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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,762
shares
|
$379,277
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,760
shares
|
$379,003
0.18% of portfolio
|
Q1 2023
Added 27.78%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,750
shares
|
$377,630
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,747
shares
|
$377,218
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,745
shares
|
$376,943
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
2,730
shares
|
$374,883
0.31% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
2,707
shares
|
$371,725
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
2,706
shares
|
$371,587
0.06% of portfolio
|
Q3 2024
Added 69.55%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,701
shares
|
$370,901
0.33% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,699
shares
|
$370,626
0.24% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,687
shares
|
$368,978
0.01% of portfolio
|
Q3 2024
Reduced 96.8%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,683
shares
|
$368,429
0.21% of portfolio
|
Q4 2023
Added 6.94%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
2,672
shares
|
$366,919
0.15% of portfolio
|
Q3 2024
Added 25.92%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,662
shares
|
$365,545
0.04% of portfolio
|
Q3 2024
Added 37.57%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
2,645
shares
|
$363,211
0.14% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
2,641
shares
|
$362,662
0.27% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,640
shares
|
$362,524
0.07% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
2,633
shares
|
$361,563
0.32% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,630
shares
|
$361,151
0.24% of portfolio
|
Q2 2024
Reduced 26.94%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
2,620
shares
|
$359,778
0.24% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,614
shares
|
$358,954
0.09% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,609
shares
|
$358,267
0.04% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,603
shares
|
$357,443
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,603
shares
|
$357,443
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,562
shares
|
$351,813
0.02% of portfolio
|
Q3 2024
Added 2.81%
|