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 1,832 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 $30.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
740
shares
|
$107,855
0.03% of portfolio
|
Q2 2023
Added 0.14%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
734
shares
|
$106,980
0.15% of portfolio
|
Q3 2022
Added 41.7%
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
725
shares
|
$105,668
0.06% of portfolio
|
Q3 2023
Added 2489.29%
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
688
shares
|
$100,276
0.02% of portfolio
|
Q1 2024
Reduced 19.34%
|
|
Resources Management Corp
West Hartford, CT |
May 15, 2024 Q1 2024 |
683
shares
|
$99,547
0.01% of portfolio
|
Q4 2023
Added 402.21%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
671
shares
|
$97,798
0.0% of portfolio
|
Q1 2024
Added 3.23%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
641
shares
|
$93,425
0.05% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2024 Q1 2024 |
637
shares
|
$92,842
0.06% of portfolio
|
Q3 2023
Reduced 41.77%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
636
shares
|
$92,697
0.01% of portfolio
|
Q1 2024
Added 234.74%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
636
shares
|
$92,697
0.02% of portfolio
|
Q4 2023
Added 338.62%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
634
shares
|
$92,405
0.03% of portfolio
|
Q1 2024
Added 0.16%
|
|
Perkins Coie Trust CO
|
Apr 12, 2024 Q1 2024 |
627
shares
|
$91,385
0.02% of portfolio
|
Q1 2022
Added 109.0%
|
|
Union Savings Bank
Litchfield, CT |
Apr 29, 2024 Q1 2024 |
600
shares
|
$87,450
0.05% of portfolio
|
Q2 2023
New holding
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
590
shares
|
$85,992
0.03% of portfolio
|
Q2 2023
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
568
shares
|
$82,786
0.01% of portfolio
|
Q4 2022
Added 10.94%
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
568
shares
|
$82,786
0.06% of portfolio
|
Q4 2023
Reduced 24.37%
|
|
Man Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
556
shares
|
$81,037
0.0% of portfolio
|
Q1 2024
Reduced 99.29%
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
552
shares
|
$80,454
0.01% of portfolio
|
Q1 2023
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
543
shares
|
$79,142
0.04% of portfolio
|
Q1 2024
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
529
shares
|
$77,101
0.0% of portfolio
|
Q1 2024
Reduced 55.99%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
526
shares
|
$76,664
0.02% of portfolio
|
Q4 2022
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
523
shares
|
$76,227
0.04% of portfolio
|
Q4 2023
Added 1.75%
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
521
shares
|
$75,935
0.04% of portfolio
|
Q4 2022
Reduced 36.15%
|
|
Gamma Investing LLC
Foster City, CA |
Apr 05, 2024 Q1 2024 |
519
shares
|
$75,644
0.02% of portfolio
|
Q1 2024
Added 125.65%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
513
shares
|
$74,769
0.01% of portfolio
|
Q3 2023
Added 66.56%
|