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 1,835 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fountainhead Am, LLC
Warren, NJ |
Apr 30, 2024 Q1 2024 |
2,781
shares
|
$413,340
0.1% of portfolio
|
Q1 2024
Added 22.4%
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
2,776
shares
|
$412,596
0.04% of portfolio
|
Q1 2024
Added 6.52%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 03, 2024 Q1 2024 |
2,773
shares
|
$412,150
0.09% of portfolio
|
Q1 2024
New holding
|
|
Alta Wealth Advisors LLC
|
May 01, 2024 Q1 2024 |
2,772
shares
|
$412,002
0.21% of portfolio
|
Q1 2024
Added 0.76%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
2,772
shares
|
$412,002
0.01% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
2,771
shares
|
$411,853
0.37% of portfolio
|
Q2 2024
Added 41.16%
|
|
Private Client Services, LLC
Louisville, KY |
May 10, 2024 Q1 2024 |
2,765
shares
|
$410,961
0.27% of portfolio
|
Q1 2024
Reduced 40.8%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
2,761
shares
|
$410,367
0.02% of portfolio
|
Q1 2024
Reduced 10.62%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$410,218
0.18% of portfolio
|
Q1 2023
Added 27.78%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
2,759
shares
|
$410,070
0.07% of portfolio
|
Q4 2021
Reduced 3.53%
|
|
Texas Permanent School Fund
Austin, TX |
May 03, 2024 Q1 2024 |
2,738
shares
|
$406,948
0.0% of portfolio
|
Q1 2023
New holding
|
|
Private Wealth Group, LLC
|
Apr 25, 2024 Q1 2024 |
2,724
shares
|
$404,868
0.22% of portfolio
|
Q1 2024
Added 10.91%
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 24, 2024 Q1 2024 |
2,721
shares
|
$404,422
0.33% of portfolio
|
Q1 2024
Added 0.07%
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
2,715
shares
|
$403,530
0.34% of portfolio
|
Q2 2024
Added 6.89%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
2,714
shares
|
$403,381
0.13% of portfolio
|
Q2 2024
Reduced 12.73%
|
|
First Premier Bank
|
Jul 17, 2024 Q2 2024 |
2,710
shares
|
$402,787
0.11% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
2,706
shares
|
$402,192
0.13% of portfolio
|
Q1 2024
Added 6.79%
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
2,706
shares
|
$402,192
0.06% of portfolio
|
Q1 2024
Added 11.91%
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
2,704
shares
|
$401,895
0.0% of portfolio
|
Q1 2024
Reduced 98.82%
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,699
shares
|
$401,152
0.24% of portfolio
|
Q3 2023
Added 0.15%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 15, 2024 Q1 2024 |
2,683
shares
|
$398,774
0.23% of portfolio
|
Q4 2023
Added 6.94%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
2,681
shares
|
$398,477
0.01% of portfolio
|
Q2 2024
Added 55.78%
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 14, 2024 Q1 2024 |
2,676
shares
|
$397,733
0.24% of portfolio
|
Q1 2024
Added 44.41%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
2,648
shares
|
$393,572
0.12% of portfolio
|
Q2 2024
Added 8.88%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Apr 18, 2024 Q1 2024 |
2,640
shares
|
$392,383
0.08% of portfolio
|
Q1 2024
Reduced 0.71%
|