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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
2,254
shares
|
$309,519
0.12% of portfolio
|
Q3 2024
Added 46.08%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
2,247
shares
|
$308,558
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
2,244
shares
|
$308,146
0.06% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,242
shares
|
$307,871
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,241
shares
|
$307,734
0.03% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,220
shares
|
$304,850
0.06% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
2,219
shares
|
$304,713
0.05% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
2,213
shares
|
$303,889
0.15% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,206
shares
|
$302,927
0.04% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
2,205
shares
|
$302,790
0.1% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
2,202
shares
|
$302,378
0.17% of portfolio
|
Q3 2024
Reduced 44.99%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,196
shares
|
$301,554
0.03% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
2,193
shares
|
$301,142
0.1% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
2,173
shares
|
$298,396
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,172
shares
|
$298,259
0.07% of portfolio
|
Q1 2024
Added 10.14%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,153
shares
|
$295,649
0.04% of portfolio
|
Q1 2024
Added 6.43%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,146
shares
|
$294,688
0.03% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,139
shares
|
$293,727
0.0% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,138
shares
|
$293,590
0.15% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
2,133
shares
|
$292,903
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,133
shares
|
$292,903
0.05% of portfolio
|
Q3 2024
Reduced 68.58%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,128
shares
|
$292,216
0.07% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
2,123
shares
|
$291,530
0.07% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
2,120
shares
|
$291,118
0.05% of portfolio
|
Q3 2023
Added 6.0%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
2,105
shares
|
$289,058
0.24% of portfolio
|
Q4 2023
New holding
|