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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-187- 0.21% |
$26.8K - $29.4K
|
90.2K
$13.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-188- 68.86% |
$26.9K - $29.6K
|
85
$12.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-190- 11.66% |
$27.2K - $29.9K
|
1.44K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-190- 1.62% |
$27.2K - $29.9K
|
11.5K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-196- 2.11% |
$28.1K - $30.8K
|
9.09K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-199- 0.99% |
$28.5K - $31.3K
|
19.8K
$2.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-200- 9.64% |
$28.7K - $31.4K
|
1.88K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-208- 8.43% |
$29.8K - $32.7K
|
2.26K
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-209- 8.66% |
$29.9K - $32.9K
|
2.21K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-210- 4.71% |
$30.1K - $33K
|
4.25K
$623K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-212- 3.65% |
$30.4K - $33.3K
|
5.6K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-212- 7.81% |
$30.4K - $33.3K
|
2.5K
$367K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-214- 8.8% |
$30.7K - $33.6K
|
2.22K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-215- 1.1% |
$30.8K - $33.8K
|
19.3K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-215- 11.85% |
$30.8K - $33.8K
|
1.6K
$235K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-216- 6.03% |
$31K - $34K
|
3.37K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-220- 18.17% |
$31.5K - $34.6K
|
991
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-223- 10.64% |
$32K - $35.1K
|
1.87K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-224- 3.82% |
$32.1K - $35.2K
|
5.63K
$827K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-225- 1.01% |
$32.2K - $35.4K
|
22K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-226- 1.39% |
$32.4K - $35.5K
|
16K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-226- 10.83% |
$32.4K - $35.5K
|
1.86K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-229- 1.37% |
$32.8K - $36K
|
16.5K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-231- 15.68% |
$33.1K - $36.3K
|
1.24K
$182K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-231- 10.93% |
$33.1K - $36.3K
|
1.88K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-232- 5.55% |
$33.2K - $36.5K
|
3.95K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-233- 1.45% |
$33.4K - $36.6K
|
15.9K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-234- 6.04% |
$33.5K - $36.8K
|
3.64K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-234- 9.87% |
$33.5K - $36.8K
|
2.14K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-234- 3.46% |
$33.5K - $36.8K
|
6.53K
$958K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-237- 7.84% |
$34K - $37.3K
|
2.79K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-240- 1.61% |
$34.4K - $37.7K
|
14.7K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-242- 7.72% |
$34.7K - $38.1K
|
2.89K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-242- 1.9% |
$34.7K - $38.1K
|
12.5K
$1.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-247- 8.85% |
$35.4K - $38.8K
|
2.54K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-247- 1.52% |
$35.4K - $38.8K
|
16K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-253- 7.68% |
$36.3K - $39.8K
|
3.04K
$447K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-254- 0.59% |
$36.4K - $39.9K
|
42.5K
$6.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-261- 2.27% |
$37.4K - $41K
|
11.2K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-262- 0.55% |
$37.5K - $41.2K
|
47.3K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-263- 12.36% |
$37.7K - $41.4K
|
1.86K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-265- 7.17% |
$38K - $41.7K
|
3.43K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-273- 2.15% |
$39.1K - $42.9K
|
12.4K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-281- 1.2% |
$40.3K - $44.2K
|
23.1K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-281- 10.12% |
$40.3K - $44.2K
|
2.5K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-284- 0.3% |
$40.7K - $44.7K
|
94.4K
$13.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-288- 2.26% |
$41.3K - $45.3K
|
12.4K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-289- 2.46% |
$41.4K - $45.4K
|
11.5K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-290- 15.01% |
$41.6K - $45.6K
|
1.64K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-291- 6.11% |
$41.7K - $45.8K
|
4.47K
$656K
|