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 |
|---|---|---|---|---|---|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,845
shares
|
$253,355
0.2% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
1,835
shares
|
$251,982
0.06% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,830
shares
|
$251,295
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,824
shares
|
$250,471
0.02% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,815
shares
|
$249,235
0.07% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,815
shares
|
$249,235
0.15% of portfolio
|
Q1 2024
Reduced 10.37%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
1,812
shares
|
$248,823
0.1% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
1,801
shares
|
$247,313
0.04% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$247,176
0.2% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,797
shares
|
$246,764
0.08% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,796
shares
|
$246,626
0.01% of portfolio
|
Q2 2024
Added 11.9%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,792
shares
|
$246,077
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,789
shares
|
$245,665
0.05% of portfolio
|
Q2 2024
Reduced 47.98%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,783
shares
|
$244,841
0.0% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,782
shares
|
$244,704
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
1,780
shares
|
$244,429
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
1,774
shares
|
$243,605
0.06% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,770
shares
|
$243,056
0.09% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,766
shares
|
$242,507
0.07% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
1,758
shares
|
$241,408
0.05% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
1,756
shares
|
$241,133
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
1,756
shares
|
$241,133
0.02% of portfolio
|
Q3 2024
Reduced 90.42%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,753
shares
|
$240,721
0.07% of portfolio
|
Q4 2022
Reduced 6.01%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,749
shares
|
$240,172
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,742
shares
|
$239,211
0.09% of portfolio
|
Q2 2024
Added 134.77%
|