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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
2,085
shares
|
$286,312
0.22% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
2,081
shares
|
$285,762
0.02% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,074
shares
|
$284,801
0.01% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
2,071
shares
|
$284,389
0.03% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,070
shares
|
$284,252
0.26% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
2,069
shares
|
$284,115
0.02% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
2,067
shares
|
$283,840
0.24% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,059
shares
|
$282,741
0.08% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,050
shares
|
$281,506
0.72% of portfolio
|
Q1 2022
Added 7.89%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,049
shares
|
$281,368
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,042
shares
|
$280,407
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,036
shares
|
$279,583
0.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
2,035
shares
|
$279,446
0.16% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
2,031
shares
|
$278,896
0.14% of portfolio
|
Q2 2024
Added 46.96%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
2,030
shares
|
$278,759
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,029
shares
|
$278,622
0.02% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,025
shares
|
$278,073
0.0% of portfolio
|
Q3 2024
Reduced 91.59%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
2,024
shares
|
$277,935
0.09% of portfolio
|
Q3 2024
Reduced 49.93%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,020
shares
|
$277,386
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,020
shares
|
$277,386
0.09% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
2,010
shares
|
$276,013
0.25% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,007
shares
|
$275,601
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$274,640
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$274,640
0.06% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$274,640
0.08% of portfolio
|
Q3 2024
Added 17.65%
|