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 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-293- 1.28% |
$42K - $46.1K
|
22.6K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-299- 0.68% |
$42.8K - $47K
|
43.9K
$6.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-300- 2.99% |
$43K - $47.2K
|
9.72K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-306- 5.85% |
$43.8K - $48.1K
|
4.93K
$724K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-308- 7.22% |
$44.1K - $48.4K
|
3.96K
$581K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-311- 3.24% |
$44.6K - $48.9K
|
9.28K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-315- 8.21% |
$45.1K - $49.5K
|
3.52K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-315- 0.76% |
$45.1K - $49.5K
|
41.3K
$6.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-317- 2.99% |
$45.4K - $49.8K
|
10.3K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-319- 7.22% |
$45.7K - $50.2K
|
4.1K
$602K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-321- 2.85% |
$46K - $50.5K
|
11K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-326- 3.13% |
$46.7K - $51.3K
|
10.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-326- 31.5% |
$46.7K - $51.3K
|
709
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-329- 0.24% |
$47.1K - $51.7K
|
139K
$20.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-340- 3.33% |
$48.7K - $53.5K
|
9.87K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-343- 9.8% |
$49.2K - $53.9K
|
3.16K
$464K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-344- 0.52% |
$49.3K - $54.1K
|
66.2K
$9.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-346- 2.46% |
$49.6K - $54.4K
|
13.7K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-347- 16.89% |
$49.7K - $54.6K
|
1.71K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-348- 1.1% |
$49.9K - $54.7K
|
31.2K
$4.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-355- 9.47% |
$50.9K - $55.8K
|
3.39K
$498K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-359- 8.24% |
$51.4K - $56.4K
|
4K
$587K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-369- 13.5% |
$52.9K - $58K
|
2.37K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-375- 2.87% |
$53.7K - $59K
|
12.7K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-378- 3.98% |
$54.2K - $59.4K
|
9.13K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-378- 3.71% |
$54.2K - $59.4K
|
9.81K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-379- 1.32% |
$54.3K - $59.6K
|
28.3K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 0.88% |
$55K - $60.4K
|
43.3K
$6.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-385- 1.87% |
$55.2K - $60.5K
|
20.2K
$2.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-387- 2.41% |
$55.5K - $60.9K
|
15.7K
$2.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-388- 26.7% |
$55.6K - $61K
|
1.07K
$156K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-389- 1.54% |
$55.7K - $61.2K
|
24.9K
$3.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-389- 13.49% |
$55.7K - $61.2K
|
2.49K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-389- 10.25% |
$55.7K - $61.2K
|
3.41K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-392- 6.09% |
$56.2K - $61.6K
|
6.05K
$888K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-394- 5.39% |
$56.5K - $62K
|
6.91K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-397- 2.36% |
$56.9K - $62.4K
|
16.4K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-400- 77.97% |
$57.3K - $62.9K
|
113
$16.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-404- 5.33% |
$57.9K - $63.5K
|
7.18K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-414- 5.14% |
$59.3K - $65.1K
|
7.64K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-414- 3.88% |
$59.3K - $65.1K
|
10.3K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-415- 8.15% |
$59.5K - $65.3K
|
4.68K
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-417- 4.72% |
$59.8K - $65.6K
|
8.42K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-417- 30.06% |
$59.8K - $65.6K
|
970
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-417- 1.5% |
$59.8K - $65.6K
|
27.5K
$4.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-423- 1.95% |
$60.6K - $66.5K
|
21.3K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-425- 8.14% |
$60.9K - $66.8K
|
4.8K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-426- 2.25% |
$61K - $67K
|
18.5K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-430- 8.7% |
$61.6K - $67.6K
|
4.51K
$662K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-447- 12.1% |
$64.1K - $70.3K
|
3.25K
$477K
|