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 1,834 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 $30.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aspen Investment Management Inc
Grand Rapids, MI |
Apr 26, 2024 Q1 2024 |
2,138
shares
|
$308,406
0.16% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
Paragon Capital Management LTD
|
Apr 11, 2024 Q1 2024 |
2,123
shares
|
$306,242
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
Alpine Woods Capital Investors, LLC
|
May 01, 2024 Q1 2024 |
2,120
shares
|
$305,810
0.06% of portfolio
|
Q3 2023
Added 6.0%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
2,107
shares
|
$303,934
0.02% of portfolio
|
Q4 2023
Added 28.32%
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,105
shares
|
$303,646
0.25% of portfolio
|
Q1 2024
Reduced 55.26%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 25, 2024 Q1 2024 |
2,105
shares
|
$303,646
0.26% of portfolio
|
Q4 2023
New holding
|
|
Welch Group, LLC
|
Apr 09, 2024 Q1 2024 |
2,098
shares
|
$302,636
0.02% of portfolio
|
Q1 2024
Reduced 93.22%
|
|
Tennessee Valley Asset Management Partners
|
Apr 22, 2024 Q1 2024 |
2,098
shares
|
$302,636
0.07% of portfolio
|
Q1 2024
Reduced 89.95%
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2024 Q1 2024 |
2,081
shares
|
$300,184
0.03% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
Flputnam Investment Management CO
Portland, ME |
May 03, 2024 Q1 2024 |
2,080
shares
|
$300,040
0.01% of portfolio
|
Q1 2024
Reduced 26.42%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
2,075
shares
|
$299,318
0.09% of portfolio
|
Q1 2024
Added 16.9%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
2,073
shares
|
$299,030
0.02% of portfolio
|
Q1 2024
Added 8.76%
|
|
Hwg Holdings LP
Houston, TX |
Jan 04, 2024 Q4 2023 |
2,065
shares
|
$297,876
0.13% of portfolio
|
Q3 2023
Reduced 9.55%
|
|
Crown Wealth Group, LLC
|
May 01, 2024 Q1 2024 |
2,064
shares
|
$297,732
0.16% of portfolio
|
Q1 2024
Reduced 6.22%
|
|
Star Financial Bank
Fort Wayne, IN |
May 03, 2024 Q1 2024 |
2,060
shares
|
$297,155
0.26% of portfolio
|
Q4 2022
New holding
|
|
Cornerstone Advisory, LLC
|
May 08, 2024 Q1 2024 |
2,056
shares
|
$296,578
0.04% of portfolio
|
Q1 2024
Added 17.08%
|
|
Vigilare Wealth Management
|
Apr 26, 2024 Q1 2024 |
2,055
shares
|
$296,433
0.15% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
Kraematon Investment Advisors, Inc
|
May 03, 2024 Q1 2024 |
2,051
shares
|
$295,856
0.32% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,050
shares
|
$295,712
0.72% of portfolio
|
Q1 2022
Added 7.89%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,036
shares
|
$293,693
0.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 18, 2024 Q1 2024 |
2,035
shares
|
$293,548
0.18% of portfolio
|
Q4 2022
New holding
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 10, 2024 Q1 2024 |
2,031
shares
|
$292,971
0.15% of portfolio
|
Q1 2024
Reduced 46.18%
|
|
Insight Wealth Partners, LLC
|
May 10, 2024 Q1 2024 |
2,030
shares
|
$292,827
0.05% of portfolio
|
Q1 2024
New holding
|
|
Pictet & Cie (Europe) Sa
|
May 07, 2024 Q1 2024 |
2,030
shares
|
$292,827
0.01% of portfolio
|
Q1 2024
New holding
|
|
Seelaus Asset Management LLC
|
May 01, 2024 Q1 2024 |
2,026
shares
|
$292,250
0.32% of portfolio
|
Q1 2024
Reduced 4.93%
|