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 1,941 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 $28.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
35,262
shares
|
$4.92 Million
1.39% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
35,164
shares
|
$4.91 Million
2.76% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
35,006
shares
|
$4.89 Million
0.04% of portfolio
|
Q2 2024
Reduced 60.03%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
34,874
shares
|
$4.87 Million
3.4% of portfolio
|
Q3 2024
Added 1103.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
34,747
shares
|
$4.85 Million
0.26% of portfolio
|
Q3 2024
Added 51.24%
|
|
|
Caas Capital Management LP
New York, NY |
Oct 28, 2024 Q3 2024 |
34,500
shares
|
$4.82 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
34,464
shares
|
$4.81 Million
0.09% of portfolio
|
Q2 2024
Added 27.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
34,437
shares
|
$4.81 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
34,424
shares
|
$4.81 Million
1.51% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
34,415
shares
|
$4.81 Million
2.65% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
34,165
shares
|
$4.77 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
34,081
shares
|
$4.76 Million
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
33,939
shares
|
$4.74 Million
0.32% of portfolio
|
Q3 2024
Added 22.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
33,781
shares
|
$4.72 Million
0.02% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
33,728
shares
|
$4.71 Million
2.71% of portfolio
|
Q3 2024
Added 446.2%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
33,711
shares
|
$4.71 Million
4.32% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33,530
shares
|
$4.68 Million
1.45% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
33,477
shares
|
$4.67 Million
3.05% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
33,423
shares
|
$4.67 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
33,307
shares
|
$4.65 Million
1.34% of portfolio
|
Q3 2024
Added 879.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
33,061
shares
|
$4.62 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
32,994
shares
|
$4.61 Million
0.97% of portfolio
|
Q3 2023
Reduced 8.97%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
32,904
shares
|
$4.59 Million
0.04% of portfolio
|
Q3 2024
Added 659.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
32,853
shares
|
$4.59 Million
0.24% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
32,723
shares
|
$4.57 Million
0.29% of portfolio
|
Q3 2024
Added 312.39%
|