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 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-451- 14.74% |
$64.6K - $70.9K
|
2.61K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-454- 24.49% |
$65.1K - $71.4K
|
1.4K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-458- 4.79% |
$65.6K - $72K
|
9.1K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-467- 1.48% |
$66.9K - $73.4K
|
31.1K
$4.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-471- 13.7% |
$67.5K - $74.1K
|
2.97K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-475- 2.61% |
$68.1K - $74.7K
|
17.7K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-481- 9.66% |
$68.9K - $75.6K
|
4.5K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-486- 13.0% |
$69.6K - $76.4K
|
3.25K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-497- 2.81% |
$71.2K - $78.1K
|
17.2K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-500- 13.21% |
$71.7K - $78.6K
|
3.28K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 55.56% |
$71.7K - $78.6K
|
400
$56.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-501- 24.26% |
$71.8K - $78.8K
|
1.56K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-510- 4.26% |
$73.1K - $80.2K
|
11.5K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-518- 0.42% |
$74.2K - $81.5K
|
123K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-526- 4.15% |
$75.4K - $82.7K
|
12.2K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-530- 2.1% |
$75.9K - $83.3K
|
24.7K
$3.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-530- 17.85% |
$75.9K - $83.3K
|
2.44K
$347K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-537- 2.85% |
$77K - $84.4K
|
18.3K
$2.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-542- 3.83% |
$77.7K - $85.2K
|
13.6K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-547- 6.93% |
$78.4K - $86K
|
7.34K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-555- 60.66% |
$79.5K - $87.3K
|
360
$51.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-570- 11.13% |
$81.7K - $89.6K
|
4.55K
$647K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-576- 6.25% |
$82.5K - $90.6K
|
8.64K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-583- 2.62% |
$83.5K - $91.7K
|
21.7K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-603- 3.36% |
$86.4K - $94.8K
|
17.3K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-610- 4.63% |
$87.4K - $95.9K
|
12.6K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-610- 7.06% |
$87.4K - $95.9K
|
8.04K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-645- 6.95% |
$92.4K - $101K
|
8.64K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-646- 24.61% |
$92.6K - $102K
|
1.98K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-646- 4.07% |
$92.6K - $102K
|
15.2K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-650- 29.41% |
$93.1K - $102K
|
1.56K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-660- 11.65% |
$94.6K - $104K
|
5.01K
$712K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-666- 31.28% |
$95.4K - $105K
|
1.46K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-669- 5.71% |
$95.9K - $105K
|
11K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-671- 4.08% |
$96.2K - $106K
|
15.8K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-674- 12.11% |
$96.6K - $106K
|
4.89K
$695K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-679- 6.46% |
$97.3K - $107K
|
9.83K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-696- 4.75% |
$99.7K - $109K
|
13.9K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-698- 8.17% |
$100K - $110K
|
7.84K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-700- 2.36% |
$100K - $110K
|
28.9K
$4.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-705- 6.95% |
$101K - $111K
|
9.44K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-715- 53.76% |
$102K - $112K
|
615
$87.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-718- 3.96% |
$103K - $113K
|
17.4K
$2.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-724- 14.33% |
$104K - $114K
|
4.33K
$615K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-730- 0.9% |
$105K - $115K
|
80.6K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-736- 9.65% |
$105K - $116K
|
6.89K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-738- 2.1% |
$106K - $116K
|
34.4K
$4.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-740- 16.06% |
$106K - $116K
|
3.87K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-757- 6.81% |
$108K - $119K
|
10.4K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-765- 3.66% |
$110K - $120K
|
20.1K
$2.86M
|