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 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
57+ 0.24% |
$8.17K - $8.96K
|
23.7K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55+ 0.15% |
$7.88K - $8.65K
|
37.1K
$4.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55+ 3.15% |
$7.88K - $8.65K
|
1.8K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
51+ 0.33% |
$7.31K - $8.02K
|
15.3K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
51+ 1.16% |
$7.31K - $8.02K
|
4.45K
$590K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
50+ 1.42% |
$7.17K - $7.86K
|
3.57K
$474K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
50+ 2.32% |
$7.17K - $7.86K
|
2.21K
$293K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
50+ 2.47% |
$7.17K - $7.86K
|
2.07K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
50+ 1.28% |
$7.17K - $7.86K
|
3.96K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
50+ 5000.0% |
$7.17K - $7.86K
|
51
$6.76K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 15.69% |
$6.88K - $7.55K
|
354
$47K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
46+ 0.5% |
$6.59K - $7.23K
|
9.29K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
43+ 1.54% |
$6.16K - $6.76K
|
2.84K
$376K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
43+ 0.92% |
$6.16K - $6.76K
|
4.69K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
42+ 0.14% |
$6.02K - $6.6K
|
31K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
42+ 2.36% |
$6.02K - $6.6K
|
1.82K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$5.73K - $6.29K
|
40
$5.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 7.65% |
$5.73K - $6.29K
|
563
$74.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
40+ 0.82% |
$5.73K - $6.29K
|
4.93K
$654K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
40+ 0.27% |
$5.73K - $6.29K
|
15K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
39+ 1.44% |
$5.59K - $6.13K
|
2.75K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39+ 6.62% |
$5.59K - $6.13K
|
628
$83.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
39+ 1.59% |
$5.59K - $6.13K
|
2.49K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
37+ 23.13% |
$5.3K - $5.82K
|
197
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
37+ 1.91% |
$5.3K - $5.82K
|
1.98K
$262K
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37+ 2.02% |
$5.3K - $5.82K
|
1.87K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.68% |
$5.02K - $5.5K
|
5.17K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
35+ 0.08% |
$5.02K - $5.5K
|
43.8K
$5.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 1.16% |
$4.59K - $5.03K
|
2.79K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 0.29% |
$4.44K - $4.87K
|
10.6K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
30+ 0.92% |
$4.3K - $4.72K
|
3.29K
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
30+ 0.62% |
$4.3K - $4.72K
|
4.9K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
30+ 0.33% |
$4.3K - $4.72K
|
9.02K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
29+ 0.7% |
$4.16K - $4.56K
|
4.2K
$557K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
28+ 0.14% |
$4.01K - $4.4K
|
19.5K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
27+ 1.55% |
$3.87K - $4.25K
|
1.77K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.35% |
$3.73K - $4.09K
|
7.44K
$986K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 0.49% |
$3.73K - $4.09K
|
5.31K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
26+ 0.22% |
$3.73K - $4.09K
|
11.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
25+ 0.56% |
$3.58K - $3.93K
|
4.52K
$600K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 1.55% |
$3.58K - $3.93K
|
1.63K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 4.33% |
$3.58K - $3.93K
|
603
$80K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
25+ 0.7% |
$3.58K - $3.93K
|
3.59K
$476K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23New |
$3.3K - $3.62K
|
23
$3.05K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
22+ 1.26% |
$3.15K - $3.46K
|
1.77K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
22+ 0.71% |
$3.15K - $3.46K
|
3.14K
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.39% |
$3.01K - $3.3K
|
5.44K
$722K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21+ 0.51% |
$3.01K - $3.3K
|
4.18K
$554K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$2.87K - $3.14K
|
20
$2.65K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
20+ 0.17% |
$2.87K - $3.14K
|
11.8K
$1.57M
|