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 1,835 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 $30.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
1,775
shares
|
$254,357
0.19% of portfolio
|
Q1 2024
Added 259.31%
|
|
Wambolt & Associates, LLC
|
Apr 30, 2024 Q1 2024 |
1,766
shares
|
$253,067
0.08% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Veriti Management LLC
|
Apr 19, 2024 Q1 2024 |
1,760
shares
|
$252,208
0.02% of portfolio
|
Q4 2023
New holding
|
|
Zacks Investment Management
Chicago, IL |
May 15, 2024 Q1 2024 |
1,759
shares
|
$252,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
Davidson Trust CO
|
May 10, 2024 Q1 2024 |
1,756
shares
|
$251,634
0.15% of portfolio
|
Q3 2023
New holding
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,753
shares
|
$251,204
0.07% of portfolio
|
Q4 2022
Reduced 6.01%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
May 07, 2024 Q1 2024 |
1,752
shares
|
$251,061
0.06% of portfolio
|
Q1 2024
New holding
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
1,751
shares
|
$250,918
0.03% of portfolio
|
Q1 2024
Added 18.63%
|
|
N.E.W. Advisory Services LLC
|
Apr 24, 2024 Q1 2024 |
1,747
shares
|
$250,345
0.03% of portfolio
|
Q1 2024
Added 13.07%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 15, 2024 Q1 2024 |
1,746
shares
|
$250,201
0.04% of portfolio
|
Q2 2022
Reduced 1.69%
|
|
Osborne Partners Capital Management, LLC
|
Apr 25, 2024 Q1 2024 |
1,745
shares
|
$250,058
0.02% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 15, 2024 Q1 2024 |
1,743
shares
|
$249,771
0.07% of portfolio
|
Q1 2024
Added 1.57%
|
|
Pacifica Partners Inc.
|
Apr 12, 2024 Q1 2024 |
1,740
shares
|
$249,342
0.12% of portfolio
|
Q1 2024
Added 2.05%
|
|
Shulman De Meo Asset Management LLC
|
Apr 15, 2024 Q1 2024 |
1,739
shares
|
$249,198
0.07% of portfolio
|
Q1 2024
Reduced 24.56%
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 02, 2024 Q1 2024 |
1,739
shares
|
$249,198
0.11% of portfolio
|
Q1 2024
Added 5.84%
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
1,736
shares
|
$248,768
0.34% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,734
shares
|
$248,482
0.01% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
1,734
shares
|
$248,482
0.02% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
Gsb Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
1,720
shares
|
$246,476
0.07% of portfolio
|
Q1 2024
Added 8.18%
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
May 01, 2024 Q1 2024 |
1,715
shares
|
$245,759
0.0% of portfolio
|
Q1 2024
Reduced 40.14%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
1,715
shares
|
$245,759
0.01% of portfolio
|
Q1 2024
Reduced 10.44%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
1,713
shares
|
$245,472
0.02% of portfolio
|
Q4 2023
Added 0.06%
|
|
Autumn Glory Partners, LLC
|
Apr 30, 2024 Q1 2024 |
1,710
shares
|
$245,043
0.12% of portfolio
|
Q4 2023
Added 5.82%
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
1,710
shares
|
$245,043
0.06% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2024 Q1 2024 |
1,708
shares
|
$244,756
0.04% of portfolio
|
Q1 2024
Reduced 46.76%
|