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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,400
shares
|
$329,568
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,394
shares
|
$328,744
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,365
shares
|
$324,761
0.07% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,365
shares
|
$324,761
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,364
shares
|
$324,624
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,364
shares
|
$324,624
0.11% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,334
shares
|
$320,504
0.19% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,330
shares
|
$319,955
0.05% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,328
shares
|
$319,680
0.05% of portfolio
|
Q3 2024
Added 27.28%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,325
shares
|
$319,269
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,324
shares
|
$319,131
0.13% of portfolio
|
Q3 2024
Added 22.64%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
2,319
shares
|
$318,445
0.18% of portfolio
|
Q2 2024
Reduced 24.63%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,315
shares
|
$317,895
0.13% of portfolio
|
Q3 2024
Added 67.15%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
2,308
shares
|
$316,934
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
2,303
shares
|
$316,247
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,296
shares
|
$315,286
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
2,290
shares
|
$314,462
0.08% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
2,280
shares
|
$313,089
0.16% of portfolio
|
Q2 2024
Reduced 13.14%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
2,279
shares
|
$312,952
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
2,278
shares
|
$312,814
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
2,277
shares
|
$312,677
0.15% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,277
shares
|
$312,677
0.1% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
2,277
shares
|
$312,677
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,259
shares
|
$310,205
0.03% of portfolio
|
Q2 2024
Added 7.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,259
shares
|
$310,205
0.02% of portfolio
|
Q3 2024
Reduced 8.43%
|