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 1,834 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 $30.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
1,273
shares
|
$183,821
0.07% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
1,269
shares
|
$183,243
0.01% of portfolio
|
Q3 2023
Reduced 11.51%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
1,238
shares
|
$178,767
0.07% of portfolio
|
Q1 2024
Added 1373.81%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
1,235
shares
|
$178,334
0.04% of portfolio
|
Q1 2024
Added 51.72%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
1,229
shares
|
$177,467
0.02% of portfolio
|
Q1 2024
Added 73.1%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
1,222
shares
|
$176,456
0.05% of portfolio
|
Q3 2023
Added 0.08%
|
|
West Oak Capital, LLC
|
Apr 18, 2024 Q1 2024 |
1,210
shares
|
$174,724
0.08% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
1,199
shares
|
$173,135
0.12% of portfolio
|
Q1 2024
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
1,199
shares
|
$173,135
0.09% of portfolio
|
Q1 2024
Added 141.73%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,187
shares
|
$171,402
0.0% of portfolio
|
Q3 2022
Added 87.82%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
1,181
shares
|
$170,536
0.02% of portfolio
|
Q1 2024
Added 0.08%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
1,176
shares
|
$169,814
0.09% of portfolio
|
Q1 2024
Reduced 35.88%
|
|
Dagco, Inc.
|
May 15, 2024 Q1 2024 |
1,175
shares
|
$169,670
0.08% of portfolio
|
Q1 2024
Reduced 43.86%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,130
shares
|
$163,172
0.04% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
Hamilton Point Investment Advisors, LLC
|
May 07, 2024 Q1 2024 |
1,128
shares
|
$162,883
0.03% of portfolio
|
Q1 2023
New holding
|
|
Albion Financial Group
|
Apr 19, 2024 Q1 2024 |
1,111
shares
|
$160,428
0.01% of portfolio
|
Q4 2020
New holding
|
|
Pittenger & Anderson Inc
|
May 02, 2024 Q1 2024 |
1,090
shares
|
$157,396
0.01% of portfolio
|
Q1 2024
Reduced 21.86%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 13, 2024 Q1 2024 |
1,075
shares
|
$155,230
0.01% of portfolio
|
Q1 2024
Added 32.88%
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,072
shares
|
$154,796
0.08% of portfolio
|
Q3 2023
Added 25.82%
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
1,055
shares
|
$152,342
0.06% of portfolio
|
Q1 2024
Added 119.79%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,036
shares
|
$149,598
0.01% of portfolio
|
Q3 2022
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
1,021
shares
|
$147,432
0.04% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,019
shares
|
$147,143
0.01% of portfolio
|
Q1 2023
Added 43.32%
|
|
Tower View Investment Management & Research LLC
|
Apr 29, 2024 Q1 2024 |
1,019
shares
|
$147,143
0.09% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
1,016
shares
|
$146,710
0.02% of portfolio
|
Q2 2024
Added 95.76%
|