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 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
6+ 0.18% |
$860 - $943
|
3.36K
$515K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.15% |
$717 - $786
|
3.43K
$526K
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.11% |
$573 - $629
|
3.72K
$569K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3+ 0.11% |
$430 - $472
|
2.79K
$427K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.14% |
$287 - $314
|
1.42K
$217K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.17% |
$287 - $314
|
1.2K
$184K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.06% |
$287 - $314
|
3.5K
$536K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2+ 0.15% |
$287 - $314
|
1.37K
$209K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.1% |
$287 - $314
|
2.06K
$315K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 1.05% |
$143 - $157
|
96
$14.7K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
$143 - $157
|
310
$47.5K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$143 - $157
|
364
$55.7K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$143 - $157
|
71
$10.9K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$143 - $157
|
246
$37.7K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.32% |
$143 - $157
|
309
$47.3K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$287 - $314
|
4.11K
$629K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.17% |
$430 - $472
|
1.74K
$266K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-4- 0.09% |
$573 - $629
|
4.64K
$711K
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-5- 0.13% |
$717 - $786
|
3.9K
$596K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6- 0.2% |
$860 - $943
|
2.93K
$448K
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-7- 0.02% |
$1K - $1.1K
|
31.4K
$4.81M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.32% |
$1K - $1.1K
|
2.21K
$339K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-8- 0.49% |
$1.15K - $1.26K
|
1.64K
$251K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8- 44.44% |
$1.15K - $1.26K
|
10
$1.53K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.26% |
$1.43K - $1.57K
|
3.77K
$578K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-10- 0.24% |
$1.43K - $1.57K
|
4.17K
$639K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-12- 0.37% |
$1.72K - $1.89K
|
3.25K
$498K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-14- 0.18% |
$2.01K - $2.2K
|
7.61K
$1.17M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 1.14% |
$2.58K - $2.83K
|
1.56K
$239K
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-19- 0.7% |
$2.72K - $2.99K
|
2.7K
$414K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19- 0.96% |
$2.72K - $2.99K
|
1.95K
$299K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 0.59% |
$2.87K - $3.14K
|
3.36K
$515K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-25- 58.14% |
$3.58K - $3.93K
|
18
$2.76K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.32% |
$3.58K - $3.93K
|
7.74K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 14.97% |
$4.01K - $4.4K
|
159
$24.3K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 0.54% |
$4.44K - $4.87K
|
5.67K
$868K
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-31- 0.8% |
$4.44K - $4.87K
|
3.87K
$592K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-34- 23.61% |
$4.87K - $5.35K
|
110
$16.8K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-37- 0.98% |
$5.3K - $5.82K
|
3.74K
$573K
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-41- 2.04% |
$5.88K - $6.45K
|
1.97K
$301K
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-43- 2.07% |
$6.16K - $6.76K
|
2.04K
$312K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-45- 1.6% |
$6.45K - $7.08K
|
2.76K
$423K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47- 1.25% |
$6.74K - $7.39K
|
3.7K
$567K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-48- 2.89% |
$6.88K - $7.55K
|
1.61K
$247K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-52- 0.69% |
$7.45K - $8.18K
|
7.46K
$1.14M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-54- 4.55% |
$7.74K - $8.49K
|
1.13K
$173K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-54- 37.24% |
$7.74K - $8.49K
|
91
$13.9K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-57- 1.73% |
$8.17K - $8.96K
|
3.25K
$497K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-57- 2.53% |
$8.17K - $8.96K
|
2.19K
$336K
|