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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.59K+ 2.04% |
$1.09M - $1.19M
|
380K
$55.8M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.46K+ 1.51% |
$1.07M - $1.17M
|
502K
$73.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.44K+ 83.75% |
$1.07M - $1.17M
|
16.3K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.3K+ 719.21% |
$1.05M - $1.15M
|
8.32K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.07K+ 5.94% |
$1.01M - $1.11M
|
126K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.03K+ 349.4% |
$1.01M - $1.11M
|
9.04K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.97KNew |
$999K - $1.1M
|
6.97K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.95K+ 8.47% |
$996K - $1.09M
|
89K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
6.95K+ 20.83% |
$996K - $1.09M
|
40.3K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.92K+ 18.22% |
$991K - $1.09M
|
44.9K
$6.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.51KNew |
$933K - $1.02M
|
6.51K
$956K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.49K+ 34.66% |
$930K - $1.02M
|
25.2K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.48K+ 8.33% |
$929K - $1.02M
|
84.2K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.44K+ 118.74% |
$923K - $1.01M
|
11.9K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.43K+ 25.16% |
$921K - $1.01M
|
32K
$4.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.4K+ 8.71% |
$917K - $1.01M
|
79.9K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.28K+ 22.71% |
$900K - $987K
|
33.9K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
6.2K+ 15.26% |
$888K - $975K
|
46.8K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
6.05KNew |
$866K - $951K
|
6.05K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6K+ 56.55% |
$860K - $943K
|
16.6K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.97K+ 321.88% |
$856K - $939K
|
7.83K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5.93K+ 8.65% |
$850K - $932K
|
74.5K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.9KNew |
$845K - $928K
|
5.9K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.88K+ 34.96% |
$843K - $925K
|
22.7K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.87KNew |
$842K - $924K
|
5.87K
$862K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.85K+ 55.73% |
$839K - $920K
|
16.4K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.75K+ 217.97% |
$824K - $904K
|
8.39K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
5.68KNew |
$813K - $892K
|
5.68K
$833K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.58K+ 6.65% |
$799K - $877K
|
89.5K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.56K+ 16.06% |
$797K - $874K
|
40.2K
$5.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.39K+ 325.17% |
$772K - $847K
|
7.05K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.26KNew |
$753K - $827K
|
5.26K
$772K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
5.22KNew |
$748K - $820K
|
5.22K
$766K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.12K+ 184.88% |
$734K - $806K
|
7.89K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.05KNew |
$723K - $793K
|
5.05K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.03K+ 3.25% |
$721K - $791K
|
160K
$23.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
5K+ 16.5% |
$716K - $786K
|
35.3K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.74KNew |
$679K - $745K
|
4.74K
$696K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
4.7K+ 22.42% |
$673K - $738K
|
25.6K
$3.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
4.63K+ 16.56% |
$663K - $727K
|
32.6K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.61KNew |
$660K - $725K
|
4.61K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.58K+ 26.08% |
$656K - $720K
|
22.1K
$3.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.56K+ 4.98% |
$653K - $717K
|
96K
$14.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.53K+ 3.52% |
$649K - $712K
|
133K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
4.5K+ 128.57% |
$645K - $708K
|
8K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.46KNew |
$639K - $701K
|
4.46K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.46K+ 12.89% |
$639K - $701K
|
39.1K
$5.74M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.36KNew |
$625K - $686K
|
4.36K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.28K+ 6.78% |
$614K - $673K
|
67.4K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.23KNew |
$606K - $665K
|
4.23K
$621K
|