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 1,894 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
48
shares
|
$7,105
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$5,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
32
shares
|
$4,737
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
32
shares
|
$4,737
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
30
shares
|
$4,441
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 30, 2024 Q2 2024 |
29
shares
|
$4,293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$4,145
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
25
shares
|
$3,701
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
25
shares
|
$3,701
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
22
shares
|
$3,256
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
22
shares
|
$3,256
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$2,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
18
shares
|
$2,664
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
17
shares
|
$2,516
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$2,368
0.0% of portfolio
|
Q3 2024
Reduced 54.29%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
16
shares
|
$2,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$2,220
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
13
shares
|
$1,924
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
10
shares
|
$1,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$1,480
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
9
shares
|
$1,332
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
7
shares
|
$1,036
0.0% of portfolio
|
Q2 2023
Added 2442.86%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2024 Q2 2024 |
2
shares
|
$296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 30, 2024 Q2 2024 |
1
shares
|
$148
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
1
shares
|
$148
0.0% of portfolio
|
Q3 2024
New holding
|