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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
685+ 73.03% |
$98.2K - $108K
|
1.62K
$249K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
684+ 3.42% |
$98K - $108K
|
20.7K
$3.16M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
643+ 7.36% |
$92.1K - $101K
|
9.38K
$1.44M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
605+ 2.02% |
$86.7K - $95.1K
|
30.5K
$4.67M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
598+ 5.31% |
$85.7K - $94K
|
11.9K
$1.81M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
543+ 7.8% |
$77.8K - $85.4K
|
7.51K
$1.15M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
535+ 13.32% |
$76.7K - $84.1K
|
4.55K
$697K
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
516+ 11.07% |
$73.9K - $81.1K
|
5.18K
$793K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
500+ 6.61% |
$71.7K - $78.6K
|
8.06K
$1.23M
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
490New |
$70.2K - $77K
|
490
$75K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
482+ 9.19% |
$69.1K - $75.8K
|
5.73K
$877K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
455+ 1.71% |
$65.2K - $71.5K
|
27.1K
$4.15M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
430+ 3.62% |
$61.6K - $67.6K
|
12.3K
$1.88M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
430+ 23.74% |
$61.6K - $67.6K
|
2.24K
$343K
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
430+ 0.71% |
$61.6K - $67.6K
|
60.9K
$9.32M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
401+ 0.76% |
$57.5K - $63.1K
|
52.9K
$8.09M
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
399+ 16.26% |
$57.2K - $62.7K
|
2.85K
$437K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
392+ 1.42% |
$56.2K - $61.6K
|
28K
$4.28M
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
384+ 0.55% |
$55K - $60.4K
|
69.8K
$10.7M
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
366+ 1.03% |
$52.4K - $57.5K
|
35.7K
$5.47M
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
353+ 4.61% |
$50.6K - $55.5K
|
8.01K
$1.23M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
344+ 5.69% |
$49.3K - $54.1K
|
6.39K
$979K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
339+ 8.11% |
$48.6K - $53.3K
|
4.52K
$692K
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
336+ 3.96% |
$48.1K - $52.8K
|
8.81K
$1.35M
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
323+ 12.56% |
$46.3K - $50.8K
|
2.89K
$443K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
319+ 9.97% |
$45.7K - $50.2K
|
3.52K
$539K
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
308+ 5.84% |
$44.1K - $48.4K
|
5.58K
$855K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$40.6K - $44.5K
|
283
$43.3K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
279+ 2.46% |
$40K - $43.9K
|
11.6K
$1.78M
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
277+ 0.33% |
$39.7K - $43.6K
|
85.5K
$13.1M
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
274+ 6.07% |
$39.3K - $43.1K
|
4.79K
$733K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
273+ 1.37% |
$39.1K - $42.9K
|
20.1K
$3.08M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
270+ 1.72% |
$38.7K - $42.5K
|
16K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
269+ 1.85% |
$38.5K - $42.3K
|
14.8K
$2.27M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
264+ 1.73% |
$37.8K - $41.5K
|
15.5K
$2.38M
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
254+ 1.32% |
$36.4K - $39.9K
|
19.4K
$2.98M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
246+ 31.58% |
$35.3K - $38.7K
|
1.03K
$157K
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
244+ 1.01% |
$35K - $38.4K
|
24.3K
$3.73M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
241+ 0.38% |
$34.5K - $37.9K
|
63.5K
$9.72M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
231+ 0.99% |
$33.1K - $36.3K
|
23.5K
$3.6M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
229+ 4.38% |
$32.8K - $36K
|
5.46K
$836K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
226+ 4.17% |
$32.4K - $35.5K
|
5.64K
$864K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
220+ 13.14% |
$31.5K - $34.6K
|
1.89K
$290K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
216+ 23.05% |
$31K - $34K
|
1.15K
$177K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
208+ 5.37% |
$29.8K - $32.7K
|
4.08K
$625K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$29.8K - $32.7K
|
208
$31.9K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
191+ 23.61% |
$27.4K - $30K
|
1K
$153K
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
187+ 0.83% |
$26.8K - $29.4K
|
22.7K
$3.48M
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
178+ 3.37% |
$25.5K - $28K
|
5.47K
$837K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
153+ 17.57% |
$21.9K - $24.1K
|
1.02K
$157K
|