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 $28.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,040
shares
|
$144,778
0.01% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,036
shares
|
$144,221
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
1,026
shares
|
$142,829
0.09% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,025
shares
|
$142,690
0.04% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,024
shares
|
$142,551
0.01% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,019
shares
|
$141,854
0.01% of portfolio
|
Q1 2023
Added 43.32%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,018
shares
|
$141,715
0.03% of portfolio
|
Q1 2024
Added 14.51%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,016
shares
|
$141,437
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,016
shares
|
$141,437
0.02% of portfolio
|
Q2 2024
Added 95.76%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,003
shares
|
$139,627
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$139,210
0.03% of portfolio
|
Q3 2024
Added 23.61%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
991
shares
|
$137,957
0.06% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
982
shares
|
$136,704
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
970
shares
|
$135,033
0.01% of portfolio
|
Q3 2024
Reduced 30.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
958
shares
|
$133,363
0.02% of portfolio
|
Q3 2024
Added 167.6%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
934
shares
|
$130,022
0.01% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
931
shares
|
$129,604
0.06% of portfolio
|
Q1 2024
Reduced 41.48%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
928
shares
|
$129,186
0.04% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
921
shares
|
$128,212
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
900
shares
|
$125,289
0.07% of portfolio
|
Q2 2024
Reduced 40.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
886
shares
|
$123,340
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
873
shares
|
$121,530
0.03% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
870
shares
|
$121,112
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
869
shares
|
$120,973
0.03% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
864
shares
|
$120,277
0.08% of portfolio
|
Q1 2024
Added 182.35%
|