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 |
---|---|---|---|---|---|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
2,021
shares
|
$291,529
0.08% of portfolio
|
Q1 2024
Added 0.05%
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 17, 2024 Q1 2024 |
2,018
shares
|
$291,096
0.09% of portfolio
|
Q1 2024
New holding
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,007
shares
|
$289,509
0.11% of portfolio
|
Q3 2023
New holding
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
2,005
shares
|
$289,221
0.07% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
2,005
shares
|
$289,221
0.12% of portfolio
|
Q1 2024
New holding
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
2,003
shares
|
$288,932
0.01% of portfolio
|
Q1 2024
Added 29.06%
|
|
Iowa State Bank
|
Apr 23, 2024 Q1 2024 |
2,000
shares
|
$288,500
0.07% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 14, 2024 Q1 2024 |
2,000
shares
|
$288,500
0.12% of portfolio
|
Q4 2020
New holding
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$288,500
0.13% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
Allie Family Office LLC
|
May 14, 2024 Q1 2024 |
1,997
shares
|
$288,067
0.16% of portfolio
|
Q2 2022
New holding
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
1,991
shares
|
$287,201
0.11% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 11, 2024 Q1 2024 |
1,990
shares
|
$287,057
0.2% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Firestone Capital Management
|
May 07, 2024 Q1 2024 |
1,987
shares
|
$286,624
0.08% of portfolio
|
Q1 2024
New holding
|
|
Romano Brothers And Company
Evanston, IL |
Apr 17, 2024 Q1 2024 |
1,983
shares
|
$286,047
0.04% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
Successful Portfolios LLC
|
Apr 17, 2024 Q1 2024 |
1,967
shares
|
$283,739
0.2% of portfolio
|
Q2 2023
Reduced 13.23%
|
|
Fulcrum Equity Management
|
Apr 24, 2024 Q1 2024 |
1,963
shares
|
$283,162
0.35% of portfolio
|
Q1 2024
Reduced 56.21%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
1,959
shares
|
$282,585
0.18% of portfolio
|
Q1 2024
Added 4.76%
|
|
Penobscot Wealth Management
|
May 06, 2024 Q1 2024 |
1,958
shares
|
$282,441
0.18% of portfolio
|
Q1 2024
Reduced 8.29%
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
1,956
shares
|
$282,153
0.06% of portfolio
|
Q1 2024
Reduced 72.28%
|
|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
1,944
shares
|
$280,422
0.17% of portfolio
|
Q1 2024
Reduced 58.57%
|
|
Stack Financial Management, Inc
|
May 02, 2024 Q1 2024 |
1,942
shares
|
$280,133
0.03% of portfolio
|
Q1 2024
New holding
|
|
Bollard Group LLC
Boston, MA |
May 13, 2024 Q1 2024 |
1,941
shares
|
$279,989
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
Family Firm, Inc.
|
May 01, 2024 Q1 2024 |
1,939
shares
|
$279,700
0.07% of portfolio
|
Q1 2024
Added 0.36%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
1,936
shares
|
$279,268
0.15% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,921
shares
|
$277,104
0.06% of portfolio
|
Q1 2024
Reduced 5.18%
|