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 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
2.97K+ 11.37% |
$425K - $467K
|
29.1K
$4.45M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.92K+ 3.02% |
$418K - $459K
|
99.6K
$15.3M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.91K+ 59.94% |
$416K - $457K
|
7.75K
$1.19M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.63K+ 5.13% |
$377K - $414K
|
54K
$8.26M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.45K+ 8.36% |
$351K - $385K
|
31.7K
$4.85M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 63.26% |
$350K - $384K
|
6.3K
$964K
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 2.4% |
$336K - $368K
|
100K
$15.3M
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.31KNew |
$331K - $363K
|
2.31K
$353K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.28KNew |
$326K - $358K
|
2.28K
$349K
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.12K+ 6.36% |
$304K - $333K
|
35.4K
$5.43M
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.09K+ 7.23% |
$299K - $328K
|
31K
$4.74M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 11.01% |
$293K - $322K
|
20.6K
$3.16M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.02KNew |
$289K - $318K
|
2.02K
$309K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.94K+ 5.72% |
$278K - $305K
|
35.8K
$5.49M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.92K+ 111.07% |
$275K - $301K
|
3.64K
$558K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.87K+ 2.22% |
$268K - $294K
|
86K
$13.2M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.84K+ 43.37% |
$263K - $289K
|
6.07K
$929K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.74K+ 3.26% |
$249K - $274K
|
55.1K
$8.44M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.71K+ 28.35% |
$245K - $269K
|
7.74K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.68K+ 31.05% |
$241K - $264K
|
7.09K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.66K+ 12.52% |
$238K - $261K
|
14.9K
$2.28M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.56K+ 2.49% |
$224K - $246K
|
64.3K
$9.85M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.47K+ 21.0% |
$211K - $231K
|
8.48K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.46K+ 2.2% |
$210K - $230K
|
68K
$10.4M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 5.73% |
$209K - $229K
|
26.9K
$4.12M
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.46KNew |
$209K - $229K
|
1.46K
$223K
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.45K+ 2.76% |
$208K - $228K
|
54K
$8.27M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.44K+ 23.73% |
$206K - $226K
|
7.51K
$1.15M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.43KNew |
$204K - $224K
|
1.43K
$218K
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$209K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.36K+ 59.47% |
$194K - $213K
|
3.64K
$557K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.35K+ 24.42% |
$194K - $213K
|
6.89K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.34KNew |
$192K - $211K
|
1.34K
$206K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$191K - $209K
|
1.33K
$204K
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.27K+ 3.94% |
$182K - $200K
|
33.5K
$5.13M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.14K+ 3.43% |
$163K - $179K
|
34.4K
$5.27M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.11K+ 1.38% |
$158K - $174K
|
81.2K
$12.4M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.09K+ 0.79% |
$156K - $171K
|
138K
$21.1M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
988+ 2.89% |
$142K - $155K
|
35.2K
$5.39M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
958+ 3.92% |
$137K - $151K
|
25.4K
$3.89M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
956+ 3.71% |
$137K - $150K
|
26.7K
$4.09M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
934+ 12.81% |
$134K - $147K
|
8.23K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
933+ 3.95% |
$134K - $147K
|
24.5K
$3.76M
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
879+ 2.39% |
$126K - $138K
|
37.6K
$5.76M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$121K - $133K
|
844
$129K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
838New |
$120K - $132K
|
838
$128K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
832New |
$119K - $131K
|
832
$127K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
784+ 12.38% |
$112K - $123K
|
7.12K
$1.09M
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
777+ 4.47% |
$111K - $122K
|
18.1K
$2.78M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
775+ 2.42% |
$111K - $122K
|
32.9K
$5.03M
|