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 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
151+ 3.77% |
$21.6K - $23.7K
|
4.15K
$636K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
140+ 2.18% |
$20.1K - $22K
|
6.56K
$1M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
122New |
$17.5K - $19.2K
|
122
$18.7K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
115+ 2.64% |
$16.5K - $18.1K
|
4.48K
$686K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
113+ 0.83% |
$16.2K - $17.8K
|
13.7K
$2.09M
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
105+ 0.07% |
$15K - $16.5K
|
147K
$22.6M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104+ 22.66% |
$14.9K - $16.4K
|
563
$86.2K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
104+ 0.51% |
$14.9K - $16.4K
|
20.3K
$3.11M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$14.5K - $15.9K
|
101
$15.5K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
99+ 3.69% |
$14.2K - $15.6K
|
2.78K
$426K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
98+ 6.0% |
$14K - $15.4K
|
1.73K
$265K
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
98+ 0.18% |
$14K - $15.4K
|
53.2K
$8.15M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 2.19% |
$13.6K - $14.9K
|
4.43K
$678K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
92+ 0.62% |
$13.2K - $14.5K
|
15K
$2.3M
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
91+ 0.3% |
$13K - $14.3K
|
30.8K
$4.72M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
90+ 1.59% |
$12.9K - $14.2K
|
5.75K
$880K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
84+ 4.36% |
$12K - $13.2K
|
2.01K
$308K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
75+ 30.86% |
$10.7K - $11.8K
|
318
$48.7K
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
64New |
$9.17K - $10.1K
|
64
$9.8K
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.08% |
$8.31K - $9.12K
|
73.2K
$11.2M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
57+ 0.24% |
$8.17K - $8.96K
|
23.7K
$3.63M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55+ 0.15% |
$7.88K - $8.65K
|
37.1K
$5.68M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
50+ 2.32% |
$7.17K - $7.86K
|
2.21K
$338K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
50+ 2.47% |
$7.17K - $7.86K
|
2.07K
$317K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
50+ 1.42% |
$7.17K - $7.86K
|
3.57K
$547K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
43+ 1.54% |
$6.16K - $6.76K
|
2.84K
$434K
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
43+ 0.92% |
$6.16K - $6.76K
|
4.69K
$719K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$5.73K - $6.29K
|
40
$6.13K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
39+ 1.44% |
$5.59K - $6.13K
|
2.75K
$421K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.68% |
$5.02K - $5.5K
|
5.17K
$792K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 1.16% |
$4.59K - $5.03K
|
2.79K
$427K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 0.29% |
$4.44K - $4.87K
|
10.6K
$1.62M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
29+ 0.7% |
$4.16K - $4.56K
|
4.2K
$643K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
27+ 1.55% |
$3.87K - $4.25K
|
1.77K
$270K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 1.55% |
$3.58K - $3.93K
|
1.63K
$250K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 4.33% |
$3.58K - $3.93K
|
603
$92.3K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
20+ 0.17% |
$2.87K - $3.14K
|
11.8K
$1.81M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$2.87K - $3.14K
|
20
$3.06K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$2.29K - $2.52K
|
16
$2.45K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14+ 2.57% |
$2.01K - $2.2K
|
558
$85.5K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.24% |
$1.43K - $1.57K
|
4.16K
$636K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
8+ 0.32% |
$1.15K - $1.26K
|
2.54K
$389K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.24% |
$1.15K - $1.26K
|
3.29K
$504K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.37% |
$1K - $1.1K
|
1.88K
$287K
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.26% |
$1K - $1.1K
|
2.73K
$418K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$1K - $1.1K
|
7.47K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7+ 0.4% |
$1K - $1.1K
|
1.77K
$271K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 28.0% |
$1K - $1.1K
|
32
$4.9K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.95K
$299K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.97K
$302K
|