Purchases and Sales Made in Q3 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q3 2024. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
395K+ 19.73% |
$56.7M - $62.2M
|
2.4M
$368M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
150K+ 87.67% |
$21.5M - $23.6M
|
321K
$49.1M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
119K+ 213.93% |
$17M - $18.6M
|
174K
$26.6M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
85.8K+ 3.04% |
$12.3M - $13.5M
|
2.91M
$446M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
82.6K+ 2040.91% |
$11.8M - $13M
|
86.6K
$13.3M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
75.5K+ 3082.8% |
$10.8M - $11.9M
|
77.9K
$11.9M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.5K+ 36302.03% |
$10.2M - $11.2M
|
71.7K
$11M
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
57.5KNew |
$8.24M - $9.04M
|
57.5K
$8.8M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
49.1KNew |
$7.03M - $7.72M
|
49.1K
$7.51M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
44.3K+ 960.93% |
$6.35M - $6.97M
|
48.9K
$7.49M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.9K+ 2.67% |
$6.01M - $6.59M
|
1.61M
$247M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32K+ 1103.38% |
$4.58M - $5.03M
|
34.9K
$5.34M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
27.3K+ 103.31% |
$3.91M - $4.29M
|
53.6K
$8.21M
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
24.7KNew |
$3.54M - $3.88M
|
24.7K
$3.78M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 2.72% |
$2.53M - $2.77M
|
665K
$102M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17.6K+ 686.43% |
$2.52M - $2.76M
|
20.1K
$3.08M
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
16.2K+ 153.19% |
$2.32M - $2.54M
|
26.7K
$4.1M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
14.1KNew |
$2.02M - $2.22M
|
14.1K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11K+ 2.05% |
$1.58M - $1.73M
|
548K
$83.9M
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
10.1KNew |
$1.45M - $1.59M
|
10.1K
$1.55M
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
9.99K+ 16.33% |
$1.43M - $1.57M
|
71.2K
$10.9M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.4K+ 11.43% |
$1.2M - $1.32M
|
81.9K
$12.5M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
8.03K+ 19.87% |
$1.15M - $1.26M
|
48.4K
$7.42M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.44K+ 83.75% |
$1.07M - $1.17M
|
16.3K
$2.5M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.07K+ 5.94% |
$1.01M - $1.11M
|
126K
$19.3M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
6.95K+ 20.83% |
$996K - $1.09M
|
40.3K
$6.17M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.4K+ 8.71% |
$917K - $1.01M
|
79.9K
$12.2M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5.93K+ 8.65% |
$850K - $932K
|
74.5K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.87KNew |
$842K - $924K
|
5.87K
$900K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.75K+ 217.97% |
$824K - $904K
|
8.39K
$1.28M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
5K+ 16.5% |
$716K - $786K
|
35.3K
$5.4M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
4.7K+ 22.42% |
$673K - $738K
|
25.6K
$3.93M
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
4.63K+ 16.56% |
$663K - $727K
|
32.6K
$4.99M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.56K+ 4.98% |
$653K - $717K
|
96K
$14.7M
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.46K+ 12.89% |
$639K - $701K
|
39.1K
$5.98M
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.36KNew |
$625K - $686K
|
4.36K
$668K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.16K+ 58.2% |
$597K - $655K
|
11.3K
$1.73M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.15K+ 6.87% |
$594K - $652K
|
64.5K
$9.88M
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
4.04K+ 11.07% |
$578K - $634K
|
40.5K
$6.2M
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.03K+ 6.23% |
$577K - $633K
|
68.7K
$10.5M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.02K+ 2.29% |
$576K - $632K
|
179K
$27.5M
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.77KNew |
$541K - $593K
|
3.77K
$578K
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.63KNew |
$520K - $571K
|
3.63K
$556K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.53KNew |
$506K - $555K
|
3.53K
$540K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.44K+ 21.71% |
$494K - $542K
|
19.3K
$2.96M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.37K+ 12.2% |
$483K - $530K
|
31K
$4.75M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.37K+ 3365.0% |
$482K - $529K
|
3.47K
$531K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29K+ 0.99% |
$471K - $517K
|
335K
$51.3M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.16KNew |
$453K - $497K
|
3.16K
$484K
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3KNew |
$430K - $472K
|
3K
$459K
|