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 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
53.5KNew |
$7.67M - $8.42M
|
53.5K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
51.9KNew |
$7.44M - $8.16M
|
51.9K
$7.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50K+ 12.52% |
$7.17M - $7.87M
|
450K
$67M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
49.1KNew |
$7.03M - $7.72M
|
49.1K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
48.5K+ 171.41% |
$6.96M - $7.63M
|
76.9K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
46.2K+ 10175.77% |
$6.62M - $7.26M
|
46.7K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.1K+ 5.67% |
$6.61M - $7.25M
|
860K
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.1K+ 19.25% |
$6.47M - $7.1M
|
280K
$41.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
44.3K+ 960.93% |
$6.35M - $6.97M
|
48.9K
$7.29M
|
|
|
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
$240M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40.2K+ 89.28% |
$5.77M - $6.33M
|
85.3K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$5.73M - $6.29M
|
40K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39.1K+ 41.39% |
$5.61M - $6.15M
|
134K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.2K+ 24.86% |
$5.19M - $5.7M
|
182K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
35.1K+ 154.02% |
$5.03M - $5.52M
|
57.9K
$8.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
34.5KNew |
$4.94M - $5.42M
|
34.5K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
33.7K+ 75.14% |
$4.83M - $5.3M
|
78.5K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33.2K+ 43.67% |
$4.76M - $5.23M
|
109K
$16.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32K+ 1103.38% |
$4.58M - $5.03M
|
34.9K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
31.4K+ 37.62% |
$4.5M - $4.94M
|
115K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30K+ 1342.01% |
$4.3M - $4.72M
|
32.2K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
29.9K+ 879.62% |
$4.29M - $4.7M
|
33.3K
$4.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
28.6K+ 659.38% |
$4.09M - $4.49M
|
32.9K
$4.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27.6K+ 446.2% |
$3.95M - $4.33M
|
33.7K
$5.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
27.3K+ 103.31% |
$3.91M - $4.29M
|
53.6K
$7.99M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
27K+ 6.3% |
$3.87M - $4.25M
|
457K
$68M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
27K+ 94.39% |
$3.87M - $4.24M
|
55.5K
$8.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
26.6KNew |
$3.81M - $4.18M
|
26.6K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
26.5K+ 1187.98% |
$3.79M - $4.16M
|
28.7K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26K+ 9.5% |
$3.72M - $4.09M
|
299K
$44.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
25.1K+ 4.81% |
$3.59M - $3.94M
|
547K
$81.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
24.9K+ 472.21% |
$3.57M - $3.92M
|
30.2K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.8K+ 312.39% |
$3.55M - $3.9M
|
32.7K
$4.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
24.7KNew |
$3.54M - $3.88M
|
24.7K
$3.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.9K+ 12.69% |
$3.42M - $3.76M
|
212K
$31.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.7KNew |
$3.4M - $3.73M
|
23.7K
$3.53M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
23.6K+ 104.07% |
$3.38M - $3.71M
|
46.2K
$6.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.7K+ 354.95% |
$3.25M - $3.57M
|
29.1K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.6KNew |
$3.24M - $3.56M
|
22.6K
$3.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.6K+ 141.65% |
$3.24M - $3.55M
|
38.5K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.4K+ 57.27% |
$3.21M - $3.52M
|
61.5K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.4K+ 19.54% |
$3.2M - $3.52M
|
137K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22.3KNew |
$3.2M - $3.51M
|
22.3K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
22.2K+ 161.92% |
$3.18M - $3.49M
|
35.9K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 77.71% |
$3.11M - $3.41M
|
49.6K
$7.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
21.4K+ 24.66% |
$3.07M - $3.37M
|
108K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
19.9K+ 26.62% |
$2.86M - $3.13M
|
94.8K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
19.7K+ 9.25% |
$2.83M - $3.1M
|
233K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
19.4KNew |
$2.78M - $3.05M
|
19.4K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
18.8KNew |
$2.69M - $2.95M
|
18.8K
$2.8M
|