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 |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,742
shares
|
$239,211
0.14% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,740
shares
|
$238,936
0.06% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
1,739
shares
|
$238,799
0.09% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
1,739
shares
|
$238,799
0.09% of portfolio
|
Q1 2024
Added 5.84%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
1,736
shares
|
$238,387
0.34% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,734
shares
|
$238,112
0.01% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
1,731
shares
|
$237,700
0.11% of portfolio
|
Q3 2024
Reduced 49.04%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,730
shares
|
$237,563
0.01% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,726
shares
|
$237,014
0.26% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,714
shares
|
$235,366
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,710
shares
|
$234,817
0.02% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
1,707
shares
|
$234,405
0.27% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,703
shares
|
$233,855
0.04% of portfolio
|
Q1 2023
Reduced 14.25%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
1,700
shares
|
$233,444
1.28% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$233,444
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$233,444
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,699
shares
|
$233,306
0.21% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
1,676
shares
|
$230,148
0.01% of portfolio
|
Q1 2024
Reduced 33.62%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,670
shares
|
$229,324
0.07% of portfolio
|
Q4 2021
Reduced 2.91%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,668
shares
|
$229,049
0.05% of portfolio
|
Q3 2024
Reduced 51.72%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,667
shares
|
$228,912
0.04% of portfolio
|
Q2 2023
Reduced 4.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,662
shares
|
$228,225
0.03% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
1,660
shares
|
$227,951
0.06% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,658
shares
|
$227,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,657
shares
|
$227,539
0.02% of portfolio
|
Q2 2023
Reduced 14.98%
|