416,491
0.04% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
3,025
shares
|
$415,393
0.12% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,023
shares
|
$415,118
0.03% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,020
shares
|
$414,706
0.21% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
3,014
shares
|
$413,882
0.14% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$411,960
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,998
shares
|
$411,685
0.01% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
2,987
shares
|
$410,174
0.08% of portfolio
|
Q2 2024
Added 226.81%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,983
shares
|
$409,625
0.01% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,967
shares
|
$407,428
0.01% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
2,967
shares
|
$407,428
0.25% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
2,952
shares
|
$405,368
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,940
shares
|
$403,720
0.09% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
2,934
shares
|
$402,896
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,930
shares
|
$402,347
0.2% of portfolio
|
Q3 2024
Reduced 73.75%
|