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 |
|---|---|---|---|---|---|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
123,386
shares
|
$17.4 Million
3.81% of portfolio
|
Q3 2024
Added 7179.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
123,379
shares
|
$17.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
122,105
shares
|
$17.2 Million
0.04% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
120,063
shares
|
$16.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
119,616
shares
|
$16.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
117,535
shares
|
$16.6 Million
2.74% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
116,131
shares
|
$16.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 51.56%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
114,984
shares
|
$16.2 Million
0.14% of portfolio
|
Q3 2024
Added 37.62%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
114,382
shares
|
$16.1 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
113,073
shares
|
$15.9 Million
1.53% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
109,978
shares
|
$15.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
109,338
shares
|
$15.4 Million
0.89% of portfolio
|
Q3 2024
Added 43.67%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
108,232
shares
|
$15.3 Million
0.21% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
108,231
shares
|
$15.3 Million
4.26% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
107,500
shares
|
$15.2 Million
0.66% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
106,312
shares
|
$15 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
106,146
shares
|
$15 Million
0.04% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
105,342
shares
|
$14.9 Million
4.21% of portfolio
|
Q2 2023
Added 16.2%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
104,870
shares
|
$14.8 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
100,219
shares
|
$14.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
100,061
shares
|
$14.1 Million
1.99% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
99,668
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
99,592
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
98,442
shares
|
$13.9 Million
0.35% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
98,104
shares
|
$13.8 Million
0.83% of portfolio
|
Q3 2024
New holding
|