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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
1,909
shares
|
$262,143
0.06% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,905
shares
|
$261,594
0.08% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$260,908
0.08% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
1,898
shares
|
$260,633
0.11% of portfolio
|
Q2 2023
Added 3.55%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,895
shares
|
$260,221
0.04% of portfolio
|
Q4 2022
Added 1.55%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
1,894
shares
|
$260,084
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,894
shares
|
$260,084
0.03% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,892
shares
|
$259,809
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
1,882
shares
|
$258,436
0.15% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,881
shares
|
$258,298
0.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
1,880
shares
|
$258,161
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,876
shares
|
$257,612
0.11% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
1,875
shares
|
$257,475
0.08% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
1,873
shares
|
$257,200
0.22% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,872
shares
|
$257,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,870
shares
|
$256,788
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,865
shares
|
$256,101
0.09% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
1,864
shares
|
$255,964
0.04% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,861
shares
|
$255,552
0.04% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,860
shares
|
$255,415
0.11% of portfolio
|
Q3 2024
Added 165.71%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,860
shares
|
$255,415
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,858
shares
|
$255,140
0.1% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,854
shares
|
$254,591
0.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,854
shares
|
$254,591
0.02% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
1,850
shares
|
$254,042
0.05% of portfolio
|
Q4 2023
New holding
|